LYB
Market read
LYB accounts for 8.8% of the group's measured movement across 7.3 effective names. raw member direction is mixed; 9 of 9 SPY-adjusted paths align to the upside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.
CVE, CHRD, OLN moved materially before LYB. LYB crossed its material path threshold at 10:45 ET, 55 minutes after the first measured mover. DOW, CE followed.
5 of 9 members in Chemicals are active. 0 of 3 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.
Research brief
LYB accounts for 8.8% of the group's measured movement across 7.3 effective names. raw member direction is mixed; 9 of 9 SPY-adjusted paths align to the upside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Second quarter of 2026 versus first quarter of 2026—Higher demand for catalysts accounted for approximately half of the increase in EBITDA, while the remaining increase was driven by higher licensing results as a greater number of higher-value contracts reach…”10-Q · Jul 31, 2026 ↗
“The lower effective income tax rate for the first six months of 2026 was due to changes in earnings in countries with varying statutory tax rates coupled with fluctuations in foreign exchange losses and exempt income that decreased the effective income tax ra…”10-Q · Jul 31, 2026 ↗
“The increase of $291 million in Accounts payable was primarily driven by higher raw material costs.”10-Q · May 1, 2026 ↗
“The impairment was primarily attributable to the slower than anticipated pace of our circularity investments in the U.S., including our decision to postpone the final investment decision on MoReTec-2 .”10-Q · Jul 31, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
No usable price/earnings or price/sales multiple (need a fresh price).
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LYB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for LYB. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We share ownership in the Louisiana Integrated PolyEthylene JV LLC joint venture (the “Louisiana Joint Venture”) with Sasol Chemicals (USA) LLC.”
Depended on by
“xans; and our primary suppliers of PVC resin are Westlake, Formosa and Oxy Vinyls; and our primary suppliers of HDPE resin are LyondellBasell and Baystar.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
LYB is currently a Participant in the organic co-movement group Chemicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.