LyondellBasell Industries NV · NYSE:LYB
LyondellBasell Industries NV — ESG Presentation (April 2025)
40 slides from LyondellBasell Industries NV's sustainability presentation, April 2025
Slide 1: From vision to value
From vision to value Sustainability overview for investors April 2025
Slide 2: Cautionary statement
Cautionary statement The statements in this presentation relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LYB, which are believed to be reasonable at the time made and are subject to signifi
Slide 3: Our sustainability value case – The summary
Our sustainability value case – The summary
Slide 4: Who we are
Who we are LyondellBasell (LYB) is one of the world’s largest producers of plastics and chemicals; our products are used by millions of people around the world every day. Through our scale and reach, we have a unique role to play in helping industries reach sustainability goals and accelerate toward
Slide 5: We provide sustainable solutions for everyday living
We provide sustainable solutions for everyday living Our core products are key to advancing a modern and more sustainable world Food safety & access Potable water delivery Food packaging and films that improve Stronger, longer-lasting pipes used in freshness, portability and extend shelf-life; with
Slide 6: Advancing our corporate strategy
Advancing our corporate strategy Value creation and sustainability are central to our three-pillar strategy Grow and Build a profitable Step up performance upgrade the core Circular and Low Carbon and culture Solutions business Shaping our portfolio to Building a leading CLCS Unlocking significant l
Slide 7: Establishing LYB as a sustainability leader
Establishing LYB as a sustainability leader We focus on actions where we can positively influence and create differential value Ending Taking Supporting a plastic waste climate action thriving society Innovating, scaling and delivering Ensuring sustainable sources of Creating a culture where employe
Slide 8: Sustainability is aligned with our corporate strategy
Sustainability is aligned with our corporate strategy Our three-pillar corporate strategy and our sustainability pillars are in lockstep Examples Corporate strategy Sustainability pillars Build a profitable Ending Driving the circular economy and achieving $1B in CLCS incremental EBITDA1 by 2030 CLC
Slide 9: Circular plastics market is structurally attractive
Circular plastics market is structurally attractive Upstream infrastructure gap is creating a significant supply shortage1 Market assessment for circular plastics1,2 • Consumer preferences driving robust 4 MM ton supply gap 13 MM tons demand growth for CLCS products • European regulatory developmen
Slide 10: Circular and Low Carbon Solutions (CLCS)
Circular and Low Carbon Solutions (CLCS) Growing sustainable value – for all stakeholders – from waste plastics The global business case How we are contributing • Polymers are critical to enable a • Leveraging our strengths to build a CLCS business low-carbon world and drive renewable energy transit
Slide 11: 2024 sustainability highlights
2024 sustainability highlights We made progress on CLCS volumes, emissions and energy intensity and safety LYB recycled and GHG emissions and energy Renewable electricity % renewable-based polymers1 intensity per ton of product of total electricity (thousand metric tons) 6.00% 5.71% GHG (M t / M t)
Slide 12: Our sustainability value case – The details
Our sustainability value case – The details
Slide 13: Interactive table of contents
Interactive table of contents Ending plastic waste Taking climate action Supporting a thriving society LYB is uniquely positioned to grow in circular plastics Decarbonization helps drive low carbon value Industry-leading safety performance Our CLCS business across the circular value chain A large fo
Slide 14: Ending plastic waste
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Ending plastic waste LYB is uniquely positioned to grow in circular plastics Our CLCS business across the circular value chain Our CLCS strategy MoReTec techno
Slide 15: LYB is uniquely positioned to grow in circular plastics
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance LYB is uniquely positioned to grow in circular plastics Leveraging existing world-scale assets, enabled by proprietary technology Market assessment for Petroch
Slide 16: Our CLCS business across the circular value chain
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Our CLCS business across the circular value chain Vertical integration creates synergies – more opportunities for value creation Circular solutions Best suited
Slide 17: Our CLCS strategy
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Our CLCS strategy Driving incremental recycled volumes, at higher realized margins Grow our position as a trusted Leverage benefits from scale, Develop regiona
Slide 18: MoReTec technology: a differentiated advantage
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance MoReTec technology: a differentiated advantage Maximizes plastic-to-plastic recycling, at scale and lower cost, with yields of greater than 80% 1 2 Reactor is
Slide 19: Expanding our product portfolio to capture upside
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Expanding our product portfolio to capture upside Aiming for Life Cycle Assessments (LCAs) on portfolio by 2026: prioritizing Circulen and +LC brands LYB recyc
Slide 20: Value from lowering carbon footprint of crackers
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Value from lowering carbon footprint of crackers Aiming for LCAs1 on majority of our portfolio by 2026: including low carbon PP/PE Opportunity to capture low c
Slide 21: Taking climate action
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Taking climate action Decarbonization helps drive low carbon value A large footprint creates opportunities for influence Refining exit reduces Scope 3 emission
Slide 22: Decarbonization helps drive low carbon value
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Decarbonization helps drive low carbon value Targets: reduce absolute Scope 1 and 2 GHG emissions by 42% by 2030, net zero 2050 ambition1 Pathway to net zero f
Slide 23: A large footprint creates opportunities for influence
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance A large footprint creates opportunities for influence Target: reduce absolute Scope 3 GHG emissions 30% by 20301 Primary reduction levers to achieve Key driver
Slide 24: Refining exit reduces Scope 3 emissions by ~40 MMt
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Refining exit reduces Scope 3 emissions by ~40 MMt Future options to leverage Houston Refinery assets for circularity and renewables Aligned with LYB strategy
Slide 25: Evaluating our impact on nature
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Evaluating our impact on nature Biodiversity and water are not material topics for LYB1, but we are still making progress Biodiversity Water Goals • Completing
Slide 26: Supporting a thriving society
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Supporting a thriving society Industry-leading safety performance
Slide 27: Industry-leading safety performance
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Industry-leading safety performance GoalZERO – Our commitment to operating safely with zero injuries, zero incidents and zero accidents Foundation of GoalZERO
Slide 28: Strong leadership and governance
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Strong leadership and governance Robust leadership on sustainability Balanced incentive structure An experienced and diverse board Green financing is embedded
Slide 29: Robust leadership on sustainability
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Robust leadership on sustainability Key leaders responsible for sustainability oversight, strategy and implementation Peter Vanacker Rita Griffin Yvonne van de
Slide 30: Balanced incentive structure
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Balanced incentive structure1 Driven by value generation, safety and sustainability 20% Safety 10% Value Creation TRIR (50%) Injury Rate PSIR (50%) Process Saf
Slide 31: An experienced and diverse board
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance An experienced and diverse board Board of Directors’ independence, diversity, tenure and experience Buchanen Vanacker Manifold Kamsky Dudley Hanley Algrain Cha
Slide 32: Our capital structure includes green financing
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Our capital structure includes green financing Inaugural green bond – Issued in May 2023 - $500 MM, 10-year notes, 5.625% coupon LYB has established a Green Fi
Slide 33: Engaging with governments and regulators
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Engaging with governments and regulators Advocating for positive change on issues affecting LYB and our stakeholders LYB supports the goal of limiting global t
Slide 34: Promoting transparency with our trade associations
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Promoting transparency with our trade associations (TAs) Our participation in TAs enable us to promote our priorities and engage as an industry Renewable & tec
Slide 35: We are committed to product safety
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance We are committed to product safety We are committed to promoting a comprehensive approach to chemicals Substances on the SIN list management and sustainability
Slide 36: Robust strategy, to deliver future value for all stakeholders
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Robust strategy, to deliver future value for all stakeholders LYB scores well vs peers on third-party ESG ratings Sector-leading, value-focused sustainability
Slide 37: LYB scores well vs peers on third-party ESG ratings
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance LYB scores well vs peers on third-party ESG ratings Sector-leading strategy and improved disclosure has led to positive momentum 2024 2023 / / Peer 2020 2021 2
Slide 38: Sector-leading, value-focused sustainability strategy
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Sector-leading, value-focused sustainability strategy We aim to be a leader, generating value for a range of stakeholders Our corporate strategy and sustaina
Slide 39: Appendix
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Appendix
Slide 40: Information related to financial measures
Supporting a Strong leadership Table of contents Ending plastic waste Taking climate action Summary Appendix thriving society and governance Information related to financial measures This presentation makes reference to certain “non-GAAP” financial measures as defined in Regulation G of the U.S. Sec
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