Lyondellbasell Industries Nv · NYSE:LYB
Lyondellbasell Industries Nv — J.P. Morgan Industrials Conference 2026
7 slides from Lyondellbasell Industries Nv's conference presentation, Mar 17, 2026
Slide 1: J.P. Morgan Industrials Conference
J.P. Morgan Agustin Izquierdo Industrials Conference Chief Financial Officer March 17th, 2026
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 LyondellBasell which are believed to be reasonable at the time made and are subject
Slide 3: Well-positioned to capture value in a volatile market
Well-positioned to capture value in a volatile market North American production increasing in value as Asia and Middle East capacity becomes constrained Supply & logistics disruptions • Pre-war: Typical seasonal demand • Continued pressure from new capacity in China improvement • Elevated costs and
Slide 4: Global market dynamics turning more supportive
Global market dynamics turning more supportive Tightening inventories, capacity rationalization and consumer spending supports a more constructive outlook Preliminary Feb26 US PE inventories 4.5 days below 2025 highs EU capacity rationalizations and China’s anti-involution measures Non-durables cont
Slide 5: Strait of Hormuz constraining global capacity
Strait of Hormuz constraining global capacity War effects on our main products remain dynamic, but skewed to the upside Potential Impacts (% of global capacity) LYB financial sensitivity Behind Behind SoH Nameplate capacity2 Theoretical Impact on Earnings1 Operating Rates2 SoH + Asia (MMton/yr) $100
Slide 6: LyondellBasell
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Slide 7: Solutions for a better tomorrow
Solutions for a better tomorrow
LyondellBasell Industries — J.P. Morgan Industrials Conference 2026 on 6ix