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A fat dividend yield can signal a screaming buy or a slow-motion disaster, and the difference hides in coverage math most investors never check. Six well-known names are flashing the exact warning signs that tend to show up just before a payout gets cut.
Soaring gas prices in the UK have pushed Ineos to mothball key chemical plants in Hull, while US producers sit on far cheaper fuel. That gap in energy cost can reshape which industrial stocks earn healthy returns and which ones fight for survival. This piece unpacks what that shift might mean for investors and walks through 3 US listed chemicals and industrial stocks exposed to this story. The stocks covered below are only a starter set. The full screen on Simply Wall St surfaced another 66...
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
LyondellBasell Industries has pulled ahead of its industry peers this year, and Wall Street remains cautiously optimistic that the stock has further room to run.
Commodity chemical stocks are flashing eye-catching yields right now, but one name on this list already burned investors with a dividend cut this cycle while another is riding a supply shock that could reverse before the balance sheet heals.
Albemarle (ALB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Cabot (CBT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
LyondellBasell Industries (NYSE:LYB) drew fresh attention after a report linked it to early stage bids for Shell’s U.S. chemicals business, an asset that could be valued around US$8b. See our latest analysis for LyondellBasell Industries. The Shell chemicals bid talk comes after a busy spell for LyondellBasell Industries, with its share price now at US$65.20 and a year to date share price return of 46.88%. That sits alongside a 1 year total shareholder return of 21.49%. However, the 3 year...
SHEL's potential $8B U.S. chemicals exit marks a sharper focus on oil and gas as it cuts costs and reshapes capital allocation.
ExxonMobil, LyondellBasell, Apollo Global Management, and Kuwait Petroleum have submitted non-binding offers for Shell's U.S. assets
Exxon Mobil (NYSE:XOM) and LyondellBasell NV (NYSE:LYB) have emerged as possible bidders for Shell’s (LSE:SHEL) US chemicals assets, which could be sold for up to $8 billion as the energy major seeks to reduce its exposure to weaker-performing operations. The Financial Times reported on Monday that the two industry groups are among several parties exploring a potential acquisition of the portfolio.
A brutal oil shock is creating opportunity in one unlikely sector
LyondellBasell Industries N.V. (NYSE:LYB) recently announced a quarterly dividend of $0.69 per share. For investors who followed the stock before the February 2026 cut, that number probably stands out. LYB was paying $1.37 a share every quarter before management cut the payout by roughly 50% following one of the longest downturns in the chemicals industry. […]
Despite LyondellBasell Industries' underperformance relative to the SPX over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
EBITDA surged to $2.1 billion as Middle East disruptions boosted margins.
A record backlog of plants, led by a new electronics win, is the clearest evidence yet of how Linde keeps topping itself up, and of how slowly that shows up in the stock.
LyondellBasell says Middle East polyethylene outages may support margins beyond the near term as cost cuts and North American assets sharpen operating leverage.
Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor darling. Find out which stocks just got slapped with new downgrades and which ones earned fresh upgrades.
LyondellBasell Industries N.V. recently reported past second-quarter 2026 results, with revenue rising to US$9,177 million and net income to US$558 million, alongside materially higher earnings per share versus a year earlier. The company’s margin improvement was helped by supply disruptions in Middle Eastern polyethylene capacity, allowing LyondellBasell to benefit from tighter markets while it continued portfolio streamlining and cost-cutting efforts. We’ll now examine how this sharp...
LyondellBasell Industries (NYSE:LYB) reported second quarter 2026 results with revenue of US$9.18b and net income of US$558m, reflecting stronger margins supported by tighter petrochemical markets and portfolio and cost initiatives. See our latest analysis for LyondellBasell Industries. At a share price of US$62.08, LyondellBasell Industries has a 30 day share price return of 18.07% while the 1 year total shareholder return is 25.19%. However, the 3 year total shareholder return declined...
Strong operational performance and strategic divestitures drive record margins, despite Middle East supply disruptions and planned maintenance headwinds.
Moby summary of LyondellBasell Industries N.V.'s Q2 2026 earnings call
LyondellBasell Industries (NYSE:LYB) said second-quarter earnings and margins improved sharply as disruptions tied to the Middle East conflict tightened petrochemical supply, altered trade flows and supported pricing across several of its businesses. Chief Executive Officer Peter Vanacker said the
LyondellBasell topped Q2 earnings and sales estimates as solid margins, higher operating rates and supply disruptions lifted results despite market volatility.
Although the revenue and EPS for LyondellBasell (LYB) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LyondellBasell (LYB) delivered earnings and revenue surprises of +20.79% and +3.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Huntsman (HUN) delivered earnings and revenue surprises of -100.00% and +7.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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