Quarterly Financial Results for Six Months Ended June 30, 2026 - Contains consolidated financial statements including income statements, balance sheets, and cash flow statements comparing H1 2026 performance to H1 2025, with detailed segment reporting across 5 reportable business segments Derivative Financial Instruments and Risk Management - Discloses derivative gains/losses related to cost of…

Our analysis rates this filing CAUTIOUS. LyondellBasell presents an elevated but manageable concern profile. The most material development is the reclassification of the catalyst segment as discontinued operations, which signals a deliberate strategic exit but introduces near-term earnings…

Concern level: ELEVATED (5.5/10). Key factors: Catalyst segment reclassified as discontinued operations - signals strategic business exit with potential for material asset impairments and restructuring charges in current or future periods; Extensive derivative financial instrument positions across multiple income statement line items - indicates significant commodity price and interest rate…

Notable risk changes: Catalyst segment reclassified as discontinued operations - signals strategic business exit or divestiture, potential for asset impairments and restructuring charges; Extensive derivative financial instrument positions across multiple income statement categories - indicates significant commodity price and interest rate hedging activity with potential earnings volatility; Complex related party…

The model predicts LYB will underperform the S&P 500 by about 0.0% over 30 days (model confidence 65%). This is model analysis for research, not investment advice.