ethane feedstock insulates margin and pricing
I view LyondellBasell as structurally bullish because its U.S. ethane-fed crackers are insulated from Middle East NAFTA shipping disruptions, giving LYB durable margin and pricing power as global NAFTA-based capacity goes offline (>70% YTD price surge cited).
LyondellBasell's U.S. ethane-fed crackers are structurally insulated from Middle East NAFTA shipping disruptions, providing durable margin as global NAFTA-based capacity goes offline. A cited greater-than-70% YTD price surge reflects the pricing power advantage this feedstock position enables.
Publish-day $79.60 · 04/056mo
"The Chemical Crisis That Will Crash Your Wallet"