LyondellBasell: Profits Should Surge On The Back Of Iran Impact

Jonathan WeberInvesting GroupFollow5ShareSavePlay(9min)Comments(6)SummaryLyondellBasell Industries benefits from Middle East disruptions, boosting US chemical producers' earnings outlook and profitability.LYB's input cost advantage and global supply constraints have driven a forecasted 180% earnings increase this year, with EPS estimates up 70% in three months.Despite a recent dividend cut, LYB offers a 3.7% yield and trades at undemanding valuations, supporting moderate bullishness over a multi-year horizon.Assuming market normalization, LYB could deliver 10%+ annual returns by 2030, though investors should expect pronounced stock volatility.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More » Silver Place/iStock via Getty Images Article Thesis LyondellBasell Industries N.V. (LYB) is a chemicals company that has seen its shares surge in recent weeks. Disruptions to global energy flows and attacks on infrastructure in the Middle East have improved the earnings outlook for US-based chemicalThis article was written byJonathan Weber53.85K FollowersFollowJonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally. He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More.Analyst’s Disclosure: I/we have a beneficial long position in the shares of LYB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.