LyondellBasell set for strong 2026 with Q2 earnings boost from Middle East supply issues.

LyondellBasell Industries is expected to have a strong 2026 driven by supply disruptions in the Middle East due to the Iran conflict. Analysts forecast a significant jump in Q2 earnings, around $3.40 per share, supported by tight supply, cost advantages from US-based production, and access to cheap natural gas. The company’s valuation is attractive at about 7 times forward earnings with a 4.5% dividend yield, offering solid cash flow and potential for debt reduction and shareholder returns. These factors position LyondellBasell well amid elevated chemical prices and global supply challenges.