Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34726 LYONDELLBASELL INDUSTRIES N.V. (Exact name of registrant as specified in its charter) Netherlands 98-0646235 (State ...

LyondellBasell Industries NV (NYSE:LYB) Q1 2022 Earnings Conference Call April 29, 2022 11:00 AM ET Company Participants David Kinney - Head, IR Kenneth Lane - Interim CEO & EVP, Global Olefins & Polyolefins Michael McMurray - EVP & CFO Conference Call Participants Jeffrey Zekauskas - JPMorgan Chase & Co. Stephen Byrne - Bank of America Merrill Lynch Bhavesh Lodaya - BMO Capital Markets Vincent Andrews - Morgan Stanley Hassan Ahmed - Alembic Global Advisors Prashant Juvekar - Citigroup Michael Sison - Wells ...

1 STEPPING UP FIRST QUARTER 2022 EARNINGS April 29, 2022 CAUTIONARY STATEMENT AND INFORMATION RELATED TO FINANCIAL MEASURES CAUTIONARY STATEMENT The statements in this presentation relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this presentation, the words "estim ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34726 LYONDELLBASELL INDUSTRIES N.V. (Exact name of registrant as specified in its charter) Netherlands 98-0646235 (State or other jurisdiction of incorporation or or ...

1 J.P. MORGAN Industrials Conference – Fireside March 16, 2022 Ken Lane – Interim CEO CAUTIONARY STATEMENT The statements in this presentation relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this presentation, the words "estimate," "believe," "continue," "could," ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34726 LyondellBasell Industries N.V. (Exact name of registrant as specified in its charter) Netherlands 98-0646235 ...

LyondellBasell Industries N.V. (NYSE:LYB) Q4 2021 Earnings Conference Call January 28, 2022 11:00 AM ET Company Participants David Kinney - Head, Investor Relations Ken Lane - Interim Chief Executive Officer Michael McMurray - Chief Financial Officer Conference Call Participants Bob Koort - Goldman Sachs Jeff Zekauskas - JPMorgan Mike Sison - Wells Fargo Bhavesh Lodaya - BMO Capital Markets Arun Viswanathan - RBC Capital Markets Frank Mitsch - Fermium Research Chris Parkinson - Mizuho Kevin McCarthy - Verti ...

1 STEPPING UP FOURTH QUARTER 2021 EARNINGS January 28, 2022 CAUTIONARY STATEMENT AND INFORMATION RELATED TO FINANCIAL MEASURES CAUTIONARY STATEMENT The statements in this presentation relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this presentation, the words "es ...

Financial Data and Key Metrics Changes - LyondellBasell reported earnings of $5.25 per share, more than four times higher than the same quarter last year [9] - EBITDA was approximately $2.7 billion, a year-over-year quarterly improvement of $1.8 billion [9] - The company generated a record $2.1 billion in cash from operating activities during the third quarter [10][16] Business Line Data and Key Metrics Changes - The Olefins and Polyolefins Americas segment delivered EBITDA of about $1.6 billion, slightly lower than the second quarter due to lower margins and volumes [20] - The Olefins and Polyolefins Europe, Asia, International segment reported third quarter EBITDA of $474 million, $234 million lower than the second quarter due to higher feedstock costs and lower seasonal demand [21] - The Intermediates and Derivatives segment's EBITDA was $348 million, $248 million lower than the prior quarter, impacted by rising feedstock and energy costs [24] - The Advanced Polymer Solutions segment had EBITDA of $121 million, $8 million lower than the second quarter, affected by customer supply chain constraints [26] - The Refining segment saw a significant improvement, with EBITDA rising to $41 million, up $122 million from the previous quarter [27] - The Technology segment achieved record EBITDA of $155 million, $63 million higher than the prior quarter due to increased licensing revenue [28] Market Data and Key Metrics Changes - The company noted robust global demand and tight market conditions, which are expected to support continued growth [11] - The average crude throughput at the refinery increased to 260 thousand barrels per day, with operating rates at 97% [27] Company Strategy and Development Direction - LyondellBasell is focused on building value for the long term and has committed to achieving net zero greenhouse gas emissions from its global operations by 2015 [13] - The company plans to improve energy efficiency, phase out coal, and procure at least 50% of its electricity from renewable sources by 2030 [14][15] - The company aims to pursue prudent and accretive investments that could add up to $1.5 billion of EBITDA to mid-cycle earnings [29][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver for stakeholders, citing strong demand for products and a well-funded economy [9][11] - The company anticipates some margin compression due to typical fourth-quarter seasonality and rising feedstock and energy prices, but expects markets to remain strong [35] - Management highlighted the importance of addressing supply chain constraints and the potential for pent-up consumer demand to drive future growth [36] Other Important Information - The company has resumed share repurchases and reduced its share count by approximately 1 million [17] - LyondellBasell's credit ratings were upgraded by S&P Global Ratings, indicating a stable outlook [18] Q&A Session All Questions and Answers Question: What should the new CEO of LyondellBasell understand? - The new CEO should focus on safety, reliability, cost efficiency, and sustainability initiatives to be successful [42] Question: What are the utilization rates for assets in 2022? - Management expects polypropylene rates to return over 90% by mid-next year as supply chain issues normalize [44][46] Question: What is the near-term operational outlook for the refinery? - The refinery is expected to perform better in Q4, with positive trends in demand and profitability [50][51] Question: Where can the company be wrong regarding margin expectations? - Potential spikes in energy prices and uncertainties in the Chinese market could impact margins [54][56] Question: What are the dynamics around polyethylene pricing? - Management anticipates moderation in polyethylene prices, with a more modest margin compression than some forecasts suggest [64][66] Question: How does LyondellBasell plan to decarbonize its asset base? - The company plans to maintain a capital expenditure of about $2 billion per year through 2025, with potential increases for sustainability initiatives in the later part of the decade [68][69]

1 THIRD QUARTER 2021 EARNINGS October 29, 2021 CAUTIONARY STATEMENT AND INFORMATION RELATED TO FINANCIAL MEASURES CAUTIONARY STATEMENT The statements in this presentation relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this presentation, the words "estimate," "bel ...