Core Insights - LyondellBasell Industries (LYB) is currently navigating a challenging period due to industry headwinds, but it presents intriguing investment opportunities for value-focused investors [1]. Company Analysis - The company has been identified as a potential investment due to its low valuation and the presence of near-term catalysts that could drive growth [1]. - The investment horizon for potential investors in LYB is suggested to range from one quarter to two years, indicating a medium-term outlook for recovery and growth [1]. Industry Context - The chemical industry, in which LyondellBasell operates, is facing various headwinds that have impacted company performance, highlighting the need for careful analysis and strategic investment decisions [1].

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales analysis to gain deeper insights into investments [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - Zyryanov acknowledges that some growth stocks may deserve their premium valuations, highlighting the need for investors to investigate whether the market's current opinions are accurate [1]

Accessibility StatementSkip Navigation WILMINGTON, Del., Nov. 18, 2025 /PRNewswire/ --Â DuPont (NYSE: DD) announced today the early results of its previously announced tender offer (the "Tender Offer") to purchase for cash up to $739,256,000 aggregate principal amount (the "Maximum Tender Amount") of its 5.419% Notes due 2048 issued on November 28, 2018 (the "2048 Notes"). The Tender Offer is being made pursuant to the terms and conditions set forth in the Offer to Purchase, dated November 3, 2025 (the "Off ...

Exxon Mobil announced Tuesday that its Fife ethylene plant (FEP) in Scotland will shut down in February 2026, citing a combination of high supply costs, weak market conditions, and the challenging UK ... ...

Siam Cement plans to invest another $500 million at its biggest petrochemical plant in Vietnam https://t.co/plai2VBpi5 ...

ab 14 November 2025 Oil prices might recover in 2026-28E, China demand dragged by gasoline/diesel Crude oil: UBS projects Brent crude oil price to average US$64/70/75/bbl in 2026-28, with expectations that the second tranche of OPEC+'s voluntary cuts of 1.65Mb/d may end in Dec 2026 and the effective production increase may be 40% of the headline numbers. Oil prices could improve from later part of 2026, in UBS view. Weak gasoline and diesel consumption might further weigh on China demand and we project 4.4% ...

We recently published Market in Turmoil but These 10 Stocks Are on Fire. Dow Inc. (NYSE:DOW) is one of the best-performing stocks on Thursday. Dow Inc. saw its share prices jump by 4.19 percent to close at $23.11 apiece as investor sentiment was boosted by its third-time inclusion in this year’s Fortune World’s Best Workplaces List. In this year’s list, Dow Inc. (NYSE:DOW) moved two notches higher, landing at the 18th spot versus the 20th in 2024. Commenting on the recognition, Dow Inc. (NYSE:DOW) Chair ...

Core Insights - ArcelorMittal S.A. reported a third-quarter 2025 net income of $377 million, or 50 cents per share, an increase from $287 million, or 37 cents per share, in the same quarter last year [1] - Adjusted earnings were 62 cents per share, surpassing the Zacks Consensus Estimate of 58 cents [1] - Total sales increased approximately 3% year over year to $15,657 million, exceeding the consensus estimate of $14,711 million [1] Financial Performance - Total steel shipments rose 1.5% year over year to 13.6 million metric tons, beating the consensus estimate of 13.57 million metric tons [2] - Cash and cash equivalents at the end of the quarter were $5,733 million, up from $5,443 million in the prior quarter, with net debt around $9.1 billion [6] Segment Performance - **North America**: Sales increased 20% year over year to $3,111 million, with crude steel production up 0.6% to 1,662 million metric tons and steel shipments rising 8.6% to 2,615 million metric tons, exceeding the consensus estimate of 2,555 million metric tons [2] - **Brazil**: Sales decreased 13% year over year to $2,807 million, with crude steel production down 6% to 3,595 million metric tons and shipments falling 6.8% to 3,530 million metric tons, missing the consensus estimate of 3,646 million metric tons [3] - **Europe**: Sales rose 0.6% year over year to $7,186 million, with crude steel production declining nearly 7.8% to 7,251 million metric tons, while shipments increased around 3% to 7,001 million metric tons, surpassing the consensus mark of 6,871 million metric tons [4] - **Mining**: Sales increased 24.3% year over year to $732 million, with iron ore production totaling 8.5 million metric tons, up 28.8% from the previous year [5] Future Outlook - The European Commission's new steel-sector trade tool and the Carbon Border Adjustment Mechanism (CBAM) are expected to enhance fair competition and support industry capacity utilization [7] - The company remains optimistic about its medium- and long-term outlook, anticipating benefits from rising steel demand linked to energy transition, infrastructure development, and defense needs [8] - Recent M&A activities and high-return organic growth projects are expected to boost future EBITDA by $2.1 billion, including $0.7 billion in 2025 and $0.8 billion in 2026 [10] Market Performance - ArcelorMittal's shares have gained 57.9% over the past year, contrasting with a 14.3% decline in the industry [11]

Abu Dhabi National Oil Co. won conditional European Union approval for its €12 billion takeover of Covestro after it dealt with the bloc's concerns that its state subsidies could stifle competition https://t.co/T4IDyz4xM5 ...

Core Insights - Abu Dhabi state oil firm ADNOC has received the EU's conditional approval for its €14.7 billion ($17 billion) bid for German chemicals company Covestro [1] Group 1 - ADNOC's bid for Covestro is valued at €14.7 billion, equivalent to $17 billion [1]