Scenarios that move LYB

LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)

Scenarios that move LYB: 71 analyses, 19 positive, 52 negative.

  1. · Iranian Guards say two tankers hit mines in Hormuz — ▼ · impact -40 · confidence low · horizon quarters
  2. · PetroChina set for record trading profit as war upends markets — ▼ · impact -49 · confidence medium · horizon quarters
  3. · ◇ What if… Iran agrees to surrender enriched uranium stockpile by December 31, 2026 — ▲ · impact +52 · confidence low · horizon weeks
  4. · FMC Corporation stock crashes as investors seek explanation — ▼ · impact -40 · confidence low · horizon weeks
  5. · ◇ What if… Houthis enter Aden by December 31, 2026 — ▼ · impact -30 · confidence low · horizon quarters
  6. · ◇ What if… Iran and Oman fail to reach a Hormuz agreement — ▼ · impact -50 · confidence low · horizon quarters
  7. · TotalEnergies flags quarterly profit surge as Iran war lifts energy prices — ▼ · impact -56 · confidence low · horizon quarters
  8. · ◇ What if… Iran and Oman reach Hormuz agreement by October 31 — ▲ · impact +48 · confidence low · horizon quarters
  9. · US blockade keeps Iranian crude exports at zero in October — ▼ · impact -50 · confidence low · horizon weeks
  10. · Iran fortifies nuclear sites ahead of possible US strikes — ▼ · impact -44 · confidence low · horizon quarters
  11. · Saudi Arabia faces new missile and drone attacks — ▼ · impact -38 · confidence low · horizon quarters
  12. · Europe faces another year of high gas prices as reserves fall — ▼ · impact -66 · confidence high · horizon quarters
  13. · ◇ What if… Houthis launch military action against Saudi Arabia on October 15 — ▼ · impact -44 · confidence low · horizon quarters
  14. · Iran calls US response to Hormuz reopening proposal insufficient — ▼ · impact -57 · confidence medium · horizon weeks
  15. · US military disables cargo vessel breaching Iran blockade — ▼ · impact -42 · confidence low · horizon quarters
  16. · Global stocks and Treasuries fall as Brent tops $102 — ▼ · impact -40 · confidence low · horizon weeks
  17. · Oil tanker transits through Hormuz fall to two-month low — ▼ · impact -42 · confidence low · horizon quarters
  18. · BDX expands US manufacturing with $19B healthcare investment — ▲ · impact +15 · confidence low · horizon quarters
  19. · IEA says it will accelerate oil reserve release — ▲ · impact +48 · confidence low · horizon quarters
  20. · Iran official says illegal Strait of Hormuz routes will soon be blocked — ▼ · impact -52 · confidence low · horizon quarters
  21. · EU envoys set to approve major new Russia sanctions — ▼ · impact -40 · confidence low · horizon quarters
  22. · US EIA hikes oil price forecasts as Iran war drains stockpiles — ▼ · impact -50 · confidence low · horizon quarters
  23. · ◇ What if… Crude oil reaches $150 a barrel — ▼ · impact -45 · confidence low · horizon weeks
  24. · Petrobras stock rises 11.5% in trading — ▼ · impact -34 · confidence low · horizon quarters
  25. · OPEC+ delays oil capacity review as Iran war disrupts plans — ▼ · impact -60 · confidence low · horizon weeks
  26. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by October 15 — ▲ · impact +36 · confidence low · horizon quarters
  27. · US sanctions Iran’s auto and rail sectors as blockade chokes shipping — ▼ · impact -40 · confidence low · horizon quarters
  28. · ◇ What if… US announces end of Iranian blockade by October 15 — ▲ · impact +52 · confidence low · horizon weeks
  29. · US to loan up to 40 million barrels from SPR — ▼ · impact -18 · confidence low · horizon quarters
  30. · Trump rejects Iran peace proposal as oil spikes — ▼ · impact -54 · confidence medium · horizon weeks
  31. · ◇ What if… Russia enters Kramatorsk by December 31, 2026 — ▼ · impact -50 · confidence low · horizon quarters
  32. · ◇ What if… Trump and Putin fail to hold a meeting — ▼ · impact -45 · confidence low · horizon quarters
  33. · Vessel traffic through Strait of Hormuz falls to two — ▼ · impact -63 · confidence low · horizon quarters
  34. · Iran offers to reopen Strait of Hormuz if US eases pressure — ▲ · impact +41 · confidence medium · horizon quarters
  35. · ◇ What if… Iran loses control of Kharg Island by December 31 — ▼ · impact -40 · confidence high · horizon quarters
  36. · ◇ What if… US and Iran ceasefire continues through September 30 — ▲ · impact +47 · confidence low · horizon quarters
  37. · ◇ What if… US and Iran fail to hold diplomatic meeting by September 30 — ▼ · impact -46 · confidence low · horizon quarters
  38. · ◇ What if… US and Iran hold diplomatic meeting by September 30 — ▲ · impact +30 · confidence low · horizon quarters
  39. · ◇ What if… Iran charges fees for Strait of Hormuz passage by October 31 — ▼ · impact -50 · confidence low · horizon quarters
  40. · Olin and Huntsman merger clears US antitrust hurdle — ▼ · impact -40 · confidence medium · horizon quarters
  41. · Trump says US could stay in Iran and keep oil — ▼ · impact -44 · confidence low · horizon quarters
  42. · Saudi Arabia shuts oil pipeline as Houthis tighten Red Sea grip — ▼ · impact -47 · confidence low · horizon quarters
  43. · Saudi Arabia reports Iraq-launched drones hit East-West pipeline — ▼ · impact -48 · confidence medium · horizon immediate
  44. · Iran-US shipping attacks drive oil tanker rates to records — ▼ · impact -63 · confidence low · horizon weeks
  45. · ◇ What if… Crude oil reaches a new all-time high by December 31 — ▼ · impact -52 · confidence medium · horizon weeks
  46. · ◇ What if… Iran withdraws from the NPT before 2027 — ▼ · impact -41 · confidence low · horizon quarters
  47. · ECB set to raise rates as Iran war fuels inflation — ▼ · impact -62 · confidence low · horizon weeks
  48. · Dow weighs exiting $20 billion partnership with Aramco — ▲ · impact +47 · confidence medium · horizon quarters
  49. · Merchant vessels suffer disabling fires in Gulf — ▼ · impact -30 · confidence low · horizon quarters
  50. · Middle East tensions push oil toward $100 as Asia stocks weaken — ▼ · impact -58 · confidence low · horizon quarters
  51. · Iran missile launch at Jordan lifts oil prices — ▼ · impact -50 · confidence low · horizon quarters
  52. · Iran says it captured US submarine drone in Strait of Hormuz — ▼ · impact -40 · confidence low · horizon quarters
  53. · South African economy shrinks in second quarter amid Iran war — ▼ · impact -47 · confidence low · horizon quarters
  54. · Iran plans new Gulf exclusion zone and threatens US — ▼ · impact -38 · confidence low · horizon quarters
  55. · ◇ What if… Iran and Oman reach a Hormuz agreement by September 30 — ▲ · impact +52 · confidence low · horizon quarters
  56. · ◇ What if… US and Iran reach a final nuclear deal by December 31 — ▲ · impact +26 · confidence low · horizon quarters
  57. · US-Iranian strikes push Strait of Hormuz traffic to lowest since May — ▼ · impact -47 · confidence medium · horizon weeks
  58. · ◇ What if… Strait of Hormuz disruption drives crude oil prices 30% higher — ▼ · impact -66 · confidence medium · horizon weeks
  59. · ◇ What if… Global oil prices reach $150 a barrel — ▼ · impact -59 · confidence low · horizon weeks
  60. · US and allies seek IAEA referral of Iran to UN Security Council — ▼ · impact -44 · confidence medium · horizon weeks
  61. · US attack hits Iranian tanker near Kharg Island — ▼ · impact -49 · confidence low · horizon quarters
  62. · Renewed US-Iran strikes lift oil and diesel prices — ▼ · impact -46 · confidence medium · horizon quarters
  63. · ◇ What if… Russia and Ukraine reach a ceasefire by December 31, 2026 — ▲ · impact +48 · confidence low · horizon quarters
  64. · ◇ What if… US announces end of Iranian blockade by September 30 — ▲ · impact +48 · confidence low · horizon quarters
  65. · ◇ What if… United Russia wins the most seats in Russia’s next parliamentary election — ▼ · impact -20 · confidence low · horizon quarters
  66. · ◇ What if… Strait of Hormuz traffic returns to normal by December 31 — ▲ · impact +47 · confidence low · horizon quarters
  67. · ◇ What if… Putin leaves office as Russia’s president by December 31, 2026 — ▲ · impact +42 · confidence low · horizon quarters
  68. · ◇ What if… Iranian regime falls before 2027, reshaping regional energy markets — ▲ · impact +42 · confidence medium · horizon weeks
  69. · ◇ What if… US invasion of Iran occurs before 2027, threatening global energy markets — ▼ · impact -42 · confidence low · horizon quarters
  70. · OPEC Announces Surprise 2M Barrel Increase — ▲ · confidence low
  71. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▲ · confidence low

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