Lyondellbasell Industries N v (LYB) |
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Lyondellbasell Industries N V's Suppliers Performance
LYB's Supply Chain
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LYB Costs vs Sales of Suppliers Growth |
Revenues of Lyondellbasell Industries N V's Suppliers, deteriorated by -1.08 % compared to the same quarter a year ago, sequentially sales grew by 32.38 %, while their net profit margin fell to 14.09 % year on year, compared to the previous quarter Lyondellbasell Industries N V's Suppliers had a lower net margin at 32.38 %,
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Lyondellbasell Industries N V's Suppliers realized a deteriorated in sales by -1.08 % compared to the same quarter a year ago, sequentially sales grew by 32.38 %, while their net profit margin fell to 14.09 % year on year, compare to previous quarter LYB's Suppliers had lower net margin at 14.09 %,
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News about Lyondellbasell Industries N v Contracts |
LyondellBasell Industries N.V. (LYB) announced on January 30, 2024, a strategic collaboration with MSI Technology, LLC, to propel its Polybutene-1 (PB-1) resin line into North American consumer packaging ap...
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Lyondellbasell Industries N V's Comment on Supply Chain
Raw material cost is the largest component of the total cost for the production
of ethylene and its co-products. The primary raw materials used are heavy liquids
and domestically sourced and currently cost advantaged natural gas liquids (“NGLs”)
mainly from regional producers via a mix of contractual and spot arrangements.
Heavy liquids include crude oil-based naphtha and gas oil, as well as condensate,
a very light crude oil resulting from natural gas production (collectively referred
to as “heavy liquids”). NGLs include ethane, propane and butane.
The use of heavy liquid raw materials results in the production of a significant
amount of co-products such as propylene, butadiene and benzene, as well as gasoline
blending components, while the use of NGLs results in the production of a smaller
amount of co-products.
Historically, facilities using heavy liquids as feedstock have generated higher
margins than those using ethane. However, in recent years ethane has had a cost
advantage over heavy liquids due to the recent technological advances for extracting
shale gas. A plant’s flexibility to consume a wide range of raw materials
generally will provide an advantage over plants that are restricted in their
processing capabilities. We can process significant quantities of either heavy
liquids or NGLs. We estimate that in the U.S. we can process up to 85% NGLs.
Changes in the raw material feedstock utilized in the production process will
result in variances in production capacities among products. We believe our
raw material flexibility in the U.S. is a key advantage in our production of
ethylene and its co-products over time.
In North America, we also purchase large amounts of natural gas to be used
primarily as an energy source in our business via market-based contractual arrangements
from numerous suppliers.
Raw material cost is the largest component of the total cost for the production
of ethylene and its co-products. The primary raw materials used in our European
olefin facilities are heavy liquids and, for our Saudi joint venture facilities,
locally sourced and cost advantaged NGLs, including ethane, propane and butane.
The principal raw materials used by our polyolefin and Catalloy process resin
businesses are propylene and ethylene. In Europe, we have the capacity to produce
approximately 50% of the propylene requirements of our European PP business
and approximately 90% of the ethylene requirements of our European PE business.
Propylene and ethylene requirements that are not produced internally generally
are acquired via spot purchases or pursuant to long-term contracts with third-party
suppliers.
Our PP compounding facilities generally receive their PP and other polymers
from one of our wholly owned or joint venture facilities. PB-1 raw materials
are sourced solely from external supply. Some of our joint ventures receive
propylene and ethylene from their local shareholders under long-term contracts.
The primary raw materials used for the production of PO and its co-products
and derivatives are propylene, isobutane, mixed butane, ethylene and benzene.
The market prices of these raw materials historically have been related to the
price of crude oil, NGLs and natural gas, as well as supply and demand for the
raw materials.
In the U.S., we obtain a large portion of our propylene, benzene and ethylene
raw materials needed for the production of PO and its co-products and derivatives
internally from our O&P–Americas segment. Raw materials for the non-U.S.
production of PO and its co-products and derivatives are obtained internally
and also from third parties. We consume a significant portion of our internally-produced
PO in the production of PO derivatives.
The cost of raw materials generally is the largest component of total production
cost for PO and its co-products and derivatives. The raw material requirements
for these businesses are purchased at market-based prices from numerous suppliers
in the U.S. and Europe with which we have established contractual relationships,
as well as in the spot market.
We purchase our ethanol requirements for the production of ETBE from third parties;
the methanol for our MTBE production comes from internal production and third
parties. The primary raw materials required for the production of acetic acid
are carbon monoxide and methanol. We purchase carbon monoxide pursuant to a
long-term contract under which pricing is based primarily on the cost of production.
All methanol required for acetyls production is internally sourced. Natural
gas is the primary raw material required for the production of methanol.
In addition to ethylene, acetic acid is a primary raw material for the production
of VAM. For the production of VAM, we obtain our entire requirements for acetic
acid and ethylene from our internal production. Historically we have used a
large percentage of our acetic acid production to produce VAM.
We purchase the crude oil used as a raw material for the Houston refinery on
the open market on a spot basis and under a number of supply agreements with
regional producers.
Lyondellbasell Industries N V's Comment on Supply Chain
Raw material cost is the largest component of the total cost for the production
of ethylene and its co-products. The primary raw materials used are heavy liquids
and domestically sourced and currently cost advantaged natural gas liquids (“NGLs”)
mainly from regional producers via a mix of contractual and spot arrangements.
Heavy liquids include crude oil-based naphtha and gas oil, as well as condensate,
a very light crude oil resulting from natural gas production (collectively referred
to as “heavy liquids”). NGLs include ethane, propane and butane.
The use of heavy liquid raw materials results in the production of a significant
amount of co-products such as propylene, butadiene and benzene, as well as gasoline
blending components, while the use of NGLs results in the production of a smaller
amount of co-products.
Historically, facilities using heavy liquids as feedstock have generated higher
margins than those using ethane. However, in recent years ethane has had a cost
advantage over heavy liquids due to the recent technological advances for extracting
shale gas. A plant’s flexibility to consume a wide range of raw materials
generally will provide an advantage over plants that are restricted in their
processing capabilities. We can process significant quantities of either heavy
liquids or NGLs. We estimate that in the U.S. we can process up to 85% NGLs.
Changes in the raw material feedstock utilized in the production process will
result in variances in production capacities among products. We believe our
raw material flexibility in the U.S. is a key advantage in our production of
ethylene and its co-products over time.
In North America, we also purchase large amounts of natural gas to be used
primarily as an energy source in our business via market-based contractual arrangements
from numerous suppliers.
Raw material cost is the largest component of the total cost for the production
of ethylene and its co-products. The primary raw materials used in our European
olefin facilities are heavy liquids and, for our Saudi joint venture facilities,
locally sourced and cost advantaged NGLs, including ethane, propane and butane.
The principal raw materials used by our polyolefin and Catalloy process resin
businesses are propylene and ethylene. In Europe, we have the capacity to produce
approximately 50% of the propylene requirements of our European PP business
and approximately 90% of the ethylene requirements of our European PE business.
Propylene and ethylene requirements that are not produced internally generally
are acquired via spot purchases or pursuant to long-term contracts with third-party
suppliers.
Our PP compounding facilities generally receive their PP and other polymers
from one of our wholly owned or joint venture facilities. PB-1 raw materials
are sourced solely from external supply. Some of our joint ventures receive
propylene and ethylene from their local shareholders under long-term contracts.
The primary raw materials used for the production of PO and its co-products
and derivatives are propylene, isobutane, mixed butane, ethylene and benzene.
The market prices of these raw materials historically have been related to the
price of crude oil, NGLs and natural gas, as well as supply and demand for the
raw materials.
In the U.S., we obtain a large portion of our propylene, benzene and ethylene
raw materials needed for the production of PO and its co-products and derivatives
internally from our O&P–Americas segment. Raw materials for the non-U.S.
production of PO and its co-products and derivatives are obtained internally
and also from third parties. We consume a significant portion of our internally-produced
PO in the production of PO derivatives.
The cost of raw materials generally is the largest component of total production
cost for PO and its co-products and derivatives. The raw material requirements
for these businesses are purchased at market-based prices from numerous suppliers
in the U.S. and Europe with which we have established contractual relationships,
as well as in the spot market.
We purchase our ethanol requirements for the production of ETBE from third parties;
the methanol for our MTBE production comes from internal production and third
parties. The primary raw materials required for the production of acetic acid
are carbon monoxide and methanol. We purchase carbon monoxide pursuant to a
long-term contract under which pricing is based primarily on the cost of production.
All methanol required for acetyls production is internally sourced. Natural
gas is the primary raw material required for the production of methanol.
In addition to ethylene, acetic acid is a primary raw material for the production
of VAM. For the production of VAM, we obtain our entire requirements for acetic
acid and ethylene from our internal production. Historically we have used a
large percentage of our acetic acid production to produce VAM.
We purchase the crude oil used as a raw material for the Houston refinery on
the open market on a spot basis and under a number of supply agreements with
regional producers.
LYB's Suppliers Net profit fell by |
LYB's Suppliers Net margin fell in Q4 to |
-15.29 % |
14.09 % |
LYB's vs. Suppliers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Lyondellbasell Industries N v |
33,581.41 |
39,063.00 |
1,902.00 |
19,100 |
Abb Ltd |
87,039.54 |
32,235.00 |
3,824.00 |
0 |
American Superconductor Corp |
375.29 |
125.37 |
-19.11 |
354 |
Ampco pittsburgh Corp |
44.50 |
407.77 |
3.93 |
1,076 |
Air Products And Chemicals Inc |
53,946.70 |
12,600.00 |
2,338.60 |
21,900 |
Arcbest Corporation |
3,356.37 |
4,427.44 |
195.43 |
13,238 |
Ashland Inc |
5,236.21 |
2,191.00 |
178.00 |
11,000 |
Astrotech Corp |
14.39 |
1.14 |
-10.02 |
42 |
Ati Inc |
7,480.65 |
4,173.60 |
423.40 |
9,700 |
Avient Corporation |
3,811.45 |
3,142.50 |
76.20 |
0 |
Badger Meter Inc |
4,642.06 |
668.01 |
85.42 |
1,514 |
Bonso Electronics International Inc. |
5.44 |
14.80 |
-2.76 |
528 |
Berkshire Hathaway Inc |
492,047.10 |
349,271.00 |
77,710.00 |
0 |
Cabot Corporation |
5,153.48 |
3,931.00 |
484.00 |
4,300 |
Celanese Corporation |
18,203.28 |
10,940.00 |
1,964.00 |
8,529 |
Cemtrex Inc |
4.27 |
58.61 |
-9.35 |
577 |
Cf Bankshares Inc |
128.93 |
50.61 |
17.37 |
45 |
Clearday Inc |
8.09 |
7.54 |
-16.71 |
0 |
Comtech Telecommunications Corp |
89.71 |
571.27 |
-40.91 |
1,852 |
Csx Corporation |
74,440.57 |
14,657.00 |
3,715.00 |
20,900 |
Covenant Logistics Group Inc |
629.39 |
1,103.57 |
55.23 |
0 |
Danaher Corporation |
185,646.08 |
23,890.00 |
4,764.00 |
80,000 |
Dover Corporation |
24,901.51 |
8,437.63 |
2,326.83 |
25,000 |
Dow Inc |
40,377.03 |
45,860.00 |
1,402.00 |
35,700 |
Eastman Chemical Co |
11,962.17 |
9,210.00 |
896.00 |
14,000 |
Emerson Electric Co |
65,023.69 |
15,837.00 |
11,006.00 |
85,500 |
Franklin Electric Co Inc |
4,946.07 |
2,065.01 |
194.73 |
5,200 |
Fmc Corporation |
7,994.26 |
4,486.00 |
1,321.00 |
6,400 |
Gevo inc |
143.78 |
17.20 |
-66.22 |
74 |
Haynes International inc |
770.05 |
603.80 |
41.94 |
1,123 |
Hubbell Inc |
22,352.18 |
5,372.10 |
766.00 |
16,200 |
Hub Group Inc |
1,299.37 |
4,503.07 |
218.02 |
2,568 |
Idex Corp |
18,383.42 |
3,273.90 |
595.60 |
7,536 |
Innospec Inc |
3,222.27 |
1,963.90 |
126.80 |
1,800 |
Itron Inc |
4,105.22 |
2,172.91 |
98.32 |
6,065 |
Illinois Tool Works Inc |
81,384.49 |
16,107.00 |
2,957.00 |
45,000 |
J b Hunt Transport Services Inc |
20,819.40 |
12,829.67 |
728.29 |
33,045 |
Kvh Industries Inc |
96.81 |
132.38 |
-15.42 |
604 |
Liquidmetal Technologies Inc |
62.74 |
0.51 |
-2.05 |
26 |
Mueller Water Products Inc |
2,472.73 |
1,217.30 |
77.30 |
3,900 |
Newmarket Corporation |
6,012.78 |
2,697.51 |
388.86 |
1,998 |
Norfolk Southern Corporation |
58,060.78 |
12,156.00 |
1,827.00 |
18,100 |
Old Dominion Freight Line Inc |
47,593.70 |
5,862.26 |
1,240.62 |
23,663 |
Piedmont Lithium Inc |
230.19 |
0.00 |
-21.78 |
10,400 |
Ppg Industries Inc |
34,396.82 |
18,246.00 |
1,309.00 |
49,300 |
Rockwell Automation Inc |
33,561.22 |
9,129.00 |
1,112.00 |
26,000 |
Roper Technologies Inc |
60,226.12 |
6,177.20 |
1,384.20 |
19,300 |
Saia Inc |
15,732.13 |
2,786.03 |
336.49 |
8,900 |
Stepan Company |
2,064.62 |
2,419.82 |
52.23 |
2,073 |
Schneider National Inc |
3,904.99 |
5,498.90 |
238.50 |
19,600 |
Scully Royalty Ltd |
96.29 |
48.79 |
-17.92 |
0 |
Thermo Fisher Scientific Inc |
225,524.53 |
42,857.00 |
5,955.00 |
130,000 |
Trinseo Plc |
114.30 |
3,474.50 |
-946.70 |
2,197 |
Union Pacific Corp |
150,123.20 |
24,119.00 |
6,379.00 |
29,905 |
Usa Truck inc. |
284.98 |
785.04 |
33.29 |
2,800 |
Universal Stainless and Alloy Products Inc |
221,452.19 |
261.94 |
-1.41 |
645 |
United States Lime and Minerals Inc |
1,664.92 |
272.36 |
68.35 |
321 |
Vishay Precision Group Inc |
462.45 |
354.34 |
26.01 |
2,600 |
Vystar Corporation |
0.72 |
-1.37 |
-3.42 |
1 |
Werner Enterprises Inc |
2,432.18 |
3,283.50 |
112.29 |
188 |
Westlake Chemical Partners Lp |
785.42 |
1,190.79 |
334.63 |
141 |
Advanced Drainage Systems Inc |
13,535.65 |
2,443.05 |
504.12 |
4,615 |
Xylem Inc |
27,917.96 |
7,364.00 |
609.00 |
17,300 |
Yellow Corporation |
57.21 |
4,846.00 |
-80.00 |
0 |
Adams Resources and Energy Inc |
70.56 |
2,745.29 |
0.21 |
645 |
Argan Inc |
675.92 |
580.76 |
36.58 |
862 |
Amerisafe Inc |
949.45 |
306.50 |
63.71 |
449 |
Bio en Holdings Corp. |
158.57 |
0.00 |
-0.04 |
1 |
Bwx Technologies Inc |
9,197.32 |
2,496.31 |
246.32 |
5,300 |
Csi Compressco Lp |
215.92 |
381.83 |
-10.35 |
635 |
Capital Product Partners L p |
0.00 |
299.07 |
127.58 |
1 |
Delek Us Holdings Inc |
2,016.96 |
16,917.40 |
46.70 |
1,326 |
Dynagas Lng Partners Lp |
99.93 |
131.66 |
42.45 |
1 |
Employers Holdings Inc |
1,187.37 |
850.90 |
118.10 |
716 |
Exterran Corporation |
152.01 |
760.90 |
-84.93 |
800 |
Fidelity D and D Bancorp Inc |
264.42 |
72.13 |
18.21 |
164 |
F and m Bank Corp |
59.58 |
40.79 |
2.77 |
168 |
Fncb Bancorp Inc |
116.65 |
52.66 |
12.98 |
269 |
Franklin Financial Services Corporation |
113.92 |
65.76 |
13.60 |
250 |
First National Corp |
101.93 |
55.98 |
15.25 |
187 |
Stealthgas Inc |
225.11 |
152.76 |
34.25 |
758 |
Graco Inc |
16,070.53 |
2,195.61 |
506.51 |
3,200 |
Golar Lng Limited |
2,304.53 |
451.90 |
560.62 |
30 |
Green Plains Inc |
1,273.31 |
3,295.74 |
-76.30 |
1,294 |
Chart Industries Inc |
7,583.72 |
3,352.40 |
56.90 |
4,050 |
Hills Bancorporation |
605.19 |
131.99 |
43.31 |
391 |
Hollysys Automation Technologies Ltd |
1,589.94 |
729.49 |
107.07 |
3,600 |
Honeywell International Inc |
137,107.97 |
36,662.00 |
5,672.00 |
99,000 |
Isabella Bank Corp |
148.74 |
67.03 |
19.44 |
374 |
Juniata Valley Financial Corp |
62.69 |
27.51 |
6.60 |
105 |
Kbr Inc |
8,305.59 |
6,956.00 |
-261.00 |
25,000 |
Lake Area Corn Processors Llc |
0.00 |
280.44 |
4.13 |
39 |
Dorian Lpg Ltd |
1,499.18 |
552.96 |
304.23 |
50 |
National Bank Holdings Corp |
1,341.06 |
417.57 |
142.05 |
956 |
Ngl Energy Partners Lp |
763.19 |
7,375.81 |
60.41 |
2,700 |
Natural Gas Services Group Inc |
244.09 |
108.77 |
2.29 |
235 |
Enpro Inc |
3,392.79 |
1,058.80 |
18.30 |
5,000 |
Navigator Holdings Ltd |
1,137.76 |
550.74 |
86.87 |
37 |
New Peoples Bankshares Inc |
59.24 |
38.13 |
7.89 |
4,000 |
Ocean Bio chem Inc |
139.59 |
63.42 |
4.88 |
128 |
Prosperity Bancshares Inc |
5,870.35 |
1,111.47 |
461.72 |
3,037 |
Prime Meridian Holding Co |
70.22 |
29.79 |
8.71 |
56 |
Seapeak Llc |
0.00 |
726.79 |
317.72 |
0 |
Sfl Corporation Ltd |
1,655.72 |
752.29 |
83.94 |
7 |
Smartfinancial Inc |
343.29 |
149.38 |
28.59 |
225 |
Vecta Inc |
409.30 |
1.92 |
0.09 |
15 |
Southwest Iowa Renewable Energy Llc |
0.00 |
381.05 |
11.28 |
61 |
Teekay Corporation |
696.81 |
1,464.98 |
517.42 |
6,800 |
Tsakos Energy Navigation Limited |
721.90 |
860.40 |
208.47 |
1 |
Targa Resources Corp |
24,907.32 |
16,375.60 |
1,617.60 |
2,430 |
Uwharrie Capital Corp |
53.98 |
41.56 |
9.27 |
156 |
Washington Trust Bancorp Inc |
449.64 |
190.04 |
48.18 |
582 |
Wilson Bank Holding Co |
0.00 |
159.89 |
50.08 |
446 |
Williams Industrial Services Group Inc |
0.00 |
299.02 |
-63.21 |
0 |
Wsfs Financial Corporation |
2,629.57 |
931.76 |
289.96 |
947 |
SUBTOTAL |
2,395,898.82 |
868,531.17 |
150,786.60 |
1,012,827 |
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