{"slug":"lyondellbasell","name":"라이온델바젤","name_en":"LyondellBasell Industries N.V.","ticker":"LYB","updated_at":"2026-09-24T12:22:12.219022+00:00","canonical":"https://valuechain.wiki/lyondellbasell","citable":"밸류체인 그래프 기준 라이온델바젤의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 10곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, LyondellBasell Industries N.V. is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 10 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-09-24).","kicker":"글로벌 폴리올레핀 기업","kicker_en":"Global polyolefins producer","lead":"라이온델바젤은 폴리에틸렌, 폴리프로필렌, 중간재와 고기능성 수지를 자동차·포장재 고객과 유통사에 판매한다. 생산에는 천연가스액, 나프타와 재생·재생가능 원료가 필요하며, 합작 생산설비와 순환 원료 공급망에도 투자한다.","lead_en":"LyondellBasell sells polyethylene, polypropylene, intermediates and advanced polymers to automotive, packaging and distribution customers. Production relies on natural gas liquids, naphtha, and recycled or renewable feedstocks, while the company also invests in joint-venture capacity and circular feedstock supply chains.","categories":[{"key":"general-chemicals","ko":"종합·특수화학","en":"Diversified & Specialty Chemicals","theme":"materials-chemicals","theme_ko":"산업 소재·화학","theme_en":"Industrial Materials & Chemicals","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"올레핀·폴리올레핀 아메리카","note":"FY2025 고객 매출 76억6,900만달러"},{"name":"올레핀·폴리올레핀 유럽·아시아·인터내셔널","note":"FY2025 고객 매출 96억1,100만달러"},{"name":"중간재·유도품","note":"FY2025 고객 매출 89억5,300만달러"},{"name":"첨단 폴리머 솔루션","note":"FY2025 고객 매출 34억5,700만달러"},{"name":"기술","note":"FY2025 고객 매출 4억6,300만달러"}],"total":"FY2025 고객 매출 301억5,300만달러 (SEC 10-K, 2026-02-20)","track":"C"},"segments_en":{"parts":[{"name":"Olefins and Polyolefins-Americas","note":"FY2025 customer revenue of US$7.669 billion"},{"name":"Olefins and Polyolefins-Europe, Asia, International","note":"FY2025 customer revenue of US$9.611 billion"},{"name":"Intermediates and Derivatives","note":"FY2025 customer revenue of US$8.953 billion"},{"name":"Advanced Polymer Solutions","note":"FY2025 customer revenue of US$3.457 billion"},{"name":"Technology","note":"FY2025 customer revenue of US$463 million"}],"total":"FY2025 customer revenue of US$30.153 billion (SEC Form 10-K, 2026-02-20)"},"returns_yearly":{"2021":5.1,"2022":-1,"2023":20.7,"2024":-17.4,"2025":-36,"2026":51.6},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"coca-cola","name":"Coca-Cola","name_en":"The Coca-Cola Company","tier":3,"returns_yearly":{"2021":11.4,"2022":10.6,"2023":-4.4,"2024":8.9,"2025":15.6,"2026":27.7}},{"slug":"unitedhealth-group","name":"유나이티드헬스 그룹","name_en":"UnitedHealth Group Incorporated","tier":3,"returns_yearly":{"2021":45.2,"2022":6.9,"2023":0.8,"2024":-2.4,"2025":-33.1,"2026":21.9}},{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":3,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}},{"slug":"mcdonalds","name":"McDonald's","name_en":"McDonald's","tier":3,"returns_yearly":{"2021":27.8,"2022":0.5,"2023":15.1,"2024":0.1,"2025":7.9,"2026":-21.5}},{"slug":"united-rentals","name":"유나이티드 렌탈스","name_en":"United Rentals","tier":2,"returns_yearly":{"2021":43.3,"2022":7,"2023":63.6,"2024":24,"2025":15.9,"2026":31.3}},{"slug":"caseys","name":"케이시스","name_en":"Casey's","tier":2,"returns_yearly":{"2021":11.2,"2022":14.5,"2023":23.3,"2024":45,"2025":40.1,"2026":17.2}},{"slug":"sysco","name":"시스코","name_en":"Sysco Corporation","tier":2,"returns_yearly":{"2021":8.3,"2022":-0.3,"2023":-1.7,"2024":7.4,"2025":-1,"2026":11}},{"slug":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":2,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":10.3}},{"slug":"ecolab","name":"에코랩","name_en":"Ecolab Inc.","tier":2,"returns_yearly":{"2021":9.4,"2022":-37.1,"2023":37.9,"2024":19.3,"2025":13.2,"2026":7}},{"slug":"dollar-general","name":"달러 제너럴","name_en":"Dollar General Corporation","tier":2,"returns_yearly":{"2021":13,"2022":5.6,"2023":-44.1,"2024":-43.1,"2025":79.6,"2026":1.8}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":2,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":0.6}},{"slug":"emart","name":"이마트","name_en":"E-mart Inc.","tier":2,"returns_yearly":{"2021":-18.4,"2022":-19.5,"2023":-25.3,"2024":-14.6,"2025":44.7,"2026":-21.1}},{"slug":"ford-motor-company","name":"포드","name_en":"Ford Motor Company","tier":1,"returns_yearly":{"2021":137.5,"2022":-42.2,"2023":15.8,"2024":-13.1,"2025":42.3,"2026":15.3}},{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":1,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}}],"benefiting":[],"analysis":"글로벌 폴리올레핀 기업. 2025년 -36% 뒤 2026년 +51.6%로 반등했다. 본주(+51.6%)와 수요단(평균 +6.6%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 포드(+15.3%), 가장 처진 곳은 펩시코(-2.2%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"LyondellBasell Industries N.V. operates across Global polyolefins producer. After -36% in 2025, it rebounded +51.6% in 2026. The stock (+51.6%) and its demand side (avg +6.6%) are moving in step. Among connected nodes the furthest ahead is Ford Motor Company (+15.3%) and the furthest behind is PepsiCo (-2.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Production relies on natural gas liquids, naphtha, and recycled or renewable feedstocks, while the company also invests in joint-venture capacity and circular feedstock supply chains.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"PolyMirae","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2026-02-20","basis":"라이온델바젤의 PolyMirae 지분율","value":50,"period":"FY2025 year-end","basis_en":"LyondellBasell ownership interest in PolyMirae","qualifier":null},"note":"라이온델바젤은 DL케미칼과 한국 폴리프로필렌 합작사 PolyMirae 지분을 50%씩 보유한다. 2025년 말 지분율은 SEC 10-K에 공시됐고, 한국어 산업분석도 같은 합작 구조를 확인한다.","note_en":"LyondellBasell and DL Chemical each own 50% of South Korean polypropylene joint venture PolyMirae. The year-end 2025 stake is disclosed in the SEC filing and the same ownership structure is confirmed by Korean industry analysis.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1489393/000148939326000012/lyb-20251231.htm","title":"라이온델바젤 인더스트리즈 2025 Form 10-K","title_en":"LyondellBasell Industries N.V. 2025 Form 10-K","excerpt":"2025년 말 주요 지분투자 표에 PolyMirae 지분율이 50.00%로 기재됐다.","excerpt_en":"PolyMirae Co. Ltd. 50.00%."},{"stance":"confirms","publisher":"더벨","publisher_en":"The Bell","kind":"analysis","lang":"ko","published_at":"2024-03-27","url":"https://www.thebell.co.kr/front/newsview.asp?key=202403271450233640105379","title":"[조인트벤처 활용법] SK가스, 가스화학 밸류체인 완성한 SK어드밴스드-울산PP","title_en":"[Using Joint Ventures] SK Gas completes its gas-chemical value chain with SK Advanced and Ulsan PP","excerpt":"폴리미래는 DL케미칼과 라이온델바젤의 50 대 50 합작사다.","excerpt_en":"PolyMirae is a 50-50 joint venture between DL Chemical and LyondellBasell."}]},{"direction":"cost","counterparty":"Nexus Circular","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"metric_tons_per_year","as_of":"2023-02-16","basis":"Nexus Circular의 연간 재생 원료 공급량","value":24000,"period":"장기 공급계약","basis_en":"Annual recycled feedstock supplied by Nexus Circular","qualifier":null},"note":"Nexus Circular는 장기계약에 따라 라이온델바젤에 연간 약 2만4,000톤의 재생 원료를 공급한다. 원료는 Channelview 공장에서 CirculenRevive 플라스틱 생산에 투입되며 계약 금액은 공개되지 않았다.","note_en":"Under a long-term contract, Nexus Circular supplies LyondellBasell with approximately 24,000 metric tons of recycled feedstock per year. The material is used at Channelview to produce CirculenRevive plastics, while contract value is not disclosed.","sources":[{"stance":"confirms","publisher":"라이온델바젤","publisher_en":"LyondellBasell","kind":"ir","lang":"en","published_at":"2023-02-16","url":"https://www.lyondellbasell.com/en/who-we-are/updates-events/corporate--financial-news/lyondellbasell-secures-advanced-recycled-feedstock-with-nexus-circular/","title":"라이온델바젤, Nexus Circular와 첨단 재생 원료 확보","title_en":"LyondellBasell secures advanced recycled feedstock with Nexus Circular","excerpt":"장기계약은 라이온델바젤에 연간 약 2만4,000톤의 재생 원료를 공급한다.","excerpt_en":"The contract will supply LyondellBasell with approximately 24,000 tons of recycled feedstock per year."}]},{"direction":"revenue","counterparty":"포드","counterparty_slug":"ford-motor-company","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-11-02","basis":"포드 차량용 폴리머 소재 매출","value":null,"period":"2022 적용 사례","basis_en":"Revenue from polymer materials supplied for Ford vehicles","qualifier":"confirmed_no_disclosed_value"},"note":"라이온델바젤은 포드 차량용 내외장 부품에 폴리프로필렌계 소재를 공급했다. 공개된 사례에는 포드 브롱코의 탈착식 휠 플레어가 포함되며, 포드 관련 매출액은 공개되지 않았다.","note_en":"LyondellBasell supplied polypropylene-based materials for Ford vehicle interior and exterior parts. Public examples include removable wheel flares for the Ford Bronco, while Ford-related revenue is not disclosed.","sources":[{"stance":"confirms","publisher":"SPE 자동차 부문","publisher_en":"SPE Automotive Division","kind":"analysis","lang":"en","published_at":"2022-11-02","url":"https://speautomotive.com/wp-content/uploads/2022/11/IAGGuide22_Winners.pdf","title":"제51회 SPE 자동차 혁신상 프로그램 가이드와 수상작","title_en":"51st Annual SPE Automotive Innovation Awards Program Guide and Winners","excerpt":"포드 브롱코의 탈착식 휠 플레어에 라이온델바젤의 Hifax 소재가 사용됐다.","excerpt_en":"Material Suppliers: LyondellBasell Industries / Celanese Corp. Resin: Hifax TYC 1152P TPO."}]},{"direction":"revenue","counterparty":"PepsiCo","counterparty_slug":"pepsico","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-04-09","basis":"PepsiCo 레이즈 포장재용 CirculenRenew 매출","value":null,"period":"2023 지속가능성 보고 사례","basis_en":"Revenue from CirculenRenew used in PepsiCo Lay's packaging","qualifier":"confirmed_no_disclosed_value"},"note":"라이온델바젤의 CirculenRenew 소재는 프랑스에서 판매되는 PepsiCo 레이즈 감자칩 포장에 적용됐다. 해당 포장재 매출액과 PepsiCo 매출 비중은 공개되지 않았다.","note_en":"LyondellBasell's CirculenRenew material was used in packaging for PepsiCo's Lay's crisps sold in France. Revenue from the packaging material and PepsiCo's share of sales are not disclosed.","sources":[{"stance":"confirms","publisher":"라이온델바젤","publisher_en":"LyondellBasell","kind":"ir","lang":"en","published_at":"2024-04-09","url":"https://www.lyondellbasell.com/globalassets/lyb/sustainability/reporting/reports/sustainable-report/2023_lyb_sustainability_report.pdf","title":"라이온델바젤 2023 지속가능성 보고서","title_en":"LyondellBasell 2023 Sustainability Report","excerpt":"PepsiCo 레이즈 포장에 라이온델바젤의 CirculenRenew 솔루션이 사용됐다.","excerpt_en":"Our CirculenRenew solutions were used to make this bag."}]},{"direction":"cost","counterparty":"Neste","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-06-17","basis":"Neste RE 재생가능 원료 구매액","value":null,"period":"2021 장기 상업계약","basis_en":"Purchases of Neste RE renewable feedstock","qualifier":"confirmed_no_disclosed_value"},"note":"라이온델바젤은 Neste와 장기 상업계약을 맺고 폐유와 잔사유 등에서 만든 Neste RE 재생가능 원료를 조달한다. 계약 금액과 상대별 구매 비중은 공개되지 않았다.","note_en":"LyondellBasell has a long-term commercial agreement to source Neste RE renewable feedstock made from waste and residue oils and fats. Contract value and the supplier's share of procurement are not disclosed.","sources":[{"stance":"confirms","publisher":"라이온델바젤","publisher_en":"LyondellBasell","kind":"ir","lang":"en","published_at":"2021-06-17","url":"https://www.lyondellbasell.com/en/who-we-are/updates-events/products--technology-news/neste-and-lyondellbasell-agree-on-long-term-commercial-relationship-to-make-polymers-and-chemicals-from-renewable-feedstock-more-widely-available-to-global-brands/","title":"라이온델바젤과 Neste, 재생가능 원료 기반 폴리머·화학제품 장기 상업관계 합의","title_en":"LyondellBasell and Neste agree on long-term commercial relationship for renewable-feedstock polymers and chemicals","excerpt":"라이온델바젤은 Neste RE 원료를 조달하는 장기 상업계약을 체결했다.","excerpt_en":"LyondellBasell will source Neste RE, a feedstock produced from 100% renewable feedstock."}]}]}