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Exxon, Lyondell among suitors for Shell's US chemical assets, could fetch $8 billion, FT reports - Finance news and analysis from Global Banking & Finance Review
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Exxon, Lyondell among suitors for Shell's US chemical assets, could fetch $8 billion, FT reports

Published by Global Banking & Finance Review

Posted on August 24, 2026

2 min read

· Last updated: August 24, 2026

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ExxonMobil, LyondellBasell, Others Eye Shell’s US Chemical Assets in $8B Deal

Major Bidders and Strategic Implications for Shell’s US Chemical Assets

Interest from Leading Oil and Chemical Companies

Aug 24 (Reuters) - Oil major Shell has drawn interest from potential bidders, including ExxonMobil and LyondellBasell, for its U.S. chemical assets that could fetch up to $8 billion, the Financial Times reported on Monday.

Private Equity and International Players Join the Race

Private equity firm Apollo Global Management and the chemicals arm of state-owned Kuwait Petroleum Corporation have also expressed interest in the assets, the report said, citing people familiar with the matter, as Shell seeks to divest underperforming chemical plants.

Responses from Companies Involved

ExxonMobil declined to comment on the report, while Shell, LyondellBasell, Apollo, and Kuwait Petroleum did not respond to Reuters requests for comment outside regular business hours.

Details of Shell’s US Chemical Business

Shell's U.S. chemicals business includes plants at four sites in Louisiana, Texas and Pennsylvania that produce chemicals used in plastics, detergents and pharmaceuticals, the FT added.

Bidding Process and Valuation

Potential buyers submitted non-binding offers last month, the newspaper said, with bids ranging from proposals for the entire business to parts of it.

Asset Valuation Compared to Shell’s Investment

The reported price represents a steep discount to the amount of capital Shell has invested in the facilities, according to the FT.

Shell’s Broader Divestment Strategy

Earlier this month, Shell agreed to sell its onshore renewables power business in Europe to TotalEnergies, as the British energy major continues to scale back its low-carbon investments and sharpen its focus on upstream operations and trading. 

Reporting Credits

(Reporting by Ananya Palyekar in Bengaluru; Editing by Sonia Cheema)

Key Takeaways

  • Major strategic suitors—ExxonMobil, LyondellBasell, Apollo and Kuwait Petroleum’s chemicals unit—have submitted preliminary offers for Shell’s U.S. chemicals portfolio, which includes four plants across Louisiana, Texas and Pennsylvania, including the Monaca complex with 1.6 million tonnes/year polymer capacity. (investing.com)
  • The $8 billion potential price tag represents a steep discount relative to Shell’s capital expenditure on the assets—for instance, the Monaca facility alone involved about $14 billion in investment. (investing.com)
  • This sale forms part of Shell’s broader reshaping strategy: it recently agreed to sell its European onshore renewables portfolio (~0.5 GW operating, ~3.5 GW pipeline) to TotalEnergies, signaling a shift toward upstream oil & gas and trading activities. (shell.com)

References

Frequently Asked Questions

Who are the main bidders for Shell's US chemical assets?
ExxonMobil, LyondellBasell, Apollo Global Management, and Kuwait Petroleum Corporation have expressed interest in acquiring Shell's US chemical assets.
How much could Shell's US chemical assets sell for?
Shell's US chemical assets could fetch up to $8 billion, according to the Financial Times report.
What do Shell's US chemical plants produce?
The chemical plants produce chemicals used in plastics, detergents, and pharmaceuticals across sites in Louisiana, Texas, and Pennsylvania.
Why is Shell selling its US chemical assets?
Shell is looking to divest underperforming chemical plants to sharpen its focus on upstream operations and trading.
Have any offers been made for Shell’s US chemical business?
Potential buyers submitted non-binding offers last month, with bids covering the entire business or parts of it.

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