Potential Bidders Are Looking at Shell’s Chemical Assets. How Investors Should View a Potential Sale.

Shell has been reshaping its business by selling non-core assets, including its U.S. chemicals business. Potential buyers include ExxonMobil Corporation and LyondellBasell Industries N.V. This could fetch up to $8 billion. The company's strong performance in oil, gas, and LNG, along with a healthy cash flow and lower debt, suggests that a chemicals sale could help focus its efforts on higher-return growth areas.

Analysts view Shell's stock positively, with an average price target of $99.23, indicating a potential 9% upside from current levels.