Tranzactioneaza Shell Plc - Adr (US.SHEL) - 77.32 USD (%) Tranzactioneaza

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LPO (US.SHEL) Deal strategic pentru gaze

Shell a agreat achizitia producatorului canadian ARC Resources pentru 13.6 mld. USD, cea mai mare tranzactie a sa din ultimul deceniu, pentru a-si consolida rezervele de petrol si gaze si pozitia din Canada. ARC detine o baza de resurse cu costuri reduse, complementara activelor Shell din Canada, inclusiv proiectului LNG Canada, unde Shell are o participatie de 40%. Tranzactia, platita 25% in numerar si 75% in actiuni, la o prima de 20% fata de pretul mediu ponderat pe 30 de zile al ARC, sustine obiectivul Shell de a mentine productia de hidrocarburi lichide la aproximativ 1.4 mil. barili/zi pana la 2030 si ulterior. (Sursa: 04 272026)

TradeTalk: 💰 Oil & Gas: banii merg spre energie

Ultimele doua saptamani au pus serios la incercare piata internationala de Oil &amp Gas, pe fondul unei escaladari fara precedent a...

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(US.XOM) (FR.TTE) (US.SHEL)

LPO (US.SHEL) Shell vs. activisti in instanta

Curtea Constitutionala a Africii de Sud a inceput marti audierile intr-un proces decisiv dintre Shell si activistii de mediu, legat de explorarea offshore de pe “Wild Coast”. Disputa, declansata in 2021 dupa ce Shell a initiat o campanie de studii seismice fara o consultare adecvata a comunitatilor locale, a dus la mai multe hotarari nefavorabile companiei in instantele inferioare. Verdictul Curtii Constitutionale va stabili daca dreptul de explorare al Shell ramane valid sau trebuie anulat definitiv, avand implicatii majore pentru viitorul industriei petroliere offshore din Africa de Sud, unde si TotalEnergies are planuri de foraj dupa descoperirile recente din Namibia. (Sursa: 09 162025)

TradeTalk: 💰 Petrolul, dolarii si dividendele

BP tocmai a anuntat descoperirea celui mai mare zacamant de petrol si gaze din ultimii 25 de ani – in apropierea coastei Braziliei.

La timp – caci britanicii incearca o noua tranzitie: de data asta, dinspre...

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🔥 Gaz natural in Europa: cand vine urmatorul test?

In Europa, cotatiile gazului natural 02 172023 sub 50 EUR pe MWh pentru prima oara in ultimele 17 luni. La cotatiile inregistrate azi, gazul natural era mai ieftin cu peste 80% fata de maximele atinse in luna august a anului trecut.

Fatih Birol, director executiv al International Energy Agency (IEA), cu ocazia european energy giants prepare for lingering high gas prices#:~:text=Gas%20markets%20are%20in%20%E2%80%9Cbetter%20shape%20than%20many%20expected%20one%20year%20ago%2C%E2%80%9D%20IEA%20Executive%20Director%20Fatih%20Birol%20said.%20%E2%80%9CBut%20the%20reality%20is%20that%20winter%20 %2D2024%20is%20likely%20to%20be%20the%20real%20test 2023 unui raport miercuri: pietele gazului natural sunt intr-o stare mai buna decat cea la care ne asteptam, dar urmatoarea iarna va fi adevaratul test.

Shell, cu ocazia lng outlook media release final 2023 unui raport miercuri: cererea pentru gaz natural in Europa va depasi tot mai mult oferta disponibila pana in 2030. Pe termen scurt, europenii vor concura cu Asia pentru obtinerea gazului natural lichefiat (LNG).

In 2022, importurile de LNG ale statelor europene (inclusiv Regatul Unit) World News cu 60% (vs anul precedent), la 121 de milioane de tone. Shell este cel mai mare trader de LNG din lume.

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Shell: profit net anual record de aproape 40 mld. USD

In 2022, Shell shell makes record 40 billion annual profit 02 022023 un profit net anual record, de 39.9 mld. USD, semnificativ peste 02 022023 analistilor si de 2x mai mare decat cel inregistrat in 2021. Precedentul record shell makes record 40 billion annual profit 02 022023 atins in 2008, la 31 mld. USD.

Ca perspectiva: tot in 2022, profitul net anual obtinut la ExxonMobil exxon smashes western oil majors earnings record with 56 billion profit for 2022 2023 de 56 mld. USD (record pentru sectorul occidental de energie), iar cel obtinut de Chevron, de 36.5 mld. USD (index 2023 pentru companie).

In trimestrul 4 din 2022, Shell 02 022023 un profit net de asemenea record, de 9.8 mld. USD, semnificativ peste asteptarile analistilor. Divizia integrata de gaz natural 02 022023 cel mai mare profit operational din istoria companiei pe acest segment de business, de 6 mld. USD.

Pentru 2023, Shell 022023 cheltuieli de capital de pana la 27 mld. USD. Cel putin 2/3 din aceasta suma va fi directionata catre extinderea capacitatii de a genera energie verde. Anul trecut, gradul de indatorare markets la cea mai modesta valoare dupa 2015.

Cu ocazia publicarii rezultatelor financiare astazi, Shell shell makes record 40 billion annual profit 02 022023 un nou program de rascumparari de actiuni proprii pentru urmatoarele 3 luni, in valoare de 4 mld. USD. Cifra este identica celei asociate programului de buybacks din ultimele 3 luni.&nbsp In ultimele 12 luni, Shell shell makes record 40 billion annual profit 02 022023 actiuni proprii in valoare de 19 mld. USD, cifra fiind de aproape 2x mai mare decat cea inregistrata in anul pre-pandemic 2019.

Totodata, Shell shell makes record 40 billion annual profit 02 022023 astazi majorarea valorii dividendului trimestrial, cu 15%. Anuntul reprezinta a 5-a majorare trimestriala consecutiva. In 2022, distributiile totale catre actionari, via buybacks si dividende, q4 quarterly press release 2022 la 26 mld. USD.

BP si TotalEnergies vor publica rezultatele financiare anuale pe 7 februarie, respectiv 8 februarie.

(NL.SHELL) (US.SHEL) (UK.BP) (US.BP) (FR.TTE)

ExxonMobil: cel mai mare profit net anual din istoria sectorului de energie

Profit net in 2022: 59 mld. USD, exxon smashes western oil majors earnings record with 59 billion profit 01 312023 pentru companie si intreg sectorul occidental de energie. Cifra este echivalentul a 6.5 mil. USD incasati net in fiecare ora. Doar Apple si Microsoft au reusit sa obtina un profit net anual mai mare. Precedentul record anual la ExxonMobil a fost atins in 2008, cand compania a reusit sa obtina un profit net de 45.2 mld. USD.

Cash flow articles in 2022: 76.8 mld. USD, comparativ cu 48.1 mld. USD in 2021. Si la acest capitol, doar Apple si Microsoft au reusit sa devanseze ExxonMobil.

Profit net in trimestrul 4 din 2022: 14 mld. USD, in exxon smashes western oil majors earnings record with 59 billion profit 01 312023 anuala de 60% (dar cu 25% mai mic vs trimestrul precedent).

Vineri, Chevron a anuntat un profit net anual de 36.5 mld. USD pentru 2022, static files si de peste 2x mai mare decat cel obtinut in 2021. Recompensarea actionarilor va continua sa fie prioritatea #1, chevron annual profit doubles record 365 bln misses estimates 01 272023 compania cu ocazia publicarii rezultatelor. Anterior, Chevron q12023 ca noul program de rascumparari de actiuni proprii va avea o valoare de 75 mld. USD, de 3x mai mare decat cea a campaniei autorizate in 2019. Dividendul trimestrial a fost majorat la randul sau, iar 2023 q12023 sansa de a deveni al 36-lea an consecutiv de crestere a dividendului.

Shell si OVM (inclusiv OMV Petrom (SNP)) vor raporta rezultatele financiare trimestriale si anuale joia aceasta, 2 februarie. BP si TotalEnergies vor raporta saptamana viitoare.

Impreuna, cei mai importanti 5 giganti ai sectorului global de energie big oils good times set roll after record profits 2023 01 172022 asteptati sa indice un profit net anual de circa 200 mld. USD pentru 2022 si, totodata, cel mai redus grad de indatorare din ultimii 15 ani.

(US.XOM) (US.CVX) (NL.SHELL) (US.SHEL) (AR.OMV) (SNP) (UK.BP) (US.BP) (FR.TTE)

Chevron: profit net anual de peste 2x mai mare

Venituri totale in 2022: 246.3 mld. USD, in static files anuala de 52%.

Profit net in 2022: 36.5 mld. USD (in termeni static files), record si de peste 2x mai mare decat cel obtinut in 2021.

Venituri totale in Q4 2022: 54.5 mld. USD, in static files anuala de 19%.

Profit net in Q4 2022: 7.85 mld. USD (in termeni ajustati), in static files anuala de 60%.

Recompensarea actionarilor chevron annual profit doubles record 365 bln misses estimates 01 272023 sa fie prioritatea #1 pentru companie. In 2022, Chevron chevron annual profit doubles record 365 bln misses estimates 01 272023 actionarilor 26 mld. USD via dividende si buybacks, in timp ce investitiile au fost de 15.7 mld. USD. In 2023, investitiile chevron annual profit doubles record 365 bln misses estimates 01 272023 la 17 mld. USD (cu 2/3 din acesti bani rezervati pentru proiectele din SUA), iar productia de petrol si gaz natural chevron annual profit doubles record 365 bln misses estimates 01 272023 neschimbata sau in crestere de cel mult 3%.

Saptamana aceasta, Chevron q12023 ca noul program de rascumparari de actiuni va fi de 75 mld. USD, de 3x mai mare decat cel autorizat in 2019 si echivalent cu aproape 1/4 din capitalizarea bursiera a companiei. Totodata, valoarea dividendului trimestrial va fi majorata cu peste 6%, la 1.51 USD pe actiune. Noul dividend va fi platit pe 10 martie actionarilor inregistrati la data de inregistrare 16 februarie. Astfel, 2023 q12023 sanse mari sa devina al 36-lea an consecutiv in care Chevron majoreaza valoarea dividendului.

Chevron este a doua cea mai mare companie petroliera din SUA, dupa ExxonMobil, care va publica rezultatele trimestriale si anuale pe 31 ianuarie (inaintea deschiderii sedintei de tranzactionare).

Potrivit unei estimari private, profiturile nete cumulate pentru 2022 la Chevron, ExxonMobil, Shell, BP si TotalEnergies big oils good times set roll after record profits 2023 01 172022 ridica la 199 mld. USD, o cifra record.

(US.CVX) (US.XOM) (NL.SHELL) (US.SHEL) (UK.BP) (US.BP) (FR.TTE)

Shell se extinde cu statii de incarcare EV

Shell shell unit acquire ev charging firm volta about 169 mln 01 182023 Volta, o companie americana specializata in infrastructura statiilor de incarcare pentru autovehicule electrice. Deal-ul este estimat la aproximativ 169 mil. USD.

Anuntul vine in linia mai multor investitii similare evs go mainstream rush share home charger market 07 202022 de gigantii sectorului global de energie, inclusiv Shell, Electricite de France (EdF), BP si Statkraft. La randul sau, Mercedes-Benz mercedes launch vehicle charging network starting north america 01 052023 cateva miliarde de euro pentru a construi 10,000 de statii de incarcare rapida in America de Nord, Europa si China pana in 2030. La mijlocul anului trecut, mercedes launch vehicle charging network starting north america 01 052023 in jur de 140,000 de statii de incarcare publice in SUA.

Shell va publica rezultatele financiare trimestriale pe 2 februarie.

(NL.SHELL) (US.SHEL)

Shell: profituri record atrag taxe aditionale

Shell shell to pay 2 billion in additional eu uk taxes for the fourth quarter 2023 azi ca ar putea plati taxe aditionale de 2 mld. USD in Uniunea Europeana si Regatul Unit, din cauza masurilor de supraimpozitare decise recent. Anterior, Shell shell pay 2 bln eu uk windfall tax q4 01 062023 sa plateasca taxe in valoare de 360 mil. USD pentru intregul an 2022.

Tot azi, Shell 062023 ca se asteapta la incasari semnificativ mai mari din tranzactionarea de gaz natural lichefiat (LNG) in ultimul trimestru al anului trecut (comparativ cu trimestrul precedent). In trimestrul 3, compania exclusive shells flagship lng trading made nearly 1 billion loss q3 sources 11 032022 o pierdere de circa 1 mld. USD pe aceasta filiera, pe seama unei cresteri puternice si surprinzatoare a cotatiilor gazului natural in Europa. In schimb, incasarile din tranzactionarea petrolului si a produselor derivate 062023 fi mai mici in trimestrul 4 (comparativ cu trimestrul precedent).

In trimestrul 3 al anului trecut, profitul net shell reports 95 bln profit q3 plans raise dividend 10 272022 fata de perioada similara din 2021, la 9.45 mld. USD (dar in scadere fata de profitul net record de 11.5 mld. USD obtinut in trimestrul 2).

In luna octombrie a anului trecut, compania shell reports 95 bln profit q3 plans raise dividend 10 272022 intentia de a majora valoarea dividendului cu 15%, plata urmand sa fie facuta anul acesta in martie.&nbsp Ar fi pentru a cincea oara cand Shell shell reports 95 bln profit q3 plans raise dividend 10 272022 valoarea dividendului dupa shell dividend cut2020 acesteia cu peste 60% in primavara anului 2020.

Pentru intregul an 2022, Shell ar putea indica un profit net record. In primele trei trimestre ale anului trecut, compania shell pay 2 bln eu uk windfall tax q4 01 062023 profituri nete cumulate de circa 30 mld. USD, fiind aproape de a egala profitul net anual record inregistrat in 2008.

Shell va publica rezultatele financiare finale pe 2 februarie.

(NL.SHELL) (US.SHEL)

SUA: cel mai mare exportator net de gaz natural lichefiat

In 2022, SUA 01 032023 sa exporte 81 de milioane de tone de gaz natural lichefiat (LNG), egaland Qatarul pentru prima pozitie la nivel global. SUA ar fi depasit Qatarul in absenta unui incendiu care tine terminalul de export situat in Freeport, Texas inchis inca din iunie (acesta, totusi, 12 232022 redeschis luna aceasta).

SUA natural gas exportator net de gaz natural in 2017, la un singur an dupa ce 01 032023 livrarile. Anul trecut, circa 70% din exporturile americane de LNG more us lng heads europe despite output constraints 10 032022 catre Europa. Tot anul trecut, Japonia 01 032023 China pentru pozitia de cel mai mare importator de LNG din lume.

In ceea ce priveste petrolul si produsele rafinate, exporturile americane Energy General la maxime record (peste 3 milioane de barili pe zi), dar SUA nu sunt deocamdata exportator net, postura care n-a fost atinsa de la finalul celui de-al doilea razboi mondial.

(US.LNG) (US.EOG) (NL.SHELL) (US.SHEL) (FR.TTE)

ExxonMobil vrea sa blocheze suprataxarea profiturilor din energie

ExxonMobil content in judecata Uniunea Europeana, reclamand initiativa pan-europeana de suprataxare a profiturilor excesive din sectorul de energie. Producatorul american news ca o asemenea masura descurajeaza investitiile si submineaza increderea investitorilor.&nbsp Noua suprataxa content de cel putin 33%, aplicata profiturilor realizate in 2022 si 2023 care depasesc cu 20% sau mai mult media profiturilor realizate in perioada 2018 - 2021.

Intr-o intalnire cu investitorii de la inceputul acestei luni, ExxonMobil 292022 la cel putin 2 mld. USD efectul negativ al initiativei pan-europene de suprataxare, pentru o perioada care acopera inclusiv anul 2023. In ultimul deceniu, ExxonMobil 292022 circa 3 mld. USD in proiecte europene de rafinare a petrolului.

In trimestrul 3, ExxonMobil 3q earnings release 2022 venituri totale de circa 112 mld. USD. Profitul net obtinut exxons record smashing q3 profit nearly matches apples 10 282022 de aproape 20 mld. USD, cel mai mare din istoria companiei (si aproape identic celui realizat de Apple in aceeasi perioada de raportare). Profitul net pe actiune (EPS) a fost de 4.68 USD, la randul sau cel mai mare din istoria companiei (si de aproape 3x mai mare decat cel realizat in perioada similara din 2021).

In primele 9 luni din acest an, ExxonMobil exxons record smashing q3 profit nearly matches apples 10 282022 un profit net de circa 43 mld. USD, cu 19% mai mare decat cel obtinut in perioada similara din 2008 (cand petrolul s-a tranzactionat la cotatii record de peste 140 USD pe baril).

In prezent, ExxonMobil exxons record smashing q3 profit nearly matches apples 10 282022 un program activ de rascumpari de actiuni proprii (buybacks) in valoare de 30 mld. USD, in paralel cu cresterea valorii dividendului. Suma totala returnata actionarilor via dividende in acest an se ridica la 15 mld. USD.

In trimestrul 3, profiturile nete cumulate realizate de ExxonMobil, Chevron, Shell, TotalEnergies si BP 012022 de aproximativ 50 mld. USD.

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Shell cumpara Nature Energy si devine cel mai mare producator de gaz natural regenerabil din Europa

Shell shell buy danish firm nature energy nearly 2 billion 11 282022 aproape 2 miliarde USD pentru Nature Energy, 2022 astfel cel mai mare producator de gaz natural regenerabil (RNG) din Europa.

Danezii de la Nature Energy 11 282022 deja 14 fabrici pe continentul european, plus alte cateva proiecte importante in America de Nord care le-ar putea dubla productia de biogaz pana la finalul acestui deceniu. Atat SUA, cat si Uniunea Europeana recunosc oficial rolul biogazului in cresterea resurselor de energie si reducerea emisiilor de carbon.

Anuntul facut de Shell vine la doar 6 saptamani dupa ce BP articles ca va plati circa 4 miliarde USD pentru achizitionarea producatorului american de biogaz Archaea Energy. Tot anul acesta, Chevron articles de acord sa plateasca circa 3 miliarde USD pentru alt producator american de biogaz, Renewable Energy Group, intr-una dintre cele mai mari investitii proprii in tranzitia la energie regenerabila.

Pentru Shell si BP, achizitiile mentionate articles politica de dividende si buybacks.

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Oil giant Shell reveals plans to hike dividend as quarterly profits more than double


British oil major Shell on Thursday reported that quarterly profits more than doubled from the same period last year, but lower refining and trading revenues brought an end to its run of record earnings. Shell posted adjusted earnings of $9.45 billion for the three months through to the end of September, meeting analyst expectations of $9.5 billion according to Refinitiv.&nbsp

The company posted adjusted earnings of $4.1 billion over the same period a year earlier and notched a whopping $11.5 billion for the second quarter of 2022. The oil giant said it planned to increase its dividend per share by around 15% for the fourth quarter 2022, to be paid out in March 2023. It also announced a new share buyback program, which is set to result in an additional $4 billion of distributions and is expected to be completed by its next earnings release. Shares of Shell rose 3% during morning deals in London. The firm’s stock price is up over 42% year-to-date.

(US.SHEL)


oil giant shell plans to raise dividend as it reports third quarter profit 2022


Shell Names New CEO as Longtime Boss Steps Down


The CEO switch comes as Shell and others in the oil-and-gas industry grapple with how to balance their traditional fossil-fuel-based activities while pushing further into low-carbon energy like wind and solar power. The moves, aimed at cutting greenhouse-gas emissions, come as companies face pressure from investors, governments and the public to address climate change.

During his 25 years at Shell, Mr. Sawan has worked in Asia, Africa and the Americas, in addition to Europe. He has overseen businesses from locations ranging from Qatar to New Orleans, where he supervised Shell’s deep-water oil-and-gas production in the Gulf of Mexico and globally for four years. Shell continues to invest billions of dollars in the Gulf of Mexico, even as it promises to reduce oil production by 1% to 2% a year through this decade.

(US.SHEL)

articles

Exxon, Shell sell California oil assets for $4 billion to IKAV


Exxon Mobil Corp (US.XOM) and Shell Plc (US.SHEL) on Thursday confirmed the sale of their California oil joint-venture Aera to German asset manager IKAV for $4 billion, ending a 25-year-long partnership that was one of the state's largest oil producers.&nbsp

The Aera sale fits a strategy of focusing investments "in low-cost-of-supply oil and natural gas to meet consumer demand and create value for our shareholders," said Liam Mallon, president of Exxon's Upstream Company.


exxon shell sell california oil joint venture asset manager ikav 09 012022


Exxon, Shell close to selling California oil and gas venture Aera


Exxon Mobil Corp (US.XOM) has joined Shell Plc (US.SHEL) in seeking to divest their Aera joint venture, and the duo are in advanced talks with a buyer for the California oil and gas producer, three people with knowledge of the matter said. Demand for oil assets is rising with this year's surge in energy prices and as publicly traded companies shed older operations to reduce greenhouse gas emissions. Exxon and Shell have signaled a desire to focus on larger-scale oil fields and liquefied natural gas projects.

Aera is one of California's largest oil producers, pumping 125,000 barrels of oil and 32 million cubic feet of natural gas per day, according to its website. The business generates about $1 billion a year in cash, putting the value of any deal at several billion dollars.


exxon shell close selling california oil gas venture aera sources 08 312022

Cei mai mari traderi de LNG din lume au pierderi in crestere dupa intreruperile aprovizionarii, in ciuda preturilor ridicate la LNG


Disponibilitatea mai scazuta de LNG a impins preturile de referinta la niveluri record, deoarece Europa a incercat sa creasca rapid importurile pentru a inlocui gazul natural pierdut din conductele de gaze rusesti. La preturile actuale, o nava medie de LNG ar costa aproximativ 100 mil USD de dolari pe piata spot. Importurile europene de LNG din ianuarie pana in iulie au depasit un record de 100 mld. de metri cubi (bcm) sau 75 mil. de tone (Mt), atingand aproape nivelul observat pe tot parcursul anului 2021. Aproximativ 35% din totalul importurilor europene in iulie au fost primite din Statele Unite, fata de 43% in iunie, in principal din cauza problemelor Freeport. Piata globala de LNG a atins 380 mil. de tone in 2021.&nbsp

(US.BP) (US.SHEL) (FR.TTE)


cei mai mari traderi de lng din lume au pierderi in crestere dupa intreruperile aprovizionarii in ciuda preturilor ridicate la lng


Shell si TotalEnergies si-au extins rascumpararile de actiuni, dupa noi profituri record obtinute in T2


Dupa un profit trimestrial record de 11.5 mld. USD, Shell (US.SHEL) va rascumpara actiuni proprii de 6 mld. USD, pana la sfarsitul lunii octombrie, dupa o schema de rascumparare de 8.5 miliarde de dolari incheiata in prima jumatate a anului. Shell nu si-a majorat dividendul de la nivelul actual de 25 de centi/actiune.&nbsp

TotalEnergies (FR.TTE), cu o crestere de 9% a profitului trimestrial, la 9.8 mld. USD, a indicat ca va rascumpara actiuni de 2 mld. USD in trimestrul al treilea, dupa ce a rascumparat actiuni proprii de 3 mld. USD in prima jumatate a anului. Compania anuntase deja o crestere anuala de 5% pentru primul sau dividend trimestrial din acest an la 0.69 EUR/actiune si a declarat joi ca va mentine acest nivel pentru al doilea dividend intermediar din 2022.



shell reports record profit of 11point5 billion 2022

Shell raportează un profit record de 11.5 mld. USD


Shell (US.SHEL) a raportat un profit in al doilea trimestru de 11.5 mld. USD, doborand recordul anterior din T1.&nbsp

Compania a anuntat, de asemenea, un program de rascumparare de actiuni de 6 mld. USD&nbsp pentru trimestrul curent (T3), dar nu si-a majorat dividendul de 25 de centi/actiune. Acesta a spus ca randamentele actionarilor vor ramane „peste 30% din fluxul de numerar din activitatile operationale”.&nbsp

Shell a rascumparat actiuni de 8.5 mld. USD in prima jumatate a anului 2022, iar noul program de rascumparare este semnificativ mai mare decat previziunile.


shell reports record profit 115 billion 07 282022

Germania este in negociere cu cei mai mari furnizori de LNG, inclusiv Shell


Germania se afla in negociere cu unii dintre cei mai mari furnizori de gaze naturale lichefiate din lume (LNG), inclusiv gigantul energetic Shell, pentru a inlocui combustibilul rusesc cu surse alternative. Germania urmeaza sa devina, pe parcursul unui an, o mare centrala de putere pentru importul de GNL, deoarece accelereaza noi terminale de import pentru a reduce dependenta de combustibilul rusesc. &nbsp

(US.SHEL)


07 132022

Shell to start construction of renewable hydrogen plant in Netherlands

Shell (US.SHEL) said on Wednesday it would start building a renewable hydrogen plant in the Netherlands, which according to the energy giant will be Europe's largest once it is operational in 2025. Shell said the 200 megawatt electrolyser, named Holland Hydrogen I, in the port of Rotterdam would produce up to 60,000 kilograms of renewable hydrogen per day.&nbsp

The London-based company, which aims to become a net zero greenhouse gas emissions company by 2050, has been boosting low-carbon output as it shifts away from oil and gas. Shell said it aims to produce hydrogen at the plant using electricity generated by the offshore wind park, Hollandse Kust Noord, which it partly owns.&nbsp

Renewable and low-carbon hydrogen is crucial in curbing emissions, but it will only account for 5% of the global final energy mix by 2050, falling short what is needed to meet climate goals, global energy consultancy DNV said last month.


shell start construction renewable hydrogen plant netherlands 07 062022

Shell Invests in Qatar’s $29 Billion Liquefied Gas Project


Shell Plc became the latest international energy company to invest in Qatar’s $29 billion liquefied natural gas project, clinching a 6.25% stake as Europe races to secure new supplies of the fuel.&nbsp

Shell joins TotalEnergies SE and Exxon Mobil Corp. in the venture, which will boost Qatar’s LNG output capacity by more than 40% to 110 million tons a year. The Persian Gulf nation is one of a handful of countries ramping up capacity as gas buyers jostle for supplies in a bid to reduce dependence on Russia.&nbsp

Shell Chief Executive Officer Ben van Beurden announced the deal alongside Qatari Energy Minister Saad Al-Kaabi in Doha on Tuesday, without disclosing financial terms. Despite the rush to invest -- ConocoPhillips and Eni SpA have also secured stakes -- the project won’t send out its first LNG cargoes until 2026, meaning Europe will have to tap other sources for now.&nbsp

Qatar has now sold down 25% of North Field East, which includes gas production and liquefaction facilities. It’s also in talks with several LNG buyers in Asia that may take small stakes in the project, according to Al-Kaabi.

(US.SHEL)

07 052022

Oil Holds Above $110 as Tight Supply Balanced by Recession Risk


West Texas Intermediate traded above $110 a barrel in Asia after a long holiday weekend in the US. The benchmark is more than 1% higher than Friday’s close as there was no settlement on Monday. Key market timespreads remain robust, indicating that there’s solid demand for near-term supplies.&nbsp

Citigroup Inc. warned in a note that crude could plunge to $65 a barrel by year-end if a recession hits and demand sinks, although the bank cautioned its economists do not expect the US to dip into that kind of slowdown. The crude market remains in backwardation, a bullish structure marked by near-term prices trading above longer-dated ones.&nbsp

Brent’s prompt spread -- the difference between its two nearest contracts -- was above $4 a barrel in backwardation on Tuesday, up from about $2.50 a barrel a month ago. Traders are also tracking China’s efforts to contain renewed Covid-19 outbreaks and enable Asia’s largest economy to reopen fully. That would bolster consumption and offset the drag from slowdowns in the US and Europe.&nbsp

In welcome news for Biden, retail gasoline prices in the US have eased from a record above $5 a gallon in mid-June. Pump prices were near $4.80 on Sunday, according to figures from auto club AAA, after dropping for 20 consecutive days in the longest losing run in more than two years.

(US.XON) (US.CVX) (US.SHEL) (US.BP) (FR.TTE)

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Up-ended global LNG markets deepen Australia's power woes


&nbsp Top liquefied natural gas exporter Australia is in the depths of a power crunch just as traditional buyers are scrambling to meet shortfalls of Russian gas and winter takes hold Down Under. Gas demand has surged in eastern Australia for heating amid a cold snap and for power generation due to a string of outages at coal-fired plants, sending prices up to around A$40 per gigajoule ($42 per million Btu), four times the normal price.&nbsp

&nbsp Amid the price pressures though, Shell Plc (US.SHEL) in a rare move shipped three LNG cargoes from Australia to Chile to replace supply it typically gets from the United States, Trinidad and Tobago and Equatorial Guinea.


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Big Oil braces for shareholder revolt over climate plans in proxy voting season (US.SHEL) ()


In Europe, Norway’s Equinor and Britain’s BP will hold their respective AGMs on Wednesday and Thursday. U.K.-based Shell will hold its annual shareholder meeting on May 24 and France’s TotalEnergies AGM will take place on May 25. Stateside, Chevron and ExxonMobil will hold their respective AGMs on May 25. The forthcoming proxy season comes amid intensifying pressure on Big Oil to set short- and medium-term targets in line with the landmark Paris Agreement.&nbsp

The 2015 accord is widely recognized as critically important to avoid an irreversible climate crisis. Investors at oil majors such as Shell (US.SHEL) , ExxonMobil (US.XOM) and Chevron (US.CVX) voted for climate-related resolutions last year and campaign groups are hoping for more success this month. Nonetheless, Equinor (US.EQNR), BP (US.BP) and Shell have all recommended investors vote against Follow This’ proposals this month.

As recently as 2015, climate scientists had said there was zero chance of surpassing 1.5 degrees Celsius in the following five years. However, the likelihood of exceeding this temperature limit was upgraded to 10% in the years between 2017 and 2021, before climbing to nearly 50% for the 2022-2026 period.


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Billionaire investor Dan Loeb's Third Point says it's 'difficult to call a bottom' in tech stocks and the fund is investing in shares of oil and gas firms to hedge inflation (US.SHEL)


It said it's been buying energy shares, a sector whose nearly 50% jump in 2022 has trounced the performance of the broader equity market. It's found "interesting opportunities" in energy and other cyclical shares, starting with its investment in oil major Shell PLC last fall, and its newer stake in copper and nickel miner Glencore. It increased its position in Shell in the first quarter. Third Point initiated positions in oil and natural gas and materials companies in the first quarter as it expects them to benefit from inflation, supply shortages, and the adoption of electric vehicles and other renewable sources of energy.


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Oil giant Shell reports soaring first-quarter profits, raises dividend (US.SHEL)


Shell posted adjusted earnings of $9.1 billion for the three months through to the end of March. That compared with $3.2 billion over the same period a year earlier and $6.4 billion for the fourth quarter of 2021.The company also announced plans to increase its dividend by around 4% to $0.25 per share for the first quarter of the year. Shell reported a sharp upswing in full-year profit in 2021 on rebounding oil and gas prices, with CEO Ben van Beurden hailing it as a “momentous year” for the company.&nbsp

Shares of Shell have jumped more than 36% year-to-date.


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Wind energy needs dramatic increase to hit net-zero goals, new report says


The wind energy sector had its second best year in 2021 but installations will need to dramatically increase going forward to keep track with net-zero goals, according to a new report from the Global Wind Energy Council. According to the GWEC whose members include firms like Vestas, Orsted and Shell (US.SHEL) the main drivers of the decline in onshore installations were China and the U.S.


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Shell (US.SHEL), BP (US.BP) to Withdraw From Russian Oil, Gas


European oil giants Shell SHEL and BP said they were stepping back further from doing business with Russia, with Shell saying it will immediately halt all spot purchase of crude from the country and will phase out its other trading and business dealings. A spokesman for BP said it won’t enter into new business with Russian entities or business involving Russian ports “unless essential for ensuring security of supply.”


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Energy giant Shell (US.SHEL) to end partnership with Russia’s Gazprom as Ukraine conflict intensifies


Shell said it’s selling a 27.5% stake in Sakhalin-II, an integrated oil and gas project located on the Sakhalin island in Russia, as well as a 50% interest in Salym Petroleum Development N.V., “a joint venture with Gazprom Neft that is developing the Salym fields in the Khanty-Mansiysk Autonomous District of western Siberia.” The company also said it’s ending its involvement in the Nord Stream 2 pipeline project.


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Exxon (US.XOM) pleacă din Rusia


Potrivit informatiilor relatate de agentia de presa Thomson Reuters, compania ExxonMobil (US.XOM) iese de pe piata din Rusia, acolo unde are operatiuni de petrol si gaze evaluate la peste 4 miliarde de dolari, si va opri orice investite noua, ca urmare a razboiului din Ucraina. Totodata alte companii occidentale: Apple (US.AAPL), Boeing (US.BA), Shell (US.SHEL) si compania norvegiana Equinor ASA (US.EQNR), si-au intrerupt activitatea sau au anuntat planuri de a renunta la operatiunile lor din Rusia.


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Shell (US.SHEL) to exit Russian gas ventures


Shell (US.SHEL) said it would exit its joint ventures with Russian energy giant Gazprom, a day after BP (US.BP) announced it would divest its nearly 20% stake in Russia’s state-controlled producer Rosneft (DE.OJS1). The decision means that Shell will pull out of its 27.5% stake in the Sakhalin II liquefied natural gas facility, its 50% stake in the Salym Petroleum Development and the Gydan energy venture.


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