Browsing Tag
ARC Resources
7 posts
Shell’s $16.4bn ARC Resources (TSX: ARX) acquisition clears shareholder vote
ARC Resources shareholders approved Shell’s $16.4 billion takeover, bringing Montney gas scale closer while testing dilution, integration and LNG returns.
July 15, 2026
Shell (LSE: SHEL) raises Q2 gas guidance despite Qatar Pearl GTL hit, to sell South Africa downstream to ADNOC Distribution
Shell plc raises Q2 2026 gas guidance despite Qatar Pearl GTL hit, sells South Africa downstream to ADNOC for $1 billion. Read the full analysis.
July 7, 2026
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
May 15, 2026
Shell (SHEL) delivers $6.9bn Q1 profit as Iran war volatility powers trading engine, ARC Resources deal reshapes strategy
Shell plc's Q1 profit doubled to $6.9 billion as Iran war volatility powered trading desks. The harder question is what happens when peace breaks out.
May 8, 2026
Shell (NYSE: SHEL) to acquire ARC Resources in $16.4bn Montney bet
Shell just abandoned its 1% production growth promise. The Montney is now its growth engine, and 228 million new shares are the price.
April 27, 2026
Can Cedar LNG’s Indigenous-majority ownership and financing model lead North America’s first Indigenous-led LNG export by 2028?
Cedar LNG is on track to become North America's first Indigenous-led LNG export terminal. Explore how financing, ESG strategy, and equity are redefining energy infrastructure.
July 2, 2025
Cedar LNG Project in Kitimat gets provincial environmental approval
Haisla Nation and Pembina Pipeline have been granted provincial environmental approval for their jointly developed Cedar LNG Project…
March 16, 2023