Browsing Tag
Gorgon
3 posts
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.
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
Can Downer EDI (ASX: DOW) turn the Chevron contract into long-term earnings momentum?
Downer EDI Limited’s A$750M Chevron contract and FY25 earnings growth reinforce its turnaround story. Find out why institutional sentiment is improving.