Browsing Tag
LNG Canada
11 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.
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.
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.
Shell PLC (LON: SHEL): trading windfall meets Hormuz risk ahead of May earnings
Shell PLC (LON: SHEL) releases Q1 2026 update as Hormuz closure hits Qatar LNG volumes and boosts trading earnings. Full results due 7 May 2026.
Shell (LON: SHEL) posts resilient $18.5bn FY25 earnings despite lower oil prices and chemical drag
Shell reports $3.3B in Q4 2025 earnings, boosts dividend and launches $3.5B buyback. Find out how its upstream and LNG bets are reshaping the portfolio.
Why Mitsubishi just spent $5.2bn on U.S. shale gas—and what it means for Japan’s energy future
Mitsubishi Corporation acquires Aethon’s Haynesville assets for $5.2B. Find out how this reshapes its LNG strategy and U.S. gas value chain ambitions.
Ovintiv (NYSE: OVV) signs 12-year Cedar LNG deal to diversify Montney gas exports to Asia
Ovintiv signs 12-year Cedar LNG deal with Pembina and Haisla Nation, unlocking clean export access to Asia for Montney gas. Find out why this matters now.
Will LNG Canada’s phase 2 expansion double capacity—and what hurdles must be cleared first?
Shell is weighing LNG Canada Phase 2 to double capacity to 28 mtpa. Learn what factors could accelerate—or delay—the final investment decision.
AECO vs. Henry Hub: is Canadian gas about to become the world’s cheapest LNG feedstock?
Is AECO the world’s cheapest LNG feedstock? Discover how Canadian gas pricing is shaping LNG Canada, Cedar LNG, and the global LNG cost curve.
Canada exports LNG for first time as Kitimat terminal begins operations with Shell-led joint venture
Canada ships its first LNG cargo from Kitimat. Learn how Shell, PETRONAS, and Indigenous partners are reshaping global energy trade and future LNG strategy.