Browsing Tag
Shell plc
49 posts
Shell plc (LSE: SHEL) blocked from Wild Coast exploration as South Africa faces investment test
South Africa’s Constitutional Court has blocked Shell’s Wild Coast exploration route, raising a broader question over offshore investment, consultation and regulatory certainty.
ONGC turns to Shell for deepwater and LNG opportunities, but when does the MoU become real investment?
Oil and Natural Gas Corporation Limited and Shell Energy India are evaluating joint deepwater exploration, farm-in opportunities and LNG sourcing as India opens more offshore acreage. The strategic fit is clear, but no block, drilling budget, LNG volume or investment commitment has yet been agreed.
Kosmos Energy cuts net debt by $419m as LNG and Jubilee output rise
Kosmos Energy lifted production and cut net debt, but equity issuance, asset sales and expensive refinancing drove part of the improvement.
Northern Lights CCS Project: Norway’s CO₂ storage network expands toward 5Mtpa capacity in 2026
The Northern Lights CCS Project in Norway has moved from demonstration to operation, with Phase 1 storing its first CO₂ in 2025 and Phase 2 expanding the open-access carbon transport and storage network to more than 5 million tonnes per year by 2028.
Shell earnings reach $9.8bn as refining boom funds another $3bn buyback
Shell posted $9.8 billion in adjusted earnings as record refining, higher prices and strong cash flow supported buybacks and expansion.
Why Shell’s Dragon gas revival could rescue underused Trinidad LNG infrastructure
Shell’s Dragon gas tender could revive Trinidad LNG supply, but FID, sanctions, drilling and cross-border execution still decide the project’s value now.
Traders warn oil stockpiles close to empty as Hormuz re-closes in July 2026
Iran's re-closure of the Strait of Hormuz on 12-13 July returns crude markets to the supply gap as IEA emergency stockpile buffers approach empty.
LNG Canada’s landmark Indigenous equity option lands ahead of Phase 2 FID target
LNG Canada opens up to C$1bn Phase 2 storage tank ownership to five First Nations via MNT Investments; deal conditional on Shell-led JV FID by end of 2026.
Aditya Birla Renewables to buy Shell’s Sprng Energy in $1.8bn deal, doubling scale in India’s clean power race
Aditya Birla Renewables signs ₹17,200 crore deal for Shell's Sprng Energy, doubling scale, but integration and closing adjustments will decide real value.
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.