Browsing Tag
Shell
95 posts
Viva Energy (ASX: VEA) 1H26: EBITDA jumps to A$780m as Geelong refining margins surge
Viva Energy's 1H26 EBITDA leaps to A$770-780m as Geelong margins hit US$21.1/bbl, but management flags fading 2H26 hedging tailwinds and refinery risk.
Viva Energy (ASX: VEA) shares slide as Iran pause unwinds the Geelong refining margin trade
Brent's Iran-pause slump looks like a Viva Energy tailwind, but the Asian product dislocation that lifted Geelong to US$23.9 per barrel is unwinding first.
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.
Shell LNG Outlook 2026: 65% demand surge by 2050 despite Hormuz shock
Shell (SHEL) LNG Outlook 2026 forecasts flat trade this year on Hormuz shock, demand up 65% to 700 mtpa by 2050. Full executive read on the LNG super-cycle.
Equinor (EQNR) approves Troll TWIN gas project for 2028 production
Equinor plans a NOK 4 billion Troll TWIN subsea project to add 11 bcm of gas by 2028. Explore its costs, market impact and execution risks. Read more. Here.
Audit shadow falls over TotalEnergies Mozambique LNG as government rejects $2bn claim
Mozambique rejects $2B in TotalEnergies LNG overrun claims after Bayphase audit, threatening the 2029 restart of the $20B Cabo Delgado project. Read more.
BP loses third chair in three years as Albert Manifold removed for governance failings
BP fired Chair Albert Manifold over governance and conduct concerns, handing activists a fresh weapon as Meg O'Neill's reset faces its first real test.
Venture Global (NYSE: VG) climbs to $14.23 as LNG offtake wave meets contracted-volume reset
Europe needs replacement gas. Venture Global locked 84 percent of 2026 volumes into contracts. The leverage is the catch, and CP2 first LNG is the prize.
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.
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.