Browsing Tag
Wael Sawan
19 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.
European oil majors abandon unified energy transition framework as TotalEnergies, Shell, BP, Eni and Equinor pursue different paths
TotalEnergies hikes dividends. Shell buys back stock. BP retreats from transition. Eni engineers sell-downs. Equinor exits wind. Same oil price, five answers.
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.
Trump’s Iran speech sends crude to six-year high, gas tops $4 nationwide
U.S. crude oil surged nearly $12 per barrel on April 3, 2026, its largest one-day gain since 2020, after Trump pledged more Iran strikes with no Strait of Hormuz reopening plan.
Is Shell plc redefining what an oil major looks like in the 2020s? Why marketing and LNG now drive the cash machine
Shell plc's Q3 2025 results show how Marketing and LNG have become core cash engines. Find out how the company is reshaping the oil-major model for a new era.
Shell Q3 2025 results: How deepwater strength and marketing profits fueled a $3.5bn buyback amid global volatility
Shell reports 5.4 billion US dollars in Q3 2025 earnings, powered by deepwater, LNG, and marketing. See how its 3.5 billion US dollar buyback aligns with strategy.
Shell halts Rotterdam biofuels plant — what moved this multi-year project off track?
Shell cancels Rotterdam biofuels plant after years of planning. Explore what went wrong and how Shell is shifting its low-carbon fuel strategy.
Inside Shell’s LNG strategy: Can gas really anchor the energy transition?
Shell is betting big on LNG to power the energy transition. Explore its demand forecasts, project pipeline, and climate risk outlook for 2025 and beyond.