Shell Share Discussion Threads

[fjgooner] 28/3/2018 19:52

2018Q1 Brent average currently ---> 67.17.

2018Q1 RDSB results --> huge outperform on the cards.

Price currently ---> materially underwater at any price compared to January's £26 plus.

Is a huge price correction north coming ---> very soon one would think given the visible data.

Dividends in the meantime ---> are beautiful.

Need to look elsewhere ---> not for me.

FJ ---> somewhat content in this spring sunshine. :)

[waldron] 28/3/2018 17:22

March 27, 2018

Royal Dutch Shell plc (the "Company") has been notified that following the
payment of the interim dividend on March 26, 2018 in respect of the fourth
quarter of 2017, the following Persons Discharging Managerial Responsibilities
("PDMRs") acquired notional dividend shares under the Long-term Incentive Plan
("LTIP") and Deferred Bonus Plan ("DBP") as applicable, as set out below.
Details of the LTIP and DBP can be found in the Royal Dutch Shell plc Annual
Report and Form 20-F ended December 31, 2017 (www.shell.com/annualreport).

PDMR Date Acquired Share Number of Price per
Type notional Share
dividend shares
acquired

Ben van Beurden 26 March 2018 RDSA 12,331.63 EUR 25.55

Jessica Uhl 26 March 2018 RDS.A 1,797.17 USD 64.18

John Abbott 26 March 2018 RDSB 3,376.65 GBP 22.56

Harry Brekelmans 26 March 2018 RDSA 3,207.46 EUR 25.55

Andrew Brown 26 March 2018 RDSB 3,253.71 GBP 22.56

Ronan Cassidy 26 March 2018 RDSB 2,299.83 GBP 22.56

Donny Ching 26 March 2018 RDSA 2,410.45 EUR 25.55

Maarten Wetselaar 26 March 2018 RDSA 2,752.62 EUR 25.55

[waldron] 28/3/2018 17:20

March 28, 2018

Royal Dutch Shell plc (the "Company") has been notified that following the
payment of the interim dividend on March 26, 2018 in respect of the fourth
quarter of 2017, the following Persons Discharging Managerial Responsibilities
("PDMRs") acquired dividend shares in respect of shares previously vested under
employee share plans and held in a Vested Share Account ("VSA").

PDMR Date Acquired Share Number of Purchase
Type dividend shares price per
acquired Share

Ben van Beurden 26 March 2018 RDSA EUR 26.19
25.07

John Abbott 26 March 2018 RDSB 1,250.70 GBP 22.80

Harry Brekelmans 26 March 2018 RDSA 743.24 EUR 26.19

Andrew Brown 26 March 2018 RDSB 1,435.23 GBP 22.80

Ronan Cassidy 26 March 2018 RDSB 535.56 GBP 22.80

Donny Ching 26 March 2018 RDSA 610.60 EUR 26.19

[waldron] 28/3/2018 17:18

Total
45.835 -0.55%

Cac 40 Index 5,130.44+0.3%



BP
471.4 -0.83%



Shell A
2,231.5 -1.26%



Shell B
2,285 -0.95%


FTSE 100 7,044.74+0.6%


Brent Crude Oil NYMEX 68.04 -1.18%
Gasoline NYMEX 2.00 -0.62%
Natural Gas NYMEX 2.71 -0.41%

[waldron] 28/3/2018 12:59

Total
45.66 -0.93%


Cac 40 Index 5,071.78-0.9%



BP
469.4 -1.25%



Shell A
2,230.5 -1.31%






Shell B
2,277 -1.30



FTSE 100 6,990.92-0.1%



Brent Crude Oil NYMEX 69.24 +0.57%
Gasoline NYMEX 2.02 +0.45%
Natural Gas NYMEX 2.70 -0.52%

[waldron] 28/3/2018 08:26

Total
45.79 -0.65%


Cac 40 Index 5,078.37-0.7%




BP
471.8 -0.75%



Shell A
2,241 -0.84%



Shell B
2,286.5 -0.89%


FTSE 100 6,949.14-0.7%


Brent Crude Oil NYMEX 69.02 +0.25%
Gasoline NYMEX 2.02 +0.12%
Natural Gas NYMEX 2.71 -0.07%

[waldron] 28/3/2018 07:42

very wise EJ

TAKE CARE

[waldron] 27/3/2018 17:09

BP
475.35 +1.24%



Shell A
2,260 +2.31%



Shell B
2,307 +2.26%



Total
46.09 +0.41%

[waldron] 27/3/2018 11:34

BP
477 +1.59%



Shell A
2,266.5 +2.60%


Shell B
2,316.5 +2.68%

Total
46.31 +0.89%

SOME LUCKY PEOPLE BOUGHT SHELL YESTERDAY WITH THEIR DIVI PAY

[waldron] 27/3/2018 08:25

BP
474.65 +1.09%



Shell A
2,243 +1.54%



Shell B
2,290 +1.51%



Total
46.325 +0.93%

[sarkasm] 26/3/2018 17:36

Royal Dutch Shell Advance notice of Q1 2018 results announcement
26/03/2018 1:55pm
UK Regulatory (RNS & others)


TIDMRDSA TIDMRDSB

ROYAL DUTCH SHELL PLC

Notice of Results

The Hague, March 26th 2018 - On Thursday, April 26th at 07.00 BST (08.00 CEST
and 02.00 EDT) Royal Dutch Shell plc will release its first quarter results and
first quarter interim dividend announcement for 2018.

[waldron] 26/3/2018 17:29

BP
469.55 +1.54%



Shell A
2,209 +0.45%



Shell B
2,256 +0.33%



Total
45.9 +0.21%

[waldron] 26/3/2018 09:25

BP
467.55 +1.10%



Shell A
2,219.5 +0.93%



Shell B
2,267 +0.82%


Total
46.08 +0.60%

[waldron] 26/3/2018 08:23

BP
464.7 +0.49%



Shell A
2,204.5 +0.25%



Shell B
2,251 +0.11%



Total
45.9 +0.21%

[ariane] 25/3/2018 17:17

Sunday 25 March 2018 1:37pm
Shell could take on Big Six under own brand
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Shell Announce Record Profits
Shell could sell energy to domestic customers under its own brand (Source: Getty)

Energy giant Shell could move to take on the “Big Six” domestic energy suppliers in the UK under its own brand.

The company confirmed that using the “Shell” brand for its new domestic supply operations was one of the options currently being examined.

Shell acquired residential energy supplier First Utility last month in a deal thought to be worth £200m.

Read more: Shell completes its deal for First Utility with Colin Crooks at the helm

First Utility already operates in the German household energy market under Shell's brand via a licensing agreement signed in 2015.

First Utility, which serves around 825,000 homes in the UK, is now a subsidiary of Shell within its new energies division.

Shell has appointed Colin Crooks, previously vice president of downstream strategy and portfolio, as First Utility’s chief executive.

The acquisition of First Utility is part of Shell’s strategy to sell its products across the energy chain.

Shell already sells energy to industrial and commercial customers, in addition to motorists via its petrol station network.

Shell’s move into the UK’s domestic energy market comes at a turbulent time for the sector, with the government bringing forward a bill last month that would give energy regulator Ofgem the power to cap expensive energy tariffs.

Read more: The energy secretary has asked Big Six firms not to challenge the price cap

The “Big Six” (British Gas, EDF Energy, Npower, E.On, Scottish Power and SS) have faced criticism for overcharging and providing customers with confusing tarrifs.

Rachel Reeves, chair of the Business, Energy and Industrial Strategy (BEIS) Select Committee, said that the cap “is urgently needed to help fix the broken energy market and protect consumers”.

[ariane] 25/3/2018 11:41

LATIMES

Oil producers are rushing to New Mexico. But tapping its supply could threaten another resource: Water
By Keith Schneider
Mar 25, 2018 | 3:00 AM
| Carlsbad, N.M.
Oil producers are rushing to New Mexico. But tapping its supply could threaten another resource: Water
A pumpjack sits on the outskirts of town at dawn in the Permian Basin oil field on Jan. 21, 2016, in the oil town of Midland, Texas. (Spencer Platt / Getty Images)

Massive oil drilling rigs stretch across the horizon here like giant carnival rides — 85 in all, lighting the night sky across two counties that sit atop one of the biggest fossil fuel deposits in the nation.

Southeastern New Mexico has long been a modest producer of oil, but the advent of fracking technology a decade ago turned it into hot property for drillers. Only Texas and North Dakota now extract more oil, and New Mexico is gaining.

Production grew 30% last year to 565,000 barrels a day, almost all of it from the state's portion of the Permian Basin surrounding Carlsbad. Billions of barrels more remain to be tapped in shale deposits 2 miles deep.

Producing massive quantities of one resource requires extreme care for another: water. The risk that fracking can contaminate water supplies and cause other harm has been well documented, from Wyoming to Pennsylvania. But experts say that nowhere is that risk greater than in southeast New Mexico.

"Conditions here are unique," said Ed Martin, assistant commissioner in the New Mexico State Land Office, which manages nearly 2 million acres of state land for energy production. "The volumes of water the industry uses are so prolific. The disposal problems are more pronounced. The potential for something to go wrong is higher."

Fracking involves injecting a torrent of chemicals, sand and millions of gallons of water into wells under ultra-high pressure to crack formations of fuel-saturated shale. The high pressures can damage well casings, causing ruptures that leak. And the process generates huge amounts of liquid waste that must be transported for disposal or recycling.
Trump plan to expand oil and gas leasing in West draws, for the most part, a big yawn from industry

Donald Trump

Trump plan to expand oil and gas leasing in West draws, for the most part, a big yawn from industry
Jan 07, 2018 | 1:05 PM

Raising the danger in New Mexico is the area's distinctive geology. Underlying the region are thick beds of salt, which abut the porous limestone formations that hold much of the region's drinking water.

The geology is so uncommon that in 1923 the United States established an underground national park, Carlsbad Caverns, to make nearly 47,000 acres of magnificent limestone caves permanently available for bat habitat and human exploration.

The massive salt formations also make an ideal place to store radioactive waste from atomic weapons production. The Waste Isolation Pilot Plant, the nation's only permanent nuclear waste repository, is located 2,150 feet underground.

Drilling for oil in New Mexico involves specialized practices.

The state and the federal Bureau of Land Management, which oversees 3 million acres and thousands of wells in southeast New Mexico, require three layers of steel and cement casing around wells to prevent ruptures in porous limestone.

Drilling through the limestone requires fresh water to prevent contamination of drinking water. But drilling through salt requires brine, because fresh water would dissolve the salt formations and would make wells structurally unstable.

Either way, drilling unearths massive quantities of fluid known as "produced water" that must be drained from the wells. Each day, 115 million gallons of it is brought up to the surface and trucked or piped across the oilfield.

About half is treated and recycled, and the other half injected into 721 wastewater wells meant for permanent disposal of the fluid.

Fracking the wells to release the oil requires more water — 34 million gallons for a single well just under 2 miles deep, according to the state. Nearly half comes back to the surface, and most of that is injected into the waste wells.

With wells being drilled at a record pace — there are currently 26,000, with 600 new ones being added each year — the risk is continually increasing. Studies conducted by the federal Bureau of Land Management show that oil and toxic materials from a big spill or leak could move quickly and contaminate thousands of acres of underground aquifers that supply the region's drinking water.

"New Mexico's Permian Basin has a 50-year supply of oil," said Aubrey Dunn, the state land commissioner. "We need to be careful to make sure we have a 50-year supply of fresh water."

The potential for significant damage is ever-present. The state Oil Conservation Division documented almost 800 surface spills or leaks last year in the two counties — Eddy and Lea — where most of the fracking occurs. About 10,000 barrels of oil and 75,000 barrels of production fluid were spilled.

None of it reached groundwater, according to state and federal officials.

"There is no evidence of groundwater contamination" associated with fracking or wastewater disposal in state history, said Beth Wojahn, a spokesperson for the state's Energy, Minerals and Natural Resources Department, which oversees energy development.

Ground-water contamination related to fracking is very rare everywhere, but when it occurs, the consequences can be dire. Cleanup is costly and generally only possible if caught quickly.

New Mexico officials say they are confident that regulations and an ample number of inspectors can prevent such contamination.

The state's track record on managing the oil industry's use of water, though, doesn't inspire confidence.

For decades, oil field services companies poured millions of gallons of freshwater into the ground to dissolve a thick salt layer and produce brine long used in drilling operations. In the process, they hollowed out massive caverns. A decade ago, two of those collapsed, forming a pair of giant desert craters 22 miles and 29 miles northeast of Carlsbad, the heart of the state's oil operations.

Now authorities are scrambling to prevent another collapse that would be far more damaging. This cavern — 700 feet long, nearly 500 feet wide and 450 feet deep — isn't in the remote desert but on the edge of town, under a major highway and several businesses. New Mexico officials recently agreed to spend $40 million to figure out how to stop that from happening.

"The latest engineering report said that the collapse is going to happen," said George Veni, director of the National Cave and Karst Research Institute, a geological sciences group based in Carlsbad. "Not if, but when. It could happen anytime, but 2021 is more likely."

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Schneider is a special correspondent.