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Share Name Share Symbol Market Type Share ISIN Share Description
Royal Dutch Shell Plc LSE:RDSA London Ordinary Share GB00B03MLX29 'A' ORD EUR0.07
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -16.00 -1.13% 1,396.80 1,397.00 1,397.60 1,410.60 1,390.80 1,404.20 4,785,763 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 13,205.3 -19,723.5 -203.3 - 57,286

Royal Dutch Shell Share Discussion Threads

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DateSubjectAuthorDiscuss
22/11/2020
13:48
Shell process to make blue hydrogen production affordable , 1 hours, 41 minutes ago Shell Catalysts and Technologies is launching the Shell Blue Hydrogen Process, which integrates proven technologies to increase significantly the affordability of greenfield projects for “blue” hydrogen production from natural gas along with carbon capture, utilisation and storage (CCUS). Affordable blue hydrogen enables the decarbonisation of hard-to-abate heavy industries while creating value for refiners and resource holders. Shell’s new process can reduce the levellised cost of hydrogen by 22 per cent compared with the best the market has to offer today. Without low-carbon hydrogen, the net-zero goals announced by governments and companies will be difficult to achieve. Currently, hydrogen production is nearly all “grey” (from hydrocarbons without CCUS). If hydrogen is to contribute to carbon neutrality, it must be produced on a much larger scale and with far lower emission levels. Blue hydrogen production can be relatively easily scaled up to meet demand. With carbon dioxide (CO2) costing $25–35/t, blue hydrogen becomes competitive against grey, even with its higher capital costs. And green hydrogen, produced from the renewable-energy powered electrolysis of water, may still be more than double the price of blue hydrogen by 2030 and not achieve cost parity until about 2045. Advantages This analysis is based on conventional steam methane reforming (SMR) and autothermal reforming (ATR) technologies. The availability of the Shell Blue Hydrogen Process, which integrates proprietary Shell gas partial oxidation (SGP) technology with ADIP ULTRA solvent technology, further improves blue hydrogen economics. A key advantage of SGP technology over ATR is that the partial oxidation reaction does not require steam. Instead, high-pressure steam is generated, which satisfies the steam demands of the process and some other power consumers. There is also no need for feed gas pretreatment, which simples the process line-up. And SGP gives refiners greater feed flexibility, as it is more robust against feed contaminants and can thus accommodate a large range of natural gas qualities. Compared with ATR, SGP technology gives a 22 per cent lower levellised cost of hydrogen from: • 17 per cent lower capital expenditure (higher operating pressure giving smaller hydrogen compressor and CO2 capture and compressor units). • 34 per cent lower operating expenditure (excluding the natural gas feedstock price) from reduced compression duties and more steam generation. Modelling shows that, compared with an ATR unit, a Shell Blue Hydrogen Process line-up producing 500 t/d of pure hydrogen would have: • $30 million per year lower operating expenditure. • More than 99 per cent CO2 capture. • 10–25 per cent lower levellised cost of hydrogen. When compared with SMR, SGP technology leads to even greater hydrogen production cost savings from both the capital and operating expenditure perspectives. Process maturity and experience Shell began research into SGP technology in the 1950s. Today, the technology has more than 30 active residue and gas gasification licensees, and there are more than 100 SGP gasifiers worldwide. For example, at the Pearl gas-to-liquids plant, Qatar, 18 SGP trains, each with an equivalent pure hydrogen production capacity of 500 t/d, have been operating since 2011. Since 1997, Pernis refinery, the Netherlands, has been operating at a 1-Mt/y CO2 capture capacity using SGP technology. Shell also has CCUS experience through its involvement in multiple projects in different phases of development, and can offer key technologies and insights into CO2 capture, compression, transport, utilisation and storage. —Tradearabia News Service
the grumpy old men
21/11/2020
11:45
Invisage 20 Nov '20 - 23:21 - 5241 of 5242 0 0 0 Https://www.ig.com/uk/news-and-trade-ideas/bp-and-shell-shares--attractive-catch-up-trade-amid-energy-price-201117
grupo
21/11/2020
11:08
Renewed Lockdowns Threaten More Refinery Closures In Europe By Tsvetana Paraskova - Nov 20, 2020, 4:00 PM CST More refineries in Europe are at risk of permanent closures, with fuel demand on the continent falling again as major economies re-imposed lockdowns to fight the spike in coronavirus cases. Gasoline demand in Europe is expected to be between 15 and 20 percent lower in November and December compared to the same months of 2019, Argus reported, citing market participants. The new lockdowns, partial lockdowns, and curfews in the biggest economies in Europe, including the UK, Germany, France, Italy, and Spain, are dragging down oil demand again while a double-dip recession in the Eurozone and wider Europe now looks almost inevitable. Refiners have struggled since the spring with the crash in fuel demand, and many of them are restructuring operations, including closing down permanently crude oil processing capacity. Petroineos, a joint venture of Ineos and PetroChina, said earlier this month it plans to permanently close some units at the 210,000-bpd Grangemouth refinery, the only refinery in Scotland, which will cut the facility’s refining capacity to 150,000 bpd. Neste of Finland said in September that it was exploring the shutdown of its refinery operations in Naantali and transforming the Porvoo refinery operations to co-processing renewable and circular raw materials. “The forthcoming operating and maintenance investments in the Naantali refinery are not viable nor sustainable in a situation where there is large over-capacity for oil refining globally,” Neste’s President and CEO Peter Vanacker said in September. Refiners in the United States are also idling refinery capacity and cutting jobs to cope with the losses from the demand crash. Refiners around the world have been announcing permanent closures of refinery capacity this year, but significant overcapacity still remains, the International Energy Agency (IEA) said in its monthly Oil Market Report last week. Permanent shutdowns of refinery capacity have reached 1.7 million bpd. But more than 20 million bpd crude oil distillation capacity now sits idle, the Paris-based agency said, noting that “there remains significant structural overcapacity.” By Tsvetana Paraskova for Oilprice.com
grupo
20/11/2020
17:46
Brent Crude Oil NYMEX 44.34 +0.29% Gasoline NYMEX 1.17 +0.28% Natural Gas NYMEX 2.78 +1.98% WTI 41.86 USD +0.56% FTSE 100 6,351.45 +0.27% Dow Jones 29,392.74 -0.31% CAC 40 5,495.89 +0.39% SBF 120 4,344.64 +0.32% Euro STOXX 50 3,467.03 +0.45% DAX 13,137.25 +0.39% Ftse Mib 21,698.05 +0.75% Eni 8.125 +0.59% Total 34.5 +1.14% Engie 12.165 +0.91% Orange 10.41 +0.24% Bp 244.4 +0.27% Vodafone 123.18 +1.25% Royal Dutch Shell A 1,244.8 +1.53% Royal Dutch Shell B 1,196.8 +1.23% Tullow Oil (TLW) 25.37 0.62 (2.51%)
waldron
20/11/2020
08:46
Oil Majors Are Paying The Price For Investing In Renewables By Alex Kimani - Nov 19, 2020, 7:00 PM CST Big Oil has been frequently lambasted for trying to burnish its green credentials through half-hearted investments in renewables. That might have been true for much of the past decade, but it appears to be changing as the oil and gas majors have started putting down big money into clean energy. For instance, European oil majors including BP Plc. (NYSE:BP), Royal Dutch Shell (NYSE:RDS.A), Eni SpA (NYSE:E), Total SA (NYSE:TOT), and Norwegian national oil company Equinor ASA (NYSE:EQNR) have already invested billions of dollars in renewable energy and made big clean energy commitments. Yet, Big Oil just can’t seem to catch a break, with stocks of oil and gas companies that are investing heavily in renewables being punished by the markets. A good case in point is BP, one of the oil majors with some of the largest clean energy commitments. BP has announced plans to achieve net-zero status by 2030 by dramatically increasing its renewables spending. BP stock has, however, cratered 48% in the year-to-date, considerably worse than Europe’s oil and gas benchmark STOXX Europe 600 Oil & Gas Index (SXEP) which is down 32% in the year-to-date or even the Energy Select Sector Fund (XLE) which has lost 41%. BP’s European peer Shell has probably done more than any other supermajor as far as investing in renewable energy goes. Recently, Shell CEO Ben van Beurden told investors that the company no longer considers itself an oil and gas company but an energy transition company. Shell has been vocal about the shift to renewables, frequently issuing the clarion call for the industry to switch to cleaner energy sources. In 2016, Shell set an ambitious goal to invest $4bn to $6bn in clean energy projects by 2020. Shell stock is down 44% YTD. Related: Why Iraq Isn’t Producing 10 Million Barrels Per Day Yet Meanwhile, ENI has the most ambitious climate change pledge with plans to lower its greenhouse gas emissions by 80% by 2050. ENI also says that its renewable portfolio will reach an installed capacity of 3 GW as early as 2023 and 5 GW in 2025. ENI stock has tanked 38%. Clean energy transition What’s going on here clearly is a case of damned if you do and damned if you don’t. The big problem here stems from the way the renewable sector operates. Green energy requires heavy upfront investments with longer payback periods compared to fossil fuel investments. In fact, green infrastructure is 1.5-3.0x more capital- and labor-intensive than hydrocarbons. Oil and gas firms are still grappling with the best way to presently use dwindling cash flows; in effect, they are still weighing whether it's worthwhile to at least partially reinvent themselves as renewables businesses while also determining which low-carbon energy markets offer the most attractive future returns. Most renewable ventures, like solar and wind projects, tend to churn out cash flows akin to annuities for several decades after initial up-front capital expenditure with generally low price risk as opposed to their current models with faster payback but high oil price risk. With the need to generate quick shareholder returns, some fossil fuel companies have actually been scaling back their clean energy investments. By investing their cash flows in clean energy projects, the oil majors are likely to reap the benefits in the future--but at the expense of today’s dividends and buybacks. In other words, it’s a bit like the markets want to eat their cake and still have it. Clean energy spinoffs Obviously, pure-play renewable companies get a lot more leeway from the markets despite the majority still being unprofitable. For instance, the solar sector boasts a median P/E GAAP (FWD) of 31.3 vs. 10.9 for U.S. oil and gas companies thanks to the former’s much better top-and bottom-line growth prospects. In contrast, even the most bullish oil outlook calls for only anemic growth for oil and gas demand over the next decade, meaning pretty limited growth runways for Big Oil. Further, renewables still make up a minuscule fraction of their revenues for most oil majors, meaning it might take many more years of clean energy investments before they can reflect on their valuations. But maybe Big Oil won’t have to wait too long before they can reap the dividends. RBC Capital Markets analyst Biraj Borkhataria has told Barron’s that the oil majors are likely to start spinning off their renewable businesses once they achieve scale if this valuation disconnect persists. Indeed, Biraj says that standalone valuations of Equinor’s, Energia’s, and Total’s low-carbon businesses currently clock in at 17%, 15%, and 10%, respectively, of their enterprise valuations. Given how aggressively these companies have been investing in renewables, it probably won’t come as a surprise if the value of their clean energy portfolios double in the next five or so years. That represents a huge amount of value that these companies will no doubt be looking to unlock several years down the line. By Alex Kimani for Oilprice.com
grupo guitarlumber
18/11/2020
22:01
Final Trump Gulf of Mexico oil auction draws $121M in high bids Nov. 18, 2020 3:19 PM ETEquinor ASA (EQNR)By: Carl Surran, SA News Editor19 Comments The Trump administration's final sale of oil and gas leases in the Gulf of Mexico generated nearly $121M in high bids, an improvement from the $93M raised in the March sale when the pandemic was beginning to depress world demand for fuel. The sale, which offered 79.6M acres in the GoM for auction to drillers, received 105 bids by 23 companies. The highest bid, entered jointly by divisions of Norway's Equinor (NYSE:EQNR) and Spain's Repsol (OTCQX:REPYF, OTCQX:REPYY), was nearly $12M for a block in the Walker Ridge area. BP, Chevron (NYSE:CVX) and Royal Dutch Shell (RDS.A, RDS.B) were among other apparent winners. The sale was the last before the January inauguration of Pres.-elect Joe Biden, who has pledged to ban new drilling on federal lands and waters.
ariane
18/11/2020
11:45
Oil Prices Under Pressure After API Reports Crude Inventory Build By Julianne Geiger - Nov 17, 2020, 3:43 PM CST The American Petroleum Institute (API) reported on Tuesday a build in crude oil inventories of 4.174 million barrels for the week ending November 13. Analysts had predicted an inventory build of 1.95-million barrels. In the previous week, the API reported a large draw in oil inventories of 5.147-million barrels, after analysts had predicted a draw of 913,000 barrels for the week. Oil prices were trading down on Tuesday afternoon before the API's data release despite significant vaccine news, as OPEC+ indicated that it could extend its current production cuts for an additional three months. Pressuring prices include widespread lockdowns, weaker than anticipated economic data in the United States, and Libya's surging oil production. In the runup to Tuesday's data release, at 11:53 a.m. EDT, WTI had fallen by $0.48 (-1.16%) to $40.86 down roughly $0.50 per barrel on the week. The Brent crude benchmark had fallen on the day by $0.61 at that time (-1.39%) to $43.21—down about $0.40 per barrel on the week. But oil prices ticked higher in the later afternoon hours. U.S. oil production was unchanged in the last reporting week, at 10.5 million bpd, according to the Energy Information Administration—;2.6 million bpd lower than the all-time high of 13.1 million bpd reached in March. The API reported a build in gasoline inventories of 256,000 barrels of gasoline for the week ending November 13—compared to the previous week's 3.297-million-barrel draw. Analysts had expected a 450,000-barrel build for the week. Distillate inventories were down by 5.024-million barrels for the week, compared to last week's 5.619-million-barrel draw, while Cushing inventories rose by 176,000 barrels. At 4:39 pm EDT, the WTI benchmark was trading at $41.45 while Brent crude was trading at $43.87. By Julianne Geiger for Oilprice.com
grupo guitarlumber
17/11/2020
09:48
Https://oilprice.com/Energy/Crude-Oil/A-Major-Oil-Rally-Could-Be-On-The-Horizon.html
adrian j boris
13/11/2020
17:40
Brent Crude Oil NYMEX 42.89 -1.02% Gasoline NYMEX 1.13 -1.68% Natural Gas NYMEX 3.18 +3.45% WTI 40.25 USD -1.12% FTSE 100 6,316.39 -0.36% Dow Jones 29,354.74 +0.94% CAC 40 5,380.16 +0.33% SBF 120 4,255.46 +0.38% Euro STOXX 50 3,439.93 +0.16% DAX 13,076.72 +0.18% Ftse Mib 20,948.41 +0.63% Eni 7.66 +0.55% Total 32.645 +1.37% Engie 12.3 +3.19% Orange 10.335 +0.68% Bp 236.9 -0.38% Vodafone 119.52 +1.07% Royal Dutch Shell A 1,165.8 -0.78% Royal Dutch Shell B 1,115 -0.92% Tullow Oil (TLW) :22.63 -1.42 (-5.90%)
waldron
13/11/2020
06:26
Permian Basin acreage price plunged by two-thirds in two years - report Nov. 12, 2020 6:22 PM ET|About: ConocoPhillips (COP)|By: Carl Surran, SA News Editor Drilling rights in the Permian Basin averaged $24K/acre in recent deals, down 67% from 2018, and the average price across all U.S. shale has plummeted to ~$5K/acre from $17K two years ago, Rystad Energy reports. The plunge in acreage prices is a sign of the crisis facing U.S. oil and gas explorers, who are trying to survive a pandemic-driven decline in crude demand after more than a decade of debt-fueled production growth. In ConocoPhillips' (NYSE:COP) proposed $9.7B purchase of Concho Resources (NYSE:CXO), Concho's drilling rights were valued at $10,471/acre compared with $75,504/acre for Concho's 2018 acquisition of RSP Permian, according to Bloomberg. Industry-wide costs for drilling and completing wells will probably drop as much as 5% next year because of consolidation, increased standardization and lower service costs, Rystad says. Top Permian producers include CVX, OXY, PXD, FANG, EOG, APA, XOM, XEC, PE, RDS.A, DVN
waldron
12/11/2020
18:44
Dow drops 400 points as rising coronavirus cases raise concerns about economy to end 2020 Published Wed, Nov 11 20206:06 PM ESTUpdated 14 Min Ago Fred Imbert @foimbert Jesse Pound @jesserpound
grupo guitarlumber
12/11/2020
14:01
Https://seekingalpha.com/article/4388354-shells-dividend-cut-improved-profitability-and-is-helping-to-keep-debt-situation-steady?utm_medium=email&utm_source=seeking_alpha&mail_subject=rds-a-shell-s-dividend-cut-improved-its-profitability-and-is-helping-to-keep-its-debt-situation-steady&utm_campaign=rta-stock-article&utm_content=link-2
waldron
11/11/2020
02:18
An Oil Market Recovery Is On The Horizon By Cyril Widdershoven - Nov 10, 2020, 7:00 PM CST Join Our Community The major participants at ADIPEC 2020’s ADNOC Trading Forum expressed a wide range of sentiment, but the general message was one of caution or even outright pessimism when it came to oil price movements. The Virtual Conference, which was held in Abu Dhabi, was dominated by three main topics, the impact of COVID-19, global oil and gas demand destruction, and the U.S. election results. With a wide range of speakers including representatives from Abu Dhabi’s national oil company ADNOC, the major storage company VITOL, Japanese company ENEOS, Abu Dhabi Global Markets (ADGM), and OMV amongst others, the forecasts for 2021 were plentiful and varied. The main takeaways for observers were that markets may be growing increasingly optimistic about a COVID recovery, but oil prices are unlikely to see a real recovery before the end of 2021. Oil market fundamentals are very weak at the moment and even if a COVID-19 vaccine is produced, the impact on fundamentals will be slow. Furthermore, any oil market recovery could easily be halted by a change in the strategy of OPEC+ or any other supply increase before demand picks back up. According to Energy Intelligence, Platts and Argus, the overall expectation for oil prices in 2021 is in the high $30s to mid $40s per barrel. In a panel with Martin Fraenkel, Euan Craik, and Alex Schindelar, all three industry leaders agreed that they expected a more optimistic situation in 2022. The three oil analysts emphasized that much will depend on the success of tackling COVID globally and the resilience of the market in the face of a possible supply boost. Russel Hardy, the CEO of Vitol, argued that 2020 has shown how resilient the hydrocarbon sector still is. Despite the major breakdown of demand due to the COVID-19 pandemic, Hardy claimed that Vitol has been able to ride out the storm and is fully prepared for 2021. While a combination of negative prices, demand destruction, and a storage glut means that a return to normal is still a long way away, an industry recovery is well and truly underway. Kajo Fujiwara, the Executive Officer of Crude Trading and Shipping for Japanese company ENEOS emphasized that “work continued even in COVID time”. He said that was particularly difficult as a state of emergency had been put in place in Japan as its refineries were forced to cut, exports decreased and margins were very low. The company’s investment plans were also altered as several projects were delayed. In H2, however, ENEOS saw refinery runs increase and signs of demand recovering. Related: This Just Became The World's Largest Gas Hub When asked about ADNOC Trading, Khaled Salmeen, the Executive Director, stated that the company “has not stopped doing what we wanted to do….we wanted to go strong on trading and we are as ADNOC Global Trading is going to go live in the coming weeks”. When asked about the impact of COVID on trading, Salmeen stated that for his company it had been an opportunity, as working on risk management and pricing has allowed the company to become more resilient. ADNOC Trading is developing well, with the crude book having gone live in September and the products book via Global Trading set to go live in the coming weeks. ADNOC is now starting to train and support the next generation of traders in the UAE. An ADNOC Trading official added that ADNOC Trading plans to set up representation internationally, including in the U.S. As well as trading, Salmeen confirmed that ADNOC Trading is also looking at entering the shipping space. ADNOC has always been an FOB seller. Shipping is now going to be a major part of the company. The cost of both second hand and new vessels in the current climate is extremely attractive for those with capital. Overall it was a mixed takeaway from the event. COVID is once again hovering over markets with a second round of lockdowns in the EU, and price volatility has increased. For some, such as Hardy, real optimism could return to markets in H1 2021. There doesn’t seem to be any significant demand increase set to take place in winter and even if a COVID vaccine is produced, the real impact won’t be felt in the market before end H2 2021. At the same time, all participants agreed that the OPEC+ strategy is one of the major factors to watch. Vitol expects normal stock levels by Summer 2021, but even that will depend on OPEC+ strategies. New additional production, such as from Libya or Iran, could set markets back. A return to normal stock levels would see prices rising at the end of 2021. Hardy is cautiously optimistic but admits that it all depends on a continuous flow of “good news”. The Vitol official expects oil prices to recover to the high 40s or even the 50s in H1 2021, although any demand reduction would hurt that prediction. When asked about Biden, Hardy said that any U.S. supply response would be price related. He stated that if Biden rejoins JCPOA and Iranian oil flows again, prices will be hit hard. He doesn’t expect the Biden Administration to have much of an impact on U.S. shale production though. While new regulations would impact production by increasing overall costs, the sector itself is largely non-political. Even the oil and gas situation in Asia remains unclear. According to ENEOS’ Kajo, the COVID impact is still very much being felt. While the economies have suffered less than their western country parts, the impact on demand is still tangible. She said that China’s demand is healthy, but other countries such as Japan and India are still suffering. In Japan, refining margins are still suffering as JET demand is very low, and export markets are yet to recover. When asked about a possible Peak Oil demand scenario in Japan, the ENEOS official said that COVID has moved it forward dramatically. By Cyril Widdershoven for Oilprice.com
sarkasm
10/11/2020
16:36
Shell to slash Singapore refining capacity in bid to cut emissions Nov. 10, 2020 8:49 AM ET|About: Royal Dutch Shell plc (RDS.A)|By: Carl Surran, SA News Editor Royal Dutch Shell (RDS.A, RDS.B) says it will cut its crude processing capacity in half at its Pulau Bukom oil refinery in Singapore as part of the company's effort to reduce its carbon emissions to net zero by 2050. The refinery can process 500K bbl/day of oil and is Shell's largest wholly-owned refinery in the world. The downsize will mean reducing staff at the plant to ~800 by the end of 2023 from 1,300 currently. In September, Shell said it planned to cut more than 10% of its global workforce and reduce the number of its operated oil refining and petrochemical sites to 6 from 14; aside from Singapore, the other sites are in Texas, Louisiana, Germany, the Netherlands and Canada. Shell said last week it would shut its Convent, La., refinery this month, after failing to find a buyer.
misca2
09/11/2020
12:16
Dow futures jump 1,200 points as Pfizer, BioNtech say Covid-19 vaccine is 90% effective Published Sun, Nov 8 20206:07 PM ESTUpdated 4 Min Ago Yun Li @YunLi626
waldron
09/11/2020
05:53
Thank you Re Divi
jgp212
08/11/2020
18:34
Ex-dividend date November 12, 2020 Record date November 13, 2020 Closing of currency election date (see Note below) November 27, 2020 Pounds sterling and euro equivalents announcement date December 3, 2020 Payment date December 16, 2020
florenceorbis
08/11/2020
18:32
Hi guys,Which day this coming week does Shell go ex divi?tia
jgp212
06/11/2020
17:38
Brent Crude Oil NYMEX 39.55 -2.85% Gasoline NYMEX 1.08 -2.63% Natural Gas NYMEX 3.07 -0.45% (WTI) 37.235 USD -3.07% FTSE 100 5,910.02 +0.07% Dow Jones 28,388.37 -0.01% CAC 40 4,960.88 -0.46% SBF 120 3,921.18 -0.49% Euro STOXX 50 3,204.05 -0.30% DAX 12,480.02 -0.70% Ftse Mib 19,688.07 -0.22% Eni 6.542 -0.82% Total 27.63 +0.45% Engie 11.035 -1.87% Orange 9.426 -1.46% Bp 199.86 -0.39% Vodafone 105.04 -1.00% Royal Dutch Shell A 1,008 +0.02% Royal Dutch Shell B 970 +0.30% Tullow Oil (TLW) 18.105 -0.265 (-1.44%)
waldron
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