Shell Share Discussion Threads

[the grumpy old men] 13/1/2022 18:36

How would one add solar panels to cottages,country mansions and castles as not to detract from their character

hear that solar panel installation could in some cases affect the value of a house

[spawny100] 13/1/2022 18:29

Our panels generate about 80% of the number of kwh our house uses in a year.

[lippy4] 13/1/2022 18:18

friends in queensland australia who live in the bush get all their electricity from solar panels with battery storage to run all their needs except of course air con which takes too much..

i know there is plenty of sun there but it shows it can be done..

[ccraig69] 13/1/2022 17:18

Use lead acid batteries from forklift. Much cheaper than alternative just takes more room. Seen panels for 60 each

[adg] 13/1/2022 17:12

I’ve just assessed the feasibility of a 25m2 solar panel install on my garden room roof along with a battery storage solution. Even if I do most of the install myself with electrical tie in by authorised installer it’s just not worth it imho.
Just not enough power per square metre, needs to be at least double the current top end panels (250w) for it to be a sensible option. Until the output of a modest size install (circa 20 to 25 metres square with adequately sized battery storage) can heat your house and provide hot water then I just can’t see the benefit of it… shame really as I fancied a project for the spring.
I feel same about electric cars - just not worth it for me just yet, maybe in 4 or 5 years or so once the technology / capacity / charging capability / infrastructure improves but for me just not yet.

[lippy4] 13/1/2022 15:44

barrage hugely expensive and as sea levels rise will be useless plus it interferes with the natural species that inhabit that area.

the best way to spend that amount of money would be to put solar panels on all the roofs in this country which would reduce the amount of power used plus put more into the grid,better on people roofs,can you imaging the huge amount that could go on factory roof's which cover acres all over the country..

[xxxxxy] 13/1/2022 15:34

David Rising17 MIN AGOMessage ActionsI agree with the fact that gas should be used as a bridge fuel and the uk should go all out to make that happen until renewables can fill the void. But while we wait for that we need a sound energy source and only gas can offer that..while still being green.Sadly though this government also nixed the Swansea Barrage, while the uk still waits for Hinckley to come on line, if ever, the barrage could have been built and supply renewable energy 24hrs a day 365 days a year.. another opportunity missed..... Daily Telegraph

[andyadvfn1] 13/1/2022 09:52

Like an individual investment portfolio, isn't a balance wise and shouldn't that be also be the case with the nations energy production?Wind not out of place, except at a family gathering after a night of booze and curry.

[xxxxxy] 13/1/2022 09:18

David HarrisonJUST NOWNorth Sea Gas, fracking and coal. We are sitting on hundreds of years of resources.Wind turbines? Utter idiocy.... Daily Telegraph

[xxxxxy] 13/1/2022 07:30

Not Labour as I used to think. They are Soviet Communist.

[acsatix] 13/1/2022 07:17

There is no need of special windfall tax on shell and the likes as they will anyhow pay a massive amount in tax already on the back of huge profits. Labour always lacks the touch with reality. Also then when the oil price craters and energy bills are cheap will Labour decide to subsidise oil companies? Socialising profits and privatising losses???

[chiefbrody] 12/1/2022 18:09

With a following wind could see this move up 3-400p in the space of a few months.Results in 3 weeks. Really hoping for more than a 4% div hike..

[adg] 12/1/2022 17:24

52 week high was 1,813.40 according to financials - hit 1,811 today
Retrace tomorrow or new 52 week high? - my money is on the latter.
Good luck to all 👍

[waldron] 12/1/2022 14:43

seeking alpha


Morgan Stanley's 2022 outlook for European oils -- bullish

Jan. 12, 2022 8:50 AM ETBP, EQNR, TTE, E, RDS.A, USO, CO1:COM

By: Nathan Allen, SA

News Editor




Morgan Stanley's commodities strategist and head of European oils, Martijn Rats, is out with a note this morning detailing his view of the year ahead for European energy - he remains constructive, with many of the factors contributing to 2021 outperformance driving repeated outperformance in 2022.

Starting with the commodity, the Bank sees Brent oil prices (CO1:COM) (NYSEARCA:USO) hitting $90 a barrel later this year, as low inventories, low spare capacity, and low investment drive prices higher; the bank assumes an average Brent price of $78 in 2022.

Improved cash flow management will lead the five European majors (Total (NYSE:TTE), Equinor (NYSE:EQNR), Shell (NYSE:RDS.A), Eni (NYSE:E), BP (NYSE:BP)) to generate $76b in free cash flow during 2022, or ~14% of their combined market caps -- this is double what these companies generated in all of 2011-2014, when Brent was above $100.

The bank anticipates a rotation out of growth stocks, into value stocks during 2022, and thinks energy will be a direct beneficiary, given the compelling 14% free cash flow yield and average 8% shareholder payout.

Finally, Mr. Rats thinks the ongoing energy crisis could change perceptions about the industry, driving investors to reconsider the "benefits" of divestment.

Top pick remains Shell (RDS.A) given his view that the dividend will rise faster than the market expects (and faster than Management has guided); additionally the market will begin to ascribe value to Shell's ability to allocate capital to the energy transition.

ENI (E) is also buy rated, given the potential to unlock value as the Company plans to partially list its retail and renewables businesses; the dividend framework also ties payouts to the oil price, which leads to a ~7% yield in Morgan Stanley's forecast.

The focus on Shell is in-line with most Wall Street peers, as robust free cash flow, gas-heavy commodity exposure, and underperformance have earned the stock several buy ratings into 2022; Eni however, is a non-consensus pick and will be interesting to watch as the year unfolds.

[tornado12] 11/1/2022 20:49

Really great start to 2022, momentum really changing now covid looks to scale down, tight supply and expectations on rate rises helping commodities. Hope for Shell to get back to £20 soon, but those BBs should be made Sub-20. They need to get on with it while share price is still pretty low! Getting something more than 4% /yr divi increase would also help sentiment

[the white house] 11/1/2022 18:48

RNS re Share consolidation away from A&B after cob 29 Jan Buybacks can double from Monday 1st then (or can they?)Simplification another step up to increase by backs, then divvi moves can be madeBrent up 3 bucks and gas getting strength back Marathon not...All is good

[maywillow] 10/1/2022 18:38

Charggg
10 Jan '22 - 18:31 - 19697 of 19697
0 0 0
UPDATED: Shell hits oil in closely-watched Namibian wildcat - market sources

Supermajor's ongoing Graff-1 probe has found liquids in Cretaceous reservoir

[charggg] 10/1/2022 18:31

UPDATED: Shell hits oil in closely-watched Namibian wildcat - market sourcesSupermajor's ongoing Graff-1 probe has found liquids in Cretaceous reservoirhTTps://www.upstreamonline.com/exclusive/updated-shell-hits-oil-in-closely-watched-namibian-wildcat-market-sources/2-1-1142213

[lippy4] 10/1/2022 16:59

this energy crisis is of the governments making and its only to get worse,taxing oil companies is not the answer, as they are the answer to sorting out the energy crisis and the government cannot see it as it blindly pursues "carrie's" green policy of self destruction for the people of this country...

[maywillow] 10/1/2022 16:35

Brits face a massive increase in energy bills. BP and Shell could be on the hook to pay

By Charles Riley, CNN Business

Updated 1221 GMT (2021 HKT) January 10, 2022





London (CNN Business)The UK government is coming under mounting pressure to increase taxes on oil and gas companies, including BP and Shell. The aim: to help British households cope with skyrocketing energy bills.

The main opposition Labour Party this weekend called on Prime Minister Boris Johnson to impose a windfall tax on companies pumping oil and gas from the North Sea, saying that the money raised could be used to cut £200 ($272) from soaring household bills.

The party reportedly says the rate of corporate tax the companies pay should be increased by 10 percentage points for a year. That would also allow the government to increase energy subsidies for the poorest households to £400 ($545) per year from £140 ($190).

British consumers will pay roughly £790 ($1,075) more to heat and light their homes this year, according to Bank of America, following a dramatic surge in wholesale energy prices that has caused dozens of UK energy suppliers to collapse in recent months.

Wholesale European gas prices have jumped by 400% over the previous year and electricity prices have increased by 300%, according to Bank of America. The increases have been driven by cold weather, nuclear plant outages in France and reduced gas flow from Russia.

BP (BP) and Shell (RDSA) both operate in the North Sea, and have benefited from rising gas and oil prices.

BP CEO Bernard Looney told the Financial Times in November that surging commodity prices had turned the company into a "cash machine." The company posted profits of $3.3 billion in the third quarter of 2021, and said it planned to return an extra $1.25 billion to shareholders.

Shell made more than $4 billion in the quarter, and is also rewarding investors with a $7 billion share buyback program as it returns cash from the sale of its shale assets in the Permian Basin, which stretches from Texas to New Mexico.

Industry group OGUK, which represents UK offshore producers including Shell and BP, said last week that a windfall tax would make energy companies less likely to invest in the country, causing "irreparable damage to the industry" that would "leave consumers even more exposed to global shortages."

UK households are already under pressure from inflation of more than 5% and they face a sharp rise in costs in April, when a cap on energy prices will be raised. The poorest 10% of households will see their spending on energy increase from 8.5% of their total budget to 12%, according to the Resolution Foundation.

"Proceeding with such a large, overnight bill rise without mitigating measures at a time when real wages are likely to be falling looks completely untenable," the group said in a report published in late December.

The UK government has so far rejected calls for a windfall tax on North Sea producers, even as other European countries take action to shield consumers from the sharp increase in prices.

"What Labour are putting out just doesn't add up. A windfall tax on oil and gas companies, who are already struggling in the North Sea, is never going to cut it," cabinet minister Nadhim Zahawi told LBC radio on Sunday. "The best way to help people is to make sure there is a job available to them."

European households will pay €650 ($735) more for energy this year, bringing average spending to €1,850 ($2,095), according to Bank of America. Consumers in the United Kingdom and Italy face the largest increases of the major economies in western Europe.

[maywillow] 10/1/2022 16:15

Shell contracts Thyssenkrupp for 200-MW green hydrogen project in Rotterdam


January 10 (Renewables Now) - German industrial group Thyssenkrupp AG (ETR:TKA) today said it will construct a 200-MW green hydrogen plant for Royal Dutch Shell Plc (AMS:RDSA) in the port of Rotterdam in the Netherlands.

Shell has contracted Thyssenkrupp Uhde Chlorine Engineers to engineer, procure and fabricate the electrolysis plant, called Hydrogen Holland I.

Electricity for the hydrogen production will be provided by the Hollandse Kust (Noord) offshore wind farm through guarantees of origin. The 759-MW wind farm is being developed by Shell and Eneco in the Dutch North Sea.

The facility will use Thyssenkrupp Uhde Chlorine Engineers' 20-MW alkaline water electrolysis modules and will produce green hydrogen for industry and the transport sector. The hydrogen can be transported via a 40-km (25 miles) pipeline to Shell’s Energy and Chemicals Park Rotterdam, Thyssenkrupp said.

While Shell is yet to make a final investment decision on the project, Thyssenkrupp expects construction work for the electrolysers to start in the spring. The project is targeted to begin production in 2024.

Thyssenkrupp Uhde Chlorine Engineers is a joint venture with Italy’s Industrie De Nora, where Thyssenkrupp Industrial Solutions is the majority shareholder.

Last year, Australian engineering group Worley Ltd (ASX:WOR) unveiled an early engineering services contract from Shell for the Holland Hydrogen I project.

[suetballs] 10/1/2022 11:27

Yep providing capital to a business is ok as long as you don’t make a profit!
Suet.