Shell Share Discussion Threads

[spud] 26/1/2022 11:26

TWH - No, I just don't have the 4x4 serviced in winter....

spud

[skinny] 26/1/2022 10:49

Brent pushing towards $89 again.

.

[the white house] 26/1/2022 10:38

You avoid having your car serviced I presume. Poor judge

[lippy4] 26/1/2022 10:25

love to watch the rise can it keep going back to where it should be..

[lippy4] 26/1/2022 10:24

did you not read the other day that a government adviser said the drilling for more gas would not happen in this country as world prices would dictate what was charged for gas here.

he also said that the governments green plan was the only way forward,why did no one tell him that the usa cost of gas was so much lower as they produced their own by fracking and drilling..incompetent politicians is too small a description.

what hope have we got if they are just going to import all gas at huge prices as the consumer will rebel and the tories will be out on their ear..

[xxxxxy] 26/1/2022 08:40

Will the National Security Council wake up to the gas threat?JANUARY 26, 2022 4 COMMENTSNATO  wishes to deter Russia from invasion of Ukraine. It also wishes to avoid a major war between NATO and Russia, as President Biden has stated clearly. The response is to tell Russia that there would be a massive retaliation through a new level of tough sanctions damaging Russia's trade and economy were Russia to break her word and invade.The West will arm and advise the military in Ukraine to resist any Russian incursion. The USA and UK have visibly sent arms to help Ukraine defend against the mobile armour , rockets and batteries of the Russian forces marshalled near Ukraine's borders.The EU has not been present at the main talks and has been strangely silent on this big issue close to its borders. The  German led grouping is very dependent on Russian gas to fuel  its factories and homes as Russia is well aware. Russia, Germany and the EU are locked in debates about the Nord Stream 2 pipeline but they are close partners in gas supply already via Nord Stream 1 and various land pipes.This compromises their ability to resist Russian aggression. The U.K. needs to understand that gas and energy generally is a crucial part of the power balance in Europe. The U.K. needs to pursue a path of energy independence to keep its strength , just as the USA has done. The USA produces more than enough gas  for her own needs and has a gas price much lower than the European one as a result. Russia  cannot bargain her gas for other advantages with the USA.UK energy policy seems based on making us more and more import dependent for electricity , gas and coal on Europe. This is a grave weakening of our position which the National security Council  should correct immediately. Becoming import dependent on a Western Europe short of gas and all basic energy , with Germany closing her nuclear power stations and France struggling to keep her old stations in production is a very bad idea.Policy should be redirected to allow production of more oil, gas and specialist coal in the UK. It is crucial strategically and it is also the greener option than importing the fossil fuel.... John Redwood

[spud] 26/1/2022 08:39

So you’re inferring there’s no knock on implication to the P&L?

You think this won’t be referred to when the Company reports?

There’s being supportive a Company and then there’s being oblivious to its failings & I guess you fall into the second camp twh!

spud

[the white house] 26/1/2022 08:27

Ignore, it was an ignorant comment based on the individuals lack of refinery maintenance experience no doubt. Looks like the Dutch offloaded on Monday as the Royal Dutch was dropped and now 100 up in a couple of days. Update next week, doubling of buybacks and Brent at a huge 88 should see 24 notes levels back on the table sharpish

[mercury287] 26/1/2022 08:07

Crude is purchased to produce refined products - so how exactly is this an own goal?

[spud] 25/1/2022 22:11

So it's going offline just when crude hits record highs. Another own goal!spud

[xxxxxy] 25/1/2022 19:30

Interesting Times.20 pounds not so far away. Maybe.

[loganair] 25/1/2022 12:20

Russia/Ukraine - what is known and what is likely to happen.

Known - Russian parliament to vote on recognising separatist held areas of Donbass as Independent states.

Likely to happen:

1. Russian parliament votes in favour of recognising separatist held areas of Donbass as Independent.

2. Separatist areas of Donbass hold referendum to become part of Russia.

3. Referendum votes heavily in favour of joining Russia.

4. Separatist area of Donbass integrates with rest of Russia.


Russia gain a very small amount of territory and circa 1.5mln increase in population with no extra or just negligible extra sanctions. Will have no effect on Nord Stream 2 pipeline.



May Happen:

Separatist forces, strongly backed by Russia take rest of Donbass they do not hold.

Then as above 1 to 5.

Extra sanctions will be imposed, however most probably will not effect Nord Stream 2 pipeline



Unlikely:

Separatist forces, strongly backed by Russia take all coastal regions up to Crimea.

This will mean Russia pushing Ukraine completely out of the Sea of Azov.

Unlikely to happen as will most probably effect Nord Stream 2 pipeline coming on-stream.

[adg] 25/1/2022 12:04

fwiw I think we will see new highs in BP & Shell in the coming weeks in run up/after results
(Assuming no world meltdown/war etc)

[p@] 25/1/2022 09:51

- and the wind is not blowing_



wind 3.38 GW

Installed capacity 26GW

[xxxxxy] 25/1/2022 07:45

It is cold

[xxxxxy] 25/1/2022 07:44

Adjust policy to the Reality.Not U turn but sensible leadership.PLEASE.

[xxxxxy] 25/1/2022 07:42

John Redwood@johnredwoodRussia's control over the EU gas supply is a bad weakness for the West in the current dispute. Why doesn't the U.K. government get on with getting more of our gas out of the U.K. North Sea?6:53 am · 25 Jan 2022·Twitter Web App

[xxxxxy] 24/1/2022 15:23

2h ago 13:10Gas prices jumpGas prices have jumped sharply today, on concerns that Russian supplies to Europe could be disrupted.The wholesale day-ahead contract for UK gas has risen 14% to 217p per therm, adding to gains on Thursday and Friday.That's more than triple the price a year ago, but still below its record highs last autumn:... Guardian

[geckotheglorious] 24/1/2022 11:50

As a Shell shareholder I dont recall getting eyewatering amounts of dividends.

I do however remember having my dividend reduced by 66% odd.

[waldron] 24/1/2022 02:57

EU’s Imports Of U.S. LNG Five Times Higher Than Russian Supply
By Charles Kennedy - Jan 14, 2022, 9:00 AM CST

So far this month, the European Union has received U.S. natural gas volumes five times higher than Russia’s pipeline deliveries, according to Polish outlet rp.pl, the first time in history in which American LNG has surpassed Russian gas deliveries.

Last month, at least 30 tankers with liquefied natural gas from the United States were headed to Europe, where the gas and energy crisis pushed regional LNG prices way above the Asian LNG benchmark and 14 times higher than the U.S. Henry Hub price.

At the same time, Russian gas deliveries have been lower than usual in recent weeks. Low Russian supply and cold weather have been the two main drivers of rising gas prices in Europe in recent weeks when Russia’s deliveries via Poland and Ukraine have been lower than historical norms.

Low natural gas deliveries from Russia appear to have artificially tightened the European gas market, the International Energy Agency’s Executive Director Fatih Birol said on Thursday, adding that energy systems “face significant risks” by relying too much on one supplier for a key energy source.

“We see strong elements of ‘artificial tightness’ in European gas markets, which appears to be due to the behaviour of Russia’s state-controlled gas supplier,” Birol wrote in a LinkedIn post.

Even with normal winter weather conditions, Europe faces storage inventories dropping to a record low of below 15 billion cubic meters (bcm) by the end of March, Wood Mackenzie said on Thursday.

“Without additional Russian imports, the ability to refill depleted storage and to avoid a repeat of last year’s crisis will be limited. But Gazprom has so far been reluctant to make more gas available on the existing routes. And the start-up of Nord Stream 2 remains the big unknown as Gazprom navigates regulatory approvals. Political relations remain fragile as Russian troops amass along the Ukrainian border,” said Kateryna Filippenko, principal analyst, European gas research, at WoodMac.

By Charles Kennedy for Oilprice.com

[xxxxxy] 23/1/2022 10:27

It is cold.