Shell Share Discussion Threads

[gateside] 13/1/2025 08:40

BHP left the UK for Australia

[the white house] 13/1/2025 08:38

Rio is an Oz company nowt to do with UK

[the white house] 13/1/2025 08:38

Not happening. 150 years in London & will never leave

[the white house] 13/1/2025 08:37

Boring now. You told us you sold at 24 so go elsewhere

[spud] 11/1/2025 19:22

No. The UK listing will probably enjoy at least a 15% pop on the news. spud

[hopefulalways] 11/1/2025 11:51

Question, with chat on here often about SHEL moving to the US should I just buy US listed Shel now and not wait for the UK to move ??

[xxxxxy] 11/1/2025 10:53

It isn't CO2 that is a problem...it is the weather caused by activity of the Sun and other matters in the Solar System.... Not too much can be done, honestly. ...."We experienced a Carrington event larger than the 1859 just 10 years ago. It just happened to go in the opposite direction to the Earth," he says. "If it had come our way, we'd be back in the Stone Age."Today our high-voltage transformers would be fried, if connected to the grid, along with the embedded electronics in systems that pump key supplies such as gas. In fact, a direct hit like the Carrington event would disable so much infrastructure that the consequences could be fatal.High-voltage transformers are the Achilles' heel of modern life. They are 400-ton beasts with a waiting list of three years if you want to order a new one. Even the US can only replace about a dozen a year, because of the huge logistical challenge of moving one. A Carrington Event would create a queue.https://www.telegraph.co.uk/business/2025/01/11/the-doomsday-weapon-russia-could-use-to-cripple-the-west/Miliband is wrong pursuing Net Zero irrelevance..there are 300 years reserves of coal under UK, and masses of oil in the Falklands....use the time to develop NUCLEAR properly.

[xxxxxy] 11/1/2025 08:37

There is a petition to stop Net Zero here. https://petition.parliament.uk/petitions/701342

[geckotheglorious] 10/1/2025 16:40

LLB

Hehehe I saw what you did there..

:)

[the white house] 10/1/2025 16:19

Cold snap moving away from UK and settling in over the whole of Europe this weekend onwards. Eg Madrid looking at a surprise 5 consecutive minus nights from Sunday then 6 nights at +3 max.

[laurence llewelyn binliner] 10/1/2025 14:50

#Gecko, I think you will find it is in the Gulf of America.. :o)

Not a bad day for OnG plays today, more of the same please..

[bargainsniper] 10/1/2025 12:39

Gas reserves plunge to 'concerning' low with only a week of supply leftUK storage sites only half full as Britain braces for low wind speeds and freezing temperatures

[geckotheglorious] 10/1/2025 10:22

Shell, Chevron start oil production at Gulf of Mexico's Whale project
Shell (NYSE:SHEL) said Thursday it began production at its Whale floating facility in the Gulf of Mexico, which is expected to reach peak output of 100K boe/day; Whale is operator and 60% owned by Shell, with the other 40% held by Chevron (CVX).

Shell (SHEL) said Whale, which holds a recoverable resource volume of 480M boe, achieved first oil around seven years after the development was discovered, primarily due to a delay in reaching a final investment decision following the company's cash preservation strategy adopted during the COVID-19 pandemic.

The company expects its operations at Whale will have a greenhouse gas emissions intensity ~30% lower than its nearby Vito floating platform due to the use of more efficient turbines and compression systems.
After selling its onshore Permian Basin business to ConocoPhillips in recent years, Shell's only U.S. production is in the Gulf of Mexico.

Chevron (CVX) said production from the Whale development would bring it closer to reaching 300K net boe/day in the Gulf of Mexico by 2026.

[hellscream] 10/1/2025 10:14

government might start to listen when giants start to go, only a +.

investing has became a dirty word in the uk.

[adg] 10/1/2025 09:09

I think there is a fair chance that She’ll will move its listing this year - CEO said a year ago if he can’t get fair value in Uk he would consider a move - he hasn’t and Shell/Equinor Uk asset merger signals to me they are going
Probably wishful thinking but hope it happens sooner rather than later

[the white house] 09/1/2025 18:30

Production started today at Whale deepwater site in Gulf of Mexico. 60pc Shell lead operatorSterling off dailyBrent over 77 bucksNat Gas up again & importantly European Gas storage levels are depleting at the fastest rate in 6 years. Storage is 70pc full compared with over 86pc a year ago. The lower the end of March inventories are the harder it will be to fully refill before next winter. Divvi increase end of month hopefully together will falling interest rates making the investment case even stronger & a further buyback should all keep things moving nicely

[spud] 09/1/2025 08:34

Difficult to imagine any large companies being listed by the end of Labours current term.spud

[kkclimber56] 08/1/2025 18:17

Difficult to imagine Shell still being listed in UK this time next year

[the white house] 08/1/2025 15:46

Integrated gas output may be down from 940 large to 900 large on the Q, BUT market Nat Gas average prices rose from 2.2 Q3 to 3.0 Q4 so the jolly old output only data may be a tad misleading vis a vis the actual bottom line

[amishp67] 08/1/2025 15:44

Didn't really impact the share price which means probably the retail investors selling looking at the volume..will be back up again soon (hopefully tomorrow)

[philanderer] 08/1/2025 12:43

Market report


In London, Shell shares fell 1.9%. It reported that it expects to report a decline in Integrated Gas output for the fourth quarter, weaker trading & optimisation results for the unit, and well write-offs.

The oil major expects to report final-quarter Integrated Gas production between 880,000 to 920,000 barrels of oil equivalent per day, a decline from 941,000 in the third quarter of 2024.

Trading and optimisation results in the unit are ‘expected to be significantly lower’ than in the third quarter. This is driven by the non-cash hit from the expiration of hedging contracts. Fourth-quarter well write-offs of around $300 million are expected in Integrated Gas.

Adjusted earnings pretax and depreciation in Integrated Gas between $1.2 billion and $1.6 billion are expected, compared to $1.4 billion in the third quarter.

In Upstream, earnings between $2.4 billion and $3.1 billion are forecast, compared to $2.7 billion in the third quarter. Upstream exploration well write-offs of around $400 million are expected. In the Marketing division, earnings between $400 million and $800 million are predicted, after it achieved $600 million in the third quarter.

In Chemicals & Products, Shell forecasts an earnings outcome between $800 million and $1.0 billion, compared to $900 million in the third quarter. In the chemicals sub-segment alone, however, it expects a loss.

‘The commodity price backdrop wasn’t helpful for Shell in the last quarter of 2024 but oil prices have been gaining ground in the early weeks of 2025 amid declining OPEC production and continuing signs the US economy remains robust,’ AJ Bell analyst Russ Mould commented.

[amishp67] 08/1/2025 07:45

I think we will get 32 by end of this year..weight for a few more brokers to increase their targets

[craftyale] 08/1/2025 07:12

30 in 2025, natural gas is on the up but oil not so much. There seems to be a general malaise and negativity in the UK. Success just isn't celebrated.