Shell Share Discussion Threads

[waldron] 10/1/2018 18:24

to-the-point: Shell developing 20-MW Dutch solar park
The solar scheme at Shell Moerdijk. Source: Shell Nederland

January 10 (Renewables Now) - Oil and gas giant Royal Dutch Shell Plc (AMS:RDSA) is preparing to build a 20-MWp solar power plant at its chemicals production complex in Moerdijk, the Netherlands, the group announced today.

Shell expects to start construction work on the plant this year. The project involves installing more than 50,000 solar photovoltaic (PV) panels on an unused piece of land at the complex. The modules will have the combined capacity to generate enough power to supply about 7,000 households.

The scheme was developed by the group’s New Energies division. Shell created the particular segment in 2016 to invest in renewable and low-carbon energy projects, including wind power.

[grupo guitarlumber] 09/1/2018 14:26

Air Products to Acquire Shell's Coal Gasification Technology Business and Patent Portfolio for Liquids Gasification
January 09, 2018, 08:47:01 AM EDT By MT Newswires, MT Newswires

Shutterstock photo

Air Products ( APD ), a provider of industrial gases, said pre-market Tuesday it has agreed to acquire Royal Dutch Shell's (RDS.A, RDS-A, RDS/A, RDS.B, RDS-B, RDS/B) Coal Gasification Technology business as well as Shell's patent portfolio for Liquids (Residue) Gasification.

Financial terms weren't disclosed.

The acquisition is expected to close in the coming months.

Air Products has now extended its onsite supply model to use coal gasification to generate synthesis gas (syngas) for major projects.

Acquiring Shell's coal gasification process capabilities will further support previously announced projects by Air Products, such as Lu'An in Changzhi, Shanxi Province, China, and future projects.

Shell has been at the forefront of gasification innovation over the past 50 years. Gasification technologies offer a way to take varied lower-value feedstocks and convert them in a lower-emission manner into syngas.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc

[waldron] 08/1/2018 20:14

Alexander Bueso
WebFG News
08 Jan, 2018 15:35
Morgan Stanley ups targets for BP and Shell, despite 'peak oil demand' concerns
BP, oil, gas
Total
48.04
16:35:22 08/01/18
0.44%
0.21
BP
527.40
16:35:20 08/01/18
-0.42%
-2.20
Royal Dutch Shell 'A'
2,525.50
16:35:22 08/01/18
-0.18%
-4.50
Royal Dutch Shell 'B'
2,560.00
16:35:06 08/01/18
-0.12%
-3.00
Eni
14.52
15:56 08/01/18
0.62%
0.09
Statoil
182.90
15:25:03 08/01/18
0.33%
0.60
FTSE 100
7,696.51
16:35:30 08/01/18
-0.36%
-27.71
CAC 40
5,487.42
17:05:01 08/01/18
0.30%
16.67
FTSE MIB Index
22,845.69
18:29 08/01/18
0.37%
83.40
DJ EURO STOXX 50
3,616.45
16:50:00 08/01/18
0.24%
8.82
FTSEurofirst 300
1,565.73
17:20:33 08/01/18
0.23%
3.60
Oil & Gas Producers
9,171.60
16:20 08/01/18
-0.23%
-20.90
FTSE 350
4,285.63
16:35:30 08/01/18
-0.36%
-15.46
FTSE All-Share
4,231.99
16:40:15 08/01/18
-0.34%
-14.38
Energy Producers
0.00
16:17 25/09/06
0.00%
0.00

Analysts at Morgan Stanley revised their price targets for a broad swathe of the European oil majors higher, despite 'peak oil demand' concerns in the marketplace, naming BP and Shell as their 'top picks' in the process.

Following three years of painful 'self-help' and restructuring, the oil majors were likely to see the full benefit of those measures flow-through in 2018, they said.

Hence, they revised their targets for the pair from 595p and 2,930p to 645p and 3,040p, respectively.

"Coinciding with an improvement in oil market fundamentals and a rally in prices, the impact on FCF could be dramatic," the broker said.

Their output was set to continue growing at roughly a 3.5% pace each year out to 2020, as new projects continued to ramp-up, while downstream earnings - which had doubled since 2014 - were seen rising further.

In parallel, cuts to capital expenditures and operating expenditures of approximately 40% and 20%, respectively, since 2014, were also likely to stick, they said.

Neither was there much cost inflation on the horizon and debt reduction would continue to be a priority.

"With the oil price collapse still fresh in the mind of managements,and the looming threat of 'peak oil demand', we expect the focus on cost and capital discipline to stay intense, aiding the FCF recovery."

"'Peak demand' concerns may weigh but probably won't prevent outperformance: 'Peak oil demand'has also become a bigger part of the debate however,ant it is therefore a genuine question whether the market will still value the sector in the same way as in the past. Inside we argue that this is still likely. History is still a guide to the future when it comes to Big Oil valuations."

In the same research note, Morgan Stanley also upped its targets for Eni (from €13.4 to €14.6), Statoil (from Nkr 159 to Nkr 173) and Total (from €55.0 to €56.0).

[waldron] 05/1/2018 12:36

United States to host Largest Global Gas Conference, WGC 2018
By Oil and Gas Republic on Jan 5, 2018@ogrepublic

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The 27th World Gas Conference (WGC 2018)

The 27th World Gas Conference (WGC 2018) takes place in Washington DC from June 25-29, 2018 and is the first time in WGC’s 86 year history that it will be held in a country that is both the world’s largest gas consumer and gas producer. This is an exciting time for the US, which according to the IEA at the COP23 summit in November is “set to become the undisputed leader of oil and gas production worldwide”. In addition, the last Potential Gas Committee assessment released earlier this year reported a record future supply of natural gas in the US – the highest resource evaluation in the Committee’s 52 year history.

WGC is truly a global event for the industry, with US Energy Secretary Rick Perry recently telling the American Gas Magazine; “The World Gas Conference, now in its 27th edition, is a wonderful opportunity for the United States to share our technological advancements and strategies for natural gas on a global platform. The conference allows us to collaborate with foreign leaders and experts in the industry to ensure energy security and reliability throughout the world.”

Held under the patronage of the International Gas Union (IGU) and hosted by the American Gas Association (AGA), WGC 2018 receives exceptional industry support and is expected to draw more than 12,000 representatives from the entire natural gas value chain – the most definitive global gas industry gathering of influential leaders, policy-makers, buyers, sellers and experts to date.

Under the theme “Fueling the Future” the event aims to solidify the pivotal role of natural gas as a critical source of energy that is clean, abundant, economical and sustainable. Over 45 global energy industry leaders are already confirmed as keynote speakers and these CEOs of international energy companies, global gas experts, distinguished energy officials, policy makers and government representatives from across the globe will present their views on the most timely and topical, technical, commercial and strategic issues and opportunities facing the natural gas industry.

Delegates can look forward to Keynote Sessions including ‘The Biggest Challenges and Opportunities facing the Global Gas Industry’, ‘The Role of LNG in Shaping the Natural Gas Landscape’, ‘What next for the Asia Pacific Gas Market?’, The Future of Europe’s Energy Market’, ‘Access to Sustainable Energy in Developing Economies’, ‘The Role for Gas in an Integrated Americas’ and ‘Innovation to Drive the Energy Industry Forward’. There are over 100 conference sessions in total, with speakers representing the entire gas value chain.

CEOs speaking on these panel sessions are from companies including Chevron, ExxonMobil, Qatargas, Gazprom, BP, Total, ConocoPhillips and Sonatrach, as well as Government Ministers from the Ministry of Petroleum & Natural Gas, India and the Ministry of Energy and Mineral Resources of the Republic of Indonesia to name a few.

The conference program is shaping up to be the most comprehensive and diverse WGC program to date, with a strong emphasis on attracting participants from both in and outside of the traditional gas industry. For example, the financial community is represented by confirmed speakers from the InterAmerican Development Bank, Lazard International, the World Bank Group, International Finance Corporation, European Bank for Reconstruction and Development and Standard Bank of Africa, with others due to be announced shortly.

For gas industry customer groups, such as those involved in fertilizers and chemicals, it will be an opportunity to hear from high level confirmed speakers from CF Industries, Potash Corporation, LyondellBasel and ExxonMobil Chemical.

The WGC 2018 exhibition is also a huge draw for anyone involved in the gas industry, featuring 350 exhibitors from over 40 countries. Exhibiting companies cover the entire spectrum – Upstream, Midstream and Downstream – ranging from producers, through EPCs and contractors to specialist products and services. WGC 2018 has introduced the Sustainable Energy Pavilion where exhibitors include the Environmental Defense Fund and the Business Council for Sustainable Energy. Other specialist pavilions include the Natural Gas for Transportation Pavilion, the Showcase America Pavilion and the Technical and Innovation Center which will provide live demonstrations of the latest technology.

For more information and to register as a delegate: www.wgc2018.com

[grupo guitarlumber] 04/1/2018 18:07

broker ratings
Royal Dutch Shell Plc 18.7% Potential Upside Indicated by Barclays Capital

Posted by: Amilia Stone 4th January 2018

Royal Dutch Shell Plc using EPIC/TICKER code (LON:RDSA) had its stock rating noted as ‘Reiterates217; with the recommendation being set at ‘OVERWEIGHT217; this morning by analysts at Barclays Capital. Royal Dutch Shell Plc are listed in the Oil & Gas sector within UK Main Market. Barclays Capital have set a target price of 3000 GBX on its stock. This would imply the analyst believes there is now a potential upside of 18.7% from today’s opening price of 2526.5 GBX. Over the last 30 and 90 trading days the company share price has increased 157.5 points and increased 209.5 points respectively. The 1 year high share price is 2532 GBX while the year low stock price is currently 1982.5 GBX.

Royal Dutch Shell Plc has a 50 day moving average of 2,411.70 GBX and the 200 Day Moving Average price is recorded at 2,211.64. There are currently 8,093,466,056 shares in issue with the average daily volume traded being 5,098,123. Market capitalisation for LON:RDSA is £204,724,223,887 GBP.

[grupo guitarlumber] 04/1/2018 18:00

Upcoming events
Date Event
February 1, 2018 Fourth quarter 2017 results and fourth quarter 2017 interim dividend announcement
April 26, 2018 First quarter 2018 results and first quarter 2018 interim dividend announcement
July 26, 2018 Second quarter 2018 results and second quarter 2018 interim dividend announcement
November 1, 2018 Third quarter 2018 results and third quarter 2018 interim dividend announcement

[grupo guitarlumber] 04/1/2018 17:59

4th quarter 2017
Event Date
Announcement date February 1, 2018
Ex-dividend date (See Note 1) February 15, 2018
Record date February 16, 2018
Scrip reference share price announcement date February 22, 2018
Closing of scrip election and currency election (See Note 2) March 2, 2018
Pounds sterling and euro equivalents announcement date March 9, 2018
Payment date March 26, 2018
Notes

Note 1:
The New York Stock Exchange (NYSE), with effect from September 5, 2017, reduced the standard settlement cycle in accordance with the SEC amendments to Exchange Act Rule 15c6-1(a). Under these rules, regular settlement will occur on a T+2 basis for trades occurring on or after the SEC's implementation date of September 5, 2017.
As a result RDS A ADSs and RDS B ADSs traded on the NYSE markets will now settle in line with RDS A shares and RDS B shares traded on European markets, who moved to a T+2 settlement basis for trades in 2014, resulting in the same ex-dividend date for RDS A shares, RDS B shares, RDS A ADSs and RDS B ADSs. Record dates will not change. The timings of these are detailed above.

Note 2:
Both a different scrip and currency election date may apply to shareholders holding shares in a securities account with a bank or financial institution ultimately holding through Euroclear Nederland. This may also apply to other shareholders who do not hold their shares either directly on the Register of Members or in the corporate sponsored nominee arrangement. Shareholders can contact their broker, financial intermediary, bank or financial institution for the election deadline that applies. A different scrip election date may apply to registered and non-registered ADS holders. Registered ADS holders can contact The Bank of New York Mellon for the election deadline that applies. Non-registered ADS holders can contact their broker, financial intermediary, bank or financial institution for the election deadline that applies.

[sarkasm] 04/1/2018 17:52

Shell closes $150m sale of LPG marketing business in Hong Kong and Macau
Published 04 January 2018

Petrochemical major Royal Dutch Shell has closed the sale of the first phase of its LPG marketing business in Hong Kong and Macau to DCC LPG on 31 December 2017.

Shell continues to operate the LPG plant in Hong Kong, which is part of the second phase of the transaction and is subject to conditions including regulatory approvals.

The sale of Shell’s entire LPG business in Hong Kong and Macau was announced on 5 April 2017 for an agreed total transaction value of approximately US$ 150 million. As part of the sale, Shell branded LPG products will continue to be available in Hong Kong and Macau via a long-term brand license agreement with DCC LPG.

The sale does not impact any of Shell’s other businesses and Shell remains committed to helping meet growing energy demand in Hong Kong and Macau.

[grupo] 03/1/2018 21:49

The 4 Best Oil Stocks of 2017
When oil and gas finally started to outperform, these stocks from across the industry were the big winners.
John Bromels
(TMFTruth2Power)
Jan 3, 2018 at 4:33PM

Oil stocks are flops.

That may have been true in 2014, 2015, and even 2016, but in 2017, oil prices finally began to rise significantly above the critical $50-per-barrel mark. And oil and gas industry companies were poised to benefit.

However, some benefited a bit more than others -- particularly Royal Dutch Shell (NYSE:RDS-A) (NYSE:RDS-B), Statoil (NYSE:STO), HollyFrontier (NYSE:HFC), and ConocoPhillips (NYSE:COP).

Here's why they did so well, and what to expect from them in 2018.
A smiling man raises his arms next to an oil barrel above which is a cloud of paper money.

If you were lucky enough to buy one of these four oil industry stocks at the beginning of 2017, you should be happy with their outperformance. But will they do it again in 2018? Image source: Getty Images.
Royal Dutch Shell: Best of the biggest

The best oil stock of 2017 -- by just about any measure -- was Royal Dutch Shell. The oil major not only had an impressive stock rally, up 22.7% for the year, but also has one of the best dividend yields in the entire oil industry, at more than 5.6% (only BP's is higher, at about 5.7%).

The company's outperformance was far from a sure thing, though. In 2016, Shell took on about $50 billion in debt to acquire BG Group. While the acquisition increased Shell's exposure to the up-and-coming liquefied natural gas market, management announced it would sell $30 billion in non-core assets to try to get a handle on the company's debt.

Shell's return metrics -- a measure of how well management is deploying the company's capital -- have also improved, as has the company's cash flow, thanks to some smart cost-cutting measures. Ultimately, Shell seems to simply be running more efficiently, and the market has taken notice. With oil prices on the rise, expect Shell to continue to outperform.
Statoil: Back in the game

Statoil had a surprisingly strong 2017. I say "surprisingly" because the company posted some big losses in 2015 and seemed headed for middling production growth.

Fast-forward to last year, and the company was able -- like many of its peers -- to successfully cut costs and generate a decent amount of cash flow at $50-per-barrel oil. In addition, Statoil has some ambitious projects in its pipeline, including a pair of offshore blocks in Suriname, right next door to ExxonMobil's promising Liza discovery in Guyana.

All that was enough to boost the company's stock by 17.4% in 2017. Couple that with a 4.1% dividend yield, and Statoil looks like a compelling prospect for 2018.
ConocoPhillips: Winning the losers' game

The largest independent U.S. oil and gas exploration and production company (E&P) was also 2017's biggest winner among its peers, with a stock price that rose 9.5% during the year. That isn't nearly as much as Statoil or Shell, of course, but considering that many E&Ps finished the year down 20% -- or more -- Conoco represents a rare bright spot in this corner of the industry.

Unsurprisingly, the company outperformed for many of the same reasons that Statoil and Shell did. It got rid of underperforming assets and used the cash to pay down debt, like Shell. It cut costs like Statoil. It also unveiled a clear shareholder-friendly plan and began executing it, to the delight of its investors.

Conoco will continue to reward shareholders into 2018, but there's a very strong case to be made that there are probably better values among the E&Ps whose shares were hammered in 2017 but that have made similar moves and will benefit from the same industry trends that boosted Conoco this year.
HollyFrontier: Top of the heap

The most impressive performances in the industry came from some of the midstream (transportation and storage) and downstream (refining and marketing) companies. While several midstream-only companies -- particularly pipeline operators -- were down by more than 20% for the year, many downstream companies like Valero Energy, Phillips 66, and Marathon Petroleum were up by double digits.

The biggest win among the large- and mid-cap refiners, though, was HollyFrontier, which saw its stock rise a jaw-dropping 56.4% in 2017, outpacing every other large- or mid-cap company in the industry. Even more impressive, that's not just a one-year fluke. Over the last three years, HollyFrontier's share price has risen 36.7%, while many upstream or integrated companies' stocks -- including those of Conoco and Shell -- are down over the same period.

HollyFrontier rode the same trends as its peers: An improving refining market and a busy summer driving season led to increased demand for refined petroleum products. HollyFrontier was ahead of the pack thanks to some savvy moves to take advantage of the price discounts from harder-to-process crudes from Canada and elsewhere. While we can't be sure whether the refining trend will continue, Holly's 2.6% dividend yield and past success should bode well for its continued performance versus its peers.

[the grumpy old men] 02/1/2018 14:32

Shell to hold on to Danish operations
by Press Association
January 2 2018, 2.16pm

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Royal Dutch Shell will no longer sell its refining business in Denmark for 80 million US dollars (£60 million) to Dansk Olieselskab.

The deal was first announced in September 2016 and had been expected to complete last year.

However, the oil giant said on Tuesday that Dansk Shell will remain under Shell’s ownership and “continue business as usual”.

The firm said: “Shell announces today that the agreement it signed with Dansk Olieselskab in September 2016 regarding the sale of Dansk Shell, which consists of the Fredericia refinery and local trading and supply activities, has terminated and the sale will not complete.”

The Fredericia refinery pumps out 70,000 barrels a day and Dansk Shell employs a total of 240 people.

The sale was part of a 30 billion US dollars divestment programme being carried out by Shell, which the firm insisted is still on track.

Shell has completed deals worth 23 billion US dollars as part of the scheme.

Over the third quarter alone, Shell offloaded 187 million US dollars of upstream and 1.15 billion US dollars of downstream assets including a 50% share in SADAF, the petrochemicals joint venture in Saudi Arabia.

Shell also recently announced it had completed the sale of a package of North Sea assets for up to 3.8 billion US dollars (£3 billion) to smaller rival Chrysaor.

The firm also said in November that it is restoring its cash dividends after more than two years in the latest sign that the industry is emerging from an extended slump.

Brent crude prices continue to hold comfortable above 60 US dollars per barrel, having fallen as low as 27.26 US dollars in January 2016.

Shell announced its foray into Britain’s retail energy market last month through the acquisition of First Utility in a move that will see the oil and gas giant become a direct energy provider to 825,000 British homes.

Shell said it plans to “grow and develop” First Utility as it looks set to compete with the so-called Big Six providers in the UK’s energy market.

[the grumpy old men] 02/1/2018 11:03

BP to pay one-off $1.5billion charge but expects long term US profit boost from Trump's corporate tax cut

By Joe Whitwell For Thisismoney.co.uk

Published: 10:36 GMT, 2 January 2018 | Updated: 10:38 GMT, 2 January 2018

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British energy giant BP is set to benefit from sweeping changes to US corporation tax but not before it pays a one off $1.5 billion charge.

The US corporate tax rate will drop from 35 per cent to 21 per cent, after President Trump pushed through one of his key campaign promises.

Long term, BP expects a positive impact on post-tax profits, caused by the most significant US tax change in a generation.
+1

Tax cut: Trump's policies see US corporation tax reduced from 35 per cent to 21 per cent

However, a reassessment of the company’s US deferred tax assets and liabilities looks to have cost the company a one off charge of $1.5billion.

The final amount charged will be disclosed in the company’s fourth-quarter results, expected February 6th.
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Shares in BP saw little impact resulting from the news, slipping slightly in morning trading on Tuesday to 520p.

Other companies have made similar announcements, including Royal Dutch Shell and Goldman Sachs. The New York Investment Bank estimates that it will take a one-off $5bn hit.

Royal Dutch shell is scheduled to announce its fourth quarter results on February 1, with BP’s coming February 6th.

Read more:

[waldron] 27/12/2017 08:32

SPIKED INTO THE 2450 to 2550 BOX as we head for new year

talk of tax but it will be the us dollar that has a major impact next year and of course the usual suspects
such as energy pricing,capex,projects etc etc etc....................................................SO MANY THINGS TO CORRELATE


Shell A
2,469 +0.67%



Shell B
2,486.5 +0.61%

[waldron] 27/12/2017 08:06

Shell Sees $2 Billion to $2.5 Billion Charge to 4Q Earnings Due to U.S. Tax Reform
27/12/2017 7:57am
Dow Jones News

Shell A (LSE:RDSA)
Intraday Stock Chart

Today : Wednesday 27 December 2017
Click Here for more Shell A Charts.

By Ian Walker



Royal Dutch Shell PLC (RDSA.LN) said Wednesday that it expects a charge to its fourth-quarter earnings of $2 billion to $2.5 billion following the changes to U.S. tax reform, driven by a re-measurement of its deferred tax position to reflect the lower corporate income tax rate.

Shell also said that actual impact isn't complete, and has based its estimate on third-quarter earnings. It said the estimated charge will be a non-cash adjustment and will be reflected as an identified item in its accounts.

It said the potential impact of the new tax reform will be favorable to the group and its U.S. operations.

The tax law passed by Congress last week and signed by President Trump on Friday includes a reduction of the corporate tax rate to 21% from the current 35% and limits on the deductibility of corporate interest payments, among other provisions that dramatically revamp corporate taxes.



Write to Ian Walker at [e-mail]; @IanWalk40289749



(END) Dow Jones Newswires

December 27, 2017 02:42 ET (07:42 GMT)