Shell Share Discussion Threads

[waldron] 08/3/2018 08:21

Shell A
2,268.5 -0.22%



Shell B
2,284 -0.13%

[abbotslynn] 07/3/2018 20:07

Oil major Royal Dutch Shell has completed its acquisition of one of the UK's biggest challenger energy suppliers and appointed Colin Crooks as its chief executive.
In December, Shell revealed it would buy First Utility in a deal thought to be worth £200m.
The energy supplier, which serves around 825,000 homes in the UK, will now become a subsidiary of Shell within its new energies division...............

[sarkasm] 07/3/2018 19:06

Amy Harder 23 mins ago
Save
Shell CEO drives an electric car — and just bought another one

HOUSTON — The CEO of Shell, one of the world’s biggest oil and natural gas companies, drives an electric car, just bought his wife another one and is installing a charging station at his home.

Why it matters: Shell’s chief executive, Ben van Beurden, is one of the most outspoken CEOs within the oil and gas industry when it comes to cutting carbon emissions and changing business strategies to do so. He’s putting some personal heft behind his rhetoric by driving an electric car and buying one for his wife.

To be sure: Shell is seeking to make money off the world’s shift to lower carbon energy resources. The charging station that will be at van Beurden’s home is made by NewMotion. Shell bought that company last year.
“It [NewMotion] has about 50,000 charging points at home and offices throughout Europe... And soon one will be added to it, which is my home address.”
— Van Beurden told Axios in an interview on the sidelines of a major energy conference

Flashback: Van Beurden first made waves about driving an electric car last summer, per this Bloomberg report. He currently drives a plug-in Mercedes company car. His more recent, personal purchase is a different brand, but he wouldn’t disclose the kind.

The big picture: In a speech at the CERAWeek conference here, van Beurden called climate change the greatest question facing the industry and laid out why and how he was changing his company’s strategy and products to respond to the challenge.
"There are plenty of questions facing our industry. The ongoing impact of shale. OPEC. The debate on LNG supplies. Geopolitical shifts. Plenty of questions. But I believe the biggest of them is climate change.”

What’s next: Stay tuned for more from our exclusive Axios interview with van Beurden.

[waldron] 07/3/2018 17:08

Shell A
2,273.5 -0.74%



Shell B
2,287 -0.89%

[waldron] 07/3/2018 08:26

Shell A
2,276 -0.63%



Shell B
2,295.5 -0.52%

[abbotslynn] 06/3/2018 21:44

Out of the lower trough & back to the highs

[fjgooner] 06/3/2018 20:34

2018 Q1 Average Brent is currently running at $67.26. Looking good.

Mar 06, 2018 65.73 65.80 66.16 65.31 - 0.29%
Mar 05, 2018 65.54 64.65 65.88 64.10 261.06K 1.82%
Mar 02, 2018 64.37 64.07 64.64 63.20 266.38K 0.85%
Mar 01, 2018 63.83 64.57 65.04 63.19 340.97K -2.96%
Feb 28, 2018 65.78 66.41 66.87 65.43 27.39K -1.28%
Feb 27, 2018 66.63 67.57 67.61 66.32 106.34K -1.29%
Feb 26, 2018 67.50 67.29 67.90 66.72 188.30K 0.28%
Feb 23, 2018 67.31 66.30 67.37 65.79 201.72K 1.39%
Feb 22, 2018 66.39 64.91 66.56 64.62 253.00K 1.48%
Feb 21, 2018 65.42 65.05 65.53 64.40 245.87K 0.26%
Feb 20, 2018 65.25 65.64 65.81 64.78 289.17K -0.64%
Feb 19, 2018 65.67 64.96 65.90 64.84 125.63K 1.28%
Feb 16, 2018 64.84 64.66 65.22 64.19 239.58K 0.79%
Feb 15, 2018 64.33 64.44 65.15 63.12 292.91K -0.05%
Feb 14, 2018 64.36 62.84 64.58 61.95 349.10K 2.61%
Feb 13, 2018 62.72 62.85 63.10 61.76 367.26K 0.21%
Feb 12, 2018 62.59 62.50 64.40 62.50 349.67K -0.32%
Feb 09, 2018 62.79 64.44 64.64 61.77 399.50K -3.12%
Feb 08, 2018 64.81 65.28 65.60 64.10 346.32K -1.07%
Feb 07, 2018 65.51 67.20 67.72 65.16 567.76K -2.02%
Feb 06, 2018 66.86 67.02 67.60 66.53 328.85K -1.12%
Feb 05, 2018 67.62 68.15 68.46 66.90 335.64K -1.40%
Feb 02, 2018 68.58 70.00 70.02 67.96 307.13K -1.54%
Feb 01, 2018 69.65 69.00 69.97 68.81 336.92K 0.87%
Jan 31, 2018 69.05 68.43 69.15 68.33 20.43K 0.04%
Jan 30, 2018 69.02 69.30 69.39 68.40 135.87K -0.63%
Jan 29, 2018 69.46 70.47 70.64 69.07 202.24K -1.50%
Jan 26, 2018 70.52 70.07 70.83 70.05 227.60K 0.14%
Jan 25, 2018 70.42 70.95 71.28 69.97 301.93K -0.16%
Jan 24, 2018 70.53 69.97 70.94 69.54 308.37K 0.81%
Jan 23, 2018 69.96 69.17 70.24 69.12 343.73K 1.35%
Jan 22, 2018 69.03 68.80 69.51 68.39 250.60K 0.61%
Jan 19, 2018 68.61 69.01 69.08 68.28 278.36K -1.01%
Jan 18, 2018 69.31 69.53 69.63 68.80 270.23K -0.10%
Jan 17, 2018 69.38 69.35 69.59 68.55 280.42K 0.33%
Jan 16, 2018 69.15 70.05 70.13 68.83 322.95K -1.58%
Jan 15, 2018 70.26 69.88 70.37 69.55 173.46K 0.56%
Jan 12, 2018 69.87 69.15 69.93 68.59 302.10K 0.88%
Jan 11, 2018 69.26 69.15 70.05 69.00 341.94K 0.09%
Jan 10, 2018 69.20 69.12 69.37 68.75 290.54K 0.55%
Jan 09, 2018 68.82 68.00 69.29 67.70 319.92K 1.53%
Jan 08, 2018 67.78 67.80 67.99 67.44 210.35K 0.24%
Jan 05, 2018 67.62 67.97 68.11 67.26 183.45K -0.66%
Jan 04, 2018 68.07 67.89 68.27 67.62 246.15K 0.34%
Jan 03, 2018 67.84 66.54 68.03 66.40 260.86K 1.91%
Jan 02, 2018 66.57 66.55 67.29 66.24 211.74K -0.45%

[fjgooner] 06/3/2018 20:25

Key quote from below:

natural depletion from existing fields essentially wipes out 3 mb/d of supply every year. That, combined with demand growth, means that the oil industry needs to replace “one North Sea each year,” the IEA says. But the industry is no longer spending enough to cover that gap.




IEA Predicts Nightmare Scenario For OPEC

March 06, 2018, 08:18:55 AM EDT By Oilprice.com

The U.S. will supply much of the world’s additional oil for the next few years, according to a new report from the International Energy Agency (IEA).

Over the next three years, the U.S. will cover 80 percent of the world’s demand growth, the IEA says in its newly-released Oil 2018 annual report. Canada, Brazil and Norway will cover the remainder, leaving no room for more OPEC supply.


The irony is that the substantial gains in output from shale will only be possible because of the OPEC cuts, which has tightened the market and boosted prices. This fact is not lost on OPEC producers. "If you are a shale oil producer, who brought you back? It was OPEC," the UAE’s oil minister Suhail Al Mazrouei, said at a recent industry conference, according to Bloomberg. "Without OPEC there’d be chaos in the market."

Indeed, the IEA’s new report paints a pretty gloomy picture for OPEC members, who are hoping to phase out their supply cuts after this year. With non-OPEC supply rising quickly, particularly in the U.S., OPEC may struggle to figure out a way to increase output without pushing down prices, according to the IEA’s analysis.

That could put pressure on the cartel to keep the production cuts in place for longer than they had wanted, although it seems hard to imagine they maintain the production ceilings for another three or four years. Doing so would mean handicapping themselves and ceding even more market share to U.S. shale and other non-OPEC producers. Still, it is unclear how this plays out – returning to full production, even if phased in gradually, presents its own problems, if the IEA’s forecast is accurate.

The IEA sees demand for OPEC oil actually declining in absolute terms over the next few years as it is edged out of the market by non-OPEC supply. OPEC production only grows by 750,000 bpd through 2023 under the energy agency’s forecast, although that also takes into account a 700,000-bpd decline in Venezuela.

The bottom line is that the IEA sees oil demand rising by 6.9 million barrels per day (mb/d) by 2023, with more than half of those increases coming from China and India. Meanwhile, supply grows by about 6.4 mb/d, with a whopping 3.7 mb/d coming from the U.S., nearly 60 percent of the total global supply increase.

By sector, petrochemicals starts to take on a larger role in driving oil demand, especially as the transportation sector starts to see a greater adoption of electric vehicles. But it isn’t just EVs – abundant oil and cheap natural gas are fueling a surge in petrochemical investments.

Nevertheless, while the IEA sees an explosion of shale output for the next five years or so, beyond that the story is different. The massive cuts to upstream investment since the collapse of oil prices in 2014 will begin to cause supply problems at the beginning of the next decade. Spending levels are only now starting to pick up, but are still at a fraction of pre-2014 levels, which means that there will be a dearth of new, large-scale conventional oil projects in several years’ time. “This is potentially storing up trouble for the future,” the IEA wrote in its report.

Moreover, natural depletion from existing fields essentially wipes out 3 mb/d of supply every year. That, combined with demand growth, means that the oil industry needs to replace “one North Sea each year,” the IEA says. But the industry is no longer spending enough to cover that gap. In 2017, new oil discoveries fell to another record low, with less than 4 billion barrels of oil equivalent found. The lack of new oil in the works is sowing the seeds of supply problems in the 2020s.

“The United States is set to put its stamp on global oil markets for the next five years,” Fatih Birol, the IEA’s Executive Director, said in a statement. “But as we’ve highlighted repeatedly, the weak global investment picture remains a source of concern. More investments will be needed to make up for declining oil fields – the world needs to replace 3 mb/d of declines each year, the equivalent of the North Sea – while also meeting robust demand growth.”

The IEA report will provide a fascinating backdrop to the start of the annual CERAWeek conference in Houston, where industry titans and oil ministers will gather this week. No doubt the aggressive forecast for U.S. shale will provide a lot of fodder for conversation for both shale boosters and anxious OPEC representatives.

[waldron] 06/3/2018 17:56

Shell A
2,290.5 +1.04%



Shell B
2,307.5 +0.68%

[waldron] 06/3/2018 08:20

Shell A
2,288 +0.93%



Shell B
2,315.5 +1.03%

[waldron] 05/3/2018 16:57

Shell A
2,267 +0.78%



Shell B
2,292 +0.55%

[waldron] 05/3/2018 13:04

This Morning's Research Reports on Oil and Gas Stocks -- Royal Dutch Shell, Statoil, TOTAL, and YPF Sociedad Anonima

News provided by
Wall St. Equities

06:45 ET

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NEW YORK, March 5, 2018 /PRNewswire/ -- WallStEquities.com strives to bring the best free research to the investment community. Today we are offering reports on RDS-B, STO, TOT, and YPF which can be accessed for free by signing up to www.wallstequities.com/registration. Pre-market today, WallStEquities.com features the following stocks in the Major Integrated Oil and Gas space: Royal Dutch Shell PLC (NYSE: RDS-B), Statoil ASA (NYSE: STO), TOTAL S.A. (NYSE: TOT), and YPF Sociedad Anonima (NYSE: YPF). Vertically integrated oil and gas companies, otherwise known as the "majors," "big oil," or "super-majors," differ from the rest of the industry for the simple fact that their operations involve the integration of most or all aspects of the value chain—from exploration to marketing and retail. All you have to do is sign up today for this free limited time offer by clicking the link below.

www.wallstequities.com/registration

Royal Dutch Shell

Last Friday, shares in The Hague, the Netherlands headquartered Royal Dutch Shell PLC ended the session 0.33% higher at $64.37. The stock recorded a trading volume of 2.38 million shares, which was above its three months average volume of 1.58 million shares. The Company's shares have advanced 16.02% over the past year. The stock is trading above its 200-day moving average by 4.13%. Furthermore, shares of the Company, which explores for crude oil and natural gas worldwide, have a Relative Strength Index (RSI) of 39.32.

On February 28th, 2018, Royal Dutch Shell announced that its capital consists of 4,597,136,050 A shares and 3,745,486,731 B shares, each with equal voting rights. The Company holds no ordinary shares in Treasury. The total number of A shares and B shares in issue is 8,342,622,781; and this figure may be used by shareholders as the denominator for the calculation by which they will determine if they are required to notify their interest in, or a change to their interest in, the Company under FCA's Disclosure Guidance and Transparency Rules. Get the full research report on RDS-B for free by clicking below at:

www.wallstequities.com/registration/?symbol=RDS-B

Statoil

Stavanger, Norway headquartered Statoil ASA's stock finished 0.22% higher at $22.69 with a total trading volume of 1.18 million shares. The Company's shares have gained 12.72% in the previous three months and 29.95% over the past year. The stock is trading above its 50-day and 200-day moving averages by 0.67% and 14.64%, respectively. Moreover, shares of Statoil, which explores for, produces, transports, refines, and markets petroleum and petroleum-derived products, and other forms of energy in Norway and internationally, have an RSI of 51.26.

On February 13th, 2018, research firm Morgan Stanley upgraded the Company's stock rating from 'Underweight' to 'Equal-Weight'.

On February 20th, 2018, Statoil announced that the shares purchased by DNB on behalf of Statoil on February 15th, 2018, for use in the group's Share Saving Plan have been distributed that day to the employees in accordance with their savings amount. Following this, the share saving plan has 8,220,120 shares. Download our actionable research report on STO at:

www.wallstequities.com/registration/?symbol=STO

TOTAL

Shares in Courbevoie, France headquartered TOTAL S.A. closed the day 0.02% higher at $56.54. The stock recorded a trading volume of 945,405 shares. The Company's shares have gained 12.56% over the past year. The stock is trading above its 200-day moving average by 5.02%. Moreover, shares of TOTAL, which operates as an integrated oil and gas company worldwide, have an RSI of 48.08.

On February 13th, 2018, research firm Raymond James upgraded the Company's stock rating from 'Outperform' to 'Strong Buy'.

On February 19th, 2018, TOTAL, Borealis AG, and NOVA Chemicals Corporation announced that their affiliates have signed definitive agreements to form a joint venture in petrochemicals on the US Gulf Coast. The joint venture - in which TOTAL will own 50% and that Novealis Holdings LLC, a joint venture between Borealis and NOVA Chemicals, will own the remaining 50% - will commence subject to customary closing conditions, including receipt of regulatory approvals. Register for your free report coverage on TOT at:

www.wallstequities.com/registration/?symbol=TOT

[waldron] 05/3/2018 12:54

Shell A
2,254.5 +0.22%



Shell B
2,277.5 -0.09%

[waldron] 05/3/2018 10:17

Shell A
2,266 +0.73%



Shell B
2,291.5 +0.53%