Shell Share Discussion Threads

[flyinggogo] 25/3/2019 14:40

Was expecting a tick up today with the dividend reinvestments, guess the strengthening pound is hindering progress. I am out at the moment looking for an opportunity to get back in, think we could see 2350p in the very short term

[tornado12] 25/3/2019 13:08

Would like to know how price competitive they are vs the big 6 as I understand trend to renewables but the growth is also driven by price. I am sure the rebrand is very much to ensure the name delivers also the service which has been missing a lot from smaller players in market (then going bust in process) is a good step for Shell with excellent energy brand name to support business growth !

[wbecki] 25/3/2019 12:45

Anyone using First Utility(now Shell Energy)

Potentially could be quite lucrative as the Retail Energy sector up for grabs - so much disillusionment with the big 6.

[fjgooner] 25/3/2019 10:54

A nice new website:



----------------

Welcome to Shell Energy

We supply 100% renewable electricity, as well as gas, smart home technology and broadband, to British homes.

100% renewable electricity, for 100% of our customers

At Shell Energy, we believe everyone in Britain should be able to choose 100% renewable electricity for their home. That’s why it comes as standard on all our tariffs.

[tornado12] 25/3/2019 10:46

I use Halifax SD platform without issues. In any case mine are auto reinvested to grow, grow, grow ..

[fjgooner] 25/3/2019 10:36

... unless you're using Barclays Stockbrokers who have never paid my Shell dividends on time since "improving" their platform a couple of years back.

[adrian j boris] 25/3/2019 10:21

This dividend will be payable on March 25, 2019 to those members whose names
were on the Register of Members on February 15, 2019.

[adrian j boris] 25/3/2019 10:07

Friday 29 March 2019 4 witches

[waldron] 25/3/2019 06:56

More information can be found at




Ed Crooks in New York and Anjli Raval in London 2 hours ago
3

Ten years ago, you knew where you stood with your energy suppliers. Oil companies sold road fuel, while utilities supplied electricity and gas. Today, those old lines of demarcation are blurring: utilities can fill up your car and oil companies want to keep your lights on.


On Sunday, Royal Dutch Shell, one of the world’s largest oil and gas companies, announced that its First Utility retail power business would be rebranded as Shell Energy, with 700,000 households switched to renewable power.

Customers will be offered not only cleaner electricity but discounts on fast-charging for their electric vehicles as well as broadband and smart-home technologies.

Shell has floated the idea that by the 2030s it could be the largest power company in the world.

[waldron] 25/3/2019 06:49

First Utility Renamed Shell Energy As It Challenges Big Six Suppliers

[maywillow] 24/3/2019 08:27

How Big Oil Could Become Big Electricity
By Irina Slav - Mar 23, 2019, 11:59 PM CDT
Join Our Community
Electricity Sri Lanka

When Big Oil majors started buying EV charging networks and battery producers, they probably earned some praise for venturing into new business directions away from their increasingly unpopular core business. Now, they are taking this a step further: supermajors have super utility plans.

It was only a matter of time, really. Integrated oil companies know the importance of covering the whole supply chain in an industry, so it only made sense to grow into power generation once you’ve established a presence in one of the biggest growth segments in power demand: electric vehicles.

French Total led the way by buying local electricity retailer Direct Energie last year for more than US$1.7 billion. According to CEO Patrick Pouyanne, electricity will be the energy of the 21st century and Total is using every opportunity to expand there. In fact, since 2014 when Pouyanne assumed the top post at Total, the company has become a utility as well as an oil an gas company after a string of acquisitions across power generation (Eren), battery manufacturing (Saft), and power distribution (Direct Energie, Lampiris).

But Total is not the only one. Shell recently made headlines with plans to become not just a player in electricity generation, but also the biggest one by 2030. Bloomberg reported earlier this month that the Anglo-Dutch supermajor was pouring US$2 billion annually into its new energies division that aimed to expand its presence in cleaner power generation. This segment could yield returns of between 8 and 12 percent, the head of the new energies unit, Maarten Wetselaar, told Bloomberg.
Related: U.S., Canadian Rig Count Plunges As Oil Retreats

Like Total, Shell is growing through acquisitions in the power generation and distribution sector as well as in EV charging. This power plan fits in with the company’s strategy of reducing the portion of oil in its overall production to 25 percent from 50 percent and raising the portion of gas to 75 percent. What’s more, however, Shell specifically plans to materialize its power ambitions by betting on renewables rather than on conventional power generation and distribution.

Some believe power generation and distribution is already turning into the new battleground for Big Oil. Andrew Critchlow, S&P Global Platts’ head of news for EMEA, warned in a recently published analysis that this Big Oil rush into power utilities might potentially “create a new breed of gigantic energy-controlling monopolies.”

Such monopolies, if they ever materialize, which is questionable, are quite a way off. However, Big Oil’s shift into electricity smacks of what Big Tobacco did after the offense against smoking began. It regrouped and went into e-cigarettes. One could certainly draw a loose parallel between the two. Yet in this shift, Big Oil is better positioned. Electricity demand is set for fast growth, not jut because many believe the hype around EVs will stop being a hype and become a reality, but simply because the world’s population is growing--and this population needs energy.

Big Oil turning into Big Power and replacing the traditional utilities from the top spots is a very realistic prospect. As Critchlow noted in his analysis, Big Oil has not just the ambitions but the means to achieve them: no renewable power company can compete with any of the supermajors on revenues or profits.

By Irina Slav for Oilprice.com

[waldron] 22/3/2019 17:47

FTSE 100
7,207.59 -2.01%
Dow Jones
25,583.57 -1.46%
CAC 40
5,269.92 -2.03%

Brent Crude Oil NYMEX 66.34 -2.24%
Gasoline NYMEX 1.87 -1.08%
Natural Gas NYMEX 2.76 -2.30%

(WTI) - 22/03 18:06:50
58.58 USD -2.25%


Eni
15.7 -0.82%


Total
49.43 -2.08%


Engie
13.245 -1.52%

Orange
14.41 -0.93%


BP
552.1 -2.08%


Shell A
2,391.5 -2.67%


Shell B
2,406 -2.71%

[waldron] 21/3/2019 18:17

FTSE 100
7,355.31 +0.88%
Dow Jones
25,928.28 +0.71%
CAC 40
5,378.85 -0.07%


Brent Crude Oil NYMEX 68.12 -0.55%
Gasoline NYMEX 1.90 +0.19%
Natural Gas NYMEX 2.82 -0.07%


(WTI) - 21/03 18:37:33
60 USD -0.15%



Eni
15.83 +0.34%



Total
50.48 +0.24%


Engie
13.45 -0.19%

Orange
14.545 +1.32%



BP
563.8 +1.37%


Shell A
2,457 +1.38%


Shell B
2,473 +1.25%

[waldron] 21/3/2019 06:57

About 2.5 billion gallons of produced water, a byproduct from the oil refinery and extraction process, is generated each day in the United States.

Handling that water is a major challenge in the oil refinery industry, particularly because it is deemed unusable for household and commercial use by the Environmental Protection Agency because of remaining contaminants. Several commercial treatments are available, but they are expensive, do not remove all traces of contaminants from water and can be energy-intensive.

Now, Purdue University researchers have developed a process to remove nearly all traces of oil in produced water. The process uses activated charcoal foam and subjects it to solar light to produce heat and purify the water. The foam absorbs the oil contaminants from the water.

[waldron] 20/3/2019 17:33

FTSE 100
7,291.01 -0.45%
Dow Jones
25,716.92 -0.66%
CAC 40
5,382.66 -0.80%

Brent Crude Oil NYMEX 68.07 +0.68%
Gasoline NYMEX 1.88 +0.51%
Natural Gas NYMEX 2.84 -1.36%

(WTI) - 20/03 18:09:35
59.87 USD +1.13%


Eni
15.776 -0.72%



Total
50.36 -2.29%

Engie
13.475 +0.26%

Orange
14.355 -0.03%



BP
556.2 -0.41%


Shell A
2,423.5 -0.06%


Shell B
2,442.5 +0.16%



FUNNY OIL DAY BUT SHELL HAS DONE WELL COMPARED WITH THE OTHERS MAJORS

[grupo] 20/3/2019 15:32

Thanks fjg




Analysts say concerns over economic growth are weighing on the market and capping gains.

[fjgooner] 20/3/2019 14:51

Confirmation in a nicer format than above. :)



Investing.com - U.S. crude oil inventories fell unexpectedly last week, the Energy Information Administration said in its weekly report on Wednesday.

The EIA data showed that crude oil inventories declined by 9.59 million barrels in the week to March 15.

That was compared to forecasts for a stockpile build of 0.31 million barrels, after a decline of 3.86 million barrels in the previous week.

The EIA report also showed that gasoline inventories fell by 4.59 million barrels, compared to expectations for a draw of 2.41 million barrels, while distillate stockpiles dropped by 4.13 million barrels, compared to forecasts for a decline of 1.09 million.

[fjgooner] 20/3/2019 14:31

Very strong EIA data just out. Positive reaction surely to come.

U.S. Crude Oil Inventories
Latest Release Mar 20, 2019

Actual -9.589M
Forecast 0.309M
Previous -3.862M

These 3 that had forecast figures are strongly ahead of expectations.

Actual - Forecast - Previous

14:30 USD Crude Oil Inventories -9.589M 0.309M -3.862M
14:30 USD EIA Weekly Distillates Stocks -4.127M -1.094M 0.383M
14:30 USD Gasoline Inventories -4.587M -2.414M -4.624M

Others also mainly showing strong draws.

Actual - Previous
14:30 USD Crude Oil Imports -0.660M 0.002M
14:30 USD Cushing Crude Oil Inventories -0.468M -0.672M
14:30 USD Distillate Fuel Production 0.067M -0.063M
14:30 USD Gasoline production 0.190M -0.117M
14:30 USD Heating Oil Stockpiles -0.558M -0.273M