公司核心战略 - 公司计划到2030年将液化天然气(LNG)产能增加1200万公吨 这一增量来自加拿大、卡塔尔、尼日利亚和阿联酋的在建项目[1] - 产能扩张不仅依赖新建项目 还包括2025年第一季度完成的新加坡Pavilion Energy收购 以增强贸易和交付能力[4] - 公司通过卡塔尔North Field扩建项目(全球最大天然气田)、加拿大LNG Canada项目(持股40%并担任运营商)等战略合作保障供应[5][6] 业务运营数据 - 旗下SLMT部门2024年向30多个国家交付6500万吨LNG 覆盖从勘探到终端交付的全价值链[3] - 运营全球近10%的LNG运输船队 强化物流优势[3] - 尼日利亚项目依托该国208万亿立方英尺储量 当前年产量达3009650百万立方英尺(全球第12位)[7] 市场需求前景 - 预计2040年前全球LNG需求将增长60% 主要驱动力来自亚洲经济扩张及重工业/交通领域减排需求[8] - 加拿大LNG Canada项目(该国首个出口设施)直接瞄准亚洲高需求市场[6] - 人工智能普及带来的电力需求增长被列为新增需求因素[8] 财务与竞争地位 - 新增1200万吨产能将直接提升公司收入、盈利和现金流[2] - 60%新增供应预计来自美国和卡塔尔项目 优化成本结构[2] - 当前Zacks评级为4级(卖出) 但文中提及三家评级更高的能源类公司[10][11]

Key Takeaways SHEL awarded Subsea7 a subsea transport and installation contract for the Aphrodite gas field. The project ties back to Shell's Barracuda network and supports global LNG exports via Dolphin A. Subsea7 begins engineering in Houston with offshore ops set for 2027 and a peak output of 18,400 BOE/D. Shell plc (SHEL) , a London-based integrated oil and gas company, has officially awarded a subsea transportation and installation contract to Subsea 7 S.A. (SUBCY) , a Luxembourg-based oil and gas eq ...

SHELL PLC FIRST QUARTER 2025 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS June 9, 2025 The Board of Shell plc today announced the pounds sterling and euro equivalent dividend payments in respect of the first quarter 2025 interim dividend, which was announced on May 2, 2025 at US$0.358 per ordinary share. Shareholders have been able to elect to receive their dividends in US dollars, euros or pounds sterling. Holders of ordinary shares who have validly submitted US dollars, euros or pounds sterling currency elec ...

Key Takeaways Kazakhstan ordered Eni and partners to stop work on the Karachaganak gas plant project. Costs have risen to $6 billion, and the project's completion delayed from 2028 to 2030. E and Shell sought $1B in state support; the state may now develop the plant independently.Eni SpA (E) and Shell plc (SHEL) have received orders from Kazakhstan government to terminate their plans for the construction of a gas processing plant at the Karachaganak gas and condensate development. Authorities in Kazakhsta ...

Shell plc (SHEL) , a London-based integrated oil and gas company, has officially sanctioned the final investment decision for its Aphrodite gas project, located offshore Trinidad and Tobago. This is a significant step in the multinational energy producer's strategy to secure long-term supply for its regional liquefied natural gas ("LNG") operations. The move signals renewed confidence in the country's gas-producing potential and aligns with Shell's global ambition to expand its integrated gas business. Key ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Shell (SHEL) .Shell currently has an average brokerage recommendation (ABR ...

Shell plc (SHEL) , the British oil and gas giant, has entered into an agreement with TotalEnergies SE (TTE) , the French energy major, for the purchase of the latter’s non-operating interest in the Bonga field in Nigeria. The Bonga field is located within the OLM118 production sharing contract (PSC) offshore Nigeria, around 120 kilometers to the south of the Niger Delta.OLM118 Production Sharing ContractShell Nigeria Exploration and Production Company (“SNEPCo”), a subsidiary of the British energy giant, ha ...

Shell Mobility, a division of British multinational oil and gas company Shell plc (SHEL) , has announced its exit from the fuel retail market of Mexico, transferring operations to Iconn, the country’s conglomerate that owns 7-Eleven and Petro Seven. This strategic divestment includes more than 200 fuel service stations, convenience stores and fuel import infrastructure, positioning Iconn as a dominant force in Mexico’s energy and convenience retail space. The acquisition, which remains pending regulatory ap ...

Shell plc’s (SHEL) Indonesian affiliate has taken a bold step in reshaping its business strategy by divesting fuel retail operations to a joint venture between Citadel Pacific Limited and Sefas Group. This transaction includes the transfer of around 200 gas stations and a fuel storage terminal located in Gresik, with completion expected by next year.Despite this move, Shell remains firmly rooted in Indonesia. The company emphasized that it will continue to operate under brand licensing agreements, maintaini ...

全球LNG市场趋势 - 印度尼西亚、马来西亚和阿尔及利亚等传统LNG出口国可能因国内需求上升和产量下降转变为净进口国 [1] - 这一转变将重塑全球能源格局 新增5000万公吨LNG需求至2040年 [2] - 埃及已率先完成转型 去年与壳牌和道达尔能源签订30亿美元协议进口40-60船LNG [2] LNG供需动态 - 部分生产商警告2027-2028年可能出现LNG过剩 但壳牌认为新产能投放将因疫情遗留问题、供应链瓶颈和美国海湾劳动力短缺而逐步释放 [3] - 亚洲仍是需求核心 预计2040年全球LNG需求增长60% 驱动因素包括经济增长、AI数据中心能耗及重工业和交通脱碳需求 [4] - 亚洲需求对价格敏感 现货价低于每百万英热单位10美元时采购量迅速回升 [5] 能源企业表现 - 壳牌作为全球主要石油巨头之一 业务覆盖几乎所有地区 当前Zacks评级为5级(强烈卖出) [6] - 能源板块中Flotek Industries(Zacks评级1级)预计2025年盈利同比增长55.88% 主营特种化学品技术 [7][8] - Global Partners(Zacks评级1级)拥有新英格兰地区最大成品油终端网络 2025年盈利预计增长17.84% [7][9] - RPC公司(Zacks评级2级)为美国主要油田服务商 下季度盈利预计增长33.33% [7][10]