Can you afford to wait another year for oil prices to rise? Can you afford not to buy oil stocks before they do? Oil stocks tumbled on Tuesday, with both ExxonMobil (XOM -2.18%) and ConocoPhillips (COP -2.35%) shares sliding 2.8%, and Shell (SHEL -3.04%) falling 3.2% through 10:10 a.m. ET. After strengthening to a recent high north of $77, West Texas Intermediate (WTI) crude oil prices turned tail and began falling last week. At roughly $70.60 per barrel, crude oil today costs 9% less than it did just a wee ...

文章核心观点 - 前NBCUniversal CEO Jeff Shell即将重新担任Paramount Global的总裁,负责日常媒体运营 [1][2][3] - Shell在NBCUniversal任职期间提出了一些大胆的想法,但大多未能实施,被同事劝阻 [2][4] - Shell将面临Paramount Global的转型挑战,需要在线性电视业务下滑的情况下寻求突破 [6][11] 关于Jeff Shell - Shell在Comcast和NBCUniversal有多年从业经验,擅长运营不同业务部门 [3] - Shell在NBCUniversal任CEO期间被指控性骚扰,最终离职 [3] - Shell即将与Skydance CEO David Ellison组成Paramount Global的新领导团队 [3][4] 关于Paramount Global的转型 - Shell可能会考虑放弃CBS的10点档时段,将资源转移到流媒体业务 [7][8][9][10] - Shell可能会调整Paramount+的内容分发策略,采取更灵活的窗口化安排 [12][13] - Shell可能会整合一些效果不佳的有线电视频道,以降低成本 [16][17] - Shell可能会加大对CBS体育业务的投入,减少娱乐内容 [18][19]

Shell plc (SHEL) , the British oil and gas giant, has mentioned that its refining margins took a significant hit in the third quarter. The company's profit margin in the Refining segment dropped 30% compared to the previous quarter. This was mainly due to a decline in the demand for refined products globally. The drop in refining margins due to a slowdown in economic activities globally is anticipated to affect the thirdquarter earnings of major energy firms worldwide. Further, refineries entering the marke ...

Shell plc (SHEL) , a London-listed energy major, has signed a long-term naphtha supply deal with QatarEnergy. Per the terms of the agreement, QatarEnergy will supply 18 million metric tons of naphtha to Shell over a duration of 20 years. The deal is expected to begin in April next year. The head of QatarEnergy has highlighted that the naphtha supply agreement is its longest and largest supply deal to date. This is the latest one in a string of deals that QatarEnergy has signed with Asian and European partne ...

Following our June 2024 analysis, the company " Is On The Right Track ," today we are back to comment on Shell plc (NYSE: SHEL ) ( OTCPK:RYDAF ). In our Shell coverage, we highlighted how OPEC+ countries announced Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treat ...

Shell (SHEL, Financial) saw its shares rise by 1.56%, reaching $69.58. The company announced expectations of a significant decline in refining margins for the third quarter due to reduced global demand, which also impacted oil product trading earnings. Despite these challenges, Shell has raised its liquefied natural gas (LNG) production forecast for the third quarter from the previous range of 6.8-7.4 million tonnes to 7.3-7.7 million tonnes, with trading performance expected to remain stable compared to th ...

文章核心观点 - 公司发布了2024年第三季度的业绩预测,包括各业务板块的营收、利润、产量等关键指标 [1][2][3][4][5][6] - 公司预计第三季度的整体表现将较上一季度有所下滑,主要受到原油价格下跌、需求疲软等因素的影响 [2][3][4][5][6] - 公司表示将继续关注成本管控,并对未来的不确定性因素保持警惕 [7][10][11][12][13][14] 业务板块总结 综合天然气 - 天然气和LNG产量预计将有所下降 [9] - 营业利润和税收预计将有所下降 [2] 上游业务 - 原油和天然气产量预计将有所下降 [9] - 营业利润和税收预计将有所下降 [3] - 勘探费用和合营企业投资收益预计将有所下降 [3] 营销业务 - 销售量预计将有所下降 [9] - 营业利润和税收预计将有所下降 [4] 化工及产品业务 - 炼化利润率和化工利润率预计将有所下降 [5][6] - 营业利润预计将出现小幅亏损 [6] 可再生能源及能源解决方案 - 营业利润预计将有所下降 [6] 公司整体 - 经营活动产生的现金流预计将有所波动 [7] - 公司将继续关注成本管控,并对未来的不确定性因素保持警惕 [10][11][12][13][14]

The British energy giant, Shell plc (SHEL) , which entered into a joint venture (JV) with EDF-RE Offshore Development, LLC through its subsidiary Shell New Energies US LLC to create Atlantic Shores Offshore Wind, has received final approval from the federal agencies for two of its wind farms. Overview of the SHEL's JV The Atlantic Shores JV is a partnership between SHEL and EDF Renewables where both companies share a 50% stake in constructing two offshore wind farms. The wind farms, located 8.7 miles off th ...

文章核心观点 - 壳牌公司正在进行一项价值120亿美元的债券交换要约 [1][2] - 该交换要约旨在将现有债券从壳牌国际财务公司转移至壳牌财务美国公司 [2] - 共有11,462,980,000美元的债券被接受交换 [3] - 交换后的新债券将于2024年10月8日发行 [6] 分组1: 交换要约细节 - 交换要约的最高金额为120亿美元 [1] - 共有12个系列的债券参与交换 [4][5][6] - 前8个系列的债券全部被接受交换 [3] - 后4个系列的债券未被全部接受交换 [3] - 交换优先顺序从1到12号 [4][5][6] 分组2: 交换要约的目的和背景 - 交换要约旨在优化壳牌集团的资本结构 [2] - 将债务与美国业务进行对齐 [2] 分组3: 交换要约的参与方 - 交换要约由高盛、德意志银行和富国银行担任交易经理 [7] - 由D.F. King & Co.担任交换代理人和信息代理人 [8][9]

文章核心观点 - 公司最近一个交易日收盘价为$68.46,较前一交易日上涨0.94%,但仍落后于标普500指数0.17%的跌幅[1] - 公司过去一个月股价下跌1.01%,低于油气行业0.85%的涨幅和标普500指数1.25%的涨幅[1] - 公司即将发布的财报显示,预计每股收益将同比下降3.76%至$1.79,而营收则预计同比增长8.43%至$84.58亿[1] - 全年来看,公司每股收益和营收分别预计增长0.48%和下降2.48%[1] 行业和公司分析 - 分析师对公司的预测数据变化与公司股价走势密切相关,分析师上调预测意味着看好公司业务和盈利能力[2] - 公司当前的市盈率为8.04倍,略高于行业平均水平7.99倍[3] - 公司的PEG率为1.56,与行业平均水平一致[3] - 公司所属的油气综合行业在250多个行业中排名靠后,位于底部11%,但历史上表现优于行业平均水平[3]