Core Viewpoint - Shell has no intention to make a takeover bid for BP, dispelling rumors of a merger between the two major European oil companies [1][2] Group 1: Shell's Position - Shell's statement clarifies that it has not actively considered a takeover of BP and has not made any acquisition proposals or engaged in related negotiations [2][3] - The announcement is subject to UK takeover regulations, which impose a six-month restriction on making any acquisition proposals after declaring no intention to bid [1][2] Group 2: BP's Performance and Strategy - BP has been underperforming for several years, largely due to the failed "net zero" strategy implemented by former CEO Bernard Looney, who resigned in 2023 [2][3] - BP's new CEO, Murray Auchincloss, announced a "reorientation" plan focusing on oil and gas, reducing stock buybacks, and committing to asset sales and debt repayment, but this strategy has not been well received by investors [3] Group 3: Market Reactions and Future Considerations - Following reports of potential acquisition talks, BP's stock initially rose by 10% but fell after Shell's denial of any acquisition discussions [2] - There are ongoing evaluations by BP's competitors regarding the possibility of acquiring BP, especially if the company decides to divest assets under pressure [3][5] - BP is also in the process of finding a new board chairman after Helge Lund announced his resignation, which may impact its strategic direction [5]

Group 1: Oil and Gas Market - Japan's largest gas supplier, Tokyo Gas, is negotiating a long-term liquefied natural gas procurement agreement with the United States [1] - Shell is reportedly in preliminary talks to acquire BP [3] - If OPEC deems it necessary, Russia is willing to increase oil production again [3] - Vietnam's Ministry of Industry and Trade states that the country's refinery will produce 7.7 million tons of oil products in the second half of the year [3] - Israel's Ministry of Energy has approved the resumption of operations at a natural gas field [3] - The Turpan to Zhongwei section of the West-to-East Gas Pipeline has been fully completed and put into operation [3] Group 2: Metals and Mining - Goldman Sachs predicts that copper prices could reach a peak of $10,050 per ton this year [2]

智通财经6月26日电，壳牌称尚未积极考虑对英国石油提出收购要约。 ...

Group 1 - Shell plc clarifies it is not actively considering an offer for BP plc and has not made any approach or engaged in talks regarding a possible offer [1][2] - Shell confirms it will be bound by the restrictions set out in Rule 2.8 of the UK City Code on Takeovers and Mergers [2] - Shell's focus remains on delivering more value with less emissions through performance, discipline, and simplification [2] Group 2 - Shell reserves the right to set aside the restrictions in Rule 2.8 under specific circumstances, including agreement from BP's board or if a third party announces a firm intention to make an offer for BP [5]

Group 1 - Shell Plc denies reports of actively negotiating to acquire BP, stating it is merely market speculation and no talks are currently taking place [1] - BP's stock price surged over 10% during trading on Wednesday due to the acquisition rumors, but closed with only a 1.6% increase [1] - BP has faced pressure for operational reform and performance improvement, especially after the involvement of activist investor Elliott Investment Management [1] Group 2 - The potential acquisition of BP by Shell would be the largest oil and gas industry merger in a generation and one of the largest in European history [2] - Challenges for the merger include BP's high debt levels, potential antitrust issues, and the need to divest significant assets [2] - UBS analysts estimate that combined production from Shell and BP could approach 5 million barrels of oil equivalent per day, an 85% increase from Shell's current production of approximately 2.7 million barrels per day [3] Group 3 - If Shell acquires BP, it would enhance Shell's position as the largest global LNG seller, with combined annual LNG sales exceeding 90 million tons, representing over 20% of the global LNG market [3][4] - The merger would create significant opportunities for business optimization and cost savings in LNG transportation due to the combined fleets of both companies [4]

Group 1 - Shell is in early talks to acquire BP, potentially marking the largest oil deal since ExxonMobil's $83 billion merger in the early 2000s, with BP's current market value around $80 billion [1] - The negotiations are ongoing, but terms are not yet finalized, and Shell has denied the reports, calling them market speculation [1] - The potential acquisition highlights the trend of consolidation in the energy sector and the pressure BP faces after setbacks in its transition strategy [2] Group 2 - BP has lagged behind other major oil companies, facing challenges in its shift from fossil fuels to renewable energy and experiencing management turmoil [2] - Activist investor Elliott Investment Management, holding over 5% of BP, has been pushing for changes, indicating the risk of potential acquisition by competitors [2] - BP has announced plans to increase oil and gas production while significantly cutting back on clean energy investments, and is considering divesting its Castrol lubricants business and parts of its solar division [2] Group 3 - The potential deal represents the ongoing wave of mergers and acquisitions in the energy sector as companies seek economies of scale [3] - If Shell proceeds with the acquisition, it may take years to integrate BP, with cultural clashes and asset overlaps complicating the process [3] - Chevron is also pursuing a $53 billion deal for Hess, while ExxonMobil completed a $60 billion acquisition of Pioneer Natural Resources last year [3]

金十数据整理：昨日今晨重要新闻汇总（6月26日） 国内新闻： 国际新闻： 1. 李强出席2025年夏季达沃斯论坛工商界代表座谈会。 2. 伊朗防长抵达中国参加上合防长会。 3. 香港金管局在市场买入94.20亿港元，因港元汇价触及弱方兑换保证。 4. 小鹏汽车：海外市场正在收紧零公里二手车的进口，小鹏并未采用这一出口模式。 5. 何立峰在河北调研时指出，积极扩大内需提振消费，更好推动经济高质量发展。 1. 消息称壳牌正就收购英国石油进行初步谈判。 2. 特朗普：将在三四人中选出下任美联储主席。 3. 高盛：铜价今年有望达到每吨10050美元峰值。 4. 英伟达市值创下历史新高，达到3.75万亿美元。 5. 美联储提议放宽针对大型银行的强化补充杠杆率要求。 6. 北约盟国同意到2035年提高国防开支目标至GDP的5%。 7. 欧洲汽车制造商协会：特斯拉5月欧盟新车注册量下降40.5%。 8. 消息人士：如果欧佩克认为有必要，俄罗斯愿意再次增产石油。 9. 拟将加密货币当作房贷抵押品，美住房监管主管要求"两房"做好准备。 10. 白宫经委会主任哈塞特：若各国达成贸易协议，则可取消特朗普税收法案中的"报复税"。 1 ...

壳牌发言人：（当被问及市场关于壳牌考虑收购英国石油公司时）目前没有进行任何洽谈。 ...

知情人士：英国石油公司可能被拆分出售 金十数据6月26日讯，英国石油公司股价周三上涨，原因是有报道称，这家石油巨头正处于被壳牌公司 收购的初步洽谈阶段。据CNBC报道，知情人士称，壳牌不太可能全资收购英国石油公司。这些人士 称，如果交易确实达成，更有可能的情况是英国石油公司的不同业务板块将被多家公司收购。 ...

Shell is in early talks to buy rival BP, the Wall Street Journal reported Wednesday, citing people familiar with the matter.BP’s American depository shares were up 6.5%, while Shell’s were down 3.3%.Talks between company representatives are active and BP is considering the approach carefully, the report added.Talks between Shell and BP are active, and BP is considering the approach carefully, the report added. REUTERSBP shares jumped on the news. REUTERSBP was valued at nearly $80 billion as of Wednesday wh ...