Key Takeaways Shell's focus on profitability, LNG and cost control has boosted cash flow and earnings momentum.Shell trades at a lower forward P/E than Chevron, offering greater value potential in Big Oil.Recent EPS estimate upgrades for Shell contrast with downward revisions for Chevron.Chevron Corporation ((CVX) and Shell plc ((SHEL) have long stood at the top of the global energy pyramid — both are diversified giants that dominate oil, gas and LNG markets across continents. Each represents a pillar of th ...

New Delhi: Singapore’s Keppel Ltd has bought energy major Shell Plc’s 49% stake in pan-Asian solar developer Cleantech Solar in a deal valuing the equity at around $200 million taking full control of the company. It next plans a sale of Cleantech for around $400 million, said two people aware of the development. Both requested anonymity. Keppel already owns 51% stake in Cleantech. Keppel Corporation Ltd, Keppel Asia Infrastructure Fund LP (KAIF) and a co-investor of KAIF, through Cloud Alpha Pte Ltd, had a ...

Key Takeaways Shell is investing $2B in Nigeria's HI gas project to supply 350MMscf/d to Nigeria LNG.The project supports NLNG's Train 7 expansion and aligns with Shell's 4-5% annual LNG growth goal.SHEL's move follows its Bonga North project, reinforcing its long-term energy commitment to Nigeria.Shell plc (SHEL) has reinforced its commitment to Nigeria’s energy landscape with a $2 billion investment in the HI gas project offshore Nigeria. The project — a collaboration between Shell Nigeria Exploration and ...

Core Points - K–12 science teachers can apply for the 2025–2026 Shell Science Lab Regional Challenge to win up to $330,000 in prizes [1] Group 1 - The Shell Science Lab Regional Challenge aims to support K–12 science education [1]

Core Insights - TotalEnergies anticipates an increase in earnings and cash flow for Q3 2025 despite a $10 per barrel decline in oil prices, driven by higher oil and gas production and a significant rise in refining margins [1][5]. Production and Performance - TotalEnergies expects its oil and gas production for Q3 2025 to reach 2.5 million barrels of oil equivalent per day (boe/d), marking a 4% year-on-year increase, surpassing the annual and quarterly guidance of over 3% [2]. - The Exploration & Production (E&P) results and cash flow are projected to exceed the 4% production growth due to the positive impact of new barrels [3]. Downstream Results - The downstream segment's results and cash flow are expected to improve by $400 million to $600 million year-on-year, attributed to a rise in refining margins in Europe, which increased to $63 per ton from $15 per ton in Q3 2024 [4]. - Overall, despite the drop in oil prices, TotalEnergies forecasts that results and cash flow from business segments will increase within a range of 0 to 5% due to hydrocarbon production growth and improved downstream results [5]. Industry Context - Other supermajors, such as Shell, are also projecting strong third-quarter results despite the decline in oil prices, citing factors like strong gas trading, higher upstream production, and increased refining margins [6][7].

Core Insights - Shell's subsidiary SNEPCo and partner Sunlink Energies have made the final investment decision on the HI gas project offshore Nigeria, aiming to deliver 350 million standard cubic feet per day of gas to Nigeria LNG [1][2] - The project is expected to enhance the production capacity of the Bonny Island terminal, aligning with Shell's strategy to increase global LNG production by 4-5% annually until 2030 [2][5] - The HI gas field, discovered in 1985, has estimated recoverable resources of 285 million barrels of oil equivalent and is located approximately 50km offshore at a water depth of 100m [3][4] Project Details - The HI gas project is a joint venture where SNEPCo holds a 40% stake and Sunlink Energies owns 60% [4] - The project includes the installation of a wellhead platform with four wells, a pipeline to transport gas to Bonny, and a gas processing facility at Bonny [4] - Processed gas will be delivered to Nigeria LNG, with condensate directed to the Bonny Oil and Gas Export Terminal [4] Strategic Commitment - Shell aims to bring upstream and integrated gas projects online between 2025 and 2030, targeting a total peak production of one million barrels of oil equivalent per day [5] - The company plans to increase top line production across its Upstream and Integrated Gas business by 1% annually until 2030 [5] - Shell's upstream president emphasized the commitment to Nigeria's energy sector and the focus on deep-water and integrated gas projects [3]

Core Viewpoint - Shell's Nigerian subsidiary, SNEPCo, has approved investment in the HI offshore gas development, enhancing Nigeria's LNG exports and supporting Shell's global integrated gas strategy [1] Group 1: Project Overview - The HI field, discovered in 1985, is located about 50 kilometers off Nigeria's coast and is expected to produce up to 350 million standard cubic feet of gas per day, equivalent to around 60,000 barrels of oil equivalent per day, by the end of the decade [2] - The estimated recoverable resource for the HI project stands at approximately 285 million barrels of oil equivalent (mmboe) [2] Group 2: Economic Impact - Production from the HI field will be processed onshore at Bonny Island, contributing to Nigeria LNG (NLNG), where Shell holds a 25.6% interest, and supporting local economic growth through construction and operational employment [3] Group 3: Strategic Commitment - Shell's Upstream President emphasized the company's commitment to Nigeria's energy sector, particularly in Deepwater and Integrated Gas, stating that the HI project will help grow Shell's Integrated Gas portfolio and support Nigeria's ambitions in the global LNG market [4] - The HI development is operated under a joint venture between Sunlink Energies (60%) and SNEPCo (40%), featuring a wellhead platform with four wells and a multiphase gas pipeline to Bonny Island [4] Group 4: Future Outlook - The investment follows Shell's final investment decision (FID) on the Bonga North deepwater project, indicating sustained interest in Nigeria despite challenging fiscal and regulatory conditions [5] - Shell aims to deliver upstream and integrated gas projects achieving a combined 1 million barrels of oil equivalent per day of peak production by 2030 [5] - Liquefied natural gas is central to Shell's energy transition strategy, with a goal to grow global LNG output by 4–5% annually through the end of the decade [6]

Group 1 - The market may conceal valuable investment opportunities that are overlooked due to popular but flawed opinions [1] - The focus is on providing actionable long/hold ideas, deep-dive equity research, and data-driven insights across various market sectors [1] - The analyst has extensive experience in studying and analyzing markets, aiming to uncover opportunities that others might miss [1] Group 2 - The analyst's work has been featured on platforms like Yahoo Finance and Investing.com, indicating a level of credibility and reach in the financial community [1]

Core Viewpoint - Shell, in collaboration with Sunlink Energies and Resources Ltd, has made a final investment decision on the HI gas project offshore Nigeria, with production anticipated to commence before the end of the year [1] Group 1 - The HI gas project is a significant development for Shell, indicating a strategic investment in the Nigerian energy sector [1] - The partnership with Sunlink Energies and Resources Ltd highlights collaboration in the energy industry to enhance production capabilities [1] - The expected timeline for production commencement suggests a proactive approach to meeting energy demands in the region [1]

Core Insights - Vanguard Mining Corp. is advancing its exploration program at the Brussels Creek Gold-Copper-Palladium Project in British Columbia, following a successful near-surface gold discovery in 2023 [1][2][6] Exploration Program - The 2025 exploration program aims to build on the 2023 drilling results, which included an intercept of 5.08 grams per tonne (g/t) gold over 3.5 metres [2][6] - Historical surface sampling in 2019 returned values up to 11.52 g/t gold, indicating high-grade potential at shallow depths [2][6] - The program will include gridded prospecting, surface sampling, trenching, permitting, and follow-up drilling, with a focus on First Nations consultation and an Archaeological Impact Assessment [7][9] Budget Allocation - The total budget for the proposed exploration program is CAD $352,000, which includes various activities such as follow-up drilling, gridded prospecting, and First Nations consultation [9][8] Strategic Location - Brussels Creek is located adjacent to New Gold Inc.'s New Afton Mine, which produced 72,609 ounces of gold and 54 million pounds of copper in 2024, with an estimated gross metal value of approximately USD $349.5 million [5][7] - The proximity to an established mining operation enhances the exploration upside for Vanguard and underscores the strategic significance of its land position within the Quesnel Terrane [6][5] Geological Context - The Brussels Creek property covers 1,350.43 hectares and has geological similarities to the New Afton mine, characterized as a silica-saturated copper-gold alkalic porphyry-style deposit [9][10] - Historic sampling has identified a broad anomalous zone with gold values up to 3.5 grams per tonne, further supporting the potential for mineralization [9][10]