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财经老王丨与中国合作为什么是必选项?
Yang Shi Xin Wen Ke Hu Duan· 2026-01-31 08:07
30日,中英商务论坛举行,中英两国政商界重要嘉宾以及来自商协会、企业等机构代表300多人与会。看财经老王总台央视记者王雷在现场的观察。 总台央视记者 王雷:渣打银行、英国航空、壳牌石油、英国国家剧院……在中英商务论坛的现场,这么多英国知名企业扎堆,让老王感到眼前一亮。英国 派出如此高规格、全领域的企业团来华,他们想在这里寻找什么? 哈雷管弦乐团总经理 大卫·布彻:我们能明显感受到,过去乐团的巡演重心多在欧洲。而如今亚洲市场已全面打开,中国市场是重中之重,我能看到这里未 来有诸多发展机遇。 中国英国商会主席 陶克瑞:中国市场的规模和增长潜力是不可否认的。我们不能忽视中国市场。英国企业必须认识到这一点,并且现在就与中国企业建立 合作关系。 不少CEO告诉老王,在世界经济增长乏力的当下,中国经济活力满满,与中国携手始终是他们的必选项。 渣打集团行政总裁 温拓思:中国经济在全球经济和金融市场中形象稳定可预测,这至关重要。作为世界第二大经济体,中国增长稳健、与世界联系紧密, 有能力助力全球经济平稳转型,惠及自身与世界。 英美资源集团董事长 钱思铎:我们对中国的"十五五"规划抱有充分的信心,也认为中国经济的增长将与五年规 ...
What the LNG Wave Means for Gas Market Exposure in 2026
ZACKS· 2026-01-29 14:46
Core Insights - Global natural gas demand is projected to grow nearly 2% in 2026, driven by a new wave of liquefied natural gas (LNG) supply that is reshaping market dynamics [2][9] - North America is leading the LNG investment surge, with over 80 billion cubic meters (bcm) of U.S. capacity reaching final investment decisions in 2025, reinforcing its position as the world's largest LNG supplier [4][9] - The expansion of LNG supply is expected to enhance market liquidity and reduce long-term price pressures, although short-term price volatility may still occur due to external factors [3][7] LNG Market Dynamics - The International Energy Agency anticipates that global LNG supply will grow by 6.7% in 2025, with a further acceleration to over 7% in 2026, marking the fastest growth since 2019 [5] - LNG is increasingly linking gas markets globally, allowing for more flexible cargo movements and tighter price correlations between European and Asian markets [3] - Demand growth is expected to be primarily driven by China and emerging Asian markets, while European gas demand is forecasted to decline as renewables replace gas in power generation [6] Investment Opportunities - Companies such as Shell, Kinder Morgan, and ExxonMobil are positioned to benefit from the expanding LNG market, each playing a significant role in the LNG value chain [9][10] - Shell has a long-standing presence in the LNG industry, with about 40 million tons of equity capacity and operations across the entire LNG value chain [11][12] - Kinder Morgan focuses on reliability and logistics in its LNG business, with a vertically integrated model that includes liquefaction, storage, and delivery capabilities [13][14] - ExxonMobil has extensive LNG experience, producing nearly 25 million tons per year and engaging in key projects globally, including in Papua New Guinea and Australia [15][16]
America's Most Shell-ebrated Job is Back: Bigger, Bolder and Crunchier Than Ever
Prnewswire· 2026-01-29 13:00
Each year the NUTmobile takes to the streets to act as a rolling public relations firm on wheels, generating millions of media and social impressions along the way. Peanutters create content for social channels, delight fans and serve as brand ambassadors, storytellers and smile-makers, representing the brand in media interviews with local radio, TV and digital outlets for one fun-filled year. Who Will Crack the Shell "At the PLANTERS brand, we believe life is simply better when you add a little fun," said ...
Shell in Talks With Nigeria for a Potential $20B Offshore Investment
ZACKS· 2026-01-28 15:25
Key Takeaways Shell is evaluating Bonga South West offshore Nigeria, targeting a 2027 FID that could involve up to $20B.Shell outlines a nearly $20 billion investment, split roughly 50/50 between capex and other costs.Bonga South West holds nearly 820M barrels, with a peak capacity of up to 220,000 bpd.Shell plc (SHEL) , the British oil and gas major, has shown interest in developing the Bonga South West deepwater oilfield located in the Niger Delta. SHEL and its joint venture partners are currently evaluat ...
BP, Shell seeking US licenses for gas fields shared with Venezuela, Trinidad minister says
Reuters· 2026-01-28 09:33
Shell and BP are seeking U.S. Office of Foreign Assets Control licenses to extract natural gas from fields in Trinidad and Tobago and Venezuela, the Caribbean country's energy minister Roodal Moonilal... ...
Shell's legal fight against Venture Global focuses on communication with engineer, court transcript shows
Reuters· 2026-01-27 19:14
Shell's challenge to its arbitration defeat to liquefied natural gas producer Venture Global centres on potential communications between the U.S. firm and independent engineer Lummus Consultants, a dr... ...
Shell Weighs Exit From Argentina's Vaca Muerta Shale Assets
ZACKS· 2026-01-26 17:05
Key Takeaways Shell is weighing a sale of some or all Vaca Muerta assets, sounding out buyers with no decision.The Neuquen basin holdings could be worth billions, but valuation is unclear amid undeveloped acreage.Under CEO Wael Sawan, Shell is streamlining its portfolio, following exits like the recent Argentina LNG exit.Shell plc (SHEL) is considering a potential sale of some or all of its assets in Argentina’s Vaca Muerta shale play. The company has reportedly approached potential buyers in recent weeks t ...
石油热潮_财报季即展望季0The Oil Gusher_ Reporting season is outlook season
2026-01-26 15:54
Accessible version The Oil Gusher Reporting season is outlook season Industry Overview Key takeaways 4Q25 earnings in rear view mirror: 2026 outlook ahead 4Q25 earnings season is just around the corner for Europe's Big Oils (kicking off with Equinor on February 4th). Alongside 2025 results, we believe fresh guidance for 2026 will be in focus (see our take in our Year Ahead 2026: Cushions for soft landing). We prefer Oil Services > Big Oils > E&Ps and highlight TTE as our top Big Oil pick. $60/bbl Brent need ...
Danish energy trader InCommodities picks Shell veteran for Asia-Pacific CEO role
Reuters· 2026-01-26 13:01
Danish energy trader InCommodites, backed by Goldman Sachs , has appointed John Dimech, a former Shell executive, as CEO of InCommodities APAC, it said on Monday. ...
RBC:将壳牌评级下调至“与大盘表现一致”
Ge Long Hui· 2026-01-26 06:37
加拿大皇家银行(RBC)将壳牌评级从"跑赢大盘"下调至"与大盘表现一致",将目标价从3600便士下调至 3200便士。 ...