Shell (NYSE: SHEL ) is one of those stocks that doesn’t seem to be getting the respect it deserves. Investors aren’t exactly abandoning it, but the valuation suggests the market either doesn’t fully believe in its earnings power or isMotti Sapir is an economist and financial analyst with over 15 years of experience in financial markets. He holds a degree in economics and has a talent for simplifying complex financial concepts into plain English. His focus is on uncovering market trends, analyzing data, and ...

Group 1 - Shell plc is one of the largest and oldest oil companies globally, primarily specializing in offshore oil extraction while also operating onshore [1] - The focus of the analysis is on Shell's LNG business, highlighting the company's sustained free cash flows, low leverage, and sustainable debt levels [1] - The company is seen as a potential investment opportunity due to its operations in emerging markets, high margins, and solid pro-shareholder attitude, including buyback programs and dividend distributions [1] Group 2 - The analyst emphasizes the importance of identifying value companies in sectors like oil & gas, metals, and mining, particularly those not widely considered by the market [1] - The article aims to share insights with the Seeking Alpha community to aid individual investment decisions [1]

Shell plc (SHEL) , one of the largest oil and gas supermajors, has announced the commencement of the first oil production from the Phase 4 expansion of its deepwater Gumusut-Kakap-Geronggong-Jagus East offshore project in Malaysia. This breakthrough highlights SHEL's continued commitment to bolstering upstream operations, particularly in deepwater oil exploration, as it adapts to the evolving global energy landscape.The Gumusut-Kakap project, located off the coast of Sabah, Malaysia, represents one of SHEL’ ...

Core Insights - Shell plc has received approval from the National Offshore Petroleum Safety and Environmental Management Authority for its environmental plan, allowing the installation of infrastructure to connect the Crux field to the Prelude floating liquefied natural gas facility [1][2] Project Overview - The Crux project, sanctioned in May 2022, is located in the Browse Basin, 190 kilometers offshore northwest Australia, and is expected to produce approximately 1.6 trillion cubic feet of gas, 66 million barrels of condensate, and 40 million barrels of liquid petroleum gas over its lifetime [3] - The project will consist of a platform operated remotely from Prelude, with five initial wells to be drilled, and first gas production anticipated in 2027 [2][3] Development Timeline - The Crux project will be developed in multiple phases, with completion expected in the second half of 2027. Key phases include pipeline installation, cold commissioning, substructure installation, topside installation, tie-ins, and Prelude FLNG modifications [4][8] Infrastructure and Maintenance - The infrastructure is designed for minimal inspection or intervention, but provisions for inspection, maintenance, and repair activities are included to address potential issues such as third-party interactions or severe weather events [4] Company Positioning - Shell is recognized as one of the primary oil supermajors, with a Zacks Rank of 3 (Hold) [5] - Investors may consider other energy sector stocks with better rankings, such as Delek Logistics Partners (Zacks Rank 1), Archrock (Zacks Rank 1), and Coterra Energy (Zacks Rank 2) [6]

SHELL PLC FOURTH QUARTER 2024 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS March 10, 2025 The Board of Shell plc today announced the pounds sterling and euro equivalent dividend payments in respect of the fourth quarter 2024 interim dividend, which was announced on January 30, 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 cur ...

Group 1: Company Performance - Shell's stock closed at $66.79, reflecting a +1.18% increase, outperforming the S&P 500's gain of 0.55% [1] - Over the past month, Shell's shares have decreased by 0.23%, which is better than the Oils-Energy sector's decline of 6.33% and the S&P 500's drop of 5.56% [1] Group 2: Upcoming Financial Results - Shell is expected to report an EPS of $1.98, indicating a 16.81% decline year-over-year [2] - Projected revenue for the upcoming quarter is $79.93 billion, representing a 7% increase from the previous year [2] Group 3: Annual Estimates - For the annual period, anticipated earnings are $7.94 per share, with revenue expected to reach $316.17 billion, reflecting increases of +5.59% and +9.39% respectively from last year [3] - Recent revisions to analyst forecasts for Shell are crucial as they indicate changing business trends, with positive revisions suggesting analyst optimism [3] Group 4: Valuation Metrics - Shell's Forward P/E ratio is currently 8.32, which is higher than the industry average of 7.52 [6] - The company has a PEG ratio of 0.92, compared to the industry average of 1.01, indicating a favorable growth expectation relative to its valuation [7] Group 5: Industry Context - The Oil and Gas - Integrated - International industry, which includes Shell, has a Zacks Industry Rank of 69, placing it in the top 28% of over 250 industries [8] - The Zacks Industry Rank measures the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Market Overview - The Saudi Arabia seafood market is projected to grow from US$ 0.98 billion in 2024 to US$ 1.23 billion by 2033, with a compound annual growth rate (CAGR) of 2.58% from 2025 to 2033 [1][17]. Growth Drivers - Increasing consumer health consciousness and demand for sustainable protein sources are driving the growth of the seafood market [2]. - Government initiatives aimed at diversifying the economy away from oil and promoting sustainable fishing practices are contributing to market expansion [2][5]. - Technological advancements in aquaculture are enhancing the sustainability and economic viability of local seafood production [2][8]. Government Initiatives - The Saudi government is investing in the aquaculture industry as part of its Vision 2030 project, aiming to increase aquaculture production to 600,000 tons by 2030 [7]. - Significant capital expenditures, subsidies, and incentives are being provided to promote local fish production and enhance food security [6]. Technological Innovations - Innovations in aquaculture, such as recirculating aquaculture systems (RAS) and automated feeding, are improving production yields and sustainability [8][9]. - Enhanced cold chain logistics and processing technologies are increasing the quality and freshness of seafood products [8]. Consumer Trends - Growing awareness of the nutritional benefits of seafood, including high protein and omega-3 fatty acids, is driving increased consumption [10][11]. - Health organizations are promoting seafood as a healthier dietary option, further boosting demand [12]. Export Potential - Saudi Arabia is focusing on expanding its seafood exports to meet both domestic and international demand [3][4]. - Investments in seafood processing and distribution infrastructure are essential for establishing a significant presence in the global fish market [3]. Challenges - Overfishing and sustainability concerns pose significant challenges to the seafood sector, with illegal fishing practices exacerbating the depletion of fish stocks [13]. - Despite efforts to increase domestic production, Saudi Arabia remains heavily reliant on seafood imports, which exposes the market to global price fluctuations and supply chain disruptions [14][16].

Core Insights - Natural Grocers has introduced Organic Mussels to its frozen seafood line, emphasizing convenience and quality for consumers [1][4] - The company prioritizes sustainability and traceability in its supply chain, ensuring high standards for its seafood products [2][4] Company Overview - Natural Grocers by Vitamin Cottage, Inc. was founded in 1955 and operates 169 stores across 21 states, focusing on natural and organic groceries, body care products, and dietary supplements [4] - The company adheres to strict quality guidelines, prohibiting artificial ingredients and ensuring all produce is USDA-certified organic [4] Product Attributes - The Organic Mussels are rope-grown in Chilean waters, certified organic, non-GMO, and sustainably harvested, with no artificial additives [6] - Each 16 oz packet of Organic Mussels is priced at $4.99 and is marketed as high in protein and low in fat [6] Recent Developments - Since its launch in 2016, the Natural Grocers Brand has expanded to over 800 products, with recent additions including Organic Coconut Water and new varieties of Natural Grocers Brand Chips [4] - The company is committed to community and crew, investing over $15 million in fiscal year 2024 for employee compensation and discretionary payments [4]

倒计时3 6天！ 壳牌(中国)有限公司 将亮相第13届储能国际峰会暨展览会，展位位于 A1馆（海博思创馆） A11 8展位 。 壳牌（中国）有限公司 壳牌是一家综合性能源企业，在中国已有超过130年的历史，作为世界领先的能源和化工公 司，我们秉承对经济、环境和社会负责的理念，帮助满足全球能源需求，并立志成为全球最 有竞争力和最具创新精神的能源公司。 壳牌是连续1 8年全球销量第一的国际润滑油品牌。壳牌于201 9开始依托于独有的GTL（天 然气制油）技术进入浸没式液冷领域，并2020年成功推出了针对储能行业的浸没式液冷产 品和解决方案。 时间：2025年4月10-12日 地点：北京新国展二期 主办： 中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所 展馆冠名： 中车株洲所、阳光电源、海博思创、宁德时代、中天科技、新源智储 主推产品/技术 壳牌浸没式冷却液是一款利用壳牌的天然气制合成油(GTL)技术，使用天然气制成的单相浸 没式合成冷却液。 第十三届储能国际峰会暨展览会（ESIE 2025） 近期大事件/动态 壳牌上海技术中心&国网浙江新兴科技联合发布国内首个获新国标GB/T 3 6 2 7 ...

Core Viewpoint - Shell plc projects a significant increase in global LNG demand, expecting it to rise by 60% by 2040, with Asia leading this growth [1][2]. LNG Demand Outlook - The demand for LNG is anticipated to reach between 630-718 million tons per year by 2040, reflecting an upward trend compared to previous estimates [2]. - LNG is expected to play a crucial role in meeting global energy needs for power generation, heating, cooling, industry, and transport due to its reliability and flexibility [2][3]. Factors Driving LNG Demand - Economic expansion in Asia, emission-reduction efforts in heavy industry and transportation, and the growing impact of artificial intelligence are key factors contributing to the increase in LNG demand [4]. - Countries like China and India are enhancing their gas infrastructure to meet rising energy needs while aiming to reduce carbon emissions [5]. Regional Developments - China is rapidly increasing its LNG import capacity and pipeline network, aiming to connect an additional 150 million people by 2030 [5]. - India plans to extend gas access to 30 million more consumers over the next five years [5]. - The marine sector is shifting towards LNG adoption, expecting annual demand to exceed 16 million tons by 2030, a 60% increase from previous forecasts [6]. Market Dynamics in 2024 - In 2024, LNG trade growth was limited to just 2 million tons, reaching 407 million tons, primarily due to restricted new supply development and geopolitical tensions [7]. - LNG prices dropped to their lowest levels since 2022 in the first half of 2024 but rebounded mid-year as supply could not keep pace with rising demand [8]. Future Projections - Europe is expected to increase LNG imports in 2025 to replenish gas storage levels [10]. - The United States is projected to boost LNG exports to 180 million tons per year by 2030, becoming the largest LNG exporter globally [10]. - Qatar is also expected to significantly expand its LNG supply in the future, although uncertainties remain regarding the timeline for new project start-ups [10].