原告方指出，壳牌约占全球化石燃料产生的温室气体排放量的2%，加剧了台风"雷伊"的破坏性。台 风"雷伊"于2021年12月在菲律宾造成405人死亡，逾1000万人受影响。 据菲律宾"询问者"网站11日报道，来自菲律宾宿务省、保和省等受超级台风"雷伊"重创的103名幸存者 已向英国法院提起民事诉讼，指控英荷壳牌石油公司长期投资化石燃料、加剧气候变化，间接导致该台 风破坏力增强。 报道援引菲律宾人权委员会2022年发布的《气候变化全国调查报告》指出，全球主要化石燃料企业"混 淆、阻挠并拖延"向可再生能源转型的努力，并强调气候变化已影响菲律宾人的生命、食物和水安全 等。 报道还援引菲律宾民间组织的观点指出，壳牌公司自20世纪60年代中期起便知晓其对气候变化的影响， 但仍持续投资化石能源。 报道援引一些幸存者回忆称，他们在台风中"一瞬间"失去家园与生计，数年后仍难以完全恢复。幸存者 代表表示，此次诉讼既是为了寻求赔偿用于重建生活，也是为了下一代避免经历更严重的灾害。 （文章来源：新华网） 报道说，原告方向壳牌索赔，以补偿台风造成的损失。他们认为，根据"污染者付费"原则，应由造成气 候危害的一方承担成本。 据报道，本案在 ...

Group 1 - The global chemical industry is experiencing a structural imbalance leading to a mismatch in supply and demand, resulting in a significant reduction in the number and total value of energy chemical project contracts, with the industry entering a deep adjustment cycle by 2025 [1] - The chemical sector is underperforming despite overall resilience in the global engineering construction industry, with new awarded and announced EPC contracts totaling only $7.65 billion in early 2025, down over 40% from $12.8 billion in 2024, which itself was nearly halved from $24.5 billion in 2023 [2] - Key drivers of the low sentiment in the chemical engineering construction industry include geopolitical conflicts, tariff barriers, slower-than-expected energy transition, and intensified market competition, leading to a "more monks than porridge" competitive landscape [2] Group 2 - WSP Global's chemical business accounted for 24% of its annual sales, while its resource business (including fertilizers and energy transition materials) made up 26%, with energy being the core revenue pillar at 50%. The company reported $12 billion in sales, a 4% year-on-year increase, but its chemical business saw a 14% decline to $3.05 billion [3] - The energy transition sector is facing a project halt, exemplified by Shell's termination of its biofuel plant in Rotterdam due to high construction costs and insufficient market competitiveness, and Fertiglobe's postponement of its low-carbon ammonia project in Abu Dhabi [4][5] - The construction cost pressures are significant, with a projected annual growth rate of 4% to 5% starting in 2025, driven by rising material and labor costs, exacerbated by tariffs on imported steel and geopolitical tensions affecting global supply chains [6][7]

Core Insights - The joint venture Adura has been established by Shell and Equinor, integrating 12 core oil and gas assets in the UK North Sea, making it the largest independent producer in the region, with an expected production exceeding 140,000 barrels of oil equivalent per day by 2026 [1] Group 1: Joint Venture Formation - The formation of Adura aims to enhance operational efficiency, extend the lifespan of oil fields, and ensure the security of energy supply in the UK [1] - The asset portfolio of Adura includes producing oil fields and development projects such as Mariner, Rosebank, Buzzard, and Shearwater, along with some exploration licenses [1] Group 2: Asset Retention and Strategic Focus - Equinor retains its interests in cross-border oil fields, offshore wind projects, and new energy assets like hydrogen and carbon capture and storage [1] - Shell retains its interests in the UK SEGL gas processing system, Bacton terminal, and some decommissioned oil fields [1] Group 3: Industry Implications - The establishment of Adura signifies a shift towards specialized operations in traditional oil and gas assets in the North Sea, focusing on enhancing the value and sustainability of existing assets amid the energy transition [1]

Group 1 - Shell is set to initiate a new drilling campaign in the PEL 39 exploration block offshore Namibia starting April 2026 [1] - The campaign will be conducted in partnership with QatarEnergy and Namibia's national oil company Namcor [1]

Core Insights - SLB is partnering with Shell to develop digital and artificial intelligence tools aimed at enhancing performance and efficiency in upstream operations [1] Company Summary - SLB is collaborating with Shell to leverage technology for operational improvements [1] - The focus of the partnership is on digital and AI tools specifically for upstream operations [1] Industry Summary - The initiative reflects a growing trend in the oil and gas industry towards the adoption of digital solutions and AI to optimize performance [1]

Core Points - Shell plc announces significant changes to its Board and Committees, including the non-re-election of two Non-Executive Directors, Catherine Hughes and Neil Carson, at the 2026 AGM [1][4] - New appointments include Holly Koeppel and Clare Scherrer as Non-Executive Directors, effective January 1, 2026, with roles in various committees [2][5] - Sir Andrew Mackenzie will take on the role of Chair of the Sustainability Committee following the 2026 AGM [7] Director Changes - Catherine Hughes will not stand for re-election after nine years of service, and Neil Carson will also not seek re-election after seven years [1] - Both directors have made significant contributions during their tenures, with Hughes leading the Sustainability Committee and Carson chairing the Remuneration Committee [3][4] New Non-Executive Directors - Holly Koeppel brings extensive international energy industry experience and will join the Audit and Risk Committee and the Sustainability Committee [2][8] - Clare Scherrer has a background in capital-intensive global industrial companies and will serve on the Audit and Risk Committee and the Remuneration Committee [2][8] Committee Membership Changes - Following the 2026 AGM, the Audit and Risk Committee will include new members Koeppel and Scherrer, while Mackenzie will chair the Sustainability Committee [9]

Group 1 - Shell plc is in advanced negotiations to acquire LLOG Exploration Offshore for over $3 billion, aiming to enhance its upstream position in the U.S. Gulf, a key growth region [1][8] - The acquisition aligns with Shell's strategy of disciplined divestments and focused investments, as it exits lower-value assets while investing in high-return projects [2] - LLOG currently produces approximately 30,000 barrels of oil equivalent per day, with significant growth potential expected by 2030, bolstered by its assets like the Salamanca development and Who Dat field [3][8] Group 2 - The deal is crucial for Shell as it faces a projected decline in output to nearly 2.4 million barrels of oil equivalent per day by 2035, necessitating strategic M&A to maintain production levels [4] - Shell's CEO has indicated a growing interest in selective M&A opportunities, particularly in North American gas and deepwater oil, making LLOG's assets a complementary fit [5] - An agreement is anticipated to be finalized by year-end, although discussions remain private and uncertain [6]

Shell wants to dissolve a joint venture with Russia's Rosneft , through which the London-listed group holds part of its stake in the Caspian Pipeline Consortium, a source with direct knowledge of the ... ...

Core Viewpoint - One in four jobs at Porsche is at risk due to management's threats to relocate production and development to lower-cost locations [1] Group 1: Employment Impact - Worker representatives have indicated that 25% of jobs at Porsche are under threat [1] - The potential job losses are a significant concern for the workforce and may impact overall company morale [1] Group 2: Management Decisions - Management is considering relocating production and development to areas with lower costs, which could lead to job reductions in Germany [1] - This strategy reflects broader trends in the automotive industry where companies seek to optimize costs amid rising expenses [1]

Core Viewpoint - Venture Global asserts that Shell lacks evidence of any wrongdoing related to the arbitration case, following Shell's appeal against a previous court ruling that favored Venture Global [1]. Group 1: Arbitration Case Details - Shell has challenged an earlier ruling by citing a third party's testimony that Venture Global postponed the commissioning of its second LNG facility unexpectedly [2]. - Venture Global refutes Shell's claims, stating that no evidence of contract violation has been provided and denying any misleading statements [3]. - Shell and other major firms accused Venture Global of profiting from higher spot market LNG sales that should have been supplied under long-term contracts, exploiting a loophole by delaying the commissioning of the Calcasieu Pass export project [4]. Group 2: Rulings and Developments - In August, Shell lost the arbitration case against Venture Global, with the tribunal ruling that Venture Global did not violate its contractual obligations [5]. - Venture Global contends it was not obligated to fulfill long-term commitments until the plant was officially commissioned, which occurred earlier this year [5]. - The arbitration case brought by BP against Venture Global ended favorably for BP, prompting Shell to challenge the ruling in its own case [6].