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Shell plc (SHEL) Sees Muted Sentiment From Analysts
Yahoo Finance· 2025-12-12 21:28
We recently published 13 Best ADR Stocks to Invest In.  Shell plc (NYSE:SHEL) is one of the best ADR stocks. Shell plc (NYSE:SHEL)’s shares were downgraded by UBS on November 25th on the back of recent strong performance, which left the bank wary of future gains. The price target change covered the firm’s shares that trade on the London Exchange. These shares have gained more than 8% year to date, and UBS cut the target to £30 from an earlier £32. Alongside the target cut, the bank also reduced the rating ...
菲律宾台风幸存者因气候损害起诉壳牌
Xin Hua Wang· 2025-12-12 07:45
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 ...
全球化建行业步入深度调整期
Zhong Guo Hua Gong Bao· 2025-12-12 04:12
壳牌集团9月宣布彻底终止荷兰鹿特丹生物燃料工厂的建设。该工厂计划年产能达82万吨,2022年正式 开工,2024年7月因交付延误及市场疲软暂停,最终因建设成本高企且市场竞争力不足彻底终止。壳牌 下游及可再生能源业务总裁马赫泰尔德·德哈恩坦言,经全面评估市场动态与完工成本后发现,该项目 已无法满足客户对可负担低碳产品的核心需求。 全球化工行业结构性失衡导致的供需错配格局,叠加建设及交付成本攀升推高资本投资回报门槛,直接 导致能源化工项目合同数量与总金额同步锐减,2025年全球化工工程建设行业步入深度调整周期。 "僧多粥少"格局加剧 化工板块表现低迷 值得关注的是,2025年全球工程建设行业整体保持韧性,大型液化天然气(LNG)项目推进稳健,叠加人 工智能(AI)热潮催生的数据中心建设需求爆发,为头部工程承包商提供了关键营收缓冲。但化工板块表 现则非常低迷,数据显示,2025年初至统计节点,化工行业新授予及公示的设计采购施工(EPC)合同总 金额仅76.5亿美元,较2024年的128亿美元下滑超40%;而2024年的合同金额已较2023年的245亿美元近 乎腰斩。 除行业周期性下行外,地缘政治冲突加剧、关税壁垒频 ...
壳牌与Equinor成立合资公司
Zhong Guo Hua Gong Bao· 2025-12-12 03:56
中化新网讯 近日,壳牌与挪威国家石油公司(Equinor)共同组建的合资企业Adura正式成立。新公司将整 合双方在英国北海的12个核心油气资产,成为该区域最大的独立生产商,预计2026年产量将超过每日14 万桶油当量。 成立合资公司旨在通过整合资产提升运营效率、延长油田寿命并保障英国能源供应安全。Adura承接的 资产组合包括Mariner、Rosebank、Buzzard、Shearwater等12个在产油田及开发中的项目,并持有部分勘 探许可证。 有关人士分析指出,Adura的成立标志着北海传统油气资产正通过整合优化迈向专业化运营新阶段,在 能源转型背景下致力于提升现有资产的价值与可持续性。 根据协议,Equinor保留了其跨境油田、海上风电项目以及氢能、碳捕集与储存等新能源资产。壳牌则 保留了其在英国SEGL天然气处理系统、Bacton终端及部分已停产油田的权益。 ...
Shell prepares to launch new drilling campaign offshore Namibia
Reuters· 2025-12-11 16:13
Shell is preparing to launch a new drilling campaign in the PEL 39 exploration block offshore Namibia from April 2026 with its partners QatarEnergy and Namibia's national oil company Namcor. ...
SLB, Shell partner to develop AI-powered solutions for energy industry
Reuters· 2025-12-11 14:32
SLB said on Thursday that it was partnering with Shell to develop digital and artificial intelligence tools aimed at improving performance and efficiency across upstream operations. ...
Shell plc announces Directorate changes
Globenewswire· 2025-12-11 08:00
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]
Shell Eyes LLOG Deal to Strengthen Its Gulf of America Portfolio
ZACKS· 2025-12-10 15:51
Key Takeaways Shell is in advanced talks to buy LLOG in a $3B deal to strengthen its Gulf upstream position.LLOG's 30,000-boed output and assets like Salamanca and Who Dat offer growth potential ahead.The deal would help Shell address future production declines and rebuild its upstream funnel.Shell plc (SHEL) is reportedly in advanced negotiations to acquire LLOG Exploration Offshore in a transaction valued at more than $3 billion. If finalized, the deal would mark a major strategic push to enhance Shell’s ...
Shell wants to dissolve Rosneft JV through which it holds CPC stake, source says
Reuters· 2025-12-10 14:41
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 ... ...
Porsche works council: one in four jobs at Porsche AG at risk
Reuters· 2025-12-10 14:39
One in four jobs at German sports car maker Porsche is at risk, warned worker representatives on Wednesday, adding that the management was threatening to relocate production and development to lower-c... ...