壳牌CEO瓦埃尔·萨万。图片来源：Aaron M. Sprecher—Bloomberg/Getty Images 壳牌（Shell）进一步否认了收购竞争对手英国石油公司（BP）的说法，声称其"无意"提出收购要约， 同时援引了一项英国法律，除少数例外情况以外，该法律禁止壳牌在未来六个月内竞购英国石油公司。 6月26日的这一消息发布之前，有报道称壳牌已就收购英国石油公司进行早期谈判，若交易达成，这很 容易成为本世纪——即使不是有史以来——规模最大的能源交易。但随着壳牌似乎选择退出（至少目前 如此）以专注于内部业绩表现，陷入财务困境的英国石油公司却没有任何其他明确的潜在收购方。这家 英国能源巨头正在寻求通过成本削减、加大化石燃料投资和剥离可再生能源资产进行"硬重置"以实现转 型。 壳牌在一份事先准备好的声明中表示："针对近期的媒体猜测，壳牌兹澄清，其并未积极考虑向英国石 油公司提出收购要约，并确认其未曾就可能的收购要约与英国石油公司接洽或进行过任何谈判。" 该声明是根据英国收购守则中的一项规则发布的，该规则禁止壳牌在接下来六个月内改变其声明立场， 除非获得英国石油公司董事会的同意、有另一家公司竞购英国石油公司，或 ...

Key Takeaways Shell and partners launch subsea compression at Ormen Lange, raising gas recovery from 75% to 85%. The upgrade could add 30-50 BCM of gas, enhancing exports to the UK and EU amid high demand. SHEL leads this innovation to extend field life, ensure safety and support Europe's energy independence. Shell plc (SHEL) , a London-based integrated oil and gas company, and its consortium partners, including Equinor ASA (EQNR) , have made a breakthrough in natural gas production at the Ormen Lange fie ...

CHINA - 2025/06/22: In this photo illustration, the logo of BP p.l.c. is displayed on the screen of ... More a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesShell refuted the takeover rumors, yet the speculation emphasizes what investors are beginning to recognize: BP’s significant discount and strategic shift might be due for reevaluation.BP plc stock (NYSE: BP) experienced a jump of as much as 10% intraday on June 25 foll ...

Market Overview - US stock index futures are all up, with Dow futures rising by 0.28%, S&P 500 futures up by 0.38%, and Nasdaq futures increasing by 0.47% [1] - European indices also show positive movement, with Germany's DAX and the UK's FTSE 100 both up by 0.38%, while France's CAC40 is up by 0.17% [2][3] - WTI crude oil prices increased by 0.35% to $65.15 per barrel, and Brent crude oil rose by 0.47% to $66.74 per barrel [3][4] Economic and Policy Insights - Reports indicate that former President Trump is considering early nominations for the next Federal Reserve Chair, expressing dissatisfaction with current Chair Powell's pace on interest rate cuts [4] - Analysts from JPMorgan warn that current trade policies could lead to stagflation in the US by 2025, with a 40% chance of recession in the second half of this year [7] - Apollo Global Management's chief economist predicts a critical turning point for the US economy, with GDP growth expected to slow to 1.2% and inflation potentially reaching 3% by year-end [9] Company-Specific Developments - Micron Technology reported a record Q4 revenue of $9.3 billion, a 37% year-over-year increase, driven by strong sales of DRAM chips [10] - Nvidia's CEO Huang Renxun forecasts that robotics, particularly humanoid robots, will become a significant growth driver for the company, alongside AI technologies [11] - Tesla's recent Robotaxi launch faced technical issues during public testing, raising concerns about the commercial viability of its autonomous driving technology [12] - Shell has stated it has no intention of acquiring BP, dispelling rumors of a merger between the two oil giants [13]

金十数据6月26日讯，AJ Bell分析师Dan Coatsworth在市场评论中说，壳牌可能会面临一些股东对收购 竞争对手英国石油的反对。"壳牌可能很难让所有大股东都支持收购英国石油公司。投资者可能不欢迎 收购一家混乱的公司，这将使之成为一项风险较高的投资，"这位分析师说。这种规模的潜在交易可能 意味着壳牌的管理者会分心整合业务，并为任何被视为非核心的继承资产寻找买家。在《华尔街日报》 报道壳牌和英国石油正在就交易进行早期谈判后，壳牌表示无意收购英国石油。英国石油公司发言人拒 绝对此报道发表评论。 分析师：壳牌可能难获股东对收购英国石油的支持 ...

Auchincloss在 2 月份宣布了一项"重新调整"计划，其中包括重新将重点转向石油和天然气领域、减少股 票回购，并承诺出售资产以及偿还债务。这一新策略并未得到许多投资者的热烈欢迎，而且对于埃利奥 特而言也还不够彻底，后者仍在继续推动更彻底的变革。 正是在这种背景下，英国石油公司逐渐被视为一个可能被收购的目标。尽管没有哪家公司提出收购要 约，但据说英国石油公司的几个同行和竞争对手都在私下里对这一情况进行了评估。 智通财经APP获悉，壳牌公司(SHEL.US)表示，无意对英国石油公司(BP.US)发起收购要约，驳斥了此前 有关欧洲两大巨头公司正在积极商讨合并事宜的报道。这一公告消除了有关英国两大石油巨头最终合并 的猜测。此前，英国石油业绩不佳已持续数年，同时激进股东埃利奥特投资管理公司(Elliott Investment Management)也不断施压。壳牌的声明意味着它受英国收购法规的约束，这使得其在六个月内无法向英 国石油公司提出收购要约。 根据英国收购法规定，对于那些公开表示无意对某家公司提出收购要约的潜在竞购者，将有一项为期六 个月的限制措施。具体而言，英国《收购法》第 2.8 条规定，一旦有人 ...

Group 1: Oil and Gas Market - Japan's largest gas supplier, Tokyo Gas, is negotiating a long-term liquefied natural gas procurement agreement with the United States [1] - Shell is reportedly in preliminary talks to acquire BP [3] - If OPEC deems it necessary, Russia is willing to increase oil production again [3] - Vietnam's Ministry of Industry and Trade states that the country's refinery will produce 7.7 million tons of oil products in the second half of the year [3] - Israel's Ministry of Energy has approved the resumption of operations at a natural gas field [3] - The Turpan to Zhongwei section of the West-to-East Gas Pipeline has been fully completed and put into operation [3] Group 2: Metals and Mining - Goldman Sachs predicts that copper prices could reach a peak of $10,050 per ton this year [2]

智通财经6月26日电，壳牌称尚未积极考虑对英国石油提出收购要约。 ...

Group 1 - Shell plc clarifies it is not actively considering an offer for BP plc and has not made any approach or engaged in talks regarding a possible offer [1][2] - Shell confirms it will be bound by the restrictions set out in Rule 2.8 of the UK City Code on Takeovers and Mergers [2] - Shell's focus remains on delivering more value with less emissions through performance, discipline, and simplification [2] Group 2 - Shell reserves the right to set aside the restrictions in Rule 2.8 under specific circumstances, including agreement from BP's board or if a third party announces a firm intention to make an offer for BP [5]

Group 1 - Shell is in early talks to acquire BP, potentially marking the largest oil deal since ExxonMobil's $83 billion merger in the early 2000s, with BP's current market value around $80 billion [1] - The negotiations are ongoing, but terms are not yet finalized, and Shell has denied the reports, calling them market speculation [1] - The potential acquisition highlights the trend of consolidation in the energy sector and the pressure BP faces after setbacks in its transition strategy [2] Group 2 - BP has lagged behind other major oil companies, facing challenges in its shift from fossil fuels to renewable energy and experiencing management turmoil [2] - Activist investor Elliott Investment Management, holding over 5% of BP, has been pushing for changes, indicating the risk of potential acquisition by competitors [2] - BP has announced plans to increase oil and gas production while significantly cutting back on clean energy investments, and is considering divesting its Castrol lubricants business and parts of its solar division [2] Group 3 - The potential deal represents the ongoing wave of mergers and acquisitions in the energy sector as companies seek economies of scale [3] - If Shell proceeds with the acquisition, it may take years to integrate BP, with cultural clashes and asset overlaps complicating the process [3] - Chevron is also pursuing a $53 billion deal for Hess, while ExxonMobil completed a $60 billion acquisition of Pioneer Natural Resources last year [3]