Core Insights - Shell has launched the upgraded Shell Helix Ultra Lightning engine oil, known as 'Lightning 2.0', in Abu Dhabi, which is now the selected engine oil for the Ferrari racing team, enhancing its performance identity [1][2] Product Features - The Lightning series is positioned as a top-tier product within the Shell Helix Ultra family, designed to provide powerful performance and comprehensive protection for Chinese drivers [2] - Powered by Shell PUREPLUS Technology, the Lightning series uses a super GTL base oil that is 99.5% pure, forming the basis of a fully synthetic engine oil engineered for ultimate performance [3] - Lightning offers 52% better anti-wear protection compared to conventional API SP oils, maintaining 100% power performance for up to 20,000 km [4] Market Availability - The upgraded Lightning engine oil is exclusively available through all TUHU channels, allowing users to order via the TUHU App and access professional services at TUHU workshops nationwide [5] Consumer Insights - As the automotive aftermarket in China evolves, consumer expectations for engine oil have shifted towards higher performance, longer protection, and enhanced driving sensations [6] - TUHU and Shell have identified a rising demand for stronger performance and stable protection, leading to the integration of track-proven innovations into consumer engine oils [7] Collaboration and Future Plans - The collaboration between TUHU and Shell aims to bring racing technology into everyday driving, making high-performance products more accessible to consumers [8]

经济观察网12月7日，壳牌携全新升级的壳牌超凡喜力极速闪电系列润滑油(以下简称"闪电红2.0")亮相阿布扎比。作为法拉利车队的甄选用油，"闪电红"系 列是壳牌首款采用"法拉利红"包装的产品，无论是在视觉上还是在用料上，均大大强化了"赛道基因"。 据了解，"闪电红"系列是目前壳牌超凡喜力家族中定位最高、用料最好的产品之一。新升级的"闪电红"机油将于途虎养车全渠道独家发布，为广大中国车主 带来兼具超强动力与全面保护的高端润滑新体验。 近年来，随着中国汽车消费市场的火热，车主对于换油保养的需求，正从"能用、够用"，逐步升级为"用得更好、更久、更安心"。除此之外，车主对于"品 质"和"技术"的追求，也不仅停留在冷冰冰的实验参数，而是聚焦在实打实的驾驶体验。 在此背景之下，途虎养车基于平台的数字化优势及大量用户反馈，敏锐洞察到中国车主对于"瞬时响应、稳定保护、强劲动力"的追求，并联合壳牌积极推动 生产端的定制化与需求端的个性化相匹配。 具体而言，在"闪电红"系列的研发过程中，途虎养车联合壳牌将赛道上积累的尖端科技下放至民用润滑油领域，让车主于日常驾驶中也能感受到如同赛车般 的澎湃动力体验，真正实现了"赛道科技，民用普及 ...

Key Takeaways Shell and Petrobras increased their stakes in Brazil's Atapu and Mero fields through a new PPSA bid.SHEL's added acreage supports its plan to sustain 1.4M barrels per day of liquids output.PBR's expanded interest aligns with its 2026-2030 plan focused on high-return pre-salt assets.A consortium of Shell plc (SHEL) and Petróleo Brasileiro S.A. - Petrobras (PBR) recently announced the expansion of stakes in Brazil’s pre-salt region that continues to be a strategic growth engine for both companie ...

Shell has expanded its long-term footprint in Brazil’s prolific pre-salt sector, raising its ownership stakes in the Atapu and Mero fields after securing additional equity in an auction led by state-controlled Pré-Sal Petróleo. The company acquired 26.76% of Atapu Open Acreage, equivalent to 0.95% of the Atapu unit, and 20% of the Mero Open Acreage, equivalent to 3.5% of the Mero unit, lifting Shell Brasil’s working interest to 16.917% in Atapu and 20% in Mero. The revised interests are expected to take e ...

Core Insights - Recent trends show a significant increase in global private equity investments in oil and gas infrastructure, particularly in pipeline and storage assets, which offer high returns and long lifespans while providing substantial cash flow to major energy companies [1][3][5] - Major transactions involving companies like ADNOC, Aramco, and Bapco are paving the way for similar investments by international energy giants such as BP and Shell [1][3][6] Investment Trends - Private equity funds are increasingly targeting infrastructure assets of international oil companies, driven by the need for cash flow and the ability to maintain operational control [1][4] - The trend is supported by the gradual opening of pipeline networks to foreign capital in Saudi Arabia and the UAE, allowing private funds to engage in significant infrastructure deals [4][5] Notable Transactions - Significant transactions have occurred this year, including Apollo's acquisition of a 25% non-controlling stake in BP's TANAP pipeline subsidiary for approximately $1 billion, while BP retains control and governance [2][5] - Shell sold a 16.125% stake in the Colonial Pipeline to a Brookfield-managed fund, highlighting the shift towards private equity as a financing avenue for energy giants [2][5] Historical Context - The trend of private equity investment in Middle Eastern energy infrastructure began earlier, with ADNOC selling 49% of its gas pipeline for $20.7 billion in 2020, and KKR acquiring a minority stake in ADNOC's gas pipeline this year [3][6] - Saudi Aramco's $11 billion leaseback deal for its Jafurah gas processing facility is another example of how these transactions are designed to enhance production capacity by 60% by 2030 [3][6] Future Outlook - The ongoing trend of private equity involvement in energy infrastructure is expected to continue, providing stable funding for energy companies and reliable returns for infrastructure investors [3][6]

Core Insights - Shell plc's Brazil affiliate has signed contracts for four new exploration blocks in the Santos Basin, enhancing its offshore portfolio and solidifying Brazil as a strategic global hub for the company [1][2]. Group 1: Expansion of Portfolio - The acquisition of blocks S-M-1819, S-M-1821, S-M-1912, and S-M-1914 increases Shell's total to 72 oil and gas contracts in Brazil, establishing a seven-year exploration window followed by a 27-year production phase [2][9]. - The combined signing bonus for these new blocks amounts to R$21.3 million, reflecting Shell's confidence in Brazil's pre-salt and post-salt potential [3]. Group 2: Strategic Importance of the Santos Basin - The Santos Basin is crucial due to its significant deepwater pre-salt reserves, which have positioned Brazil as a leading global oil producer and reduced its reliance on imported energy [4]. - Shell's latest additions to its portfolio reinforce its presence in this highly productive region, which is a focal point for major international players [5]. Group 3: Commitment to Long-Term Energy Strategy - Shell's acquisitions demonstrate its commitment to Brazil's long-term energy agenda, expanding its portfolio and highlighting Brazil's importance to Shell's global operations [6]. - The move aligns with Shell's broader strategy of disciplined deepwater investments that focus on reliability, growth, and lower-carbon potential [6].

Key Takeaways Shell's joint venture BSP granted ADES a key offshore drilling contract in Brunei.The deal covers P&A work using ADES' Compact Driller rig starting in late 2026.The contract follows ADES' merger with Shelf Drilling, boosting operational strength for Shell's partner.Shell plc (SHEL) , a global leader in the energy sector, continues to strengthen its foothold in Southeast Asia through strategic partnerships and significant operational moves. One of the most recent developments comes from ADES In ...

Core Insights - Shell is prepared to increase investments in Italy to enhance hydrocarbon production [1] - The head of Shell's Italian unit is advocating for the government to permit new drilling activities [1] Company Summary - Shell aims to boost its hydrocarbon output in Italy through increased investments [1] - The company is actively seeking government support for new drilling initiatives [1] Industry Summary - The energy sector in Italy may see a shift with potential new drilling opportunities if government regulations are adjusted [1] - Increased hydrocarbon production could impact the overall energy landscape in Italy [1]

Core Insights - Shell plc has signed a long-term deal with Ferrari to supply renewable energy until 2034, aiming to reduce Ferrari's carbon footprint and meet sustainability targets [1][4][10] Group 1: Partnership Details - The agreement will provide Ferrari with a total of 650 gigawatt hours (GWh) of renewable energy over the next decade, covering nearly half of the energy requirements at its Maranello plant [3][9] - Shell will also provide renewable energy certificates to cover all of Ferrari's energy needs across Italy, ensuring alignment with environmental goals [6][9] Group 2: Emission Reduction Goals - Ferrari aims to achieve a 90% decrease in absolute Scope 1 and Scope 2 emissions by 2030, with this partnership playing a critical role in that strategy [4][10] - Scope 1 emissions are directly linked to Ferrari's operations, while Scope 2 emissions are associated with the electricity purchased for operations [5] Group 3: Industry Trends - Power Purchase Agreements (PPAs) are becoming essential in the renewable energy sector, allowing businesses to secure favorable pricing and access to renewable power [2][7] - The collaboration between Shell and Ferrari reflects a broader trend of businesses integrating renewable energy solutions to stabilize costs and reduce environmental impact [7][8][15] Group 4: Future Implications - This partnership sets a new benchmark for the automotive sector, demonstrating that luxury and sustainability can coexist [16] - Ferrari is positioning itself as a leader in sustainable luxury, aligning with the growing trend of eco-conscious consumers [15][14]

Core Viewpoint - UBS has downgraded Shell's rating from "Buy" to "Neutral" [1] Group 1 - The downgrade reflects concerns over Shell's future performance and market conditions [1] - UBS's decision may impact investor sentiment and stock performance for Shell [1]