Key Takeaways Shell is considering a return to Venezuela as U.S. sanctions ease, reopening stalled gas projects.The Dragon gas field could generate about $500M annually for up to 30 years if developed.Political risk, oil prices and Venezuela's expropriation history continue to deter investment.Shell plc (SHEL) is reportedly considering a return to Venezuela as political and policy changes raise the prospect of renewed foreign investment in the country’s energy sector. The British oil major has long targeted ...

The biggest surprise of 2026, so far, is not a tech breakthrough or a shift in interest rates—it is the sudden, explosive revival of the oil sector following the U.S. military capture of Venezuelan President Nicolás Maduro. CVX stock is climbing. See the chart and price action here. Energy stocks ended 2025 as a beaten-down industry plagued by a global supply glut and the steepest annual price declines since the pandemic. Today, they’re reinvigorated after President Donald Trump pledged to “unlock” Venezuel ...

斯伦贝谢数字化业务总裁拉凯什·贾吉表示："数字技术与AI正在重塑能源行业。通过与壳牌等行业领导 者合作，我们将加速开发先进的数字与自主AI解决方案，通过自动化与自主化变革行业工作模式，从 规划到运营为上游业务创造价值。" 此次合作延续了两家公司长期的技术伙伴关系，标志着双方在行业数字化与智能化转型方面迈出更深一 步。 中化新网讯 近日，全球领先的能源技术公司斯伦贝谢与能源巨头壳牌签署战略合作协议，将联合开发 应用于油气领域的自主智能体人工智能(AI)技术，旨在提升行业技术专家与决策者的工作效率与能力。 根据协议，双方计划构建开放的数据与AI基础设施，在安全的数字环境中整合地下勘探、钻井建设和 生产运营等全链条数据与工作流程。斯伦贝谢将以其Lumi数据与AI平台为基础，推动智能化解决方案 的研发与应用。 ...

Shell could accelerate its massive Dragon gas field project in South America - Mike Kemp/In Pictures via Getty Images Shell could earn billions of dollars from new Venezuelan gas projects following Donald Trump’s ousting of Nicolás Maduro. The British oil company wants to target the rich gas fields lying between Venezuela and the neighbouring offshore islands of Trinidad and Tobago but has faced years of delay linked to US sanctions. Mr Trump’s intervention means a potential acceleration of the massive ...

Core Insights - The Shell Nigeria HI project, undertaken by CNOOC Engineering Co., Ltd., has reached a significant milestone with the completion of the main construction of the upper modules at the Tianjin Intelligent Manufacturing Base, marking a new phase in the collaboration between CNOOC Engineering and Shell [1] - The project is notable as it is the first time CNOOC Engineering has acted as the general contractor for Shell, encompassing design, procurement, and construction responsibilities, which lays a foundation for further expansion into the international high-end oil and gas engineering market [1] Group 1 - The project team is currently in the final debugging phase, aiming for timely delivery by mid-January [1] - Key tasks include conducting pressure tests on process pipelines, which are critical for ensuring the strength and sealing of the pipelines, directly impacting the safety and stability of offshore production [1] - The project has successfully completed 68 pipeline pressure test packages, with over 37,000 meters of cable laid and 1,147 cable connections made, achieving a 99.98% first-pass welding rate for critical path pipelines [2] Group 2 - The project team has implemented an integrated, modular, and standardized operational model to enhance construction efficiency and ensure seamless workflow [2] - Resources are dynamically allocated, with two-shift operations at critical work nodes to effectively safeguard the overall project schedule [2] - The project is on track to start the new year positively, with a focus on maintaining quality and progress under tight deadlines [2]

Core Viewpoint - Shell and INEOS Energy have confirmed a new oil and gas discovery in the Nashville exploration well located in the Norphlet deepwater play of the Gulf of Mexico, with Shell holding 79% and INEOS holding 21% working interest [1] Group 1: Discovery Details - The discovery is expected to be tied back to the nearby "Appomattox" production platform jointly owned by Shell and INEOS [1] - INEOS Energy's CEO, David Bucknall, stated that this discovery is a significant milestone for the company's offshore asset portfolio in the U.S. [1] Group 2: Strategic Implications - The discovery represents a positive outcome for INEOS Energy and marks important progress in responsible exploration and development in the resource-rich Gulf of Mexico [1] - The Nashville discovery is anticipated to enhance energy security and provide a reliable supply for many years to come [1]

Core Insights - The 2025 Third Sustainable Brand Seminar held in Beijing focused on sustainable brand development and value enhancement for enterprises, emphasizing the importance of sustainable branding in improving international corporate image [1] - The release of the "2025 World Energy Enterprises Sustainable Brand Value Research Report" aims to provide guidance for global energy companies in building sustainable brands and offers new strategies for Chinese energy firms to create world-class brands [1][2] Group 1: Research Findings - The average global sustainable brand strength is 812, reflecting a year-on-year increase of 1.6% [3] - Chinese sustainable brand value has increased by 22% year-on-year [4] Group 2: Recommendations - Companies should enhance investment in sustainable branding to improve their overall image [4][5] - There is a need to accelerate the internationalization of brands [4] - Improving environmental image has become a consensus among more enterprises [4] - Strengthening employer branding capabilities is essential [5] - Companies should enhance media interaction to increase the visibility of their sustainable brands [5]

Core Insights - Shell plc (NYSE:SHEL) is recognized as one of the best crude oil stocks for dividends and is also included in the list of best non-US stocks favored by hedge funds [1][5] Group 1: Oil Discovery - Shell, in partnership with INEOS, has made a new oil discovery in the Gulf of America, confirming hydrocarbons at the Nashville exploration well in the Norphlet region [3] - Shell operates the Nashville well with a 79% working interest, while INEOS holds the remaining 21% [3] Group 2: New Contract and Project - Shell has selected the Valaris drillship, VALARIS DS-8, for operations off the coast of Brazil, with a multi-year contract valued at approximately $300 million [4] - The drillship will be deployed at Shell's Orca project, which is designed to produce up to 120,000 barrels of oil per day, with production start-up scheduled for 2029 [4] - The contract with Valaris is set to commence in the first quarter of 2027 and has an estimated duration of approximately 800 days, with an option to extend by about one year [4]

Core Insights - Leading oil and gas companies are focusing on decarbonisation targets through a mix of existing measures and emerging technologies, with carbon capture being a key strategy for emission reduction [1] - Companies are reviewing their interim targets set for 2030 due to market volatility and policy uncertainties, leading to adjustments in timelines and investment priorities [2] - The pace of investment in renewable energy sources like solar and wind has slowed, as major firms prioritize financial discipline and value maximization from traditional hydrocarbon assets [3] Group 1 - Oil and gas firms are actively involved in solar and wind projects, recognizing their long-term growth potential, but investment has been tempered by market challenges and geopolitical instability [3] - Heightened energy security concerns and high capital costs for renewable projects have led to increased fossil fuel demand, prompting companies to focus on conventional operations [4] - The transition to low-carbon energy is ongoing but at a slower, more pragmatic pace, shifting from immediate action to a risk-adjusted, demand-driven approach [5]

Key Takeaways SHEL and its partner confirmed high-quality oil at the Nashville well in the Norphlet formation. INEOS Energy holds a 21% stake, calling the discovery a key step in expanding its US Gulf presence.SHEL operates the well with a 79% stake using the Deepwater Proteus rig, while its partner holds 21%.Shell plc (SHEL) , a London-UK-based integrated oil and gas company, and INEOS Energy have announced a significant oil discovery in the Norphlet formation in the Gulf of America. The exploration well, ...