Shell Global(US:SHEL) Ge Long Hui A P P·2026-02-10 11:55Core Viewpoint - Shell's CEO Ben van Beurden stated that the company does not see the need to invest its own capital for large-scale projects in the U.S. liquefied natural gas (LNG) sector due to the availability of ample low-cost funding for infrastructure development [1] Group 1: Company Strategy - Shell is one of the largest purchasers of LNG in the U.S., indicating its strategy to secure significant volumes of LNG through long-term contracts [1] - Many of Shell's customer contracts are linked to the Henry Hub gas price, which helps the company effectively manage price risks associated with LNG procurement [1] Group 2: Market Position - The approach taken by Shell allows the company to capture attractive value within the LNG supply chain without the need to allocate substantial capital [1]