Our Take: Scrutiny Forces Shell to Act Fast

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Royal Dutch Shell’s newly proposed restructuring isn’t earth shattering, but it demonstrates how investor scrutiny can quickly provoke change — even if more radical disruption is fended off. Shell is a crucial litmus test for investor acceptance of the integrated energy provider model as well as investor patience, as it tries to convince that oil and gas coexisting alongside renewables for the next decade and beyond is a stronger value proposition than demerging.

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