IMG.gif

Our Take: Scrutiny Forces Shell to Act Fast

Copyright © 2022 Energy Intelligence Group All rights reserved. Unauthorized access or electronic forwarding, even for internal use, is prohibited.
AP_461911178812-companies-royal-dutch-shell

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.

Topics:
Equity and Debt Markets, Majors, ESG
Wanda Ad #2 (article footer)
#
Western oil firms now favor government direction to guide investment decisions, while some national oil companies still take their cue from price signals.
Tue, Oct 4, 2022
Awards for the final equity staked in the project known as North Field South are imminent, Qatar's energy minister says.
Wed, Oct 5, 2022
TotalEnergies has set out plans to grow its business and shareholder distributions without any future contribution from its Russian assets.
Wed, Sep 28, 2022