Shell says US general license for exploration in Venezuela will allow it to progress with Dragon gas project
A U.S. general license for oil and gas exploration in Venezuela will allow Shell to progress with its Dragon gas project, a company spokesperson told Reuters on Thursday.
Shell: Integrated Gas Is In Demand
Shell stands out with a $216B market cap, a robust integrated gas portfolio, and a nearly 4% dividend yield. SHEL aggressively repurchases shares, reinforcing capital returns and shareholder value. The company's integrated gas operations underpin its investment value and future growth prospects.
Shell: Positioned To Benefit From A Potential Capital Rotation Into European Energy
Shell maintains a Buy rating, supported by disciplined capital allocation, robust shareholder returns, and attractive valuation despite recent results. SHEL continues $3.5 billion quarterly buybacks and raised its dividend by 4%, yielding approximately 10% total returns in 2025, though buybacks may be trimmed if oil price weakness continues. Management still targets 10% normalized FCF per share growth through 2030, with recent deepwater developments plugging near-term production gaps and supporting long-term objectives.
Four partners leave EY after potential breaches of Shell audit, FT reports
Four partners have left EY following potential breaches in its audit of Shell that resulted in the oil major dropping the accounting firm as its auditor, the Financial Times reported on Thursday.
Oil major BP suspends buybacks in fresh sign of oil price pressure
BP's industry rivals Equinor and Shell both reported weaker quarterly earnings last week, citing lower crude prices, among other factors. In this article SHEL-GB
Shell's Latest Results Disappoint, But External Factors Merit A Rating Upgrade
Shell reported disappointing 2025 results, with upstream and LNG segments underperforming due to weak prices and output declines. I am upgrading SHEL from "Sell" to "Hold," anticipating external market factors will turn favorable for oil and gas producers, as well as LNG producers, in the coming year. Renewables remain a drag, with green hydrogen investments posing potential write-down risks or multi-year losses if completed.
Shell Plc downgraded after soft trading update
RBC Capital Markets has downgraded Shell PLC to 'Sector Perform' from 'Outperform', citing mounting concerns over the energy major's resource depth and what the bank calls a rare "double miss" on earnings. The investment bank cut its price target to 3,200p from 3,600p, implying roughly 12% upside from current levels.
Shell picks PwC as auditor to replace EY
Shell has chosen PricewaterhouseCoopers (PwC) as its next auditor after a tender process, with PwC set to replace EY from 2027, the oil major said on Friday.
Shell CEO on 'offshore gas opportunities' in Venezuela
Shell CEO Wael Sawan discusses investment opportunities in Venezuela during an interview with CNBC on Thursday.
Shell plc (SHEL) Q4 2025 Earnings Call Transcript
Shell plc (SHEL) Q4 2025 Earnings Call Transcript
Shell buyback cushions profit miss as analysts raise questions on cash use
Shell PLC shares were relatively steady, down 0.85% at 2,843.5p, after the oil major missed earnings expectations for the fourth quarter but held the line on shareholder payouts, announcing a fresh $3.5 billion buyback and a 4% dividend increase. Adjusted earnings fell short of forecasts at $3.3 billion, around 7% below consensus.
Shell CEO: 2025 was 'by and large a very good year' for the oil major
Shell CEO Wael Sawan says tax adjustments and weakness in its chemicals business hurt the oil major in the fourth quarter but that 2025 was a "very good year" for the company overall.
