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HomeShell

Shell

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Andy Del Prado

Wall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in […]

AI

Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

October 1, 2025 Clark Savage

In a rapidly evolving energy landscape, major oil companies are shedding weight to stay competitive amid fluctuating crude prices, mergers and acquisitions, and technological disruptions. As highlighted in a recent Wall Street Journal piece, giants […]

Big Oil Companies

Big Oil Has Benefited from the Financial Discipline Imposed by ESG and what this means to investors

September 29, 2025 Clark Savage

In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly […]

TotalEnergies
Big Oil Companies

TotalEnergies Cuts CapEx by Over a Billion Dollars, Mostly in Renewables

September 29, 2025 Clark Savage

In a move signaling a strategic pivot amid rising debt and fluctuating energy markets, TotalEnergies has announced significant reductions in its capital expenditure (CapEx), with cuts exceeding $1 billion annually starting in 2026, and earlier […]

Big Oil Companies

Global Oil Majors Return to Frontier Exploration for Growth

September 24, 2025 Clark Savage

Global oil and gas majors are increasingly focusing on frontier regions and technically challenging areas to find new conventional oil and gas, driven by shrinking reserves and rising demand. Companies like ExxonMobil, TotalEnergies, Chevron, BP, […]

Venture Global
Big Oil Companies

U.S. Oil Giants Bet Big On European LNG Trading Strategies

September 22, 2025 Clark Savage

In the wake of geopolitical shifts and Europe’s ongoing quest for energy security, U.S. oil supermajors are ramping up their presence in the liquefied natural gas (LNG) market. Companies like ExxonMobil and Chevron are expanding […]

LNG Canada
Exports

Shell’s LNG Canada expansion project to get boost from government

September 16, 2025 Mariel Alumit

According to a statement issued last week, Carney included LNG Canada Phase 2 in Kitimat on his list of the first five “major projects” his government would help fast-track. The statement noted that this project […]

Shell
Finance

Shell seals Hungarian gas supply deal

September 16, 2025 Mariel Alumit

Hungary’s foreign minister Peter Szijjarto announced the signing of the deal last week during the Gastech exhibition and conference in Milan, Italy. The agreement is for two billion cubic meters of natural gas for ten […]

Botas
Finance

Botas pens three-year LNG supply deals with BP, Shell, and Eni

September 11, 2025 Mariel Alumit

Turkey’s Energy Minister Alparslan Bayraktar said via his social media channels that the deals were signed on Tuesday during the Gastech exhibition and conference, currently being held in Milan, Italy. Under the agreement with BP, […]

Edison
Exports

Shell pens US LNG supply deal with Edison

September 11, 2025 Mariel Alumit

Under the deal with Shell International Trading Middle East, Edison will receive around 0.7 mtpa of LNG from the US, starting in 2028 and continuing for up to 15 years, according to a statement by […]

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