Shell: LNG Leadership Makes For An Attractive Risk/Reward [Seeking Alpha]
Royal Dutch Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) (SHEL)
Company Research
Source: Seeking Alpha
Next to best-in-class deepwater assets in the Gulf of Mexico and Brazil, Shell has a dominant position in LNG at ~17% of global supply supported by a highly visible pipeline. Due to its dominance in production and storage capacity, Shell's LNG trading is in a highly advantaged position to exploit global price arbitrage, alone contributing ~$2.4B in Q4 net profit. I am highly bullish on Shell's leverage to benefit from growing demand in LNG and realize higher natural gas prices in Asian and European markets. Initiate at Overweight (PT $90). Shell plc ( NYSE: SHEL ) has gotten its fair share of criticism over the past years, through its accelerated push into renewable energy generation in wind and solar power alongside the announcement to cut hydrocarbon production further every year. With the replacement of previous CEO van Beurden by Wael Sawan, previously the leader of Shell's Integrated Gas division, those plans have been significantly laxed with the new CEO aiming to keep li
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SHEL
News
- Transaction in Own SharesGlobeNewswire
- Transaction in Own SharesGlobeNewswire
- Transaction in Own SharesGlobeNewswire
- Transaction in Own SharesGlobeNewswire
- Transaction in Own SharesGlobeNewswire
SHEL
Sec Filings
- 4/17/24 - Form 6-K
- 4/5/24 - Form 6-K
- 4/4/24 - Form 6-K
- SHEL's page on the SEC website