Shell Mobility, a division of British multinational oil and gas company Shell plc (SHEL) , has announced its exit from the fuel retail market of Mexico, transferring operations to Iconn, the country’s conglomerate that owns 7-Eleven and Petro Seven. This strategic divestment includes more than 200 fuel service stations, convenience stores and fuel import infrastructure, positioning Iconn as a dominant force in Mexico’s energy and convenience retail space. The acquisition, which remains pending regulatory ap ...

行业巨头并购的蓝图已发展至2030年代的石油持续增长、市场/交易的上升空间、转型的灵活性以及更 低的加权平均资本成本等方面。收购英国石油公司能否完全实现壳牌的这些核心目标?答案似乎只是部 分达成而非完全达成。而且，按照目前的估值，小摩的模型并未显示这将使壳牌在 2030 年达到其"北极 星"目标——即每股自由现金流CAGR超过 10%。 智通财经APP获悉，最近关于壳牌(SHEL.US)与英国石油(BP.US)并购案的争论愈发激烈，摩根大通根据 预估模型和对全球超级巨头互补性的分析来评估其利弊。总的来看，小摩认为这笔交易需要更低的价格 或者更高的协同效应， 并给予壳牌"增持"评级，但给予英国石油"持股观望"评级。 英国石油与壳牌以及全球大型石油公司同行的对比。壳牌和英国石油公司的资产组合互补性处于中等而 非顶级水平，美国上游业务、天然气(贸易)以及北美和欧洲的营销业务是突出领域。然而，壳牌仅有 25% 至 30% 的油气产量位于英国石油公司 80% 产量所在的八个核心国家，反垄断方面的考虑可能成为 下游业务的限制因素。小摩还展示了英国石油公司与道达尔能源(TTE.US)、埃克森美孚(XOM.US)、雪 佛龙( ...

Shell plc’s (SHEL) Indonesian affiliate has taken a bold step in reshaping its business strategy by divesting fuel retail operations to a joint venture between Citadel Pacific Limited and Sefas Group. This transaction includes the transfer of around 200 gas stations and a fuel storage terminal located in Gresik, with completion expected by next year.Despite this move, Shell remains firmly rooted in Indonesia. The company emphasized that it will continue to operate under brand licensing agreements, maintaini ...

Group 1: LNG Market Dynamics - Shell predicts that traditional LNG exporters like Indonesia, Malaysia, and Algeria may soon become net importers due to rising domestic demand and falling production [1] - The role reversal of these countries could add up to 50 million metric tons of new LNG demand by 2040, following Egypt's recent transition to a net LNG importer [2] - Shell maintains a measured outlook on potential LNG oversupply, citing delays in project rollouts due to COVID-19, supply-chain bottlenecks, and labor shortages [3] Group 2: Demand Growth in Asia - Asia is projected to be the key demand center for LNG, with Shell forecasting a 60% increase in global LNG demand by 2040 driven by economic expansion and decarbonization efforts [4] - The rising demand in Asia is sensitive to pricing, as evidenced by a resurgence in purchases when spot prices dropped below $10 per million British Thermal Units [5] Group 3: Company Overview - Shell is recognized as one of the primary oil supermajors with a global operational footprint [6] - The company currently holds a Zacks Rank of 5 (Strong Sell) [6] Group 4: Alternative Investment Opportunities - Investors may consider better-ranked stocks in the energy sector, such as Flotek Industries (Zacks Rank 1), Global Partners (Zacks Rank 1), and RPC (Zacks Rank 2) [7] - Flotek Industries is expected to see a 55.88% year-over-year growth in 2025 earnings [8] - Global Partners is projected to achieve a 17.84% year-over-year growth in 2025 earnings [9] - RPC is estimated to have a 33.33% growth in earnings for the next quarter [10]

美国油气巨头埃克森美孚与雪佛龙也有收购BP的意愿。然而，分析认为，美国企业要收购欧洲企 业不仅要面对美欧政治问题，还要考虑后续企业管理、业务整合等多方面问题，地理位置相差太远对解 决这些问题有百害而无一利。因此，BP的资产对于埃克森美孚与雪佛龙是否有足够吸引力仍是未知 数。 据传，另外两家有财力和意愿收购BP的企业是道达尔能源和阿布扎比国家石油公司（ADNOC）。 BP旗下的天然气资产同样对法国巨头道达尔能源很有吸引力。不过，目前道达尔能源在资本市场的主 要精力放在回购自家股票上，基本不会推动BP的收购。此外，分析人士称，鉴于特朗普政府对可再生 能源的政策，道达尔能源恐怕无意收购BP的炼油业务、美国页岩油业务与美国海上风能的业务。至于 ADNOC，和美国的埃克森美孚、雪佛龙一样，政治问题将成为收购的掣肘。 BP的财务状况确实糟糕，但其的确是优秀资产。目前，BP市值已跌至781亿美元，但其不含负债的 总资产规模高达2800亿美元以上，其天然气资产更是优质资产。据瑞银集团分析，BP在墨西哥湾和美 国页岩领域的油气资产总值高达820亿美元，单单是这部分资产的价值就已超出公司的整体市值。 不过，BP被收购的阻碍也非常 ...

目前 666 座已接入壳牌充电站覆盖上海、南京、苏州、武汉、无锡、长沙、合肥，其他城市站点后续也将陆续开放。 据介绍，极氪能源接入三方优质充电终端规模已突破 129 万， 实现中国大陆地级市 100% 全覆盖 。其中，高速服务区已接入数量达 5025 座； 超快充站（单枪峰值功率≥360kW）已接入数量达 7448 座。 除了与壳牌合作外，极氪还与其他企业进行了补能网络合作。今年 2 月，极氪宣布与开迈斯达成合作，实现充电网络双向互联互通合作，目前 三方桩规模突破 110 万枪，覆盖全国核心城市，其中，高速服务区覆盖率 83%、中国大陆地级市覆盖率 100%。 同时，极氪还与其他车企进行补能合作。例如，今年 5 月，广汽能源与极氪能源达成双向互联互通合作，用户可通过各自 App 或小程序查询信 息。 在自建补能网络方面，今年 3 月，极氪官方宣布，极氪能源 V3 极充站落地 4 城。据悉，此次极氪能源 V3 极充站落地的 4 座城市包括：宁 波、杭州、东莞以及温州。 （ 来源：IT之家/盖世汽车） 01 ｜ 固态电池掘金机器人赛道！ 02 ｜ 美国企业"紧盯"硅基负极！ 往 期 回 顾 5 月 22 日消息， ...

Shell plc (SHEL) has achieved a notable legal victory as the U.S. District Court for the Southern District of New York dismissed a $58 million lawsuit filed by Nigerian contractor Forstech Technical Nigeria Limited against The Shell Petroleum Development Company of Nigeria Limited (“SPDC”), now operating as Renaissance Africa Energy Company.Although SHEL has a great operational strength, the rising risks related to macroeconomic conditions, geopolitical scenarios, and regulatory and legal pressure can have ...

壳牌润滑油全球执行副总裁 黄志昌 表示： "壳牌与英特尔历时两年的联合测试证明，采用浸没 式液冷替代传统风冷系统，能在确保运行 稳定性一致 的基础之上，助力数据中心 能耗降低 最高 48% ， 运营成本减少 最多 33% 。 " [1] 文 | 壳牌（中国）有限公司 大型芯片制造商英特尔官方认证壳牌浸没式冷却液，适用于多种数据中心。 当 AI算力需求翻倍增长，数据中心如何破解"散热焦虑"？ 壳牌工业润滑油 旗下的 壳牌浸没式冷却液 获得全球主要芯片制造商 —— 英特尔认证 。这是 全 球首个 获得此类权威认证的冷却液产品，不仅验证了其与第 4代、第5代英特尔处理器的兼容 性，更预示着壳牌浸没式液冷创新解决方案广阔的应用前景。 传统冷却系统通常需消耗数据中心 30~40%的能源。 [4] 而壳牌浸没式液冷解决方案可对现有数据 中心进行改造，也可帮助新建的液冷数据中心更高效地利用空间。 作为全球领先的润滑油供应商之一 [2] ，壳牌正持续投入对电动汽车、储能系统及数据中心等新 兴领域的高端产品研发，竭尽全力协助工业客户实现节能减碳目标。 壳牌浸没式冷却液由壳牌实验室自主研发，通过将服务器浸入电绝缘液体中实现散热， ...

Shell plc’s (SHEL) ambitions to lead the global gas and liquefied natural gas (LNG) market have encountered resistance from a significant portion of its shareholders. At its recent annual general meeting (AGM), over 20% of investors backed a resolution calling for greater transparency around the company’s gas-heavy strategy, citing concerns about climate commitments and long-term economic risk.Shell is betting heavily on gas in anticipation of a 60% global increase in demand through 2040, primarily from Asi ...

In the wake of blockbuster energy deals like ExxonMobil’s (XOM) acquisition of Pioneer Natural Resources and Chevron’s (CVX) pending merger with Hess, speculation around Europe’s largest oil company Shell’s (SHEL) interest in acquiring smaller rival BP (BP) has stirred fresh debate. If consummated, a Shell-BP tie-up would reshape the global oil and gas landscape, creating a European supermajor with the scale to rival ExxonMobil and outsize Chevron. However, despite media reports that Shell has been explorin ...