기업호재
Shell Sold 17.96M Tonnes LNG in Q2, Scale Larger Than Expected영어 원문
Annualized 72M tonnes incl. trading, shipping & regas, showing full-chain strength
첫날 -0.1% · 현재까지 +0.6%
기업호재🔥진행 중
Shell Greenlights LNG Canada Phase 2, Doubling Capacity to 28 mtpa영어 원문
Phase 2 adds ~6 mtpa LNG supply, reinforcing Shell's global LNG leadership
첫날 -1.3% · 5일 후 +3.4%
›전개 과정 3회
- 2026-09-21 Phase 2 could add 14 mtpa export capacity, boosting long-term cash flow outlook
- 2026-09-29 복수 소식통, 2단계 최종투자결정 확인… 아시아 가스 공급 지위 강화
- 2026-09-30 Phase 2 adds ~6 mtpa LNG supply, reinforcing Shell's global LNG leadership
이전 이벤트 15건›
M&A·자금조달
셸, 9월 24일 평균 £36.29에 495,544주 자사주 매입영어 원문
7월 30일 발표된 자사주 매입 프로그램 지속
첫날 +0.4% · 5일 후 -0.1%
›전개 과정 5회
- 2026-09-10 Portfolio reshuffle with $715M divestiture and new acquisition
- 2026-09-11 Shell adds 169 MW PJM exposure while divesting RISEC for $715M, continuing U.S. power portfolio reshape
- 2026-09-12 Divesting top New England plant stake extends US power portfolio reshape
- 2026-09-11 Sep-10 buyback: 809,497 at £35.44 on LSE; 408,979 at €41.37 in Amsterdam
- 2026-09-25 7월 30일 발표된 자사주 매입 프로그램 지속
기업
셸·NGC, 아프로디테 가스 계약 체결…2027년 첫 가스 생산 목표영어 원문
공급난 속 트리니다드 프로젝트의 주요 난관 해소
첫날 +1.6% · 5일 후 -0.4%
›전개 과정 2회
- 2026-09-23 Resolves pricing dispute, clearing path for project and strengthening Shell's Trinidad gas position
- 2026-09-25 공급난 속 트리니다드 프로젝트의 주요 난관 해소
기타악재
Shell shares fall as oil drops 2% on Saudi supply recovery, Iran talks영어 원문
Lower crude prices pressure Shell's valuation and near-term earnings outlook
첫날 -1.3% · 5일 후 +3.4%
기업호재
Shell hits record high as crude rally persists영어 원문
Shares hit 3530p, up 25% from July low; multiple energy stocks at records
첫날 +0.3% · 5일 후 +0.1%
M&A·자금조달호재
Shell Completes ARC Acquisition, Adds Production and Acreage영어 원문
Boosts production and acreage for long-term growth
첫날 -0.8% · 5일 후 +3.4%
›전개 과정 3회
- 2026-09-02 Company announcement confirms deal closure, strengthening North American unconventional gas portfolio
- 2026-09-03 $16.5B deal adds Montney output immediately, supporting ~4% CAGR through 2030
- 2026-09-03 Boosts production and acreage for long-term growth
기업
Shell to fully acquire Tri Star Energy, deepening US Southeast retail network영어 원문
New: announces acquisition of remaining 67% stake, deal expected to close by year-end
첫날 +2.3% · 5일 후 +2.2%
›전개 과정 2회
- 2026-09-01 Acquires US convenience store operator and fuel distributor to strengthen downstream retail
- 2026-09-03 New: announces acquisition of remaining 67% stake, deal expected to close by year-end
규제
US Resumes Strikes on Iran Sends Oil Higher; Shell Underperforms on Refining Exposure영어 원문
Oil jumps >2% above $92; Shell shares rise 1.8% but lag peers
첫날 +2.3% · 5일 후 +2.2%
›전개 과정 2회
- 2026-09-01 Escalating Hormuz conflict boosts crude, yet Shell's damaged assets weigh on relative performance
- 2026-09-01 Oil jumps >2% above $92; Shell shares rise 1.8% but lag peers
규제악재
Post-South Africa ruling, oil price slide weighs on Shell영어 원문
Brent at ~$86.38, SHEL down 0.6% as Hormuz hope removes war premium
첫날 +0.6% · 5일 후 +3.2%
›전개 과정 2회
- 2026-08-14 Court rules exploration cannot proceed, a setback after years of legal challenges
- 2026-08-26 Brent at ~$86.38, SHEL down 0.6% as Hormuz hope removes war premium
M&A·자금조달
Shell buys back 1.675M shares for cancellation영어 원문
Repurchases on Aug 25 across venues, priced £33.66-£34.08 and €39.39-€39.92
첫날 -1.2% · 5일 후 +1.9%
M&A·자금조달
Shell Eyes $8B US Chemicals Exit, Sharpens Oil & Gas Focus영어 원문
Multiple bidders vie for Shell's four US chemical plants; deal signals sharper pivot to oil and gas
첫날 -0.8% · 5일 후 +1.4%
M&A·자금조달
Shell sells European onshore renewables unit to TotalEnergies영어 원문
Deal covers assets in Italy, Netherlands, Spain and UK; Shell continues reshaping power portfolio
첫날 -1.0% · 5일 후 -1.2%
기업
Shell sells BG Cyprus to MOL for up to $720M영어 원문
Exits Aphrodite gas field stake to sharpen LNG focus
첫날 -1.0% · 5일 후 -1.2%
실적호재
Shell Q2 profit more than doubles, beats expectations; announces $3.1bn buyback영어 원문
Q2 adjusted earnings of $9.8B; CEO says oil prices headed higher long-term, supporting all-of-the-above strategy
첫날 +2.5% · 5일 후 -1.0%
›전개 과정 3회
- 2026-07-30 Adjusted earnings of $9.84B in Q2, highest since 2022, driven by higher oil prices and strong trading
- 2026-07-30 Adjusted earnings hit $9.84B, best quarter in four years, boosted by Iran war lifting oil and gas prices and refining margins.
- 2026-08-01 Q2 adjusted earnings of $9.8B; CEO says oil prices headed higher long-term, supporting all-of-the-above strategy
실적
실적 발표
첫날 +2.5% · 5일 후 -1.0%
기업호재
Shell makes deepest-ever Mediterranean offshore oil discovery in Egypt영어 원문
Confirms active petroleum system; commercial studies assess development potential
첫날 +2.5% · 5일 후 -0.7%
방향별 정리 · 원문 링크
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