2026-10-08 Earnings Bull
Shell Raises Q3 Integrated Gas Output Forecast Output forecast raised to 740-780k boe/d, aided by ARC Resources acquisition
D1 +3.5%
2026-09-21 → 09-30 Company Bull
Shell Greenlights LNG Canada Phase 2, Doubling Capacity to 28 mtpa Phase 2 adds ~6 mtpa LNG supply, reinforcing Shell's global LNG leadership
D1 -1.3% · +5d +3.4%
› 3 waves of this story2026-09-21 Phase 2 could add 14 mtpa export capacity, boosting long-term cash flow outlook2026-09-29 Multi-source confirms Phase 2 FID, boosting Asia gas supply position2026-09-30 Phase 2 adds ~6 mtpa LNG supply, reinforcing Shell's global LNG leadership2026-09-30 Company Bull
Shell Sold 17.96M Tonnes LNG in Q2, Scale Larger Than Expected Annualized 72M tonnes incl. trading, shipping & regas, showing full-chain strength
D1 -0.1% · +5d +1.9%
2026-09-23 → 09-25 Company
Shell & NGC Reach Aphrodite Gas Deal, Targeting First Gas in 2027 Deal clears major hurdle for Trinidad project amid supply challenges
D1 +1.6% · +5d -0.4%
› 2 waves of this story2026-09-23 Resolves pricing dispute, clearing path for project and strengthening Shell's Trinidad gas position2026-09-25 Deal clears major hurdle for Trinidad project amid supply challenges2026-09-10 → 09-25 Capital
Shell Buys Back 495,544 Shares on Sept 24 at Avg £36.29 Continues buyback program announced July 30
D1 +0.4% · +5d -0.1%
› 5 waves of this story2026-09-10 Portfolio reshuffle with $715M divestiture and new acquisition2026-09-11 Shell adds 169 MW PJM exposure while divesting RISEC for $715M, continuing U.S. power portfolio reshape2026-09-12 Divesting top New England plant stake extends US power portfolio reshape2026-09-11 Sep-10 buyback: 809,497 at £35.44 on LSE; 408,979 at €41.37 in Amsterdam2026-09-25 Continues buyback program announced July 302026-09-21 Other Bear
Shell shares fall as oil drops 2% on Saudi supply recovery, Iran talks Lower crude prices pressure Shell's valuation and near-term earnings outlook
D1 -1.3% · +5d +3.4%
2026-09-09 Company Bull
Shell hits record high as crude rally persists Shares hit 3530p, up 25% from July low; multiple energy stocks at records
D1 +0.3% · +5d +0.1%
2026-09-01 → 09-03 Company
Shell to fully acquire Tri Star Energy, deepening US Southeast retail network New: announces acquisition of remaining 67% stake, deal expected to close by year-end
D1 +2.3% · +5d +2.2%
› 2 waves of this story2026-09-01 Acquires US convenience store operator and fuel distributor to strengthen downstream retail2026-09-03 New: announces acquisition of remaining 67% stake, deal expected to close by year-end2026-09-02 → 09-03 Capital Bull
Shell Completes ARC Acquisition, Adds Production and Acreage Boosts production and acreage for long-term growth
D1 -0.8% · +5d +3.4%
› 3 waves of this story2026-09-02 Company announcement confirms deal closure, strengthening North American unconventional gas portfolio2026-09-03 $16.5B deal adds Montney output immediately, supporting ~4% CAGR through 20302026-09-03 Boosts production and acreage for long-term growth2026-09-01 Regulation
US Resumes Strikes on Iran Sends Oil Higher; Shell Underperforms on Refining Exposure Oil jumps >2% above $92; Shell shares rise 1.8% but lag peers
D1 +2.3% · +5d +2.2%
› 2 waves of this story2026-09-01 Escalating Hormuz conflict boosts crude, yet Shell's damaged assets weigh on relative performance2026-09-01 Oil jumps >2% above $92; Shell shares rise 1.8% but lag peers2026-08-14 → 08-26 Regulation Bear
Post-South Africa ruling, oil price slide weighs on Shell Brent at ~$86.38, SHEL down 0.6% as Hormuz hope removes war premium
D1 +0.6% · +5d +3.2%
› 2 waves of this story2026-08-14 Court rules exploration cannot proceed, a setback after years of legal challenges2026-08-26 Brent at ~$86.38, SHEL down 0.6% as Hormuz hope removes war premium2026-08-26 Capital
Shell buys back 1.675M shares for cancellation Repurchases on Aug 25 across venues, priced £33.66-£34.08 and €39.39-€39.92
D1 -1.2% · +5d +1.9%
2026-08-25 Capital
Shell Eyes $8B US Chemicals Exit, Sharpens Oil & Gas Focus Multiple bidders vie for Shell's four US chemical plants; deal signals sharper pivot to oil and gas
D1 -0.8% · +5d +1.4%
2026-08-03 Capital
Shell sells European onshore renewables unit to TotalEnergies Deal covers assets in Italy, Netherlands, Spain and UK; Shell continues reshaping power portfolio
D1 -1.0% · +5d -1.2%
2026-07-30 → 08-01 Earnings Bull
Shell Q2 profit more than doubles, beats expectations; announces $3.1bn buyback Q2 adjusted earnings of $9.8B; CEO says oil prices headed higher long-term, supporting all-of-the-above strategy
D1 +2.5% · +5d -1.0%
› 3 waves of this story2026-07-30 Adjusted earnings of $9.84B in Q2, highest since 2022, driven by higher oil prices and strong trading2026-07-30 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 strategy2026-08-01 Company
Shell sells BG Cyprus to MOL for up to $720M Exits Aphrodite gas field stake to sharpen LNG focus
D1 -1.0% · +5d -1.2%
2026-07-30 Earnings
Earnings report LNG Canada 投产一年已交付超过 100 船货物，并于本季度达到满负荷产能。
D1 +2.5% · +5d -1.0%
2026-07-29 Company Bull
Shell makes deepest-ever Mediterranean offshore oil discovery in Egypt Confirms active petroleum system; commercial studies assess development potential
D1 +2.5% · +5d -0.7%
