Royal Dutch Shell - Back to the Future (Seite 106)

[Oginvest]

Shell aware of responsibility for German Schwedt refinery-German minister

FRANKFURT – Shell, a minority shareholder in the German PCK Schwedt refinery operated and majority-owned by Russia’s Rosneft, will take on more responsibility for the site in case of supply disruptions, a local German minister said.

“An embargo or supply stop of Russian oil would pose major challenges to the PCK Schwedt refinery,” Joerg Steinbach, Economy Minister of the German state of Brandenburg, where the site is located, told Frankfurter Allgemeine Zeitung.

“I therefore welcome the fact that Shell has declared that it is aware of its responsibility for the Schwedt site with its employees and the supply of the region in particular.”

Russia’s Rosneft holds 54.17% in the refinery, while Shell still owns 37.5% after Germany put under review a planned purchase of that stake by Rosneft. Italy’s ENI holds 8.33%.

Germany is preparing for a change of control at the refinery in Schwedt, which accounts for all of Germany’s remaining Russian oil imports, Economy Minister Robert Habeck said last week.

Germany has set out plans to become independent of Russian oil, which would make a European Union oil embargo manageable for Europe’s biggest economy.

“We have taken note of the statements of the Brandenburg Minister of Economics that Shell will support PCK in Schwedt even at the cost of economic losses in order to maintain supplies to the region,” a spokesperson for Shell in Germany said in an e-mailed statement.

“It is a fact that intensive talks are currently being held between business representatives, the federal government and the state,” it said, without providing further details.

https://www.euronews.com/next/2022/05/03/shell-germany-refin…

[aktienkunta]

Antwort auf Beitrag Nr.: 71.466.560 von trick17-2 am 01.05.22 10:21:47

so, übermorgen ist es soweit, die Zahlen stehen an....
Wenn es nach den Zahlen so abgeht wie heute bei BP, wäre ich sehr zufrieden... 😎 aber so steil wird der Kurs wohl nicht gehen... nichtsdestotrotz denke ich, dass wir die 30€ bald wiedersehen...

[Bullon]

Antwort auf Beitrag Nr.: 71.466.560 von trick17-2 am 01.05.22 10:21:47

Kennt jemand die Hedgingquote und wie viel Volumen zu welcher Absicherungspreisen über welchen Zeitraum vorliegen?

[trick17-2]

Frische Zahlen

Nächste Woche mal dann ein paar frische Zahlen von Shell.
Wird auch Zeit, es gibt viel, was verarbeitet werden muss.
Zukäufe, Verkäufe, Abschreibungen, Russlandgeschäft, Cashflow aus dem operativen Geschäft, Buybacks etc.
Sehr hilfreich, dann mal wieder echte Zahlen im Update zu haben.
Die armen Analysten rechnen sich ja einen Wolf mit den vielen Annahmen.

Für Aktionäre läuft zurzeit alles nach Plan.
Share count wird kontinuierlich reduziert.
Öl- und Gaspreise auf hohem aber nicht eskalierendem Niveau.
momentan ist es eine halbwegs stabile Krisenlage.
Eskalation durch Embargos jederzeit möglich, was uns nicht hilft.

Trick17

[Oginvest]

ABB erhält Auftrag von Shell für E-Auto-Ladestationen

Zürich (awp) - Der Technologiekonzern ABB hat einen weiteren Auftrag für Ladestationen für E-Autos erhalten. So wird die bereits bestehende Partnerschaft mit dem prominenten Kunden, dem britischen Energiekonzern Shell, ausgebaut.

Die Division E-Mobility hat mit Shell einen neuen, globalen Rahmenvertrag für die Lieferung des kompletten Portfolios an Ladelösungen abgeschlossen, wie ABB am Donnerstag mitteilte. Somit unterstütze ABB Shell beim Aufbau der weltweiten Ladeinfrastruktur für Elektrofahrzeuge. Dazu gehören sowohl Gleichstrom- als auch Wechselstrom-Anlagen.

Die Produktpalette reicht von Wallboxen für private Haushalte, Unternehmen und Einzelhandel bis hin zur Ladesäule "Terra 360", der laut ABB "schnellsten All-in-one-Ladesäule der Welt", welche sich für Tankstellen, städtische Ladestationen oder Einkaufszentren eignet.

Shell will laut ABB bis 2025 weltweit rund eine halbe Million und bis 2030 rund 2,5 Millionen Ladepunkte betreiben.
https://www.finanzen.ch/nachrichten/aktien/abb-erhalt-auftra…

[price-of-success]

wo soll der ganze Strom herkommen?

[Oginvest]

BP, Volkswagen unveil details of e-car charging partnership

Zitat von Oginvest: DUSSELDORF, April 28 (Reuters) - BP (BP.L) and Volkswagen (VOWG_p.DE) on Thursday fleshed out details of their electric vehicle charging alliance, aiming to jointly install 8,000 fast-charging spots across Europe by 2024 in a bid to stoke demand for battery-powered vehicles.

In a first phase of the partnership, which was initially unveiled at Volkswagen's Power Day in March 2021, 4,000 charging points could be installed at BP's Aral retail sites in Germany and BP retail sites in Britain over the next 24 months.

By end-2024, up to 8,000 spots could be available across Europe, the companies said, unveiling the first charger of their joint initiative in the German city of Dusseldorf.

The fast-chargers will have a capacity of as much as 150 kilowatts (kW), which can deliver a meaningful charge for a range of around 160 kilometres (100 miles) in just over 10 minutes and might hep fix the issue of range anxiety that still weighs on demand for electric vehicles (EVs).

"EV charging is one of the key engines driving BP's transformation to an integrated energy company," BP Chief Executive Bernard Looney said. "When you bring together one of the world’s leading car makers and one of the world's leading energy companies - the opportunity is huge."

Volkswagen, which has similar charging partnerships with Spain's Iberdrola and Italy's Enel (ENEI.MI), aims to overtake Tesla (TSLA.O) as the world's largest EV seller.

Under the terms of their agreement, Volkswagen and BP said that under the agreement, they would also look to pursue further opportunities together to provide future solutions for lower carbon mobility.

"Rapid expansion of the charging network is crucial now," Thomas Schmall, Volkswagen's board member in charge of technology, said. "To make that happen, our pioneering flexible, fast chargers offer a perfect solution, since the time and costs required for installation are minimal."
https://www.reuters.com/business/autos-transportation/bp-vol…

[Oginvest]

Shell tightens restrictions on Russian oil buying

Shell (SHEL) on Wednesday tightened its restrictions on buying Russian oil, saying it would no longer accept refined products with any Russian content, including blended fuels.

Shell last month said it would phase out buying Russian crude and its involvement in all Russian hydrocarbons from oil to natural gas, after facing an uproar over buying a Russian crude cargo in the days following Moscow's invasion of Ukraine.

London-based Shell, the world's largest oil trader, nevertheless continued to accept products with under 50% of fuel from Russia, based on clauses in its trading contracts.

But on Wednesday it said it would no longer accept any such products from Russia.

In a bid for a jet fuel cargo on the Platts trading platform, seen by Reuters, Shell wrote: "It is a condition of this bid that the goods sold and delivered by Seller will not be of Russian Federation (RF) origin, nor have been blended with any product that was produced in RF, nor will the transport of the goods sold commence from or involve transit through RF."

A Shell spokesperson confirmed the change to its terms.

"We are working to phase out Russian oil and gas from our supply chain while protecting the energy and fuel supplies that millions of people rely on every day. We are making good progress and have taken a further step to tighten our trading terms to help achieve this," Shell said.

The new terms do not impact Russian crude purchases, while Shell phases those out.

Europe heavily relies on Russian crude oil and refined products, in particular diesel and jet fuel. Russia is Europe's biggest oil supplier, providing just over a quarter of EU oil imports in 2020, according to data from the bloc's statistics office Eurostat.

Blending fuels is common practice and can occur at a company level or in storage tanks which contain a mix of fuels from different countries.

Other European companies including TotalEnergies, Repsol and BP no longer buy any refined products with Russian content.

https://www.tradingview.com/news/reuters.com,2022:newsml_L2N…

[Oginvest]

U.S. energy secretary says oil, gas output will continue to increase

WASHINGTON, April 25 (Reuters) - The U.S. Energy Secretary said on Monday U.S. oil and gas production is rising and will continue to rise to make up for the 1 to 1.5 million barrels of oil per day that has been pulled off the market in the wake of Russia's invasion of Ukraine.

Jennifer Granholm told CNBC the boost in U.S. oil to market will be about 1 million barrels per day, first coming from President Joe Biden's record release from the Strategic Petroleum Reserve starting in May and lasting six months.

The administration expects domestic oil production will increase as well in coming months and help stabilize prices for crude and gasoline.

"That's one of the reasons why perhaps you're seeing some leveling off of prices," Granholm said about the supply release's effect on oil prices which also slumped on Monday as COVID-19 lockdowns in China and potential increases in the U.S. interest rate raise concerns about global growth.

Granholm said global and domestic oil markets may react if Europe bans imports of Russian crude. "If they do decide to do some form of ban or some medium version of that, then there will be an impact, no doubt on oil prices, because that will pull more supply off the market," she said.

U.S. consumers are willing to absorb some of those costs, as a sacrifice as the world toughens its stance on Russia, Granholm said, but the Biden administration wants to ensure that it can lessen any impact, "particularly for middle class lower income people who really feel this pinch more than anybody."
https://www.reuters.com/business/energy/us-energy-secretary-…

[Oginvest]

CSSSA, TotalEnergies’ shipping arm, chartered suezmax tanker Moscow Spirit 😆

Zitat von Oginvest: A SHIPPING unit of France’s TotalEnergies has provisionally chartered a tanker to load Abu Dhabi crude in early May for Europe, the first such shipment in 2 years, according to traders and a shipping report on Monday (Apr 25).

CSSSA, TotalEnergies’ shipping arm, chartered suezmax tanker Moscow Spirit to load 1 million barrels of Murban crude from the port of Jebel Dhanna in the United Arab Emirates for Britain on May 1-3 at a worldscale rate of 60 points, the shipping report showed.

Abu Dhabi’s Das crude was last loaded for Italy in May 2020, Refinitiv Eikon data showed.

The arbitrage window for Middle East crude to head to Europe opened after European buyers shunned Russian oil following Russia’s invasion of Ukraine, what it calls “a special operation”.

More cargoes of Abu Dhabi crude grades - Murban, Das and Upper Zakum - are expected to head to Europe in the months to come to replace the Russian shortfall as the European Union prepares more sanctions on Russian oil imports, traders said, possibly diverting some supplies away from Asia.

The global trade flow is “readjusting” to reflect changes in Russian oil supplies, one trader said.

Russia is Europe’s biggest oil supplier, providing 26 per cent of EU imported oil in 2020.
https://www.businesstimes.com.sg/energy-commodities/abu-dhab…