Royal Dutch Shell - Back to the Future (Seite 192)

[Oginvest]

UPDATE 3-Brazil's offshore field raise $2 billion as Total, Shell pile in

RIO DE JANEIRO, Dec 17 (Reuters) - France's TotalEnergies , Royal Dutch Shell, Petrobras, Malaysia's Petronas and Qatar Energy scooped up big offshore fields in Brazil on Friday, raking in nearly $2 billion for the country's cash-strapped government.

While TotalEnergies, Qatar Energy and Petronas won the rights to develop the coveted Sepia field, Brazil's state-run Petrobras, formally Petroleo Brasileiro SA, later entered the consortium by exercising preference rights.

Petrobras, Total and Shell secured the nearby Atapu field.

....

https://www.lse.co.uk/news/update-3-brazils-offshore-field-r…

[Sugar2000]

Antwort auf Beitrag Nr.: 70.125.403 von E.S.T. am 05.12.21 11:22:14

Heute auch wieder eine Position in Petr4 eingegangen ;-)

[Oginvest]

Latin American oil auctions kick off after two-year lull

OUSTON, Dec 16 (Reuters) - Latin America's oil frontiers are back in the spotlight with auctions coming up in Brazil, Guyana and the Andean region that are expected to attract bids from major oil firms despite a global call to end fossil fuel development.

https://www.nasdaq.com/articles/latin-american-oil-auctions-…

[Matthias 2]

Antwort auf Beitrag Nr.: 70.247.397 von Oginvest am 16.12.21 17:07:49

Dumme Frage: welche Auswirkung hat das nun auf RDS?

[Oginvest]

Australia regulator approves Woodside merger with BHP's petroleum arm

Dec 16 (Reuters) - Australia's competition regulator approved Woodside Petroleum's (WPL.AX) agreed $28 billion merger with BHP Group's (BHP.AX) petroleum arm on Thursday, saying it would not reduce competition in the domestic gas market.

The Australian Competition and Consumer Commission (ACCC) said it found Woodside would continue to face competition from several suppliers after the deal that will create a global top 10 independent oil and gas producer.

Woodside will have a 20% share in the domestic gas market after the deal and will continue to compete with Chevron (CVX.N) and Santos (STO.AX), as well as smaller suppliers including Shell (RDSa.L) and ExxonMobil (XOM.N), the ACCC said.

Woodside plans to put the merger to a shareholder vote in the second quarter of 2022. read more

"The clearance from the ACCC announced this morning is an important step as the parties progress towards targeted completion of the transaction in the second quarter of 2022," a spokesperson for Woodside said.

BHP did not immediately respond to a request for comment.
https://www.reuters.com/business/energy/australian-watchdog-…

[KMST]

France shuts down nuclear plants - gas and power prices shatter records

During routine maintenance, Electricite de France (OTCPK:ECIFF) ("EDF") found pipe defects on the safety injection systems for two nuclear facilities; both are shut down awaiting repair.
Two additional reactors, using the same technology, will be shut down briefly later this month for inspection.
As a result of the outages, EDF has revised 2021 annual EBITDA guidance from "more than 17.7b euros" to "17.5b - 18.0b euros."
Although 2021 guidance was effectively unchanged, shares fell as much as 13% in European trading, as investor weight the impact of lingering outages on 2022 performance.
With yet another source of energy offline, European natural gas for January delivery continues its relentless march higher; prices now reaching $44 / mmbtu, Europeans will pay 900% more for natural gas in January 2022 than January 2021.
In the US, where natural gas prices have risen almost 50% year over year, consumers are paying less than $4 / mmbtu
This price dynamic creates an opportunity for liquified natural gas producers with assets in the US like Cheniere (NYSE:LNG), Total (NYSE:TTE) and Shell (NYSE:RDS.A), who can source gas in the US at $4, transport it to Europe, and sell it for $44
French month ahead electricity prices for January have risen to ~$620 / mwh on the back of the EDF news, compared to average power prices in the US at ~$100 / mwh
With Europe in the midst of an energy crisis, all eyes turn to Russian gas (OTCPK:OGZPY), as consumers look for a reprieve while the Continent begins its energy transition

[ridethehype]

So gehts in anderen Ländern zu, von wegen Plastik abschaffen:

Haben vor einer Woche nen neuen Auftrag aus dem Emirat Abu Dhabi erhalten, die machen was aus ihrem Rohöl, im Gegensatz zu den Russsen, die verschleudern das lieber unveredelt.

"The overall value of the three contracts, awarded on the basis of a competitive bidding process, is approximately USD 3.5 billion.
Once the project is completed, the Ruwais complex will be the world’s largest single-site polyolefin facility."

[ridethehype]

Der Opec-Leader Saudi-Arabien warnt indes vor den Unter­investi­tionen bei der Erdöl­förderung. Der saudische Energie­minister Abdulaziz bin Salman erklärte, dass die globale Rohöl-Tages­produktion bis 2030 um 30 Mio. Barrel abnehmen werde, wenn sich die derzeitige Phase der reduzierten Investi­tionen fortsetzt. Damit werde der OPEC eine noch wichtigere Rolle zufallen.

[ridethehype]

Moin, moin!

Die sind ja witzig, bauen ein Kohlekraftwerk und gleichzeitig Windenergie von den Chinesen.

Und wahrscheinlich finanziert das ne chinesische Bank und irgendwann kaufen die Balkanjupps den Strom aus dem Kraftwerk weil es den Chinesen gehört.

Lass dich nicht mit dem gelben Mann ein, der hat noch jeden betrogen.

Aber gutes Geld lässt sich mit denen schon verdienen, das lässt auch jegliche Moral und Anständigkeit vergessen.

So, die FED hats ausgesprochen und die EZB wird sich was überlegen müssen.

Sollte für Rohstofftitel doch von Vorteil sein, vor allem weil Shell jetzt die kurzfristigen Verbindlichkeiten runterfährt, was die Zinslast dann senken wird.
Cash wird weiter aufgebaut womit neue Kredite wohl vorerst nicht notwendig werden.

Horrido in Mexiko!

[Oginvest]

So "schaffen wir" eine europäische Unabhängigkeit kaum - nur vielleicht ist das auch gar nicht das Ziel: 🤔

Bosnia utility EPBiH to proceed with China-backed coal-fired plant deal

SARAJEVO: Bosnian utility EPBiH wants to continue talks with Chinese partners on expanding its Tuzla coal-fired power plant after the project ran into problems with suppliers of key equipment, the company and the regional energy minister said on Wednesday.

EPBiH's deal with China Yand Guandong Electric Power Design to build a 450 megawatt (MW) unit in Tuzla at a cost of 1.8 billion Bosnian marka (US$1 billion) was delayed after General Electric withdrew from the project last year.

https://www.channelnewsasia.com/business/bosnia-utility-epbi…

Chinese companies to build largest wind farm in Bosnia

SARAJEVO, Dec 15 (Reuters) - A consortium of Chinese companies will build an 84 megawatt (MW) wind farm in southwestern Bosnia, which will be the largest in the Balkan country, at a cost of about 100 million euros ($112.6 million), a regional official said on Wednesday.

https://www.reuters.com/markets/commodities/chinese-companie…