Royal Dutch Shell - Back to the Future (Seite 209)
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Neues von der Front:
In Polen neigt sich Adblue dem Ende zu. Dort herrscht bereits Mangelwirtschaft. Wie man hört versuchen die Polen bereits in Deutschland ihren Bedarf zu decken.
https://www.topagrar.com/markt/news/nach-mineralduenger-wird…
Wie man inzwischen hört, sollen auch in D die ersten Tankstellen ohne Adblue sein. Was für Autofahrer noch zu verschmerzen ist, könnte für systemrelevante Bereiche zum Problem werden.
Mal sehen, wann wieder genügend Gas zur Verfügung steht um die Harnstoffproduktion aufzunehmen.
In Polen neigt sich Adblue dem Ende zu. Dort herrscht bereits Mangelwirtschaft. Wie man hört versuchen die Polen bereits in Deutschland ihren Bedarf zu decken.
https://www.topagrar.com/markt/news/nach-mineralduenger-wird…
Wie man inzwischen hört, sollen auch in D die ersten Tankstellen ohne Adblue sein. Was für Autofahrer noch zu verschmerzen ist, könnte für systemrelevante Bereiche zum Problem werden.
Mal sehen, wann wieder genügend Gas zur Verfügung steht um die Harnstoffproduktion aufzunehmen.
Shell launches shareholder talks to win backing for HQ move, sources say
LONDON (Reuters) – Royal Dutch Shell has launched talks with investors to secure support for its plan to relocate its headquarters from the Netherlands to Britain, sources said, as a leading advisory recommended backing the move at a December vote.Shell said this month it would scrap its dual Anglo-Dutch share structure and move its head office to London from The Hague due to the Dutch tax system and after a court ruling over its strategy to reduce greenhouse gas emissions.
The company also plans to move its tax residence to Britain and drop “Royal Dutch” from its name – part of its identity since 1907 – to become Shell Plc.
FULL ARTICLE: https://money.usnews.com/investing/news/articles/2021-11-23/…
https://royaldutchshellplc.com/2021/11/23/shell-launches-sha…
Shell halves Singapore refining capacity, to change chemical feedstock
SINGAPORE, Nov 23 (Reuters) - Royal Dutch Shell RDSa.L has halved its crude processing capacity at its Singapore hub and reduced fuel exports, executives said on Tuesday, as the major shifts away from fossil fuels to cut emissions and meet global low-carbon energy needs.The refinery on Pulau Bukom would continue to produce naphtha for its ethylene unit, Shirley Yap, senior vice president of chemicals and products at Shell Singapore, told reporters.
Shell has also started testing new chemical feedstocks - pyrolysis oil and bionaphtha - at the cracker, she said.
Shell is a key fuel supplier in Asia and the drop in exports has tightened supplies and propelled margins for refiners in the region back to pre-pandemic levels in recent months. DUB-SIN-REF
"The reality is that we've cut a substantial part of our capacity and there's demand for fuels today so we have to ensure that we are doing it at a pace that is in step with our customers and in step with the society," Shell Singapore Chairman Aw Kah Peng said.
"But at the same time ... it can't be turned on with just a flick of the switch as infrastructure needs to be build but we want to be there as quickly as we can," she said.
To shift away from oil-based chemical feedstock, Shell will build its first pyrolysis oil upgrader to produce 50,000 tonnes per year (tpy) of treated pyrolysis oil for its 800,000 tpy cracker on Bukom in 2023.
Pyrolysis melts plastic waste into products such as pyrolysis oil, which can be upgraded as raw material for plastics and chemicals, although the process isn't commercially proven and consumes a lot of energy.
Other projects in Shell Singapore's pipeline include a carbon capture and storage (CCS) hub to reduce emissions and a 550,000 tpy biofuels plant to process waste and vegetable oils into sustainable aviation fuel (SAF). Shell aims to make about 2 million tpy of SAF by 2025 globally although SAF accounts for less than 0.1% of today's global jet fuel demand.
The projects form part of Shell Singapore's plans to cut emissions from its operations by half by 2030, from 2016 levels on a net basis, Shell Downstream Director Huibert Vigeveno said.
Shell did not provide investment figures for the projects.
Energy companies are face increasing pressure from investors, activists and governments to steer away from fossil fuels and rapidly ramp up investment in renewables.
Globally, Shell has pledged to halve emissions from its operations by 2030, as well as reduce its net carbon footprint by 45% by 2035.
Bukom, together with other Shell chemical plants on Jurong Island, forms one of five remaining Energy and Chemical Parks owned by the major globally.
Shell plans to build two chemical conversion units in Asia to convert waste plastics into pyrolysis oil for Singapore, similar to units in the Netherlands with joint venture partner BlueAlp which will be operational in 2023.
Shell previously announced it would trial the use of hydrogen fuel cells for ships in Singapore and is exploring developing a solar farm in a landfill near Bukom.
https://www.nasdaq.com/articles/shell-halves-singapore-refin…
Green
Shell Plans Singapore Biofuels Plant to Meet 2030 Emissions Goal
By Saket Sundria and Elizabeth Low
November 23, 2021, 6:00 AM GMT+1
ROYAL DUTCH SH-A
Royal Dutch Shell Plc is planning to build a biofuels plant in Singapore to help the company meet its target of halving emissions by 2030.
The company plans to build a 550,000-ton a year biofuels plant that can make hydrogen from cooking oils and animal fats, which are then used to produce diesel for road transport, aviation fuel or chemicals, according to a statement from the company. The facility is subject to a final investment decision.
Shell is seeking to produce around 2 million tons a year of sustainable aviation fuel by 2025 and process 1 million tons a year of plastic waste globally. The company is also exploring a regional carbon capture and storage hub, and plans to work with a range of customers including in the power sector.
Separately, Shell will build a unit that will improve the quality of pyrolysis oil, a liquid made from hard-to-recycle plastic waste. It will have a capacity of 50,000 tons a year, making it Asia’s largest, and process the equivalent weight of about 7.8 billion plastic bags. No cost was provided for the investment.
https://www.bloomberg.com/news/articles/2021-11-22/china-s-s…
Shell Plans Singapore Biofuels Plant to Meet 2030 Emissions Goal
By Saket Sundria and Elizabeth Low
November 23, 2021, 6:00 AM GMT+1
ROYAL DUTCH SH-A
Royal Dutch Shell Plc is planning to build a biofuels plant in Singapore to help the company meet its target of halving emissions by 2030.
The company plans to build a 550,000-ton a year biofuels plant that can make hydrogen from cooking oils and animal fats, which are then used to produce diesel for road transport, aviation fuel or chemicals, according to a statement from the company. The facility is subject to a final investment decision.
Shell is seeking to produce around 2 million tons a year of sustainable aviation fuel by 2025 and process 1 million tons a year of plastic waste globally. The company is also exploring a regional carbon capture and storage hub, and plans to work with a range of customers including in the power sector.
Separately, Shell will build a unit that will improve the quality of pyrolysis oil, a liquid made from hard-to-recycle plastic waste. It will have a capacity of 50,000 tons a year, making it Asia’s largest, and process the equivalent weight of about 7.8 billion plastic bags. No cost was provided for the investment.
https://www.bloomberg.com/news/articles/2021-11-22/china-s-s…
Antwort auf Beitrag Nr.: 69.998.188 von UlrichDerKleine am 22.11.21 23:08:15
Vielen Dank!
"Given all these positive attributes, why can’t Shell attract investor interest? In our view, S
has too many competing stakeholders pushing it in too many different directions, resulting in an incoherent, conflicting set of strategies attempting to appease multiple interests but satisfying none. Some shareholders want Shell to invest aggressively in renewable energy. Other shareholders want it to prioritize return of capital and enjoy the exposure to legacy oil and gas. Some investors think Shell should shrink to grow, while we suspect some within Shell seem sentimentally attached to its “super major” legacy. Some governments want Shell to decarbonize as rapidly as possible. Other governments want it to continue to invest in oil and gas to keep energy prices affordable for consumers. Europe paradoxically wants both"
Für die Amis haben die Europäer sowie vollkommen einen an der Waffel und leben eh im Kommunismus ...
Zitat von UlrichDerKleine: Gibt hier eine Excel Tabelle ( https://www.shell.com/investors/information-for-shareholders… ) über die täglichen Aktienrückkäufe.
Hier eine ganz interessante Passage aus dem Investoren Brief von Third Point:
Shell is one of the cheapest large cap stocks in the world, trading at under 4x next year’s
EBITDA and ~8x earnings at “strip” prices. It also trades at a ~35% discount on most metrics
to peers ExxonMobil and Chevron despite Shell’s higher quality and more sustainable
business mix. Compared to its peers, Shell generates a much larger percentage of its cash
flow and earnings from stable businesses that have a major role to play in the energy
transition. For example, Shell is the largest global player in liquified natural gas (“LNG”),
which is a critical transition fuel to move off carbon intensive coal-fired power generation.
In 2022, we expect the company’s energy transition businesses (LNG, Renewables and
Marketing) to generate EBITDA of over $25 billion with sustaining capex of only $5 billion.
These businesses account for just over 40% of Shell’s EBITDA but would likely support
Shell’s entire enterprise value if they were a standalone company. At the current share price,
we believe investors are getting the remaining ~60% of EBITDA (upstream, refining and
chemicals) for free.
https://thirdpointlimited.com/wp-content/uploads/2021/10/Thi…
Vielen Dank!
"Given all these positive attributes, why can’t Shell attract investor interest? In our view, S
has too many competing stakeholders pushing it in too many different directions, resulting in an incoherent, conflicting set of strategies attempting to appease multiple interests but satisfying none. Some shareholders want Shell to invest aggressively in renewable energy. Other shareholders want it to prioritize return of capital and enjoy the exposure to legacy oil and gas. Some investors think Shell should shrink to grow, while we suspect some within Shell seem sentimentally attached to its “super major” legacy. Some governments want Shell to decarbonize as rapidly as possible. Other governments want it to continue to invest in oil and gas to keep energy prices affordable for consumers. Europe paradoxically wants both"
Für die Amis haben die Europäer sowie vollkommen einen an der Waffel und leben eh im Kommunismus ...
Trading Spotlight
Gibt hier eine Excel Tabelle ( https://www.shell.com/investors/information-for-shareholders… ) über die täglichen Aktienrückkäufe.
Hier eine ganz interessante Passage aus dem Investoren Brief von Third Point:
Shell is one of the cheapest large cap stocks in the world, trading at under 4x next year’s
EBITDA and ~8x earnings at “strip” prices. It also trades at a ~35% discount on most metrics
to peers ExxonMobil and Chevron despite Shell’s higher quality and more sustainable
business mix. Compared to its peers, Shell generates a much larger percentage of its cash
flow and earnings from stable businesses that have a major role to play in the energy
transition. For example, Shell is the largest global player in liquified natural gas (“LNG”),
which is a critical transition fuel to move off carbon intensive coal-fired power generation.
In 2022, we expect the company’s energy transition businesses (LNG, Renewables and
Marketing) to generate EBITDA of over $25 billion with sustaining capex of only $5 billion.
These businesses account for just over 40% of Shell’s EBITDA but would likely support
Shell’s entire enterprise value if they were a standalone company. At the current share price,
we believe investors are getting the remaining ~60% of EBITDA (upstream, refining and
chemicals) for free.
https://thirdpointlimited.com/wp-content/uploads/2021/10/Thi…
Hier eine ganz interessante Passage aus dem Investoren Brief von Third Point:
Shell is one of the cheapest large cap stocks in the world, trading at under 4x next year’s
EBITDA and ~8x earnings at “strip” prices. It also trades at a ~35% discount on most metrics
to peers ExxonMobil and Chevron despite Shell’s higher quality and more sustainable
business mix. Compared to its peers, Shell generates a much larger percentage of its cash
flow and earnings from stable businesses that have a major role to play in the energy
transition. For example, Shell is the largest global player in liquified natural gas (“LNG”),
which is a critical transition fuel to move off carbon intensive coal-fired power generation.
In 2022, we expect the company’s energy transition businesses (LNG, Renewables and
Marketing) to generate EBITDA of over $25 billion with sustaining capex of only $5 billion.
These businesses account for just over 40% of Shell’s EBITDA but would likely support
Shell’s entire enterprise value if they were a standalone company. At the current share price,
we believe investors are getting the remaining ~60% of EBITDA (upstream, refining and
chemicals) for free.
https://thirdpointlimited.com/wp-content/uploads/2021/10/Thi…
Wer sich bei den Strompreisen auf dem Laufenden halten will
https://www.epexspot.com/en/market-data?market_area=AT&tradi…
Früher lagen die MW-Preise irgendwo bei 40 oder 50 Euro, also 4 oder 5 Cent pro kW. Noch eher bei 3 Cent und öfters musste Geld gezahlt werden, damit überhaupt jemand bereit war, den Strom abzunehmen. Aktuell zwischen 20 und 40 Cent, wohlgemerkt die Großhandelspreise.
Sollten die Preise weiterhin so bleiben, würde jedes Windrad ausserhalb des EEG deutlich mehr Ertrag generieren. So gesehen macht es für Shell schon Sinn, als Stromhändler selbst auf diese Weise Strom zu erzeugen.
https://www.epexspot.com/en/market-data?market_area=AT&tradi…
Früher lagen die MW-Preise irgendwo bei 40 oder 50 Euro, also 4 oder 5 Cent pro kW. Noch eher bei 3 Cent und öfters musste Geld gezahlt werden, damit überhaupt jemand bereit war, den Strom abzunehmen. Aktuell zwischen 20 und 40 Cent, wohlgemerkt die Großhandelspreise.
Sollten die Preise weiterhin so bleiben, würde jedes Windrad ausserhalb des EEG deutlich mehr Ertrag generieren. So gesehen macht es für Shell schon Sinn, als Stromhändler selbst auf diese Weise Strom zu erzeugen.
Antwort auf Beitrag Nr.: 69.991.819 von neonseven am 22.11.21 15:27:39
https://www.shell.com/investors/news-and-filings/uk-regulato…
Ob es dies nochmals in einer tabellarisch aufgearbeiteten Version gibt, kann ich nicht sagen, aber habe auch noch nie gesucht danach.
Die machen das sogar sehr zuverlässig
und zwar hier:https://www.shell.com/investors/news-and-filings/uk-regulato…
Ob es dies nochmals in einer tabellarisch aufgearbeiteten Version gibt, kann ich nicht sagen, aber habe auch noch nie gesucht danach.
Antwort auf Beitrag Nr.: 69.991.657 von finanzthema am 22.11.21 15:16:57Vielleicht bei Shell mal vorbei schauen. Könnte sein, dass die den Investoren sowas mitteilen!?
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