Royal Dutch Shell - Back to the Future (Seite 216)

[Kampfkater1969]

Antwort auf Beitrag Nr.: 69.870.407 von Rentemit70 am 10.11.21 10:28:56

Hatte ich aus gelesen...kommt aus Verkauf von Assets

[Rentemit70]

Antwort auf Beitrag Nr.: 69.870.335 von -Realist- am 10.11.21 10:25:22

woher stammt die info zum Sonder Rückkauf?

Ich kenne nur das ARP von 7,5 Mrd, welche in täglich 1,2 Mio gekauften Aktien mündet

[Kampfkater1969]

Wie seht ihr hier die Aufspaltungsfantasien der "großen Jungs"? Also einen Teil neu = Pfui-Teile Klima

und ein Teil = Hui Klima.....(Solar, Wind etc)

Ich finde es besser, wenn man weiterhin eine interne Querfinanzierung haben wird....also Status Quo so lassen.

[-Realist-]

Antwort auf Beitrag Nr.: 69.867.989 von Rentemit70 am 10.11.21 07:50:14

Zitat von Rentemit70: Das Rückkaufprogramm läuft zwar, aber wir haben immer noch ca. 220 Mio zusätzliche A Shares und 1280 Mio zusätzliche B Shares im Vergleich zum Januar 2015. Da müsste also Shell noch 300 Wochen (6 Jahre) jeden Tag weiter 1,2 Mio Shares kaufen, um auf dem Niveau Januar 2015 anzukommen. Entspräche beim aktuellen Kurs etwa 30 Mrd Euro.

Also Shell, gib Gas!

Allein im vierten Quartal werden Rückkäufe in Höhe von 8Milliarden Dollar angestoßen (Regel-ARP & Sonder-ARP)

[moneymakerzzz]

Antwort auf Beitrag Nr.: 69.867.989 von Rentemit70 am 10.11.21 07:50:14

Man hat mit dem Geld aber halt auch was "kleines" gekauft...

[Rentemit70]

Das Rückkaufprogramm läuft zwar, aber wir haben immer noch ca. 220 Mio zusätzliche A Shares und 1280 Mio zusätzliche B Shares im Vergleich zum Januar 2015. Da müsste also Shell noch 300 Wochen (6 Jahre) jeden Tag weiter 1,2 Mio Shares kaufen, um auf dem Niveau Januar 2015 anzukommen. Entspräche beim aktuellen Kurs etwa 30 Mrd Euro.

Also Shell, gib Gas!

[Oginvest]

Shell and Norsk Hydro team up for green hydrogen

OSLO, Nov 9 (Reuters) - Royal Dutch Shell (RDSa.L) and Norsk Hydro (NHY.OL) are looking into jointly producing hydrogen from renewable electricity in a push to decarbonise their own operations as well as supply heavy industry and transport customers, Hydro said on Tuesday.

The Anglo-Dutch oil giant and the Norwegian aluminium maker's green hydrogen unit, Hydro Havrand, have signed a memorandum of understanding (MoU) and begun initial work to identify opportunities to produce and supply renewable hydrogen.

So-called green hydrogen is a zero-carbon gas made by electrolysis using renewable power to split water into hydrogen and oxygen, increasingly promoted as a way to decarbonise emissions-intensive industry and transport sectors reliant on fossil fuel.

Shell and Hydro will initially identify which European locations are best suited to produce renewable hydrogen for the companies' own consumption as well as for the broader market, and expand into other locations at a later stage.

"We are looking at potential locations where we both have operations and we have potential to use hydrogen in our existing facilities," Per Christian Eriksen, head of Hydro Havrand, told Reuters.

Hydrogen production could be placed in locations where Shell and Hydro both have relatively high gas consumption, and also where there is potential to deliver to a third-party market, for example refineries or other process industries that already use "grey" hydrogen made from non-renewable power, Eriksen said.

"Hydro Havrand and Shell can work toward a shared goal of establishing integrated hydrogen value chains and ultimately a strong global market for hydrogen," Elisabeth Brinton, Shell's executive vice president for renewables & energy solutions, said in a statement.

Shell and Hydro will spend the coming nine months exploring the opportunities for collaboration, said Arvid Moss, head of Hydro's Energy unit.

"What is important for the decarbonisation of society is that large industrial players work together to find solutions quicker, because what we need is scale," he told Reuters.
Reporting by Victoria Klesty; Editing by Terje Solsvik and Steve Orlofsky

https://www.reuters.com/business/sustainable-business/shell-…

[Oginvest]

Rolls-Royce nuclear plans piggyback green success

Rolls-Royce’s nuclear power plans leverage Prime Minister Boris Johnson’s green ambitions in more ways than one. The aero-engine manufacturer has secured a 210 million pound grant from the UK government, which is keen to boost power from non-fossil-fuel sources. As with wind and solar, the more important state backing will be long-term promises to buy the reactors’ low-carbon electricity.

More nuclear power is the logical consequence of the UK grid’s rapid switch from coal. On a windy, sunny day, renewables account for up to two-thirds of Britain’s electricity demand. However, overcast, windless days are a problem. Besides being a low-carbon backup generator, Rolls’ mini-reactors should be cheaper and quicker to build than large-scale plants. For an electricity grid facing rapid transformation, that’s crucial.

Tuesday’s deal involves the 12 billion pound engineer injecting 195 million pounds into the new venture, along with partners like Exelon Generation, a U.S. nuclear specialist, who are putting in 145 million pounds. Rolls boffins’ technological savvy, learned from years of building Britain’s nuclear submarines, means it will end up with an 80% stake, a larger share than its immediate investment would justify.

Nuclear power stations have massive upfront costs but relatively low operating ones. Each plant will generate 470 megawatts – enough to power 1 million homes – but will still cost around 2 billion pounds. A long-term commitment from Johnson’s government to buy the electricity at a guaranteed price, as it has done with wind and solar, will make it easier to persuade pension funds and others to stump up the money to build the plants.

Rolls will design and build the new facilities, not run them. With 16 planned – enough to meet a fifth of current peak UK demand – that’s 32 billion pounds of revenue, albeit spread over most of the 2030s. But the more Rolls builds, the better it will get. Assume it installs two a year from 2031, and achieves a 15% net profit margin, in line with UK industrial engineer Spirax-Sarco, within two years. Discounted back at 10%, the income is worth just over 1 billion pounds in today’s money, of which Rolls will get 80%.

The fact investors already added some 700 million pounds to Rolls’ market value on Tuesday suggests they are relatively confident the plan will fly. For this to be more than a side hobby, however, Rolls will have to persuade other governments to stump up too.

https://www.breakingviews.com/considered-view/rolls-royce-nu…

[omegonneu]

Soeben von Gockel gemeldet bekommen

https://amp.express.de/ratgeber/verbraucher/supermarkt-regal…

Was die Ölpreisdeckelung angeht. Selbst wenn man versucht, über die Freigabe der nationalen Reserven den Preis zu drücken geht das nur solange da Öl im Fass ist. Und dann wird man gezwungen sein, dieses Fass wieder zu füllen. Die Gasspeicher lassen grüßen. Wer gegen Markt agiert wird verlieren. Umsomehr, je inflationärer dieser Markt ist. "Flatten the Curve" wird nur die Hochpreisphase verlängern! Zur Freude von Shell!

[Oginvest]

Oil lifted by U.S. spending and plans to address prices

TOKYO, Nov 8 (Reuters) - Oil prices rose on Monday as positive signs for global economic growth supported the outlook for energy demand and the United States said it was weighing options to address high prices.

Brent crude was up 65 cents, or 0.79%, at $83.39 a barrel by 1443 GMT, having lost nearly 2% last week. U.S. oil gained 56 cents, or 0.69%, to $81.83 after a 3% fall last week. Both contracts rose by more than $1 a barrel in early trade.

U.S. President Joe Biden on Saturday welcomed congressional passage of a long-delayed $1 trillion infrastructure bill, which could boost economic growth and demand for fuel.

Further price support has also come from a decision last week by the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, a group collecticely known as OPEC+, not to speed up their planned production increases.

Biden had called on OPEC+ to produce more crude to cool the market and on Saturday said his administration had "other tools" to deal with high oil prices.

U.S. Energy Secretary Jennifer Granholm on Monday said that Washington was weighing its options to address high gasoline and heating prices in the United States, which some analysts say could involve tapping the U.S. Strategic Petroleum Reserve.

Adding to bullish sentiment, China's export growth slowed in October but beat forecasts, buoyed by rising global demand ahead of the winter holiday season and improvements in coronavirus-hit supply chains.

Saudi Arabia on Friday raised the price of its benchmark crude for customers in Asia in December, exceeding market expectations.

"Saudi Arabia also reckons that the next few weeks will be tight, this is why its official selling price to Asia was increased by $1.40 a barrel," said Tamas Varga, analyst at PVM Oil Associates.

Global demand for jet fuel also looks set to take off as more governments make air travel easier with reduced pandemic-related restrictions.

(Reporting by Julia Payne, Noah Browning and Aaron Sheldrick Editing by Mark Potter and David Goodman)
https://financialpost.com/pmn/business-pmn/oil-lifted-by-u-s…