LNG

SHELL’S $1.8 BILLION GREEN RETREAT: Another Renewable Empire Sacrificed on the Altar of Oil and Gas

As Shell sells one of India’s largest renewable-energy businesses, the company’s once-grand vision of becoming an electricity giant continues to evaporate. The wind turbines are being packed away. The solar panels are changing hands. Meanwhile LNG, oil and gas once again sit proudly at the centre of the empire

PART ONE

FROM GREEN MESSIAH TO GREEN LIQUIDATOR

There was a time—not very long ago—when Shell wanted the world to believe it was transforming itself into one of the largest electricity companies on Earth.

The message was repeated in glossy sustainability reports, investor presentations and carefully choreographed speeches.

Wind.

Solar.

Hydrogen.

Electric vehicle charging.

Net Zero.

Integrated power.

The future, Shell insisted, would not simply be barrels of oil.

It would be electrons.

Fast-forward to July 2026.

Shell has now agreed to sell Sprng Energy, one of India’s largest renewable-energy businesses, to Aditya Birla Renewables for approximately $1.8 billion. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s LNG Crystal Ball: Demand Will Boom by 2050 — Assuming 2026 Does Not Ruin the Sales Pitch

By John Donovan

Shell, previously known as Forthdeal Limited, subsequently as Royal Dutch Shell plc, and now hiding in plain sight as Shell plc after ditching the disgraced Royal Dutch moniker, has reportedly discovered a marvellous new corporate skill: predicting a golden LNG future while explaining why the present is already wobbling. Two reports published on 30 June 2026 appear, at first glance, to pull in opposite directions.

One says Shell expects global LNG demand to rise by around 65% by 2050, reaching close to 700 million metric tons per year, compared with 422 million tons traded in 2025. The other says global LNG trade could remain flat in 2026, because disruption through the Strait of Hormuz has curbed Middle East supply and knocked the market off course.

That is not necessarily a contradiction. It is something more useful: a glimpse into Shell’s preferred LNG narrative.

The long-term story is magnificent. The short-term story is messy. The marketing deck says “growth market.” The real world says “shipping chokepoint, price spike, supply disruption, nervous customers and geopolitical risk.” read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s Prelude Problem: The Floating LNG Giant That Wants Australian Gas, But Not Australian Obligations

Part One: Main Article

Shell, previously known as Forthdeal Limited, subsequently as Royal Dutch Shell plc, and now hiding in plain sight as Shell plc after ditching the disgraced Royal Dutch moniker, has found itself in another beautifully Shell-shaped dilemma: how to keep exporting gas from Australia while avoiding the tiresome local expectation that Australians might actually get some of it.

The latest issue concerns Shell’s Prelude FLNG facility — the gigantic floating liquefied natural gas plant stationed roughly 475km north-north-east of Broome, Western Australia. Shell describes Prelude as being “at the heart” of its Western Australian gas portfolio and says the project is planned as a multi-decade operation requiring additional gas, starting with the Crux field, to maximise its operating life. (Shell AustraliaAttachment.tiff) read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell Built a Floating LNG Empire — Now Australia Wants Some Gas Back

Prelude FLNG, Australia’s gas squeeze, and the awkward question Shell hoped would stay offshore

Shell, previously known as Forthdeal Limited, subsequently as Royal Dutch Shell plc, and now hiding in plain sight as Shell plc after ditching the disgraced Royal Dutch moniker, has reportedly found a fresh cloud hanging over one of its most extravagant monuments to fossil-fuel optimism: Prelude FLNG, the vast floating liquefied natural gas facility moored off Western Australia.

According to the Australian Financial Review report supplied for this article, the issue now stalking Shell’s offshore gas leviathan is not simply engineering, cost, safety, downtime, or the minor inconvenience of climate physics. It is domestic gas policy — that tiresome democratic habit of asking whether a country exporting vast quantities of gas might also like to keep some for its own households and industries. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Illness Outbreak on Shell’s Prelude Raises Fresh Questions About Offshore Workforce Safety

A reported outbreak of contagious illness aboard Shell’s Prelude floating liquefied natural gas (FLNG) facility has prompted an investigation by Australia’s offshore regulator, renewing scrutiny of health, safety and workforce management practices on one of the world’s most ambitious energy projects.

The National Offshore Petroleum Safety and Environmental Management Authority (NOPSEMA) is examining the circumstances surrounding the outbreak, which affected personnel working aboard the offshore facility located approximately 475 kilometres off the coast of Western Australia. While details regarding the nature and extent of the illness have yet to be fully disclosed, the incident has once again placed Prelude at the centre of discussions about operational resilience and workforce welfare in remote offshore environments. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

SHELL BACK IN THE CLIMATE DOCK: THE OIL GIANT, THE DUTCH SUPREME COURT, AND THE WORLD’S MOST EXPENSIVE GAME OF “NOT OUR FAULT”

DISCLAIMER:
This article is opinion and commentary. It is satirical, critical, and based on publicly reported information. It is not financial advice, investment advice, or legal advice. Readers should consult original sources and professional advisers where appropriate. Site wide disclaimer also applies.

PART ONE: THE FACT-BASED TABLOID DEEP DIVE

🔥 THE HAGUE STRIKES BACK: SHELL’S CLIMATE CASE RETURNS LIKE A BAD SMELL FROM THE REFINERY

There are courtroom dramas, and then there is Shell’s Dutch climate saga: a long-running legal opera in which Europe’s biggest oil and gas company is dragged back before the judges while insisting, with the solemn dignity of a man standing beside a smoking barbecue, that forcing it to cut emissions would be terribly unhelpful. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Ineos and Shell Drill Into America While Britain Taxes Its Own Basin Into the Sick Bay

Disclaimer: This article is a satirical/tabloid-style deep dive based on reported facts and public sources. Spoof sections are clearly labelled. Site wide disclaimer also applies.

Part 1 — Fact-Based Deep Dive

Sir Jim Ratcliffe’s Ineos Energy and Shell are pushing ahead with oil and gas exploration in the US Gulf, in a move that says plenty about where big energy capital now feels welcome — and where it does not.

According to The Times, Ineos Energy is teaming up with Shell to explore opportunities near Shell’s Appomattox platform in the Gulf of Mexico, after Ineos acquired a 21 per cent stake in the platform from China’s CNOOC. The partnership is focused on developing Shell’s Fort Sumter discovery, understood to hold more than 125 million barrels of recoverable oil equivalent, identifying further exploration wells, and assessing broader development opportunities in the area. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

SHELL’S GREAT AUSTRALIAN GAS VANISHING ACT: Billions Out, Answers Missing, Tax Man Still Waiting

There are moments in public life when corporate theatre becomes so beautifully absurd that satire can simply put its feet up and let the executives do the work.

Enter Shell Australia.

At a federal inquiry into the taxation of gas resources, Shell was asked the sort of savage, ambush-style questions that only the most hostile parliamentary inquisitors could possibly dream up.

Questions like: How much gas did you export?

And: What was your local revenue?

Terrifying stuff. Almost unfair. How could a global gas giant possibly be expected to know how much gas it sold?

According to reports of the hearing, Shell Australia representatives were able to tell senators that the company paid $109 million in Petroleum Resource Rent Tax in the latest year — after reportedly paying none in the previous decade — and cited $2.9 billion in taxes paid on $6.2 billion in after-tax profits in 2024. But when pressed on basic figures such as export volumes and full local revenue, the answers appeared to become considerably less crisp. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

GAS PANIC DOWN UNDER: BILLIONS POURED INTO LNG… AND AUSTRALIA STILL FACES A SHORTAGE?

Big Oil’s grand export bonanza rolls on—while Australians are warned they might run short at home. Yes, really.

🛢️ THE GREAT LNG GOLD RUSH (AGAIN)

Australia is once again throwing billions at liquefied natural gas (LNG) projects—because apparently, when in doubt, build more fossil fuel infrastructure and ask questions later.

According to industry reporting, a fresh wave of massive LNG developments is advancing across the country, even as warnings grow louder about looming domestic gas shortages.

Let’s translate that:

One of the world’s biggest gas exporters… might not have enough gas for itself.

You couldn’t script it better.

💰 EXPORT SUPERPOWER… DOMESTIC HEADACHE

Australia is already a global LNG heavyweight—built on an eye-watering investment binge of more than A$290 billion across major projects over the past decade.  read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s LNG Boom Forecast: 54% More Gas, 100% More Contradictions

A massive LNG tanker labelled “Energy Transition” crossing a bridge made of pipelines. The bridge stretches endlessly into the horizon, never reaching land. Below, rising sea levels and melting icebergs. Shell executives stand on deck pointing forward, while climate scientists look concerned in the water below.

Shell has delivered its latest vision of the future — and, surprise, it looks remarkably like the past, just chilled to minus 162°C.

According to its newest outlook, global demand for liquefied natural gas (LNG) is expected to rise by at least 54% by 2040, reinforcing the company’s long-standing belief that the world simply cannot quit fossil fuels — even as it promises to do exactly that.  read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

The Shell Annual Report: A Masterclass in Corporate Poetry

A satirical reading of the 2025 report, where billions flow, adjectives multiply, and reality occasionally peeks through the footnotes

Introduction: The World’s Most Expensive Bedtime Story

Every year, large corporations release a document that attempts to explain how they made vast sums of money while simultaneously saving the planet, empowering communities, and respecting nature.

Shell’s 2025 Annual Report is no exception. Running hundreds of pages, it is a masterpiece of corporate literature — a genre where verbs are optimistic, adjectives are plentiful, and inconvenient details tend to hide in footnotes.

At first glance, the report tells a reassuring story: strong shareholder returns, disciplined strategy, and progress on the energy transition. Look slightly closer and the narrative becomes more entertaining. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s “Green” Venture Portfolio Under Review — Translation: The Climate Side Hustle Isn’t Paying Fast Enough

In yet another sign that “transition” remains a flexible word inside oil major boardrooms, Shell has placed parts of its Shell Ventures portfolio under strategic review, according to a February 26, 2026 Reuters report.

The message from The Hague (or rather, London, depending on which corporate reincarnation you’re referencing): if it doesn’t pump cash like LNG, it may not survive the cull.

The Venture That Was Supposed to Prove It Cared

Shell Ventures was launched to signal that the company was serious about investing in the future: clean tech, mobility platforms, energy storage, grid software, hydrogen plays, and various digital decarbonisation tools. It was the corporate equivalent of buying an electric bicycle while continuing to own the motorway. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s $24 Billion “Energy Transition”: Selling LNG to Adnoc While the Climate Clock Ticks

In the ever-evolving theatre of global energy, Shell plc appears to be rehearsing another familiar act: trim the portfolio, cash in on hydrocarbons, and call it “discipline.”

According to multiple industry reports in February 2026, Shell is in talks with Abu Dhabi National Oil Company (Adnoc) regarding the potential sale of its stake in a major Australian liquefied natural gas (LNG) project. Estimates suggest the stake could be valued at up to $24 billion. That is not pocket change — even for a supermajor. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s Great Australian Escape: Fossil Fuels, Fickle Strategy and the LNG Laundromat

Opinion / Commentary — Not Financial Advice

By John Donovan

The Exit Interview Nobody Asked For

Shell Plc — the global oil and gas supermajor once synonymous with “the future of energy” — is performing what might be the most dramatic corporate version of “it’s not you, it’s me” in fossil fuels. Its latest act is to divest a roughly 16.67% stake in Australia’s North West Shelf (NWS) liquefied natural gas (LNG) project — a facility that helped define Australia’s decades-long gas boom — in a maneuver analysts say signals more than a portfolio tweak. It’s the unravelling of a 50-year partnership and perhaps a metaphor for Shell’s strategic identity crisis.  read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell vs Venture Global: When LNG Contracts Meet the Fine Print—and the Missing Emails

Shell plc likes to present itself as a disciplined, rules-based operator in global energy markets — a company that respects contracts, arbitration outcomes, and the sanctity of carefully worded legal agreements.

Unless, of course, it loses.

Then the fine print suddenly becomes a battleground, and the missing emails start to matter a great deal.

From ‘Binding Arbitration’ to ‘Let’s See the Emails’

Shell’s long-running dispute with U.S. LNG producer Venture Global was supposed to end neatly with arbitration. In August 2025, it did — and not in Shell’s favour. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Is There a Long-Term Pattern in Shell’s Risk Management Failures?

Is There a Long-Term Pattern in Shell’s Risk Management Failures?

UPDATED 18 JAN 2026 WITH ILLUMINATING REPLIES FROM A NUMBER OF AI PLATFORMS

This article presents a structured question put to ChatGPT and the platform’s full response, published to enable comparison with other AI systems and to illustrate how AI re-processes corporate history in the modern information environment.

Question put to ChatGPT:

The Past, the Archive, and the Algorithm: Is There a Persistent Pattern in Shell’s Worker-Safety and Public-Health Risk Management in the Age of AI?

I am seeking a research-based analysis (not speculation) of whether there is any meaningful continuity or correlation between several historically separated episodes that are alleged to reflect a similar organisational posture toward health, safety, and human lives—taking into account that large language models can now ingest, cross-reference, and recontextualise entire multi-volume corporate histories alongside modern regulatory and safety records. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.