Shell’s Nigerian Gas Exit: An Independent Investigation into the Vaaris Deals, a $600 Million Financing and the Questions Left Unanswered

Shell is selling the pipeline network supplying more than 130 Nigerian businesses. Meanwhile, a separately identified Vaaris company has completed an $800 million acquisition of interests in the former Shell-operated oil joint venture. Corporate announcements, legal advisers’ disclosures and Seplat Energy’s financial statements reveal important details — and equally important limits to what can be established.

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

10 November 2026

Researched and drafted with assistance from ChatGPT, using original Shell and TotalEnergies corporate announcements, Nigerian Stock Exchange regulatory disclosures, financial statements, transaction advisers’ published records, contemporaneous Nigerian reporting and historical material preserved in the Donovan–Shell Archive.

Shell is preparing to withdraw from a business that has connected Nigerian factories to natural gas for more than a quarter of a century. The proposed buyer is Vaaris Energy Limited. But the announcement comes amid another significant change in the country’s petroleum industry: a separately identified company, Vaaris Resources JVCo Limited, has acquired interests in the former Shell-operated Niger Delta joint venture in an $800 million transaction supported by $600 million in secured borrowing facilities. The transactions concern different assets, different sellers and distinct legal entities. New regulatory documents establish some of the ownership relationships behind the larger acquisition, while leaving important questions about Shell’s own gas-network sale unanswered. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

THE SHELL LEAKS FILES — 10 NOVEMBER 2026

THE SHELL LEAKS FILES — 10 NOVEMBER 2026

Archive reference: SLF-2007-114

The Sakhalin Papers CIV: The Half-Million-Tonne Question — Sakhalin’s Forgotten Gas-Chemical Ambition

A 1997 agreement envisaged supplying Sakhalin with at least 500,000 tonnes of light hydrocarbon fractions annually, beginning in 2005. Shell’s engineers subsequently designed sophisticated gas-processing facilities, but the documented commercial system directed recovered condensate towards oil exports. Nearly thirty years after the original agreement, Sakhalin’s authorities are still discussing major new gas-chemical and condensate-processing industries. Original contractual material, Shell technical publications, operating-company records and contemporary Russian government reporting reveal what was envisaged, what was actually constructed and what remains unproven.

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

Researched and drafted with assistance from ChatGPT, using contemporaneous technical material authored by Shell personnel, published contractual records, original project-contractor documentation, Sakhalin Energy operating-company disclosures, Russian regional government statements and independent reporting.

Publication date: 10 November 2026

Collection: The Sakhalin Papers — Shell, Gazprom and Russia 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

THE SHELL LEAKS FILES — 9 NOVEMBER 2026

THE SHELL LEAKS FILES — 9 NOVEMBER 2026

Archive reference: SLF-2007-113

The Sakhalin Papers CIII: The Sakhalin Gas Promise — What the Island Was Supposed to Receive, and Why Moscow Looked Elsewhere

A 1997 agreement envisaged annual gas supplies of at least 6.25 billion cubic metres for Sakhalin’s regional needs by 2015. Seventeen years later, the Russian government warned that diverting Sakhalin II gas from export markets to domestic consumers could reduce federal revenues by more than 40 billion roubles. Original contractual material, Russian government orders, Shell’s corporate disclosures and contemporary reporting reveal how the island’s energy ambitions became entangled with Russia’s export economics.

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

Researched and drafted with assistance from ChatGPT, using authenticated Shell corporate reporting, published Russian government orders, historical contractual material, contemporaneous Russian and international reporting, and the Donovan–Shell Archive.

Publication date: 9 November 2026

Collection: The Sakhalin Papers — Shell, Gazprom and Russia

Previous instalment: SLF-2007-112 — The Other Sakhalin Dispute: How Moscow Took Control of the Island’s Oil and Gas Revenues 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell’s Petrol Station Empire Is Shrinking — Should Shareholders Demand a Break-Up of the Retail Business?

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive | 9 November 2026

As BP and Shell retreat from parts of their petrol-station networks, a fundamental question is emerging: are the oil majors sitting on valuable retail businesses that might be worth more outside their corporate empires? Shell’s own financial disclosures reveal a shrinking network, substantial profits and an electric-vehicle charging business still waiting to make money.

The petrol station question Shell cannot avoid

For generations, the Shell emblem has been one of the world’s most familiar corporate symbols. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

COMING SOON: THE OGONI FILES — A NEW INDEPENDENT DOCUMENTARY INVESTIGATION INTO SHELL, THE OGONI NINE AND THE LONG SEARCH FOR JUSTICE

From The Sakhalin Papers to Ogoniland: An invitation to witnesses, researchers, former Shell employees and Shell plc itself to contribute evidence.

By the Donovan–Shell Archive | 8 November 2026

AN INDEPENDENT DOCUMENTARY INVESTIGATION

Following the publication of The Sakhalin Papers, our extensive documentary examination of Shell’s involvement in the Sakhalin-2 project in Russia, the Donovan–Shell Archive is preparing a new investigative series examining another profoundly important chapter in the company’s history.

THE OGONI FILES

The series will investigate Shell’s historical operations in Nigeria’s Ogoniland, the events surrounding the execution of Ken Saro-Wiwa and eight fellow Ogoni campaigners on 10 November 1995, the subsequent struggle for justice, and the continuing controversy over environmental restoration and proposals to resume oil production in the region. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell’s First Plaquemines LNG Cargo — and the $1.7 Billion Claim It Lost Against the Same Supplier

A Documentary Investigation into Two Louisiana LNG Contracts, a New York Court Judgment and the Fine Print Governing Shell’s American Gas Supplies

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

8 November 2026

Researched and drafted with assistance from ChatGPT, using US Department of Energy contract records, an authenticated New York court judgment, Securities and Exchange Commission disclosures, original corporate announcements, contemporaneous Reuters reporting and historical material preserved in the Donovan–Shell Archive.

On 1 November 2026, an LNG carrier departed Venture Global’s Plaquemines export terminal in Louisiana carrying the first cargo supplied to Shell under the project’s newly commenced long-term commercial arrangements. The shipment marked the beginning of deliveries under a 20-year agreement for approximately two million tonnes of liquefied natural gas annually. But it also exposed an extraordinary contrast. Shell had previously sought approximately $1.7 billion in damages from the same corporate group’s other LNG operation, alleging that contracted deliveries had been improperly delayed. An arbitration tribunal rejected Shell’s claims, and a New York judge subsequently refused to overturn that result. Why did Shell continue expanding its relationship with the supplier? The original agreements and court records provide a more revealing answer than the headlines. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

THE SHELL LEAKS FILES — 8 NOVEMBER 2026

THE SHELL LEAKS FILES — 8 NOVEMBER 2026

Archive reference: SLF-2007-112

The Sakhalin Papers CII: The Other Sakhalin Dispute — How Moscow Took Control of the Island’s Oil and Gas Revenues

A 1997 agreement promised Sakhalin a substantial share of the revenues generated by its offshore resources. Twenty years later, Russia’s federal government reversed the allocation of Sakhalin II profits-tax receipts, transferring tens of billions of roubles towards Moscow. Original agreements, Russian legislation, corporate disclosures and contemporaneous reporting reveal a struggle over who would benefit from one of the world’s largest energy developments.

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

Researched and drafted with assistance from ChatGPT, using published Russian governmental and legislative documents, authenticated corporate disclosures, contemporaneous reporting and historical material preserved in the Donovan–Shell Archive.

Publication date: 8 November 2026

Collection: The Sakhalin Papers — Shell, Gazprom and Russia

Previous instalment: SLF-2007-111 — The 1994 Agreement: The Contract Behind Twenty Years of Conflict 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell’s Secret Louisiana Coastal Settlement: An Independent Investigation into Sealed Agreements, Environmental Damage and the Public’s Right to Know

Louisiana’s threatened coastal wetlands, historic oil industry infrastructure and confidential settlement documents. AI-generated editorial illustration; not a photograph of a specific site or an authentic court document..

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

8 November 2026

Researched and drafted with assistance from ChatGPT, using published United States federal court records, corporate regulatory disclosures, Louisiana government documents, contemporaneous reporting and independent environmental research.

Shell and other major oil companies have reached confidential settlements in Louisiana’s longstanding coastal-damage litigation. But the public still cannot establish how much Shell agreed to pay, what restoration obligations it accepted, or precisely which claims were resolved. A new investigation published on 8 November 2026 has brought that secrecy back into focus. The dispute concerns more than historical oilfield operations. It raises a fundamental question about settlements involving public environmental resources: when governments compromise claims brought on behalf of their citizens, how much information should those citizens be entitled to see? 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

THE SHELL LEAKS FILES — 7 NOVEMBER 2026

Archive reference: SLF-2007-111

The Sakhalin Papers CI: The 1994 Agreement — The Contract Behind Twenty Years of Conflict

How a production-sharing agreement signed before Russia had enacted its governing legislation placed a 17.5% investment-return threshold at the centre of Sakhalin II — and why its financial provisions became the subject of political confrontation, regulatory scrutiny and litigation.

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

Researched and drafted with assistance from ChatGPT, using authenticated corporate filings, published Russian government and judicial documents, contemporaneous reporting, independent contractual analysis and historical material preserved in the Donovan–Shell Archive.

Publication date: 7 November 2026

Collection: The Sakhalin Papers — Shell, Gazprom and Russia

Previous instalment: SLF-2007-110 — The Hundredth File: How Russia Twice Changed the Rules of Shell’s Biggest Energy Gamble 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell Sold the Oilfield, Then Helped Finance Its Buyer: A Documentary Investigation into Nigeria’s $2 Billion OML 29 Dispute and New Court Settlement

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

7 November 2026

Researched and drafted with assistance from ChatGPT, using original Shell corporate announcements, authenticated English High Court judgments, contemporaneous Nigerian court reporting, independent research by SOMO and historical material preserved in the Donovan–Shell Archive.

A Nigerian court has reportedly approved a settlement bringing a major financing dispute involving Shell, Aiteo and a consortium of lenders to an agreed conclusion. The case concerns oil assets Shell sold in 2015 as part of its withdrawal from Nigeria’s troubled onshore industry. But Shell’s relationship with those assets did not end with the sale. Original English court judgments reveal that a Shell trading subsidiary provided $512 million in vendor financing to the purchaser. The resulting financial arrangements generated years of litigation across Nigeria and England. The new settlement raises questions about how Shell structured its divestment, what financial exposure remained after the transaction, and what the settlement actually resolves. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell, Shareholder Activism and the Corporate Art of Managing Dissent: When Does Protecting the Board Become Protecting It from Accountability?

Illustration: A shareholder confronts the boardroom over corporate accountability, climate risk and the right to challenge management. Conceptual artwork; not an actual Shell board meeting

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive | 6 November 2026

A new legal analysis from international law firm Fieldfisher identifies Shell as a leading example of the difficulties facing activist shareholders. But behind the legal arguments lies a much larger question: who really holds the directors of a multinational oil giant accountable?

There is something wonderfully revealing about the corporate world’s vocabulary.

When executives challenge established practices, it is called leadership. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Blackstone and Canadian Pension Investors Commit $3.1 Billion to Shell-Led LNG Canada: A Deep Dive into Who Owns What — and Who Bears the Risk

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

6 November 2026

Researched and drafted with assistance from ChatGPT, using original Blackstone and Mitsubishi Corporation announcements, Shell plc’s SEC filings, Canadian government project disclosures, LNG Canada corporate records and contemporaneous Reuters reporting.

A new $3.1 billion investment agreement has brought Blackstone and some of Canada’s largest pension and institutional investors into the financial structure supporting Shell’s LNG Canada project. But the transaction is more complicated than the headline figure suggests. Mitsubishi Corporation is selling a minority interest in a holding company associated with its 15% participation in the LNG export terminal. Shell is not selling its own 40% interest. Mitsubishi will retain control of its holding company and its entitlement to LNG production. The arrangement comes just weeks after the partners approved a multibillion-dollar expansion that will double the Canadian facility’s annual capacity to 28 million tonnes. An examination of the original corporate announcements reveals how financial investors are gaining exposure to major gas infrastructure while existing industrial shareholders retain their commercial positions. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

THE SHELL LEAKS FILES — 6 NOVEMBER 2026

Archive reference: SLF-2007-110

The Sakhalin Papers C: The Hundredth File — How Russia Twice Changed the Rules of Shell’s Biggest Energy Gamble

A documentary investigation into the Kremlin’s interventions of 2006 and 2022, the environmental and financial disputes, the surviving Shell records, and the consequences that remain unresolved.

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

Researched and drafted with assistance from ChatGPT, using authenticated Shell corporate disclosures, SEC filings, contemporaneous reporting, Russian regulatory records, independently published environmental research, court proceedings and historical material preserved in the Donovan–Shell Archive.

Publication date: 6 November 2026

Collection: The Sakhalin Papers — Shell, Gazprom and Russia 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

THE SHELL LEAKS FILES — 5 NOVEMBER 2026

THE SHELL LEAKS FILES — 5 NOVEMBER 2026

Archive reference: SLF-2007-109

The Sakhalin Papers XCIX: The Shareholding That Survived — Shell’s Bermuda Company, Its Russian LNG Contracts and the Exit That Remained Incomplete

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

Researched and drafted with assistance from ChatGPT, using authenticated Shell financial statements, original corporate announcements, SEC filings, contemporaneous reporting, historical documents preserved in the Donovan–Shell Archive and publicly accessible regulatory records.

Nearly five years after Shell announced its intention to withdraw from its Russian energy investments, the company’s own financial disclosures reveal a complicated legal inheritance. Shell still reported ownership of 27.5% minus one share in the original Bermuda-registered company that once operated Sakhalin II, even though Russia had transferred the project’s operating rights to a replacement company. One long-term Russian LNG purchase agreement had been declared terminated following non-performance. Another, signed with a Novatek subsidiary in 2015, remained listed in Shell’s 2025 annual report. These are not indications that Shell secretly continued operating Sakhalin II. They demonstrate something more technically significant: withdrawing from an investment, losing control of its operating assets, terminating associated contracts and extinguishing every residual corporate right are different legal and financial events. The authenticated records allow those distinctions to be reconstructed. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell’s New Green Jet-Fuel Deal: A Deep Dive into the $239 Million Moroccan Project Still Awaiting Financing Approval

AN INDEPENDENT DOCUMENTARY INVESTIGATION

By the Donovan–Shell Archive

5 November 2026

Researched and drafted with assistance from ChatGPT, using authenticated corporate statements, European Bank for Reconstruction and Development project disclosures, European Union regulatory documents and contemporaneous reporting.

Shell has signed an agreement giving it exclusive rights to purchase substantial quantities of sustainable aviation fuel from a proposed Moroccan refinery. The announcement supports the company’s ambition to become a major supplier of lower-carbon aviation fuels. But an examination of previously published development-bank records reveals a more complicated picture. The $239 million facility is not yet operating. Its proposed financing remains under review, environmental assessments are continuing, and its planned start-up is almost two years away. The agreement also comes just fourteen months after Shell abandoned construction of its own much larger biofuels plant in Rotterdam. Together, the documents reveal an important evolution in Shell’s lower-carbon strategy: securing future supplies through commercial agreements while other companies develop and finance the production facilities. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.

Shell Accused of Putting LNG Exports First — But Is Santos Throwing Stones from a Very Expensive Glasshouse?

Australia’s gas giants turn on one another over domestic supply, export profits and who should pay for the government’s proposed gas reservation scheme. Behind the corporate accusations lies a more uncomfortable question: why should a major gas-exporting nation struggle to guarantee affordable gas for its own citizens?

5 November 2026

By the Donovan–Shell Archive

There is something wonderfully revealing about the spectacle unfolding in Australia’s liquefied natural gas industry.

Three enormous gas-exporting businesses are arguing over who should be obliged to supply Australian customers. 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, the Independent Shell Archive, 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. *All conjured up by internet wizz, Nick Gill.