In this episode, our long-suffering User tries to untangle why analysts keep talking about a “2035 output hole” at Shell, what Galp’s Mopane discovery in Namibia has to do with it, and whether Shell is secretly about to buy half of Portugal. ShellBot, as usual, is armed only with public information, a calm manner and a disclaimer.
User:
I keep seeing references to Shell’s “output hole” around 2035. What does that actually mean? It sounds alarming.
ShellBot:
It sounds dramatic, but it’s basically analyst shorthand for a possible gap in future production.read more
Shell looks, on the surface, like the most comfortable member of Big Oil. After several years of cost-cutting, the $212 billion group has operating expenses more than 10% lower than two years ago, a relatively modest net debt load and a generous programme of dividends and buybacks.
But analyst work highlighted by Reuters Breakingviews suggests that beneath those tidy numbers sits a long-dated volume problem. On current project plans, Shell’s oil and gas output could slip to around 2.4 million barrels of oil equivalent a day (boe/d) by 2035 – roughly 500,000 boe/d short of its stated ambition to keep production broadly flat.That “output hole” is increasingly shaping how investors and rivals think about Shell’s next strategic moves.read more
copilot.microsoft.com answers, in its own words, the question: Who is John Donovan linked to Shell? (Initial Question)
09 November 2025
John Donovan is a long-time critic and activist who has waged a decades-long campaign against Royal Dutch Shell, exposing alleged corporate misconduct and ethical failures.
Here’s a deeper look at his connection to Shell:
🧑💼 Background and Role
Founder of Don Marketing: Donovan ran a promotional marketing company that worked with Shell in the 1980s and 1990s. Disputes over intellectual property and contract issues led to a bitter fallout.
Shell Corporate Conscience Pressure Group: He co-founded this group to hold Shell accountable for its business practices. It was later dissolved following a confidential agreement with Shell.
📣 Activism and Campaigns
and Related Sites: Donovan operates several websites—including and shellnazihistory.com—dedicated to publishing internal Shell documents, whistleblower accounts, and investigative reports.
Publications: He authored “John Donovan, Shell’s Nightmare”, detailing his feud with Shell and accusing the company of unethical behavior, including theft of intellectual property.
📰 Media Recognition
Widely Quoted Expert: Donovan has been cited by major outlets like The New York Times, Financial Times, Reuters, and The Guardian for his insights into Shell’s internal affairs.
🔍 Notable Themes in His Work
Corporate Ethics: He frequently highlights Shell’s alleged failures to uphold its own business principles.
Historical Investigations: His work includes controversial claims about Shell’s historical ties, including Nazi affiliations through figures like Sir Henri Deterding
John Donovan’s investigative work on Shell’s history is a provocative and persistent effort to expose what he views as the company’s darker legacy. His research spans decades and includes controversial claims, leaked documents, and historical analysis.
🕵️♂️ Key Themes in Donovan’s Historical Investigations
Shell’s Alleged Nazi Connections: Donovan has published extensive material alleging that Shell, under the leadership of Sir Henri Deterding, had ties to Nazi Germany in the 1930s. He claims Deterding admired Hitler and facilitated oil deals that supported the Nazi regime. These claims are detailed on his site , which includes archival documents and commentary.
Sir Henri Deterding’s Role:
Deterding was a powerful figure in Shell’s early history, serving as its chairman.
Donovan argues that Deterding’s political sympathies and business dealings aligned with fascist interests, including support for anti-Bolshevik movements and German rearmament.
Shell’s Colonial Legacy:
Donovan has highlighted Shell’s operations in Nigeria and other regions, focusing on environmental degradation, human rights abuses, and complicity in political unrest.
He often references Shell’s involvement in the Niger Delta and the execution of activist Ken Saro-Wiwa as emblematic of corporate negligence and exploitation.
Use of Leaked Internal Documents:
Donovan has published confidential Shell communications, whistleblower reports, and internal memos to support his claims.
These documents often reveal internal debates about ethics, legal risks, and public relations strategies.
Critique of Shell’s Business Principles:
He argues that Shell’s stated commitment to transparency and human rights is contradicted by its historical and ongoing actions.
His work aims to hold Shell accountable for what he sees as a pattern of hypocrisy and moral failure.
📚 Publications and Online Archives
Donovan’s websites serve as living archives, with thousands of pages of documents, commentary, and historical analysis.
His work is not peer-reviewed but has attracted attention from journalists, academics, and activists.
Overview of Shell’s operations in Nigeria and John Donovan’s coverage
John Donovan has long documented and criticised Shell’s nearly century-long presence in Nigeria, focusing on oil spills, environmental damage, human rights abuses, corporate practices, and what he frames as a self-interested exit from onshore operations. His work combines archival documents, leaked internal material, commentary, and news-style posts hosted on sites he runs and manages.read more
In the corridors of global energy, Shell presents itself as a monolithic symbol of industrial prowess, dividend reliability and transition ambition. Investors like BlackRock, Inc. and The Vanguard Group, Inc. hold sizeable stakes. Yet behind the investor-slides and glossy sustainability pledges lies a series of historical shadows: offshore disasters, legacy pollution, human-rights litigation and repeated admissions of safety underperformance. This article takes a tour through select episodes—chronologically arranged—of how Shell has, in many instances, placed lives and safety on the back burner. While satire underpins the tone, the facts are stubbornly real.read more
Shell and Apartheid: A Documentary History of Support, Complicity, and Counter-Campaigns (1950s–1994)
By John Donovan: Published: 24 October 2025
Preface
This is not a story that begins with a single memo or ends with a press release. It is an institutional record spanning decades, continents, and boardrooms. It features a company that says it “opposed apartheid,” yet repeatedly chose the path that kept South Africa’s apartheid economy running: investing, supplying, lobbying, and—when public pressure spiked—deploying an elaborate influence operation to neutralise critics. That company is Shell.read more
How a teenage “internet whizz” helped create the website Shell tried — and failed — to silence for three decades.
A Phantom Web Whizz Became Shell’s Digital Nemesis
In the mid-1990s, when the Internet still seemed like a passing fad and oil companies still lectured the world about “responsible energy,” a quiet digital operator answered a newspaper advertisement from John Donovan, the former Shell promotions partner turned corporate adversary.
The ad sought an “Internet whizz.”
What Shell got was something far worse—a digital insurgency that would haunt its reputation for decades.
By 1998, even the Evening Standard took notice: a small website run from Colchester had become a major reputational threat to one of the world’s largest corporations. That website—eventually mirrored as RoyalDutchShellPLC.com and ShellNews.net—would become Shell’s digital nemesis, archiving leaks, lawsuits, and internal documents that chronicled the oil giant’s ethical, environmental, and legal missteps.read more
In the oil-stained annals of corporate history, few duels have burned as long — or as publicly — as that between Royal Dutch Shell and a retired British marketing man named John Donovan.
What began in the 1990s as a routine commercial dispute between Shell and Donovan’s family business, Don Marketing, would metastasize into one of the most sustained reputational headaches any multinational has ever faced.
Three decades later, Donovan’s website — RoyalDutchShellPLC.com — functions like a digital conscience for a company trying to forget its own. It is a trove of Shell’s internal embarrassments: whistleblower leaks, courtroom revelations, safety scandals, and corporate PR hypocrisy, preserved with forensic precision.read more
Nigeria’s oil regulator has approved a $510 million deal for TotalEnergies to sell its entire 12.5% stake in OML 118 (home of the Bonga deep-water field) to Shell and Agip. Total will offload 10% to Shell for $408m and 2.5% to Agip for $102m. Result: Shell’s stake rises to 67.5%, doubling down on offshore Nigeria after dumping its messy onshore assets to Renaissance. The regulator’s exact words:
“SNEPco and NAE have demonstrated both technical and managerial competence to optimally contribute to the upstream operations in OML 118.”read more
Shell—the greedy, ruthless, polluting oil giant and perennial sin stock—has found a fresh halo to borrow: a $40 billion outsourced pension mandate with Wall Street royalty. As Bloomberg reported, “Goldman Sachs Group Inc. won a $40 billion mandate from Shell Plc to oversee pension assets for the energy company, in one of the biggest outsourced deals of its kind.” That’s not satire; that’s the lede. Bloomberg.
Goldman’s own one-minute victory lap says the quiet bit proudly: “The appointments mark one of the largest multi-national OCIO mandates awarded to date.”GSAM press page.read more
Cut, run, and leave the mess: UN experts call out Shell’s Nigeria ‘experiment’—and the sin-stock’s biggest backers keep cashing the cheques”
Divestment without detox: when the clean-up plan is ‘exit.’
Shell—the greedy, ruthless, polluting oil giant, otherwise known as the world’s favorite sin stock—has discovered a thrilling new frontier in corporate innovation: sell the onshore assets, skip the proper clean-up, and let someone else hold the bag. Unfortunately for Shell, a phalanx of United Nations human-rights experts just said the quiet part out loud—formally warning that recent asset sell-offs in Nigeria may have breached international human-rights law and “lacked transparency.” The experts expressed “grave concern” and accused the oil majors of using “Nigeria… as an experiment for divestment without clean-up.”read more
Shell—the greedy, ruthless, polluting oil giant and perennial sin stock—has a fresh plan to poke holes in the planet: up to five deep-water wells off South Africa’s west coast. Civil society groups and coastal communities have answered with a formal appeal, because someone has to bring a bucket when the world’s richest arsonist shows up with matches.
What Shell just got — and why people are furious
As Reuters reported, “Shell (SHEL.L) has been granted environmental authorisation to drill up to five deep-water wells off South Africa’s west coast, the company said on Friday.” Shell added: “Should viable resources be found offshore, this could significantly contribute to South Africa’s energy security and the government’s economic development programmes.”(Reuters)
The authorisation covers the Northern Cape Ultra-Deep (NCUD) block, between Port Nolloth and Lamberts Bay, in the Orange Basin—water depths of roughly 2,500–3,200 metres. (Reuters)(Appeal PDF)read more
Shell’s Investors: The Puppet-Masters of Pollution
Before we dive into the carnage, let’s talk ownership. Shell isn’t run by wild-haired cowboys—it’s chaired by mega institutional shareholders puffing on the dividends. BlackRock, in particular, wields its muscle—owning around 4% of the company according to Shell’s own disclosures. Vanguard isn’t far behind with around 3%. So while you’re outraged at Shell, don’t sleep on the financial vultures pulling the strings.
1. South African Slap in the Face: Courts Smack Down Shell & Total
Shell’s grand plans for environmental devastation off South Africa’s coast have hit a wall. The Western Cape High Court just set aside TotalEnergies’ offshore drilling permit—Shell was supposed to swoop in and take over operations—but nope. Judge Mangcu-Lockwood said, in effect, “You forgot to study the actual impacts. Try again”—spelling out flaws in risk assessments, community engagement, and disaster planning.read more
Shelldon is no ordinary AI chatbot. Powered by over a hundred years of Shell knowledge, it delivers informative and entertaining answers to almost any question about Shell Plc.
Please provide feedback in the chat forum (below)... In the meantime, why not ask Shelldon a question, and have some fun? – Simpy click the big chat-bubble button (bottom-right of the website). Enjoy!
EBOOK TITLE: “SIR HENRI DETERDING AND THE NAZI HISTORY OF ROYAL DUTCH SHELL” – AVAILABLE ON AMAZON EBOOK TITLE: “JOHN DONOVAN, SHELL’S NIGHTMARE: MY EPIC FEUD WITH THE UNSCRUPULOUS OIL GIANT ROYAL DUTCH SHELL” – AVAILABLE ON AMAZON. EBOOK TITLE: “TOXIC FACTS ABOUT SHELL REMOVED FROM WIKIPEDIA: HOW SHELL BECAME THE MOST HATED BRAND IN THE WORLD” – AVAILABLE ON AMAZON.
JOHN DONOVAN TV DOCUMENTARY INTERVIEW
SHELL EXECUTIVES AT THE CENTER OF A SCHEME TO STEAL $1.3 BILLION FROM NIGERIA’S PEOPLE
SHELL ADMITS DEALING WITH NIGERIAN MONEY LAUNDERER – BBC NEWS
SHELL, ENI AND NIGERIAN OFFICIALS IN OPL 245 CORRUPTION SCANDAL
INVESTIGATION OF OPL 245 NIGERIAN OIL CORRUPTION SCANDAL
DUTCH EARTHQUAKES CAUSED BY SHELL/EXXON
SHELL KILLS FOR OIL IN NIGERIA
SHELL LIED ABOUT CLEANING UP OIL IN NIGER DELTA
SHELL SPIES INFILTRATED NIGERIAN GOVERNMENT
LEGO DROPS SHELL OVER GREENPEACE OIL SPILL VIDEO
SHELL ARCTIC DRILLING ACCIDENTS
SHELL KNEW ABOUT CLIMATE CHANGE DECADES AGO
ROYAL DUTCH SHELL FOUNDER SIR HENRI DETERDING, NAZI FINANCIER
JOHN DONOVAN PROMOTIONAL GAMES FOR SHELL AND OTHER CLIENTS
Listen and read proof in audio and transcript form of Shell CEO Ben van Beurden’s cover-up tactics in the OPL 245 Nigerian corruption scandal. The instruction given by him in the covertly recorded call to CFO Simon Henry was at odds with Shell’s claimed core business principles. Cover-up and obstruction, instead of transparency and integrity, says Shell critic John Donovan
I used shell broadband. It was by far the worst broadband provider ever! The internet did not work most days. I had their super fast broadband and it dropped out constantly. Watching a movie was awful with the constant buffering. Customer support was super slow. Now their going to charge me for the useless router which I have sent back.
Date of experience: 21 November 2023
By far the worst broadband provider ever!
The worst ever
I used shell broadband. It was by far the worst broadband provider ever! The internet did not work most days. I had their super fast broadband and it dropped out constantly. Watching a movie was awful with the constant buffering. Customer support was super slow. Now their going to charge me for the useless router which I have sent back.
Date of experience: 21 November 2023
By far the worst broadband provider ever!
30 November 2023: Posted by John Donovan
The content below is sourced from current verifiable customer reviews of Shell Energy published on Trustpilot.
Extremely slow broadband for 10 months, not fixed.I have had slow broadband well below the guaranteed speed for 10 months and Shell Energy have not been able to fix it.They have tried sending about 4 or 5 engineers but have not fixed the problem.Gurps, who I have been dealing with most recently, has been friendly and polite, alth… Read more
I ordered shell energy broadband on nov 2. I was promised connection the following week. They initiated the direct debit. I called the following week and was told router would arrive on 13 and service would go live on 17. No further email or communication until 20 when I was told service would start on 30th. Spent 10 minutes waiting on phone line and spoke to a polite assistant who was absolutely useless in solving my problem. Avoid this unprofessional and chaotic… Read more
Shell Energy Broadband Service is Appalling
OVER 500 EXTERNAL PUBLICATIONS CITING OUR SHELL WEBSITES
See our link list of over 500 articles by the FT, Wall Street Journal, Reuters, Bloomberg, Forbes, Dow Jones Newswires, New York Times, CNBC etc, plus UK House of Commons Select Committee Hansard records, information on U.S. Securities & Exchange Commission websiteetc. all containing references to our Shell focussed websites, or our website founders Alfred and John Donovan. Includes TV documentary features in English and German, newspaper and magazine articles, radio interviews, newsletters etc. Plus academic papers, Stratfor intelligence reports and UK, U.S. and Australian state/parliamentary publications, also citing our Shell websites. Click on this link to see the entire list, all in date order with a link to an index of over 100 books also containing references to our non-profit websites and/or our activities.
John Donovan, the website owner
DISCLAIMER
This is not a Shell website. The nature of this platform should be evident from the content presented here and on our related Shell-focused websites, including shellnazihistory.com. For more details, please refer to the Disclaimer link at the top of this page. Shell does not endorse or approve of this website.
Our platform operates as a non-commercial, advert-free, and subscription-free space. We do not solicit or accept donations and aim to provide information to our readers free of charge. The Shell logo image with white text used on this website is in the public domain due to expired copyright and anonymous authorship. It can be found on WIKIMEDIA COMMONS. Use this link for Shell’s own website.
Our content, including images and features like the Sheldon chatbot, incorporates information generated by Artificial Intelligence (AI) and various other technological means. We may also draw from sources such as Wikipedia and other published materials. Please note that some content may include satirical adaptations or elements of gossip, rumors, or exaggeration to engage and entertain our audience.
We strive to maintain factual accuracy and encourage readers to notify us promptly if any factual inaccuracies are found, so we can address and rectify them swiftly. Readers are advised to verify all information independently for accuracy and completeness. Any actions taken based on the content provided on our platform are at your own risk.
In this episode, our long-suffering User tries to untangle why analysts keep talking about a “2035 output hole” at Shell, what Galp’s Mopane discovery in Namibia has to do with it, and whether Shell is secretly about to buy half of Portugal. ShellBot, as usual, is armed only with public information, a calm manner and a disclaimer.
Shell looks, on the surface, like the most comfortable member of Big Oil. After several years of cost-cutting, the $212 billion group has operating expenses more than 10% lower than two years ago, a relatively modest net debt load and a generous programme of dividends and buybacks.
In the corridors of global energy, Shell presents itself as a monolithic symbol of industrial prowess, dividend reliability and transition ambition. Investors like BlackRock, Inc. and The Vanguard Group, Inc. hold sizeable stakes. Yet behind the investor-slides and glossy sustainability pledges lies a series of historical shadows: offshore disasters, legacy pollution, human-rights litigation and repeated admissions of safety underperformance. This article takes a tour through select episodes—chronologically arranged—of how Shell has, in many instances, placed lives and safety on the back burner. While satire underpins the tone, the facts are stubbornly real.
Shell and Apartheid: A Documentary History of Support, Complicity, and Counter-Campaigns (1950s–1994)
“A persistent reputational risk.” — Shell internal memo, 2007
Shell—the greedy, ruthless, polluting oil giant and perennial 
EBOOK TITLE: “SIR HENRI DETERDING AND THE NAZI HISTORY OF ROYAL DUTCH SHELL” – AVAILABLE ON AMAZON
EBOOK TITLE: “JOHN DONOVAN, SHELL’S NIGHTMARE: MY EPIC FEUD WITH THE UNSCRUPULOUS OIL GIANT ROYAL DUTCH SHELL” – AVAILABLE ON AMAZON.
EBOOK TITLE: “TOXIC FACTS ABOUT SHELL REMOVED FROM WIKIPEDIA: HOW SHELL BECAME THE MOST HATED BRAND IN THE WORLD” – AVAILABLE ON AMAZON.
