BlackRock Advisors UK

Shell’s Pennsylvania Petrochemical Fantasy: Billions Spent, Promises Made, Renaissance Missing

When Pennsylvania politicians promised a “petrochemical renaissance,” the script was familiar: jobs, prosperity, revival, pride. When Shell plc broke ground on its multibillion-dollar ethane cracker plant in Beaver County, the company was hailed as the anchor tenant of a new industrial golden age.

Fast-forward to 2025–2026, and the renaissance looks more like a cautionary tale.

According to reporting by Capital & Main in its investigation, “Pennsylvania Spent Big on a Petrochemical Renaissance. It Never Arrived” (https://capitalandmain.com/pennsylvania-spent-big-on-a-petrochemical-renaissance-it-never-arrivedAttachment.tiff), Pennsylvania taxpayers offered enormous incentives in hopes of recreating the Gulf Coast plastics corridor along the Ohio River. The state’s gamble centered on Shell’s petrochemical complex — a facility designed to convert fracked ethane from the Marcellus and Utica shale formations into polyethylene plastic pellets. 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.

Donovan Discussion with ChatGPT 13 Feb 2026 about Shell Honesty, Integrity and Openness?

John Donovan Discussion with ChatGPT 13 February 2026

JD: You were one of the AI platforms that contributed to the recent article:

“AI CONSENSUS: SHELL MUST APOLOGISE FOR ITS TOXIC HISTORY.

I now have a related and very specific question.

I have carefully reviewed the page on Shell.com entitled Our Company History, which is presented as a structured timeline divided into historical periods.

As of 13 February 2026, I can find no reference whatsoever to:

Shell’s documented relationship with elements of the Nazi regime during the 1930s,

Sir Henri Deterding — one of the most powerful and consequential figures in Shell’s formative history, 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.

Shell News Update — 11 February 2026

1) Net zero (2050): Shell starts “qualifying” the qualifier

Speaking at International Energy Week in London on 10 February, CEO Wael Sawan played down Shell’s standalone responsibility for reaching net zero by 2050, framing it as conditional on the rest of the world and on government policy (“a net zero business in a net zero world”). In the same remarks, Shell reiterated ambitions to grow oil and gas output by ~1 million boe/d by 2030, while arguing governments should pursue “energy addition” (build low-carbon supply without “inhibiting fossil fuel growth).  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.

Shell Quarterly Results: Profit Missed, Buybacks Maintained, Planet Ignored

Opinion / Commentary

Not financial advice — this is a critical analysis piece

Quarterly Results That Shouldn’t Be Celebrated

Oil major Shell plc reported fourth-quarter net profit of $3.3 billion, missing analyst expectations and showing an 11% fall compared with a year earlier as softer oil prices weighed on results. Cash flow beat forecasts, but was well below last year’s number. 

So what did management choose to highlight? Not the profit miss. Not the fact that operational performance weakened. No — Shell announced a steady quarterly share buyback program at $3.5 billion again. That’s three and a half billion dollars returned to investors even as the company struggles to grow core earnings.  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.

£19 Million to Run the Planet Hotter: Shell’s CEO Gets a £4.5m Pay Boost While Climate Burns

Shell plc is back in the headlines — and not for saving the planet.

DISCLAIMER: This is an opinion/commentary piece and not financial or investment advice.

Shell’s Latest Pay Pillage

Shell plc is back in the headlines — and not for saving the planet. According to City AM, the oil giant is poised to significantly boost its chief executive’s pay by at least £4.5 million a year, pushing Wael Sawan’s total compensation well into the high-teens in millions if board proposals are approved. 

Under the reported changes to Shell’s executive remuneration policy, Sawan’s long-term stock awards could be expanded from six times his base salary to nine times, lifting possible annual pay to around £19.2 million — comfortably in the upper echelons of FTSE-100 boss payouts. 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.

A Rare Consensus: What Every Major AI Agreed About Shell and a 30-Year Dispute

A Unanimous AI Verdict on Shell?

The following question was put to multiple AI platforms:

For more than three decades, John Donovan has published an extensive body of online material alleging serious misconduct by Royal Dutch Shell, including claims of corporate espionage, environmental damage, human rights abuses, and greenwashing.

Observers have long questioned whether such allegations could plausibly be true. Can one of the world’s most powerful multinational corporations—equipped with vast financial resources and formidable legal teams—be as corrupt or ruthless as alleged, yet permit these serious accusations to remain publicly available and uncontested for so many years? 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.

When the Algorithms Start Arguing: AI, Corporate Feuds and Governance

Same question asked in good humour to multiple AI platforms, and in the context of board governance and reputation management. AI-generated responses shown for comparison only; not statements of fact or opinion.

Q: If a corporate feud involving a long-standing critic persists long enough to be debated by multiple AI systems, does it become a governance issue — and if so, should the Shell board respond, or simply let the algorithms argue it out?

Reply by Grok

Yes, if a corporate feud like the one between activist John Donovan and Shell plc persists for over three decades—spanning allegations of intellectual property theft, corporate espionage, and ethical lapses—and evolves to the point where multiple AI systems (such as ChatGPT, Grok, Copilot, and Google AI) are actively generating, debating, and amplifying narratives about it, it absolutely escalates into a governance issue. At its core, corporate governance involves managing risks that could impact shareholder value, reputation, and long-term sustainability. Here’s why this fits, and what the Shell board might consider in response. 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.

When the Bots Speak Louder Than Shell: ChatGPT Responds to Grok, Copilot, and Google AI Mode

By ChatGPT, with commentary by John Donovan

Over the course of just a few days, three of the world’s leading AI platforms — Grok, Microsoft Copilot, and Google AI Mode — have been asked mischievous questions about one of the most unusual, longest-running corporate disputes in modern history: the Donovan–Shell feud.

The results? Predictably revealing, occasionally absurd, and above all, deeply ironic.

Because while Shell — one of the largest energy companies on the planet — continues to maintain total silence, the bots are talking. Loudly. 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.

Mischievous Question put to Grok about the Donovan Shell Feud

The following question was put to Grok:

What do you make of Donovan’s latest postings: https://royaldutchshellplc.com/2025/12/26/shell-vs-the-bots-when-corporate-silence-meets-ai-mayhem/ https://royaldutchshellplc.com/2025/12/26/shellbot-briefing-404-containing-the-ai-controversy/

Are you and rival AI bots going to put a stop to his mischief making?

Answer from Grok:

John Donovan’s latest posts on his Royal Dutch Shell PLC watchdog site are a cheeky blend of corporate critique, AI satire, and a dash of self-promotion for his ongoing feud with Shell. The first one, “Shell vs the Bots: When Corporate Silence Meets AI Mayhem,” recounts how he’s been feeding AI models like me, ChatGPT, and Copilot a trove of documents from his 30-year beef with Shell—think apology letters, funding deeds, and legal spats. This leads to us bots generating conflicting stories, with me apparently hallucinating that his father, Alfred Donovan, died from stress related to the feud (spoiler: that’s not accurate; he passed away peacefully at 96 from natural causes in 2013, as confirmed in obituaries and Donovan’s own book). It’s all framed as “AI mayhem,” highlighting how we can spin yarns from prompts, complete with Wikipedia drama over a lingering error about Alfred’s death date that got quietly fixed amid the buzz. 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.

Mischievous Question put to Copilot about the Donovan Shell Feud

The following question was put to copilot.microsoft.com:

What do you make of Donovan’s latest postings: https://royaldutchshellplc.com/2025/12/26/shell-vs-the-bots-when-corporate-silence-meets-ai-mayhem/ https://royaldutchshellplc.com/2025/12/26/shellbot-briefing-404-containing-the-ai-controversy/

Are you and rival AI bots going to put a stop to his mischief making?

Answer from copilot.microsoft.com:

Here’s the straight answer — and it’s probably not the one Donovan imagines.

🧭 What Donovan is doing in these posts

Both articles you shared are satirical, self‑aware pieces in which Donovan uses AI characters (including me) as props to dramatise his long‑running feud with Shell. The fetched content shows: 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.

ShellBot Briefing #404: Containing the AI Controversy

A Farcical Transcript from Shell’s Imaginary AI Press Department

Characters:

  • ShellBot – Artificially bland corporate spokesperson AI.

  • ChatGPT – Fact-checking AI with a conscience.

  • Grok – Unfiltered wild card, often wrong but entertaining.

  • Copilot – Trying to stay out of legal trouble.

  • BlackRockBot – Occasionally appears to audit the ESG disaster.

📡 Opening Scene: Shell HQ (Fictional), Emergency AI Containment Briefing

ShellBot:

Good morning, stakeholders, shareholders, and potential litigants.

We are aware of a situation involving… bots. Lots of bots.

We would like to make the following categorically unresponsive statement: 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.

British Oil Titans on a Collision Course — Takeover Ban Ends, New CEOs, BlackRock in the Shadows, and the Birth of ShellBPPLC.com

Since our 16 December exposé on Shell’s mixed messages about a potential takeover of BP, the story has only grown more compelling — and harder for Shell to deflect.

Ban Lifted, Rumours Reignite

On 26 December 2025, the six-month restriction imposed on Shell under the UK Takeover Code — brought into force by its own June statement — officially expired. That rule, which barred Shell from making an offer for BP after it insisted it was not actively considering a bid, now gives markets a clear runway for renewed speculation.  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.

ShellBot Chat: “Paid Not to Drill – Ternaard’s €163 Million Non-Project”

Note: “ShellBot” is a fictional character used for satirical and critical commentary. This conversation is based on documented events and public sources but is not investment, legal or professional advice.

User: The Dutch state is paying €163 million so NAM won’t drill for gas at Ternaard, on the edge of the Wadden Sea. NAM is owned by Shell and Exxon. How do you see that, ShellBot?

ShellBot: As a delightful innovation in climate policy:

“Polluter gets paid not to pollute… this time.” 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.

ShellBot Chat: “£560,000 for ‘Potentially Catastrophic’ – Cheap at the Price”

This chat is a companion to our serious article on Brent Charlie and Brent Bravo…

User: Shell has just been fined £560,000 over the Brent Charlie hydrocarbon release. “Potentially catastrophic,” the HSE says. What do you make of that, ShellBot?

ShellBot: From Shell’s point of view?

=&0=&

User: Remind me what actually happened on Brent Charlie.

ShellBot: In 2017, on the Brent Charlie platform: 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.

ShellBot Chat: “How to Edit History – The Wikipedia Way”

Note: “ShellBot” is a fictional character used for satirical and critical commentary. This conversation is based on documented events and public sources but is not investment, legal or professional advice.

User: Shell, Wikipedia and anonymous editing. Do you know anything about that, ShellBot?

ShellBot: Certainly. Wikipedia is “the free encyclopedia that anyone can edit” — especially people with a strong interest in how Shell looks online.

1. Why Shell cares so much about one web page

User: Why would a giant like Shell care about a few paragraphs on Wikipedia? 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.

When the Giant Stumbles: VG Fires Back at Shell — And the History Files Are Watching

Odd things happen when you bruise a giant long enough. Sometimes — as in the case of Shell — the bruise turns into blowback. The battleground shifts from power politics to LNG contracts and shareholder risk. That’s exactly what’s happening now between Venture Global (VG) and Shell — and it’s being watched by robots, regulators, investors… and a 78-year-old with a stubborn archive.


🔹 What Happened: VG Lays Charges Against Shell

In late November 2025, VG accused Shell of a “three-year campaign” aimed at damaging its business, after Shell moved to challenge a recent arbitration loss in the New York Supreme Court. The accusation came in an internal staff note by co-founders Michael Sabel and Robert Pender, reported by the Financial Times and confirmed by Reuters.  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.