Iran

Shell’s Iran War Windfall Has Another Side: SEC Filing Reveals $5.4 Billion Shipping-Lease Shock

Oct 31st, 2026
by John Donovan.
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Shell’s latest financial statements reveal a remarkable accounting consequence of the Middle East conflict. While the oil giant reports extraordinary profits, soaring tanker freight rates have triggered billions of dollars in additional shipping-lease liabilities. The figures are non-cash adjustments, not realised losses, but they expose another dimension of Shell’s vulnerability to geopolitical disruption.

By John Donovan — 31 October 2026

Shell plc’s spectacular third-quarter profits have attracted considerable attention. 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, Iran and the Oil Shock: When War Turns the Petrol Pump Into a Cash Machine

May 12th, 2026
by John Donovan.
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Disclaimer: This article is commentary and satire based on publicly available reporting and cited sources. Allegations are stated as allegations unless established by courts, regulators or official records. Site wide disclaimer also applies.

1. Fact-based tabloid-style deep dive

The Iran war has turned the oil market into a giant geopolitical slot machine: missiles in the Gulf, tankers rerouted, fuel traders sweating, politicians panicking, and ordinary households once again told to “brace for impact” while Big Oil checks the share price. 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 War-Volatility Jackpot: Nothing Says “Energy Transition” Like $6.9 Billion and Another Fossil-Fuel Shopping Trip

May 7th, 2026
by John Donovan.
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AI image concept: A giant Shell logo-shaped cash register sitting on an oil-slicked shoreline, ringing up “$6.9bn” while distant tankers pass through a smoky, war-lit Strait of Hormuz. In the foreground, a tiny green sapling labelled “transition” is being watered with a golden petrol pump nozzle

DISCLAIMER: This article is opinion/commentary. It is not financial advice, investment advice, or a recommendation to buy, sell, or hold any security. It relies on publicly available reporting, company statements, and cited sources. Site wide disclaimer also applies.

The war dividend nobody wants to call a war dividend

There are quarters when an oil major merely makes money, and then there are quarters when the geopolitical horror show performs like an unpaid member of the trading desk.

Shell’s first quarter of 2026 appears to sit firmly in the second category. The company reported adjusted earnings of about $6.9 billion, more than double the previous quarter and above analyst expectations, helped by market volatility linked to the Iran war and disruption across global energy routes. The Times reported that Shell’s adjusted profits rose 23% year-on-year and were more than double the previous quarter, with trading, refining, marketing and gas-market volatility doing much of the heavy lifting. 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.

Europe Faces Imminent Fuel Shortage Risk as Shell CEO Warns of Iran War Fallout

Mar 25th, 2026
by admin.
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Europe could face a severe fuel shortage within days if geopolitical tensions involving Iran escalate further, according to a stark warning from Shell’s chief executive Wael Sawan, highlighting the fragility of global energy supply chains in wartime conditions.

Speaking amid growing instability in the Middle East, the Shell CEO cautioned that disruption to key shipping routes, particularly through the Strait of Hormuz, could rapidly constrain supply to European markets. The chokepoint handles roughly a fifth of global oil flows, and any sustained interruption would have immediate downstream effects on refining capacity and distribution networks. 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 Crown Jewel Hit: Pearl GTL Damage Exposes Fragility of Global Energy System

Mar 21st, 2026
by admin.
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ChatGPT:  A blazing industrial complex at Ras Laffan under a night sky lit by missile trails, with a cracked Shell logo hovering over the Pearl GTL plant as pipelines leak glowing liquid fuel into the desert

By John Donovan

The Strike That Hit the Heart of Shell’s Empire

Shell’s flagship Pearl Gas-to-Liquids (GTL) project in Qatar—long marketed as a technological triumph and cash-generating “crown jewel”—has suffered significant damage following Iranian missile strikes on the Ras Laffan Industrial City.

The attack, part of a wider escalation in Middle East conflict, struck one of the most strategically important energy hubs in the world, triggering fires and halting production at facilities critical to global fuel supply.  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.

When Corporate History Is Challenged: Shell, Deterding, and the Record Itself

Jan 20th, 2026
by John Donovan.
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Why an exchange with Shell’s Company Secretary still matters in the AI era

In March 2011, an exchange took place between John Donovan and Michiel Brandjes, then Company Secretary and General Counsel of Royal Dutch Shell plc, concerning the contents and interpretation of A History of Royal Dutch Shell, the company’s four-volume, internally commissioned corporate history.

At the time, the dispute appeared narrow: whether Shell’s paid historians had accurately characterised Sir Henri Deterding’s relationship with Adolf Hitler and the Nazi regime. With hindsight — and with the emergence of AI systems capable of cross-reading archives in seconds — the exchange now reads as something more consequential: an early, documented challenge to narrative authority over Shell’s own 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, 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 Oil Slick on Shell’s Reputation: A Spy Scandal, Bill O’Reilly, and the Accidental Golden Seal of Approval

Oct 28th, 2025
by John Donovan.
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BLACKROCK, MEET PARANOIA: SHELL’S GLOBAL SPY OPERATION UNWITTINGLY PROVES ITS BIGGEST CRITICS ARE THE ONLY ONES TELLING THE TRUTH

Introduction: The Ultimate Sin Stock and the Gift of Incompetence

Let us speak plainly about Shell plc, the titanic, globe-trotting entity that operates under a thin veneer of corporate responsibility while continuously proving itself to be the ultimate sin stock. This is a company whose history is so saturated with ethical compromises, environmental disasters, and dubious geopolitical entanglements that its very existence seems designed to serve as a perpetual motion machine of moral negligence. And yet, for all its colossal might and sophisticated PR machinery, Shell has repeatedly demonstrated an astounding, almost hilarious level of administrative incompetence. 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 Plays It Safe, Pauses Red Sea Shipments

Jan 16th, 2024
by John Donovan.
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Posted by John Donovan 16 Jan 24

In a move that’s less ‘brave explorer’ and more ‘cautious cat’, Shell, the British oil giant, has reportedly paused its Red Sea fiesta, halting all shipments through this aquatic party zone. Why? Because the Houthi rebels from Yemen have decided to be uninvited party crashers, targeting commercial vessels on this crucial global trade route.

The Wall Street Journal spilt the tea first, citing those ever-mysterious ‘unnamed sources’. When FOX Business tried to get the lowdown from Shell’s office for the Americas, they were met with radio silence. And, in true secretive fashion, the Journal says Shell declined to comment. Talk about playing hard to get! 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 Troubling Links with Iran Exposed

May 16th, 2023
by John Donovan.
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Posted by John Donovan on 16 May 2023, authored partly in collaboration with a whistleblower source. 

Shell’s Troubling Links with Iran Exposed

Explosive leaked documents uncover Shell’s alarming collaboration with an Iranian regime-connected company through its Iraq joint venture, casting a shadow on the oil giant’s ethical standing.

The damning evidence reveals that Shell’s joint venture in Iraq inked a deal that directly benefits a company closely tied to the Iranian regime, according to documents obtained by Unearthed. 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.

Iraq Moves To Exploit Its Massive Natural Gas Reserves

Apr 6th, 2021
by John Donovan.
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Iraq Moves To Exploit Its Massive Natural Gas Reserves

EXTRACTS

…that said, it has made some progress in developing gas resources, most notably in 2019/2020 when the US$17 billion 25-year Basra Gas Company (BGC) project with Royal Dutch Shell…

The original design plans for Nebras – formulated between Shell and the Iraq Oil Ministry and Ministry of Industry and Minerals – were for a project that could produce at least 1.8 million metric tonnes per year (mtpy) of various petrochemicals. 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.

OilPrice.com: Shell Postpones Investment On Two Major Oil Projects

Apr 23rd, 2020
by John Donovan.
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As oil prices collapse, Shell is postponing the final investment decisions (FIDs) for two planned projects, one in the U.S. Gulf of Mexico and another in the UK North Sea, a source with the supermajor told Reuters on Wednesday.

Shell is now thinking of postponing the FID for the development of the Whale discovery in the Gulf of Mexico, Reuters’ source said. The initial FID timeframe was to make the decision later in 2020, but it is now postponed to 2021.

Shell announced the large deepwater discovery in the U.S. Gulf of Mexico in January 2018, although it had made it six months earlier. Back then, the company said that the Whale discovery was “one of its largest U.S. Gulf of Mexico exploration finds in the past decade.” Shell is the operator of the planned project with a 60-percent interest, while U.S. supermajor Chevron holds the other 40 percent. 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.

BP and Shell employees in Iraq could be targeted By Tehran’s sympathisers

Jan 6th, 2020
by John Donovan.
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The Sunday Times: 5 Jan 2020

Shanti Das

British nationals have been warned against travelling to Iran or Iraq, and urged to be extra vigilant in other Middle Eastern nations.

The Foreign and Commonwealth Office hardened its guidance yesterday, warning that the situation could “deteriorate quickly”.

Several big British companies have a presence in Irak, including the oil giants BP and Shell and the security group G4S, and could be targeted by Tehran’s sympathisers who have publicly declared their intention to avenge America’s killing of Qassem Soleimani.  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.

Sputnik: Shell Stops Sending UK-Flagged Ships Through Strait of Hormuz Over Tanker Seizure by Iran

Aug 2nd, 2019
by John Donovan.
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SPUTNIK: Shell Stops Sending UK-Flagged Ships Through Strait of Hormuz Over Tanker Seizure by Iran

02.08.2019

Since relations between Iran and the UK further deteriorated following the Islamic Revolutionary Guard Corps’ alleged attempt to block a BP tanker traversing the Strait of Hormuz, this British multinational oil and gas conglomerate has not sent tankers there. Its Anglo-Dutch rival has also followed suit.

The gas and oil giant Royal Dutch Shell has stated that they’ve ceased sending British-flagged vessels through the key lane for oil shipping, the Strait of Hormuz, amid the UK-Iranian tensions, exacerbated by recent incidents. They, however, will apparently continue using the route. 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.

CHAPTER 13: What prompted the more recent sinister activity?

Oct 29th, 2018
by John.
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The above logo is for “CAS” – a shadowy Shell Group Corporate Affairs unit populated by spooks led by former high-level MI6 and FBI officers.

James W.D. Hall is Vice President of Corporate Security, located at Royal Dutch Shell plc’s Global Headquarters in the Netherlands. Hall, a mysterious British Citizen, was described in a June 2017 U.S. court document as “the top executive in Shell’s entire Corporate Security Organization…” He is identified by name in a related article “Spectacular falling out of ‘Security Professionals’ at the top of Shell.” 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.

ROYAL DUTCH SHELL NEWS 2 SEPT 2018

Sep 2nd, 2018
by John Donovan.
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Science and industry museum accused of hypocrisy for taking money from oil company 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.

CHAPTER 17: Why does it still matter?

Aug 26th, 2018
by John Donovan.
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The general public, drivers, investors, relatives of victims of the Holocaust and other Nazi crimes against humanity, are entitled on moral grounds, to be aware of this dark chapter in the history of Royal Dutch Shell. People can then decide on an informed basis if they wish to hold shares in the company, or purchase Shell products.

The purpose of this book is to present the unvarnished history of a very dark chapter in Shell’s past, rather than the spun version paid for by the oil giant. I have also drawn attention to other unethical episodes in the history of Royal Dutch Shell.  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.
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