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BP, Shell execs report surprise production boost from mature wells

|About: BP p.l.c. (BP)|By: , SA News Editor

  • BP CEO Bob Dudley has spent 38 years in the oil business, and he says has never seen anything like what happened with the company’s mature oil fields last year – their production increased.
  • Results across the industry were not as spectacular as BP’s but still impressive, executives and officials at the CERAWeek conference said this week; the International Energy Agency reported production from mature fields fell 5.7% last year, the smallest decline in at least a decade. FULL ARTICLE
  • read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Shell settles clean air violations at Louisiana plant

    |By: , SA News Editor

    Royal Dutch Shell’s (RDS.ARDS.B) Shell Chemical LP will install and operate a $10M pollution monitoring and control system at its Norco, La., chemical plant as part of a settlement over allegations it violated the Clean Air Act, the Department of Justice says.

    The pollution controls are estimated to reduce air emissions of volatile organic compounds by ~159 tons/year and cut other harmful air pollutants, including benzene, by 18 tons/year.

    Shell Chemical also will pay $350K in civil penalties as part of the consent decree. read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Royal Dutch Shell PLC Q4 2017 Earnings Conference Call February 1, 2018 9:00 AM ET

    Royal Dutch Shell PLC (NYSE:RDS.A) Q4 2017 Earnings Conference Call February 1, 2018 9:00 AM ET

    Executives

    Ben van Beurden – CEO and Director

    Jessica Uhl – CFO and Executive Director

    Analysts

    Michele Vigna – Goldman Sachs Group

    Jason Gammel – Jefferies LLC

    Christyan Malek – JPMorgan Chase & Co.

    Theepan Jothilingam – Exane BNP Paribas

    Iain Reid – Macquarie Research

    Lydia Rainforth – Barclays PLC

    Oswald Clint – Sanford C. Bernstein & Co.

    Jason Kenney – Grupo Santander

    Thomas Adolff – Crédit Suisse AG

    Jonathon Rigby – UBS Investment Bank read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Dutch regulator points to possible 48% production cut at Groningen gas field

    |By: , SA News Editor

  • The Dutch mining regulator recommends cutting production at the Groningen natural gas field, the biggest in Europe, by 44% to 12B cm/year from the current cap of 21.6B cm/year to reduce the risk of earthquakes.
  • The government already has cut production from Groningen several times in recent years as decades of extraction have led to dozens of earthquakes each year; once the largest supplier of European Union gas, output at Groningen has been cut by 60% from a peak of 54B cm in 2013.
  • Gas company NAM, which runs the Groningen field, is a joint venture of Royal Dutch Shell (RDS.A, RDS.B) and Exxon Mobil (NYSE:XOM).
  • read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    The Royal Dutch Shell Of The 2020s – A Royally Good Investment

    : Jan 23, 2018

    Summary

    Royal Dutch Shell took advantage of the market downturn to acquire BG Group. That let the company grow by 50%, something that has supported production significantly.

    Royal Dutch Shell anticipates cash flow of $25-30 billion by 2020, and that could grow to almost $50 billion with recovering oil prices. That will result in significant reward to shareholders.

    I think LNG will be an especially rewarding opportunity for Royal Dutch Shell going forward. That could help the company’s cash flow to grow even further. read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Further production cut eyed for Groningen after tremor

    |By: , SA News Editor

    Dutch gas company NAM says it will propose reducing production at the Groningen gas field following an earthquake on Monday that was the largest in recent years.

    NAM, a Royal Dutch Shell (RDS.ARDS.B) and Exxon Mobil (NYSE:XOM) joint venture that operates the Groningen field, says it will propose a shutdown of some production clusters, leading to a lower production volume overall.

    The Dutch government has cut gas production several times in recent years from 39.4B cm in 2015-16, as decades of gas extraction have led to dozens of earthquakes every year in the Groningen region; the new government already agreed to cut output to ~20B cm by 2021 from a current 21.6B cm. read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Production Halted At 2 North Sea Platforms After Main Pipeline Shutdown

    Fun Trading: 18 Dec 2017

    Summary

    • Shell announced that production from the Shearwater and Nelson platforms in the central North Sea had been suspended due to Forties pipeline shutdown.
    • Forties pipeline is a vital artery of the North Sea production. Production loss is estimated at about 400K Boep/d which is significant and may boost oil prices for weeks.
    • This situation could be considered as a net positive for Shell and other oil majors.

    FULL ARTICLE

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Shell’s Energy Transition Speeds Up

    : 18 Dec 2017

    Summary

  • Royal Dutch Shell doubled down on its previously-announced investments in clean energy earlier this month when its CEO told investors that it has raised this to $2 billion next year.
  • The company also announced its intention to reduced its greenhouse gas emissions by 50% through 2050.
  • While the success of Shell’s proposed energy transition remains uncertain, its plans reflect recent developments in the energy markets and multinational policymaking.
  • read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Royal Dutch Shell’s Deepwater Strength

    Dividend Stream: Nov. 30, 2017

    Summary

    • Royal Dutch Shell held its annual analyst day earlier this week.
    • Management expects to generate at least $25 billion in excess cash flow by 2019.
    • Despite rising share prices, Shell can still be picked up here.
    • This idea was discussed in more depth with members of my private investing community, Streaming Income.
    Earlier this week Shell gave its annual analyst meeting, which included guidance for next year. This article takes a look at that guidance, not least because a big chunk of Shell’s growth capital budget is going toward deepwater platforms across the world. This article also takes a look at what should matter most to income investors; cash flow and valuation. FULL ARTICLE
    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    WSJ: Oil companies, automakers seek lifeline for internal combustion engine

    Nov. 20, 2017 12:42 PM ET|By: , SA News Editor

    Exxon Mobil (NYSE:XOM), BP, Royal Dutch Shell (RDS.A, RDS.B) and other oil companies are spending millions of dollars per year working with automakers including Ford (NYSE:F) and Fiat Chrysler (NYSE:FCAU) to improve the internal combustion engine and help it compete with electric vehicles, WSJ/reports. The companies are hoping new, thinner lubricants will help squeeze even more efficiency out of traditional car engines, allowing them to comply with stricter environmental rules and remain relevant as new technologies such as zero-emission electric vehicles emerge. FULL ARTICLE read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Reuters: Two Alberta oil sands upgraders warning of volume cuts

    |By: , SA News Editor

    Two oil sands upgraders in Alberta – Royal Dutch Shell (RDS.A, RDS.B) and Suncor Energy’s (NYSE:SU) Syncrude – are warning customers about cuts to synthetic crude output in November because of upsets at the plants, Reuters reports.

    Shell Canada is telling customers that synthetic crude volumes from its 255K bbl/day Scotford upgrader may be lowered this month and possibly next month because of a valve leak, and the Syncrude oil sands project, which has capacity to produce nearly 350K bbl/day, also is telling customers it will cut synthetic crude volumes by ~5% in November, according to the report. read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Shell Says Yes To Free Cash Flow, No To Debt

    Callum Turcan: Nov 15, 2017

    Summary

    • Royal Dutch Shell generates free cash flow in Q3.
    • Outlook for Q4, even in light of impending capex increase, looks bright due to Brent rallying.
    • Over $10 billion in net debt reduction since the end of Q3 2016.
    • Overview of Q3 results and what to expect going forward.

    Royal Dutch Shell (NYSE:RDS.A) (NYSE:RDS.B) has come a long way since it bottomed out in early-2016. Its latest earnings reportreinforced the notion that when Brent is trading in the $50s, Shell’s cash flow position becomes balanced. Cash flow neutrality is the key breakeven point for the industry in the current environment, as oil & gas giants need to show that they can cover capital expenditures and large dividends through organic means at realistic prices. Let’s check out how Royal Dutch Shell did in a low $50s Brent world, with an eye on organic cash inflows and outflows. FULL ARTICLE WITH CHARTS read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Shell’s LNG Strategy A Great Complement To Overall Operations

    Zoltan Ban: Nov 13, 2017

    Summary

    • LNG is set to see robust growth on the back of growing global dependence on natural gas. The LNG industry will provide more supply security, which will be increasingly desired.
    • Shell has become a global leader in LNG, after the BG merger.
    • The advantage of investing in Shell as a way to play the LNG growth story is the fact that its downstream segment will act as a hedge in bad times.
     FULL ARTICLE
    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Reuters: Shell to hand over Iraq’s Majnoon oilfield by next June

    Nov. 8, 2017 11:33 AM ET|By: , SA News Editor

    Royal Dutch Shell (RDS.A, RDS.B) has agreed to exit Iraq’s Majnoon oilfield and hand over its operation to a state-run company by the end of June 2018, Reuters reports, citing two Iraqi oil officials.

    The Iraqi officials reportedly said the deal was reached during a meeting between Shell and officials from state-run Basra Oil on Monday at the Majnoon oilfield, which currently produces ~235K bbl/day of oil.

    According to the report, Shell will focus its efforts on the development and growth of Iraq’s Basra Gas Co., which is a joint venture between Shell, Mitsubishi and others. read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Shell Swallows BG Group Whole Hog, Rolls Up Cash Flow

    Ray Merola: Nov. 6, 2017

    Summary

    • Shell is enjoying a remarkably successful corporate resurgence.
    • Legacy BG Group opex and capex has been absorbed entirely without a loss of combined hydrocarbon volumes.
    • Cash is king.
    • Debt is trending down.  The dividend is well-covered.  Returns are solid, and improving.
    • I remain constructive on RDS stock.

    FULL ARTICLE

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.

    Why Shell Investors Shouldn’t Ignore The Ongoing Security Situation In Nigeria

    Royal Dutch Shell plc (NYSE:RDS.A) (NYSE:RDS.B) is a big player in Nigeria, a country that has been dealing with increases in civil unrest and sporadic violence over the past few years, particularly from the Niger Delta Avengers group that wants a larger portion of the oil & gas tax revenue to go to the Niger Delta region. This is on top of Nigeria’s ongoing fight against the Boko Haram insurgency in the northern parts of the country. The ongoing security situation is a major risk for Shell’s Nigerian operations, especially as the Niger Delta Avengers have shown the ability to repeatedly target bottlenecks like pipelines and force a lot of output offline. Let’s dig in by first going over what’s at stake for Shell. FULL ARTICLE read more

    royaldutchshellplc.com and its sister websites royaldutchshellgroup.com, shellenergy.website, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net and shell2004.com are all owned by John Donovan. There is also a Wikipedia article.
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