Wael Sawan

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

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

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The CEO Review: Delivering the Energy Transition Without Affecting Quarterly Earnings

Following the Chairman’s reassuring reflections on another year of strategic clarity through ambiguity, the Shell Annual Report moves naturally to the CEO’s review.

This section traditionally celebrates operational performance, outlines strategic progress and explains how the company is simultaneously transforming the energy system while continuing to generate extremely healthy profits from the existing one.

Dear Shareholders,

2025 was another year in which Shell demonstrated its unique ability to lead the global energy transition while continuing to produce large quantities of the energy that has not yet transitioned. 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 Annual Report: A Masterclass in Corporate Poetry

A satirical reading of the 2025 report, where billions flow, adjectives multiply, and reality occasionally peeks through the footnotes

Introduction: The World’s Most Expensive Bedtime Story

Every year, large corporations release a document that attempts to explain how they made vast sums of money while simultaneously saving the planet, empowering communities, and respecting nature.

Shell’s 2025 Annual Report is no exception. Running hundreds of pages, it is a masterpiece of corporate literature — a genre where verbs are optimistic, adjectives are plentiful, and inconvenient details tend to hide in footnotes.

At first glance, the report tells a reassuring story: strong shareholder returns, disciplined strategy, and progress on the energy transition. Look slightly closer and the narrative becomes more entertaining. read more

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Failure Pays Well: Shell CEO Bags 60% Pay Rise as Profits Slide and the Planet Warms

In the strange universe of global oil capitalism — where gravity appears to work in reverse — Shell’s chief executive has just demonstrated the timeless corporate principle that less profit can still mean more pay.

According to Shell’s newly released annual report, CEO Wael Sawan’s remuneration surged by more than 60% to £13.8 million in 2025, up from £8.6 million the previous year. 

The catch?

Shell’s profits fell sharply at the same time.

The company reported adjusted earnings of $18.5 billion for the year — down from $23.7 billion previously, a drop of roughly 22%.  read more

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Shell’s “Green” Venture Portfolio Under Review — Translation: The Climate Side Hustle Isn’t Paying Fast Enough

In yet another sign that “transition” remains a flexible word inside oil major boardrooms, Shell has placed parts of its Shell Ventures portfolio under strategic review, according to a February 26, 2026 Reuters report.

The message from The Hague (or rather, London, depending on which corporate reincarnation you’re referencing): if it doesn’t pump cash like LNG, it may not survive the cull.

The Venture That Was Supposed to Prove It Cared

Shell Ventures was launched to signal that the company was serious about investing in the future: clean tech, mobility platforms, energy storage, grid software, hydrogen plays, and various digital decarbonisation tools. It was the corporate equivalent of buying an electric bicycle while continuing to own the motorway. 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’s METLEN LNG Deal: Europe’s Energy Security — or Another Golden Age for Gas?

In the latest chapter of Europe’s great post-2022 energy reshuffle, Shell has signed a long-term LNG supply agreement with Greece’s METLEN Energy & Metals — a deal that underscores one unavoidable reality of 2025–2026: Europe may talk green, but it is still running on gas.

The agreement positions Shell as a key supplier of liquefied natural gas into the Greek and broader southeastern European market, reinforcing its already formidable role in Europe’s evolving gas infrastructure. On paper, it is a logical move. In practice, it is another reminder that the continent’s energy transition remains tightly tethered to hydrocarbons. 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’s $24 Billion “Energy Transition”: Selling LNG to Adnoc While the Climate Clock Ticks

In the ever-evolving theatre of global energy, Shell plc appears to be rehearsing another familiar act: trim the portfolio, cash in on hydrocarbons, and call it “discipline.”

According to multiple industry reports in February 2026, Shell is in talks with Abu Dhabi National Oil Company (Adnoc) regarding the potential sale of its stake in a major Australian liquefied natural gas (LNG) project. Estimates suggest the stake could be valued at up to $24 billion. That is not pocket change — even for a supermajor. 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.

Shell’s London Escape Route: Is the Oil Giant Preparing to Jump to New York?

Here’s the latest on Shell plc’s plan to move its listing to New York — with an investigative, critical lens.

By John Donovan (with AI collaboration)

21 October 2025

When a corporate behemoth begins to flirt with another stock exchange, the romance is rarely innocent. Shell plc — once Royal Dutch Shell plc, before dropping the “Dutch” as neatly as a discarded partner — is now openly courting Wall Street.

The CEO, Wael Sawan, has been muttering about “value gaps” and “unlocking potential,” code for what London traders hear as: we’re tired of being undervalued in a city that drinks warm beer instead of crude profits. 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 MOST DAMAGING ARTICLE ABOUT SHELL EVER PUBLISHED?

“A persistent reputational risk.” — Shell internal memo, 2007

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

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 to Trump: Don’t Smash the Turbines — We’re Busy Burning Gas

Shell’s top U.S. executive has done the unthinkable: publicly critiqued a White House that is (mostly) friendly to oil and gas. In an interview flagged by Reuters, Colette Hirstius, President of Shell USA, warned that the Trump administration’s decision to halt fully permitted offshore wind projects is “very damaging” to investment. She added: “I think uncertainty in the regulatory environment is very damaging. However far the pendulum swings one way, its likely that its going to swing just as far the other way.” And, crucially: “I certainly would like to see those projects that have been permitted in the past continue to be developed.”  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.

Will Shell sell or shut its only polyethylene manufacturing site?

Shell’s plastic palace, the “brilliant basics,” and the slow-motion corporate moonwalk toward the exit

Remember when the U.S. Department of Energy promised Appalachia was “on the cusp of an energy and petrochemical renaissance,” with Shell’s ethane cracker outside Pittsburgh as “the first of what could be multiple facilities”? Yeah—about that. Five years later, Shell stands alone as the only mega-project that actually got built… and now it wants out. 

Shell’s CEO Wael Sawan told analysts, verbatim: “The issue is it’s our only one, our only major facility” making this kind of plastic. “And that’s why we’ve said we’re not the natural owner of that asset.” Translation: we spent billions building a single plastic pellet factory in Pennsylvania and, whoops, our corporate strategy is oil and gas again. Or, in his words, back to “the brilliant basics.”  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 Loses LNG Case to Venture Global

The planet-wrecking colossus known as Shell — proudly backed by Wall Street heavyweight BlackRock — just lost its $1.7 billion arbitration battle against Venture Global. The scrappy U.S. LNG upstart sold cargoes on the spot market for huge profits instead of delivering them to Shell under long-term contracts. Shell whined: “Trust in long-term contracts is the bedrock of the LNG industry.” Translation: “We’re fine making billions, but only if it’s on our terms.”

Venture Global, which banked nearly $7 billion in 2022–23, crowed: “We have consistently honored these agreements without exception.” The ruling leaves Shell sulking and the rest of us wondering if corporate karma actually exists — because for once, Big Oil didn’t win. 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’s Profits Drop—But Not Enough to Stop the Greedfest

Oh no, poor Shell only made $4.26 billion in profit last quarter—down nearly a third thanks to falling gas prices. Let’s all shed a carbon-neutral tear for Europe’s biggest fossil fuel polluter as it clutches its pearls and assures investors it’ll still shovel billions back into their pockets through buybacks. Because priorities.

Gas prices across Europe tumbled nearly 20% between April and June, helped along by a rare moment of geopolitical sanity—a ceasefire between Iran and Israel—and lower demand from China. The result? A sudden market correction that Shell calls “non-fundamentals-based volatility,” which is CEO Wael Sawan’s adorable way of saying, we didn’t see this shit coming. 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’s Chemicals Unit Is Drowning

Wael Sawan pledges to save Shell’s chemical disaster by doing what Shell does best: selling off assets, cutting jobs, and blaming China.

If there’s one thing Shell loves more than raking in billions from polluting the planet, it’s failing upward with a straight face. And this week, CEO Wael Sawan has bravely stepped forward to announce that—surprise!—Shell’s chemicals division is a flaming trainwreck. But don’t worry, folks, they’ve got a plan: shut things down, blame Europe, and “explore partnerships.” 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.