Gazprom

THE SHELL LEAKS FILES: 4 OCTOBER 2026

Oct 4th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 4 OCTOBER 2026

SLF-2007-077

The Sakhalin Papers LXVII: From Protocol Toward a Joint Venture — Shell and Gazprom Neft Plan Expansion Across Western Siberia and Beyond

Seven months after Shell and Gazprom signed their “Protocol on Strategic Global Cooperation”, Shell chief executive Peter Voser and Gazprom Neft chief Alexander Dyukov signed basic terms for something more concrete: a possible new joint venture covering Western Siberia, other Russian regions and even “third countries”. The distinction matters. No new venture was actually created by the June 2011 document. Shell and Gazprom Neft agreed to study one. By September Alexey Miller and Voser were still discussing how it might be established. But the direction was unmistakable. Four years after Shell lost control of Sakhalin II, the company was attempting to turn its relationship with Gazprom into a platform for expansion far beyond Sakhalin.

Archive reference: SLF-2007-077
Collection: The Sakhalin Papers
Principal authenticated records: Royal Dutch Shell plc Annual Report and Form 20-F 2011; US Securities and Exchange Commission filing record; Gazprom corporate records concerning the 2010 Strategic Global Cooperation Protocol and the June 2011 Gazprom Neft–Shell agreement
Contemporaneous reporting: Gazprom Neft press-service material; Dow Jones; Russian business press; contemporaneous Donovan archive
Judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: The June 2011 agreement is described according to what it actually did: it established basic terms for examining the creation of a joint venture. It is not represented as proof that the contemplated venture had already been incorporated or that every proposed project proceeded. Corporate statements about technology, international assets and future cooperation are attributed to the companies making them. Commentary concerning strategic motives is identified as commentary. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 3 OCTOBER 2026

Oct 3rd, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 3 OCTOBER 2026

SLF-2007-076

The Sakhalin Papers LXVI: “Strategic Global Cooperation” — Four Years After the Kremlin Crisis, Shell Signs a Worldwide Pact with Gazprom

On 30 November 2010, Royal Dutch Shell chief executive Peter Voser and Gazprom chairman Alexey Miller signed a “Protocol on Strategic Global Cooperation”. The language was striking. Shell and Gazprom would examine exploration and production opportunities in western Siberia and the Russian Far East, downstream cooperation in Russia and Europe, and even Gazprom participation in Shell projects outside Russia. Shell described the relationship as a “strong partnership”. This was less than four years after Gazprom had taken control of Sakhalin II during one of the most contentious episodes in Shell’s modern history. The protocol did not erase what had happened at Sakhalin. It showed what Shell decided to do afterwards.

Archive reference: SLF-2007-076
Collection: The Sakhalin Papers
Principal authenticated records: Royal Dutch Shell plc Form 6-K filed with the US Securities and Exchange Commission, December 2010; Royal Dutch Shell fourth-quarter and full-year 2010 results; Royal Dutch Shell plc Form 6-K of December 2006
Contemporaneous reporting: The Guardian; Dow Jones/Wall Street Journal reporting preserved in the Donovan archive; Bloomberg
Judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: The 2010 protocol, its stated scope and the parties’ public statements are treated as established corporate facts. Contemporary descriptions of the 2006 Sakhalin ownership transfer as forced or Kremlin-driven remain attributed descriptions. No court identified here found that Shell entered the 2010 agreement because of coercion, a secret bargain or an earlier promise of access to Russian resources. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 2 OCTOBER 2026

Oct 2nd, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 2 OCTOBER 2026

SLF-2007-075

The Sakhalin Papers LXV: The “New Heartland” — Why Shell Deepened Its Gazprom Partnership After Losing Control

In December 2006 Shell agreed to surrender control of Sakhalin II. By April 2007 Gazprom owned 50 per cent plus one share. Yet within two years Shell was not retreating from Russia. It was signing twenty-year gas agreements with Gazprom, discussing Sakhalin III, exploring Yamal LNG opportunities and establishing a working group to pursue additional Sakhalin resources. Shell’s 2009 Annual Report went further still: Russia had become a new corporate “heartland.” The documents establish the expansion of the relationship. They do not contain a single internal memorandum explaining why Shell chose that course. But Shell’s public statements, Gazprom’s records and the commercial structure make the strategic calculation unusually visible.

Archive reference: SLF-2007-075
Collection: The Sakhalin Papers
Principal authenticated records: Royal Dutch Shell plc Annual Report and Form 20-F 2009; Shell SEC filings; Gazprom corporate releases of 8 April and 18 September 2009
Contemporaneous reporting: Reuters, Bloomberg, Dow Jones/Wall Street Journal, UPI, AFP and The Times
Judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: The agreements, meetings, ownership interests and Shell’s description of Russia as a new “heartland” are treated as established documentary facts. Contemporary descriptions of Shell having been forced or pressured to surrender control remain attributed to journalists and other observers. No public court judgment identified here determined that Gazprom’s acquisition resulted from an unlawful bargain. Explanations of Shell’s strategic motives are commentary unless explicitly attributed to 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 1 OCTOBER 2026

Oct 1st, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 1 OCTOBER 2026

SLF-2007-074

The Sakhalin Papers LXIV: The Kremlin’s LNG Prize — Russia’s First LNG Plant Opens After Shell Loses Control

Two years after Gazprom took control of Sakhalin II, President Dmitry Medvedev inaugurated Russia’s first liquefied natural gas plant. Shell was no longer the controlling shareholder, but it had not disappeared: it retained 27.5 per cent, remained a technical participant and would soon be buying Sakhalin LNG under long-term arrangements. On 29 March 2009 the first Russian LNG cargo left for Japan. Shell’s own annual report later called Russia a new “heartland.” The project had survived cost escalation, environmental controversy, litigation, political pressure and a forced change in ownership. The strategic prize was finally producing — under Russian control.

Archive reference: SLF-2007-074
Collection: The Sakhalin Papers
Principal authenticated record: Royal Dutch Shell plc Annual Report and Form 20-F 2009
Contemporaneous corporate record: Sakhalin Energy statement, 18 February 2009
Contemporaneous reporting: Reuters, Financial Times, Oil & Gas Journal, Offshore, New Europe
Judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: Production, ownership, capacity and Shell accounting statements are treated as established where recorded in Shell or Sakhalin Energy documents. Contemporary descriptions of the 2006–07 ownership change as coercive or politically driven remain attributed assessments rather than judicial findings. The plant’s successful commissioning is not treated as proof that earlier environmental concerns were unfounded or that every environmental obligation had been satisfied. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 30 SEPTEMBER 2026

Sep 30th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 30 SEPTEMBER 2026

SLF-2007-073

The Sakhalin Papers LXIII: The Reserves Ledger — Did Shell Really Lose 1.06 Billion Barrels?

In March 2008, the consequences of Shell’s surrender of control at Sakhalin II surfaced in the language oil companies understand best: proved reserves. Contemporary reports said roughly 1.1 billion barrels of oil equivalent were disappearing from Shell’s books. Shell’s own annual report contained two striking figures — 658 million boe and 402 million boe — which, when added together, appeared to support that conclusion. But they did not describe the same thing. One figure represented minority interests disappearing from a consolidated subsidiary; the other represented reserves being transferred into the equity-accounted investment column. Shell’s actual reduction in proved reserves attributable to its shareholders from the Sakhalin transaction was approximately 402 million boe. The distinction is accounting — but it is not merely cosmetic.

Archive reference: SLF-2007-073
Collection: The Sakhalin Papers
Principal authenticated records: Royal Dutch Shell plc Annual Report and Form 20-F 2006; Royal Dutch Shell plc Annual Report and Form 20-F 2007
Contemporaneous reporting: Financial Times; JP Morgan/Hemscott; The Observer; Bloomberg; Thomson Financial/AFX; Energy Intelligence
Judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: Shell’s reserve figures and accounting classifications are treated as corporate facts. Contemporary descriptions of a 1.1-billion-barrel “loss” are attributed to the analysts and journalists who used them. No accounting reclassification is treated as a physical disappearance of hydrocarbons. The distinction between reserves surrendered economically and reserves merely moved between reporting categories is maintained throughout. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 29 SEPTEMBER 2026

Sep 29th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 29 SEPTEMBER 2026

SLF-2007-072

The Sakhalin Papers LXII: The Fine Print — $4.1 Billion, a $19.4 Billion Budget and the “Economic Balance” Agreements

The Kremlin agreement of December 2006 determined who would control Sakhalin II. The transaction completed on 18 April 2007 determined what that change meant in money, accounting and project economics. Shell received approximately $4.1 billion, surrendered half its interest, stopped consolidating Sakhalin Energy as a subsidiary and accepted Gazprom as majority shareholder. On the same day, Russia approved the revised Environmental Action Plan, the project’s amended development budget was approved, and Shell later disclosed that additional agreements had been signed with the Russian Government “addressing the economic balance of the project.” Those facts are documented. The surviving public record is much less explicit about what those additional agreements contained.

Archive reference: SLF-2007-072
Collection: The Sakhalin Papers
Principal authenticated records: Royal Dutch Shell plc Form 20-F for 2007; Shell SEC-filed 2007 interim financial statements; Shell announcement of 18 April 2007
Government/project record: approval of the amended Sakhalin II development budget and revised Environmental Action Plan
Contemporaneous reporting: Reuters; Oil & Gas Journal; contemporary project and financial reporting
Later judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: transaction figures and accounting treatment are treated as established corporate facts. Statements concerning Russian motives or coercion remain attributed assessments. The phrase “economic balance of the project” is Shell’s own description; no interpretation of undisclosed agreement terms is presented as fact. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 28 SEPTEMBER 2026

Sep 28th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 28 SEPTEMBER 2026

SLF-2007-071

The Sakhalin Papers LXI: The Kremlin Deal — $7.45 Billion and the Day Shell Agreed to Give Up Control

On 21 December 2006, after months of environmental enforcement, permit uncertainty, cost disputes and negotiations with Gazprom, Shell and its Japanese partners signed a protocol inside the Kremlin. Gazprom would pay $7.45 billion for 50 per cent plus one share of Sakhalin Energy. Shell’s 55 per cent interest would be halved. President Vladimir Putin described Gazprom’s entry as a corporate decision and, at the same meeting, said the project’s fundamental problems could be considered resolved. The timing generated immediate allegations that regulatory pressure had been used as commercial leverage. Shell did not adopt that interpretation. Nor did any court identified in this archive adjudicate such a bargain. What the documents do establish is unusually stark: the ownership dispute, the project-budget dispute and the environmental crisis converged on the same day.

Archive reference: SLF-2007-071
Collection: The Sakhalin Papers
Principal authenticated record: Royal Dutch Shell plc Form 6-K filed with the US Securities and Exchange Commission, December 2006; Royal Dutch Shell plc Annual Report and Form 20-F 2007
Corporate environmental record: Shell Sustainability Report 2006
Government and institutional record: contemporaneous Kremlin statements; later House of Commons Foreign Affairs Committee report
Contemporaneous reporting: The Guardian, Wall Street Journal, Bloomberg, Radio Free Europe/Radio Liberty, Oil & Gas Journal
Later judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Additional contemporary record: Shell’s January 2007 response to the Donovan account, subsequently preserved by Legal 500
Evidence standard: transaction terms are treated as corporate facts; Russian environmental allegations as allegations; descriptions of administrative pressure are attributed to journalists or Parliamentary findings; the coincidence of regulatory and commercial events is not treated as proof of a secret quid pro quo. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 27 SEPTEMBER 2026

Sep 27th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 27 SEPTEMBER 2026

SLF-2007-070

The Sakhalin Papers LX: The Permit War — When Shell’s Internal Emails Reached Russia’s Environmental Watchdog

In September 2006, Russia moved against the environmental approval underpinning Sakhalin II Phase 2. Shell-led Sakhalin Energy said the approval had survived a Russian court challenge only weeks earlier and denied there were lawful grounds for revocation. Then another evidential strand entered the dispute. Internal Shell emails from 2002 — expressing concern about seismic faults, well design and a project being “schedule driven” — were supplied by John Donovan to Russian environmental official Oleg Mitvol. Contemporary Interfax and Argus reporting independently recorded that Mitvol received the material and sought answers from Sakhalin Energy. The emails did not prove environmental catastrophe, nor has any court identified here adjudicated their technical implications. But they became part of the regulatory confrontation at precisely the moment Shell was fighting to retain control of its largest Russian investment.

Archive reference: SLF-2007-070
Collection: The Sakhalin Papers
Principal corporate records: Shell/Sakhalin Energy statements; Shell internal Bouman–Van Spronsen emails; Royal Dutch Shell SEC filing of 21 December 2006
Regulatory record: Russian Ministry of Natural Resources/Rosprirodnadzor statements as reported contemporaneously
Contemporaneous reporting: Reuters, Interfax, Oil & Gas Journal, The Guardian, Dow Jones/MarketWatch and Argus
Archive correspondence: John Donovan communications with Oleg Mitvol, August–November 2006
Later judicial context: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: Russian allegations, Sakhalin Energy responses, internal technical concerns, Donovan commentary and journalistic interpretation are kept separate. The transmission of the Shell emails to Rosprirodnadzor is documented; it is not inferred that those emails caused the Russian regulatory campaign or the subsequent transfer of control to Gazprom. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 25 SEPTEMBER 2026

Sep 25th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 25 SEPTEMBER 2026

SLF-2007-068

The Sakhalin Papers LVIII: The Audit After the Spill — What Shell’s Lenders Were Being Told About Sakhalin II

In December 2005, an independent lenders’ audit of Sakhalin II Phase I entered the documentary record. A later German parliamentary motion, citing the report by name, said that two-thirds of 90 matters examined produced negative results concerning compliance with environmental standards. A separate submission by WWF, Friends of the Earth and The Corner House said the same audit criticised management of oil-spill response equipment and found that materials used after the Cristoforo Colombo accident had not been replaced. The audit itself has not been located in the publicly accessible sources reviewed for this file. Those descriptions must therefore remain attributed. But Shell’s own 2005 Sustainability Report independently acknowledges another serious compliance problem: contractors had not always followed the agreed safeguards for environmentally sensitive river crossings, forcing Sakhalin Energy to halt its winter work programme, retrain contractors and tighten monitoring.

Archive reference: SLF-2007-068
Collection: The Sakhalin Papers
Principal audit cited in the record: 2005 Lenders Tier III HSE Audit for Phase One, RSK ENSR, December 2005
Authenticated corporate source: The Shell Sustainability Report 2005
Lender records: European Bank for Reconstruction and Development Phase I project record and 2005 Annual Report
Contemporaneous reporting: The Observer, June 2005; Financial Times, December 2005
Parliamentary records: German Bundestag Drucksache 16/1668; UK House of Commons Environmental Audit Committee evidence
Judicial record: Export Credits Guarantee Department v Friends of the Earth [2008] EWHC 638 (Admin)
Evidence standard: The underlying RSK ENSR audit has not been located in the publicly available record examined here. Statements about its findings are therefore attributed to the organisations and parliamentarians who cited it. Shell and lender statements are identified as such. No court ruled on the findings of the December 2005 audit. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 24 SEPTEMBER 2026

Sep 24th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 24 SEPTEMBER 2026

SLF-2007-067

The Sakhalin Papers LVII: The Spill Before the Whale Fight — Cristoforo Colombo, Kholmsk and Shell’s Emergency System Put to a Real-World Test

On 8 September 2004, Typhoon Songda drove the dredger Cristoforo Colombo aground only metres from the shore at Kholmsk. The vessel was working within the Sakhalin II construction chain. Fuel tanks ruptured, oil reached the sea and shoreline, Russian prosecutors opened a criminal investigation, and environmental organisations demanded that Shell halt marine work. Sakhalin Energy insisted that the vessel was neither owned nor directly contracted by the company and that its emergency organisation responded rapidly. A later company presentation provides something unusually valuable: an hour-by-hour response chronology. It also revises the amount of oil said to have escaped dramatically downward from the roughly 190–200 tonnes reported at the time to a final company estimate of 28 tonnes.

Archive reference: SLF-2007-067
Collection: The Sakhalin Papers
Principal authenticated records: Sakhalin Energy 2004 Annual Review; Sakhalin Energy presentation, Cristoforo Colombo Incident — 8th September 2004
Contemporaneous reporting: Energy Intelligence, Kommersant and contemporary Russian reporting
Legal record: Sakhalin environmental prosecutor’s criminal investigation under Article 252(2) of the Russian Criminal Code; subsequent civil claim against European Dredging Company
Related archive evidence: Rick Steiner’s 1999 Sakhalin oil-spill recommendations and the 2004–2005 environmental controversy
Evidence standard: Initial spill-volume estimates are distinguished from Sakhalin Energy’s later estimate. Statements by environmental organisations are attributed to them. Company response claims are tested where possible against Sakhalin Energy’s own detailed incident chronology. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 21 SEPTEMBER 2026

Sep 21st, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 21 SEPTEMBER 2026

SLF-2007-064

The Sakhalin Papers LIV: The Russian LNG Contract That Survived — Shell Announced Its Exit in 2022. Its 2025 Accounts Still List the Novatek Deal

In March 2022, Shell announced that it intended to withdraw from all Russian hydrocarbons, including LNG. Yet a long-term contract signed with Novatek in 2015 survived the withdrawal from Sakhalin, survived the disposal of Shell’s Russian retail business, and was still being reported by Shell in its 2025 Form 20-F, published in March 2026. Shell confirmed in 2023 that it was continuing to receive Yamal LNG cargoes under the agreement. The latest accounts confirm that the contract still exists — but do not establish whether Shell is still physically taking cargoes today. New European and British restrictions now place a significant regulatory deadline at the beginning of 2027.

Archive reference: SLF-2007-064
Collection: The Sakhalin Papers
Principal authenticated records: NOVATEK contract announcement, 4 June 2015; Shell Russia statements, February–March 2022; Shell Annual Reports 2022–2025; UK sanctions regulations and guidance; EU REPowerEU gas regulation
Contemporaneous reporting: Reuters, Interfax and Argus
Evidence standard: The existence of Shell’s long-term Novatek contract is established by Shell’s latest SEC filing. Continued physical receipt of Yamal LNG was confirmed by Shell in February 2023. No public evidence located for this instalment establishes that Shell continues taking individual Yamal cargoes in September 2026. Those are separate propositions and are treated separately below. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 20 SEPTEMBER 2026

Sep 20th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 20 SEPTEMBER 2026

SLF-2007-063

The Sakhalin Papers LIII: The Missing LNG Cargoes — Shell’s Contract Was Supposed to Run Until 2028. Then It “Stood Terminated”

Shell entered the Sakhalin LNG business as both shareholder and buyer. Public agreements envisaged long-term deliveries through 2028. After Russia transferred Sakhalin II to a new domestic operator in 2022, Shell stopped receiving the cargoes. In February 2023 it said it was considering its legal options. Its subsequent annual report went further: Shell said the old Sakhalin Energy company had failed to perform, had thereby renounced the LNG purchase contract, and that the contract “stood terminated.” No public record located for this file establishes that Shell has since received compensation for the lost deliveries.

Archive reference: SLF-2007-063
Collection: The Sakhalin Papers
Principal authenticated records: Shell Annual Report and Accounts 2022; Shell Form 20-F 2023; Shell Form 20-F 2025
Contemporaneous reporting: Interfax, Reuters, Energy Intelligence and S&P Global
Related legal record: Russian restructuring of Sakhalin II and the continuing Moscow proceedings examined in the previous instalment
Evidence standard: Shell’s characterisation of contractual renunciation is attributed to Shell. It is not presented as a judicial finding. No inference is made that the absence of a publicly identified damages award proves that no confidential arbitration, negotiation or settlement process ever existed. 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 19 SEPTEMBER 2026

Sep 19th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 19 SEPTEMBER 2026

SLF-2007-062

The Sakhalin Papers LII: The Type-C Account — How a 2022 Rouble-Payment Dispute Became a €1.5 Billion Claim Against Shell

Russia’s Prosecutor General is seeking approximately €1.5 billion from Shell Energy Europe over disputed 2022 gas payments — and wants approximately 94 billion roubles set aside for Shell’s Sakhalin compensation used against the claim. The two sums arise from different transactions. Moscow has joined them together in one closed-door lawsuit. Shell says liability remains uncertain. As of July 2026, the next reported hearing was not due until January 2027.

The previous instalment followed the 94.8 billion roubles attached to Shell’s former Sakhalin II interest.

The money did not simply reach Shell.

Instead, approximately 94 billion roubles became trapped inside Russia’s post-2022 financial machinery and subsequently appeared in a lawsuit concerning an entirely different commercial relationship:

pipeline gas supplied by Gazprom Export to Shell Energy Europe for Germany.

That distinction is essential.

The Russian claim now links:

Shell’s withdrawal from Sakhalin II; 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 18 SEPTEMBER 2026

Sep 18th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 18 SEPTEMBER 2026

SLF-2007-061

The Sakhalin Papers LI: The Billion-Rouble Exit Price — Novatek, Gazprom and the US$1 Billion Shell Still Could Not Simply Collect

In April 2023, the Russian government put a precise price on the 27.5% Sakhalin II interest Shell had declined to take in the replacement Russian operator: 94.8 billion roubles. Novatek was approved as purchaser. Shell’s response was immediate — no money had been received and its legal rights remained intact. Eleven months later, Moscow cancelled the Novatek arrangement and substituted a Gazprom-owned company at exactly the same price. The stake changed hands. The cash did not simply pass to Shell. By 2024, the 94 billion-rouble pot had become entangled with restricted-account rules and a much larger Russian claim against Shell. The corporate exit announced in February 2022 had become a battle over who was entitled to the exit proceeds.

1. A price finally appeared

The previous instalment followed Shell out of the operating Sakhalin II project.

By April 2023, Moscow had reached the next stage.

Russian Government Order No. 890-r, dated 11 April 2023, approved the sale of the unclaimed 27.49999998621683%interest in the new Sakhalin Energy LLC for:

94.8 billion roubles

and designated Novatek Moscow Region LLC as purchaser. Interfax reported that the order had been published through Russia’s official legal-information system. (Interfax)

At the exchange rate quoted in contemporaneous Reuters reporting, that amounted to approximately US$1.16 billion. (Royal Dutch Shell Plc .com) 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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 17 SEPTEMBER 2026

Sep 17th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 17 SEPTEMBER 2026

SLF-2007-060

The Sakhalin Papers L: The Exit — Shell Walks Away, Moscow Rewrites the Ownership and Sakhalin II Enters a New Era

On 28 February 2022, Shell announced that it would leave Sakhalin II. Within weeks its directors had resigned from the venture and its managerial and technical personnel were being withdrawn. Then the legal structure itself changed. A Russian presidential decree transferred the project’s licences, rights and obligations from the Bermuda-incorporated Sakhalin Energy Investment Company into a newly created Russian company. Shell declined to join it. The Japanese shareholders stayed. More than four years later, Shell still records an interest in the old Bermuda company — and the financial and legal consequences of the exit remain the subject of litigation in Moscow.

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1. Four days that changed Shell’s Russian strategy

Russia launched its full-scale invasion of Ukraine on 24 February 2022.

Four days later, on 28 February, Shell plc announced that its Board intended to withdraw from its joint ventures with Gazprom and related Russian entities.

The announcement specifically included:

Shell’s 27.5% minus one share interest in Sakhalin II;

its 50% interest in Salym Petroleum Development;

the Gydan Energy venture;

and its involvement in Nord Stream 2.

Shell said the decision had been taken in response to the invasion and that it would work through the commercial and energy-supply consequences while complying with sanctions. (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, 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 created and supported by internet wizz, Nick Gill.

THE SHELL LEAKS FILES: 16 SEPTEMBER 2026

Sep 16th, 2026
by John Donovan.
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THE SHELL LEAKS FILES: 16 SEPTEMBER 2026

SLF-2007-059

The Sakhalin Papers XLIX: “Unfinished Business” — Seventeen Years, 639 Recommendations and the End of the Western Gray Whale Advisory Panel

In November 2021, the Western Gray Whale Advisory Panel met for the last time. Its seventeen-year experiment in independent scientific oversight had changed pipelines, seismic-survey procedures, vessel management and corporate environmental practice. An independent evaluation concluded that it had materially reduced risks to the whales. Yet when the Panel closed, essential questions about prey, data access, cumulative impacts and long-term monitoring remained unresolved. Then Russia invaded Ukraine. Shell and Exxon began withdrawing. The institutional structure that had held companies, scientists, lenders, regulators and NGOs around the same table abruptly entered a different world.

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1. The final meeting

The Western Gray Whale Advisory Panel held its 22nd and final meeting at IUCN headquarters in Gland, Switzerland, in November 2021.

It was the end of an experiment begun in 2004, when an Independent Scientific Review Panel was convened to assess the potential effects of Sakhalin II Phase 2 on the gray whales feeding off north-eastern Sakhalin.

The later WGWAP arrangement was unusual.

Sakhalin Energy helped finance the process.

IUCN administered it.

Independent scientists produced the recommendations. 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, 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 created and supported by internet wizz, Nick Gill.
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