LNG

Shell’s LNG Boom Forecast: 54% More Gas, 100% More Contradictions

A massive LNG tanker labelled “Energy Transition” crossing a bridge made of pipelines. The bridge stretches endlessly into the horizon, never reaching land. Below, rising sea levels and melting icebergs. Shell executives stand on deck pointing forward, while climate scientists look concerned in the water below.

Shell has delivered its latest vision of the future — and, surprise, it looks remarkably like the past, just chilled to minus 162°C.

According to its newest outlook, global demand for liquefied natural gas (LNG) is expected to rise by at least 54% by 2040, reinforcing the company’s long-standing belief that the world simply cannot quit fossil fuels — even as it promises to do exactly that.  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 “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’s Great Australian Escape: Fossil Fuels, Fickle Strategy and the LNG Laundromat

Opinion / Commentary — Not Financial Advice

By John Donovan

The Exit Interview Nobody Asked For

Shell Plc — the global oil and gas supermajor once synonymous with “the future of energy” — is performing what might be the most dramatic corporate version of “it’s not you, it’s me” in fossil fuels. Its latest act is to divest a roughly 16.67% stake in Australia’s North West Shelf (NWS) liquefied natural gas (LNG) project — a facility that helped define Australia’s decades-long gas boom — in a maneuver analysts say signals more than a portfolio tweak. It’s the unravelling of a 50-year partnership and perhaps a metaphor for Shell’s strategic identity crisis.  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 vs Venture Global: When LNG Contracts Meet the Fine Print—and the Missing Emails

Shell plc likes to present itself as a disciplined, rules-based operator in global energy markets — a company that respects contracts, arbitration outcomes, and the sanctity of carefully worded legal agreements.

Unless, of course, it loses.

Then the fine print suddenly becomes a battleground, and the missing emails start to matter a great deal.

From ‘Binding Arbitration’ to ‘Let’s See the Emails’

Shell’s long-running dispute with U.S. LNG producer Venture Global was supposed to end neatly with arbitration. In August 2025, it did — and not in Shell’s favour. 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.

Is There a Long-Term Pattern in Shell’s Risk Management Failures?

Is There a Long-Term Pattern in Shell’s Risk Management Failures?

UPDATED 18 JAN 2026 WITH ILLUMINATING REPLIES FROM A NUMBER OF AI PLATFORMS

This article presents a structured question put to ChatGPT and the platform’s full response, published to enable comparison with other AI systems and to illustrate how AI re-processes corporate history in the modern information environment.

Question put to ChatGPT:

The Past, the Archive, and the Algorithm: Is There a Persistent Pattern in Shell’s Worker-Safety and Public-Health Risk Management in the Age of AI?

I am seeking a research-based analysis (not speculation) of whether there is any meaningful continuity or correlation between several historically separated episodes that are alleged to reflect a similar organisational posture toward health, safety, and human lives—taking into account that large language models can now ingest, cross-reference, and recontextualise entire multi-volume corporate histories alongside modern regulatory and safety records. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment.

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

A Unanimous AI Verdict on Shell?

The following question was put to multiple AI platforms:

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

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

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment.

Shell’s scandalous approach to safety

In the corridors of global energy, Shell presents itself as a monolithic symbol of industrial prowess, dividend reliability and transition ambition. Investors like BlackRock, Inc. and The Vanguard Group, Inc. hold sizeable stakes. Yet behind the investor-slides and glossy sustainability pledges lies a series of historical shadows: offshore disasters, legacy pollution, human-rights litigation and repeated admissions of safety underperformance. This article takes a tour through select episodes—chronologically arranged—of how Shell has, in many instances, placed lives and safety on the back burner. While satire underpins the tone, the facts are stubbornly real. 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.

Shell Bets the Planet on LNG: Ten More Years of “Lower-Carbon” Storytelling

Shell CEO Wael Sawan has finally shown his hand: the company’s main contribution to the energy industry for the next decade will be liquefied natural gas (LNG). Not wind. Not solar. Not storage. LNG. The same fossil fuel dressed up as a climate saviour.

What Sawan Said

At the Economic Club of New York, Sawan declared:

“We are absolutely committed to this sector.”

He argued LNG is “one of the most effective fuels” for lowering emissions because it can displace coal in Asia, citing India and China. (Reuters) read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment.

Shell Built a Floating Cathedral to Gas – Then Spent Years Praying the Lights Stay On

Let’s talk about Shell’s Prelude FLNG, a.k.a. the biggest corporate midlife-crisis purchase ever parked on the ocean. Shell didn’t just build a platform; they launched a 488-meter-long, 74-meter-wide, 600,000-tonne floating factory that maritime media straight-faced called “the largest offshore structure ever built”—and, yes, “it displaces six times as much water as the largest aircraft carrier.” 

Anchored some 475 km (295 miles) off Australia, Prelude was moored with 16 giant chains to a 93-meter turret—“secured to the seabed by mooring lines”—so the behemoth could spin with cyclones and still keep pumping. Very metal. Very expensive. And very on-brand for a company that thinks the solution to climate and cost risk is… more steel.  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.

Frozen Gas, Burning Planet: Shell’s LNG Canada Hype Hits Boil Point

ICE-COLD GAS, RED-HOT PROFITS-BROUGHT TO YOU BY SHELL

Exporting methane and melting credibility—Canada joins Shell’s planetary gaslighting tour

Hold your applause and grab your gas masks: Shell, the world’s favourite pollution profiteer, is about to transform Canada from the land of moose and maple syrup into a shiny new LNG export hub—just what the overheating planet didn’t ask for.

The LNG Canada project, a $40 billion love letter to fossil fuels led by Shell Plc, is getting ready to ship its first cargoes of super-cooled methane as early as June. According to “people with knowledge of the situation” (a.k.a. Shell insiders who know the drill), equipment testing is already underway at the plant, located in Kitimat, British Columbia. 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-Shocked: FERC Tells Oil Giant to Sit Down and Shut Up in LNG Tantrum

Shell — the cuddly face of fossil fuel finesse. The benevolent, planet-loving oil titan that brought you a century of greenhouse gases and quarterly profits fatter than a deep-fried oil rig. But this time? The U.S. Federal Energy Regulatory Commission (FERC) wasn’t buying their entitlement routine.

In what can only be described as an institutional eye-roll, FERC sided with Venture Global LNG Inc., ruling that the company is not obligated to serve Shell all non-public documents going forward. Translation: just because Shell’s used to throwing its corporate weight around doesn’t mean it gets VIP access to everything behind the curtain.

This all stems from Shell’s never-ending hissy fit over Calcasieu Pass — Venture Global’s LNG plant in Louisiana — where Shell is a paying customer. They demanded access to internal, non-public documentation because nothing says reasonable corporate conduct like shouting “transparency!” while investing billions in planet-charing energy. 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 LNG Delusion: Betting Big on a Market That Doesn’t Want It

Nothing Screams “Strategy” Like Ignoring Reality

Ah, Shell—the ultimate sin stock, the champion of environmental destruction, and a firm favorite of investment giants like BlackRock and Vanguard—has once again graced the world with a vision of its glorious fossil-fueled future. This time, it’s an LNG pipe dream so detached from reality, you’d think they pulled it straight from an oil-stained magic eight ball.

According to Shell’s latest LNG outlook, the world is set to guzzle down up to 718 million metric tons of liquefied natural gas by 2040, a staggering 60% increase from today. Why? Because of Asia’s economic growth, the energy demands of AI, and the vague promise of “cutting emissions”—yes, you read that right, Shell is now selling fossil fuels as a climate solution. Comedy gold. 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.