Shell

SHEL

Market cap $234B

Shell is downgraded to hold as its current valuation reflects a balanced risk-reward profile amid industry uncertainty. SHEL's Q1 results were solid, maintaining a solid balance sheet, boosting the dividend while cutting the buybacks, and advancing on the portfolio rebalancing efforts, including the ARC Resources acquisition. Geopolitical risks, supply disruptions, and potential windfall taxes temper upside, while higher-for-longer oil prices and AI-driven energy demand offer long-term opportunities.

The geopolitical conflict unfolding in the Middle East has disrupted the global energy market. Shell and BP both have exposure to the region.

CVX, XOM, BP, SHEL and CNQ offer high dividend yields, strong growth outlooks and rising earnings estimates amid market volatility.

Oil giants Shell PLC (LSE:SHEL, NYSE:SHEL) and BP PLC (LSE:BP.) were a major brake on the progress of the FTSE 100 in early trading after the long weekend, as investors reacted to a sharp fall in oil prices the previous day.

Shell PLC's (LSE:SHEL, NYSE:SHEL) proposed ARC transaction could sharpen two of the oil major's most important strategic edges, that's according to analysts at JP Morgan, who point to longer-life upstream liquids and global LNG leadership. London-based analysts for the US bank, which has an 'overweight' rating on Shell, said the acquisition offers low-single-digit percentage free cash flow per share accretion to 2030 on a long-term Brent assumption of US$65 per barrel, with further upside from commodity prices and asset duration.

SHEL sells interests in three Uruguay offshore blocks to QatarEnergy, strengthening partnerships while advancing frontier basin exploration.

In the world of integrated energy giants, few names command as much influence as Shell plc SHEL and Chevron Corporation CVX. Both companies have built vast global operations spanning upstream production, refining, marketing and fast-growing LNG businesses, making them pillars of the energy industry.

QatarEnergy has acquired interests in three offshore exploration blocks in Uruguay from a subsidiary of Shell , marking its first ​entry into the South American country's upstream energy sector, the ‌state-owned company said on Wednesday without disclosing financial details.

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SHELL PLC RESULT OF ANNUAL GENERAL MEETING Shell plc (Shell) announces the poll results on the resolutions at its Annual General Meeting held on Tuesday May 19, 2026 at the Sofitel London Heathrow Hotel Terminal 5, London Heathrow Airport, London TW6 2GD. Resolutions 1 - 22 were carried and Resolution 23 was not carried.