Company report

Shell corporate report

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Report summary

Shell is at the early stages of a generational shift in strategy: transitioning from a company that had for too long by its own admission emphasised volume growth above all else to one which is unequivocally driven by shareholder returns. We think this is absolutely the right thing for Shell to be doing: this is what Supermajor strategy should look like. We also think Shell has the portfolio to deliver. Strengthened by the acquisition of BG an outstanding strategic deal in our eyes the company is optimally placed to navigate an increasingly uncertain and complex energy space in which the threat of peak oil demand looms large: development options at the low end of the cost curve; well balanced across resource themes and segments; a foothold in renewables.

What's included

This report contains

  • Document

    Shell corporate report

    PDF 2.29 MB

  • Document

    Shell corporate report

    ZIP 3.55 MB

  • Document

    Shell Corporate Report.xls

    XLS 4.35 MB

Table of contents

  • Executive summary
  • Strategy
  • Resources, reserves and production
  • Economic assumptions

Tables and charts

This report includes 37 images and tables including:

Images

  • Benchmarking: share price performance
  • Benchmarking: market premium / discount to Wood Mackenzie NPV,10
  • Base price assumptions (nominal terms)
  • Economic assumptions: Image 2
  • Base, high and low Brent (nominal terms)
  • Strategic fit of upstream regions
  • Benchmarking: NPV,10 by resource theme
  • Benchmarking: 2P Comm res by resource theme
  • Benchmarking: production CAGR
  • Benchmarking: total production outlook
  • Production outlook
  • Benchmarking: reserves and resources detail
  • Benchmarking: reserves and resources life
  • Shell: upstream capital investment (2017 to 2021)
  • Benchmarking: capital investment (2017 to 2021)
  • Benchmarking: new project returns
  • Top ten probable projects (to 2021)
  • Shell base production outlook
  • ExxonMobil base production outlook
  • Benchmarking: gas into LNG by equity
  • Benchmarking: contracted LNG supply
  • Corporate cash flow (excl. announced disposals)
  • Upstream cash flow
  • Net debt outlook (incl. announced disposals)
  • Cash flow projection (incl. announced disposals)
  • Sold assets (to May 2017) production outlook
  • Sold assets capex and cash flow outlook

Tables

  • SWOT analysis
  • Base price assumptions
  • High price assumptions
  • Low price assumptions
  • Economic assumptions: Table 4
  • Foreign exchange rate assumptions
  • Top 20 probable developments by investment to 2030
  • Shell identified pre-FID options (source: Shell Q4 results)
  • Top 20 sub-commercial assets
  • Shell disposals, start 2016 to May 2017

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