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Shell corporate report

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23 May 2017

Shell corporate report

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.

Table of contents

  • Other Shell research
  • Executive summary
    • Current strategic positioning
    • Strategic priorities
      • 1. Managing the near-term financial framework
        • Underlying business
        • Disposal programme
      • 2. Pace and quality of investment
      • 3. Development pipeline
      • 4. Longer-term production
      • 5. Business development
      • 6. Grow LNG trading revenue
      • 7. Getting back to value creation through exploration
    • Production
    • Resources and reserves
    • Valuation assumptions

Tables and charts

This report includes 37 images and tables including:

  • SWOT analysis
  • Benchmarking: share price performance
  • Benchmarking: market premium / discount to Wood Mackenzie NPV,10
  • Base price assumptions
  • Base price assumptions (nominal terms)
  • Economic assumptions: Image 2
  • Base, high and low Brent (nominal terms)
  • High price assumptions
  • Low price assumptions
  • 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
  • Economic assumptions: Table 4
  • Foreign exchange rate assumptions
  • Shell: upstream capital investment (2017 to 2021)
  • Benchmarking: capital investment (2017 to 2021)
  • Benchmarking: new project returns
  • Top ten probable projects (to 2021)
  • Top 20 probable developments by investment to 2030
  • Shell identified pre-FID options (source: Shell Q4 results)
  • Top 20 sub-commercial assets
  • 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
  • Shell disposals, start 2016 to May 2017

What's included

This report contains:

  • Document

    Shell corporate report

    PDF 2.32 MB

  • Document

    Shell corporate report

    ZIP 3.55 MB

  • Document

    Shell Corporate Report.xls

    XLS 4.35 MB

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