Strategy update: Shell details roadmap for transition
Report summary
Table of contents
- Executive summary
-
Shell details roadmap for transition
- 1. Investment: poised to rise; shifting to Growth businesses
- 2. Returns: clear expectations for risk adjusted returns
- Returns expectations for Upstream and Integrated Gas set a high bar
- 3. Oil and gas production: holding flat to 2030
- Portfolio management will be required
- High impact exploration continues
- 4. Integrated Power: a unique, asset-light strategy
- Customer-first
- 5. Transition milestones: quantifying the shift
- 6. Carbon: new interim targets and a shift in messaging
- New net intensity measures and new interim aims
Tables and charts
This report includes 8 images and tables including:
- Shell's guidance for cash capex
- Shell guidance for annual cash capex to 2025, low to high end of range, by theme
- Shell’s guidance for return expectations by business
- Shell Pre-FID portfolio: WoodMac modelling vs. Shell hurdle rates and expected average IRR
- WoodMac base production forecast vs. Shell guidance for liquids and gas
- Shell’s ‘customer-first’ Renewables and Energy Solutions strategy
- Shell’s guidance on 'tools for transition' milestones
- Shell’s guidance on carbon targets
What's included
This report contains:
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