Shell plc (SHEL)
Published 2026-03-16 โข by theoilreport
Integrated Oil & GasEnergyGeopoliticsVolatilityCommodities
Thesis Summary
Integrated energy majors like Shell are positioned to benefit from significant windfall profits driven by the geopolitical supply crisis and associated price volatility in the oil markets.
Quantitative Overlay
Detailed Deep Dive
BP and Shell to make ยฃ5bn from oil crisis