hhuenteler.bsky.social
@hhuenteler.bsky.social
I mean...if this were to happen in Russia, people would scall this is a new low, even for a country that has been run by the oligarchs for decades...
February 3, 2025 at 11:00 AM
I'm a consultant and I hear it at least once a week.
January 17, 2025 at 6:25 PM
Shell focused on core quite forcefully under Sawan with consistent and frequent divestment of transition assets. And price is going up consistantly.

The article you posted is from October 2024. Maybe too early to tell but seems share price is turning around since then. So might be matter of time.
January 17, 2025 at 3:17 PM
I love your work and have been following you for years, but this is somewhat naive. That absolute Scope 3 target is a hard cap on all future earnings in the core business... If one doesn't believe in near-term peak oil demand or rapid gov action, lower share price is the only logical consequence.
January 17, 2025 at 1:40 PM
Well, if we were to increase the costs of every ton of bunker fuel by $1500 by stapling 3 tons of DAC CDR to it, I honestly wouldn’t care if they are supplied by the same owner.
January 16, 2025 at 10:07 AM