Why nobody talk about the announcement of p&t integration in BL, and it will happen without job losses. Why all posts here only negative
Collet, please change the GOA Leadership
There are a lot of petty, narrow-minded folks in GOA/GOM leadership. Collet, please have a massive change in the senior leaders. This group is absolutely a club of protect your own and forget about right and wrong types. My favorite experience is... — read more
Is Shell looking to only hire Engineering Graduates in the US moving forward
I saw a job post on Shell's website for Shell Graduate Program in Houston. Do you think they will only hire Engineering Graduates moving forward in... — read more
Gretchen...laid off.
Follows Zoe and others. Collette is now President and EVP GoA. Wael is disciplined and consistent on cuts...gotta give him that.
Here we go again... Shell is studying merits of buying BP, Bloomberg News reports
Wael will likely need to pursue further divestments or accelerate those already in motion to help fund the takeover, should it move forward. Alternatively, Shell could issue more shares as part of the deal, similar to the BG Group acquisition, where... — read more
Thoughts on OPEC Meeting on May 3rd
OPEC has moved up their meeting for May 3rd. Thoughts on whether they can reach a consensus on production cuts or are we going to see a full blown battle for market share?
Should Wael get sacked for share buy back at top of the market
It’s clear the money he spent on buying back shares would have been better kept on the balance sheet for the next downturn. To actually invest in real projects. He went for short term gain and prioritised his own bonus and it’s unravelling. As... — read more
What did you learn from Robin’s town hall today?
I learned absolutely nothing except for continuous cost cutting.
What has determined long term success for most Shell employees
I'm of the belief that western white collar workers in non-consulting companies deserve to lose their jobs to outsourcing and automation because they don't "pay it forward". What do I mean by this? In most western countries, there is almost this... — read more
Eerie silence on job cuts….
Very little said about job cuts for the moment…but is this just the calm before the storm…the same old playbook based on cutting endlessly to boost some illusion of profitability through cutting and laying off instead of investing in the core... — read more
ACHIEVING AMERICAN ENERGY DOMINANCE
“White House Press Release: President Donald J. Trump signed an Executive Order reinvigorating America’s beautiful clean coal industry. April 2025” So - is it time for Shell to buy up all those divested coal pits and mines that Shell Mining Company... — read more
WSJ - Big Oil Is Offshoring Its Prized Engineering Jobs to India
Chevron, BP, others moving work to the country, where engineers are paid salaries about a third or fourth of U.S. counterparts’ https://www.wsj.com/business/energy-oil/big-oil-is-offshoring-its-prized-engineering-jobs-to-india-2e487fd0 Without... — read more
Office Laptop Productivity
For those in the know, does IT monitor laptop activity, and location... Asking for a friend? Also have seen videos where teams activity can easily be tracked.
Annual shareholder meeting
Just a reminder, you can vote against certain directors if you take the time to vote. Gives you that small feeling of protest, who knows if enough of us do it maybe it will get noticed.
apparently they don't like us
https://www.thelayoff.com/t/1js4ha75x
Bulgaria, Shell sign contract for Black Sea gas and oil exploration
Is this a brilliant play for untapped gas reserves or asking for trouble in what is basically a war zone? After all, the Ukraine/Russia conflict wasn’t fully settled on or before 20 January 2025 like someone promised.
Shell staff has a spending problem, not an earning problem
With the increasing anxiety of layoffs and outsourcing across the oil and gas industry, should staff that are not engineers or scientist reduce expenses to where they could live off a fast food/retail job salary?
Another bad news for Shell folks in US and TT!
https://trinidadexpress.com/newsextra/dragon-gas-deal-dies-pm-says-us-has-revoked-licence/article_933c90f4-ff11-47cb-8017-d0f1bdb068ea.amp.html
Holy cr-p - 45Q Act Repeal
If you don’t know - that’s a US law which gives tax credits for carbon capture - which is its only revenue source at the moment. carbon capture industry would be gone overnight. zero profit. and shell bet so much on it growing lol.
Will Wael Protect Shell's Margins
How will Wael react to the tariffs? Is everything on the table to protect Shell's margins?
Project Unleash
Looks like contracts and procurement are getting a resizing? Is this worldwide? Next comes Speed 26 to run you over.
Where does Trump want the 10 Yr Treasury Rate?
The 10 year treasury rate is currently sitting at 4.00%. What rate does Trump want the 10 yr at? For Context: Pre 2008 GFC: 5.02% Low Post 2008 GFC ex Covid: 1.47%
Does Trump want $50-$55 WTI Crude Prices
I'm thinking Trump wants $50-$55 WTI Crude prices based on his first term. Anyone disagree? Do you think we stay above $55 for the remainder of 2025?
He is only capable of one thing.
Wael lays off 20% when oil price is high - now he’s waiting for it to fall so that he can do another re-org. Looking at oil price trends, he might not have too long to wait. Still, he’ll get his multi million dollar pay packet and still not no... — read more
Shell Exiting Chemicals Business
🐳 🦢 is all in on O&G and they’ve finally admitted that the chemicals business isn’t worth keeping. Shell wants to be a trading and energy company with only 4 trading hubs (refineries). No plans yet what they’ll actually do with chemicals but it won’t... — read more
C&P Reorg
What % of people were told today "adios" as C&P reorg ?
You can be sure of Shell?
You can be sure it's He-l.
Share buy back is too out of control
According to the annual report in 2024, Shell spent $13.9 Billion on share buy backs and only $8.7 Billion on dividends! In other words, for an ADS share the dividend could have been $7.14 per ADS share!!! That's 257%. Generally, the shares... — read more
Does Shell want to become an Energy Trading House
Does anyone feel like Shell wants to become an energy trading business only with strategic joint ventures? I wonder if they want to turn into a business similar to Vitol which has less than 3500 employees but does over $300 billion in revenue. The... — read more
Shell hub in India…. Now we are doing it too..
Chevron here…. What does your India hub look like? IT only? Petrochemical?
Next cuts
so more structured cuts...what does this mean. Where will we find the additional cuts from, another reorg for all the business units that have just had a reorg? Will P&T be where the cuts happen, chemicals?
Agentic AI Use Cases at Shell
How do you think Agentic AI will be used at Shell? When you think about the current jobs at Shell, what tasks or complete job roles do you see Agentic AI helping to automate or help make more efficient with some human oversight? What jobs at Shell... — read more
Rule 70
What the he-l is rule 70? I keep hearing it mentioned and I feel like an id--t for not knowing what it is. Can somebody enlighten me, please?
CEO bonus for cost cutting
https://www.theguardian.com/business/2025/mar/25/shell-cuts-costs-spending-ceo-bonus-pay-oil-company
Capital Markets Day
Seems based on the earliest indication and messaging from Wael to be an anti climax. Returning value to shareholders and focus on profitability and reducing costs…..everything we have heard before. So after all this waiting no indication of the... — read more
Notice that the share buy-backs have increased before Capital Market Day
Share buy backs are such short term effects. But please notice that there is an up tick in buy back to drive up the share price before capital market day. That's a lot of money for a talking point that is so short termed. I believe it is an... — read more
Mobility Retail
How much money does mobility really make ? Retail for o&g has always been a low revenue more to promote brand type business. Shell is pretty solidified in the brand space, we need to make real money. Why are we investing in EV charging and electric... — read more
Q2 Layoffs?
As we say goodbye to Q1 any thoughts on whether Q2 will be a harsher lay-off environment than Q1?
Let’s Have Fun - CMD ‘25 Predictions
We’re 5 days out from CMD 2025. Let’s have some fun with this. Predictions? Points for humor (mentions of Trading and LNG too obvious and not fun enough).
Can the UK pressure Shell into merging with BP for National Security Reasons
https://www.reuters.com/markets/commodities/shell-might-be-bp-uk-governments-white-knight-bousso-2025-03-19/