Shell

Company SHEL

Last mentioned: Mar 24, 2026

Timeline

  1. Projected Recovery

    Estimated completion date for full restoration of the 17% lost capacity.

  2. Estimated Recovery

    Projected completion of repairs and return to full export capacity.

  3. Final Ruling

    Anticipated window for a landmark decision that will set the precedent for climate liability.

  4. Oral Arguments

    Expected timeframe for the Supreme Court to hear arguments from both sides.

  5. Expected Ruling

    The Court is expected to issue a final decision on the jurisdictional and preemption issues.

  6. India Energy Alert

    Indian Ministry of Commerce and PPAC begin assessing impact on domestic gas supply and pricing.

  7. Force Majeure Declared

    QatarEnergy CEO Saad Sherida Al-Kaabi announces 17% capacity reduction and 5-year repair timeline.

  8. Force Majeure Declared

    QatarEnergy officially declares long-term force majeure on affected LNG contracts.

  9. Force Majeure Declared

    QatarEnergy announces 17% capacity cut and $20B revenue loss.

  10. Force Majeure Declared

    QatarEnergy CEO Saad Sherida Al-Kaabi announces 17% capacity cut and 5-year repair timeline.

  11. Secondary Attack

    Follow-up strikes cause additional damage to LNG Trains 4 and 6.

  12. Secondary Attacks

    Additional strikes cause extensive damage to LNG Trains 4 and 6.

  13. Secondary Attacks

    Further strikes cause extensive damage to LNG Trains 4 and 6.

  14. Secondary Attacks

    Follow-up strikes cause extensive damage to LNG Trains 4 and 6.

  15. Initial Missile Strike

    First wave of missile attacks hits Ras Laffan Industrial City, targeting LNG infrastructure.

  16. Initial Strike

    First missile hit reported at Ras Laffan Industrial City facilities.

  17. Initial Missile Strike

    First wave of attacks hits Ras Laffan Industrial City infrastructure.

  18. Initial Strikes

    First wave of missile attacks hits Ras Laffan Industrial City.

  19. Filing Guidance Issued

    Official guidance released for companies missing deadlines due to the outage.

  20. Guidance Issued

    The registrar advises companies to document filing errors and promises to take the outage into account for deadlines.

Stories mentioning Shell 20

commodities Bullish

Oil Giants Pivot: Shell and Aramco 2025 Reports Signal Pragmatic Transition

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2 sources
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Shell and Aramco 2025 Reports Reveal Divergent Paths to Net Zero

The 2025 sustainability reports from Shell and Saudi Aramco highlight a widening strategic gap between European integrated energy models and the low-carbon intensity producer approach. While both giants reaffirm 2050 net-zero goals, their interim milestones focus on radically different levers of the energy transition.

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FTSE 100 Whipsaws as Geopolitical Volatility Surges on Conflicting Iran Reports

The FTSE 100 experienced significant intraday volatility following claims from Donald Trump regarding potential diplomatic talks with Iran, which were promptly denied by Tehran. This conflicting narrative triggered a sharp reaction in global markets, particularly impacting energy-heavy indices as traders weighed the prospects of a de-escalation in Middle Eastern tensions.

2 sources
commodities Bearish

Qatar LNG Supply Shock: 17% Capacity Cut Threatens Global Energy Markets

Missile strikes on Qatar's Ras Laffan Industrial City have knocked out 17% of the nation's LNG export capacity, with repairs estimated to take five years. The disruption triggers long-term force majeure and poses a severe energy security risk to India, which relies on Qatar for nearly half of its gas imports.

4 sources
geopolitics Bearish

Qatar LNG Capacity Slashed by 17% After Missile Strikes on Ras Laffan

Missile strikes on Qatar's Ras Laffan Industrial City have crippled 17% of the nation's LNG export capacity, triggering a five-year repair window and $20 billion in annual revenue losses. The disruption poses a severe energy security risk to India, which relies on Qatar for nearly half of its liquefied natural gas imports.

4 sources
regulation Bearish

Big Oil's Push for Federal Liability Shield Faces Growing Public Backlash

A coordinated lobbying effort by major fossil fuel companies to secure a federal liability shield against climate-related litigation is meeting stiff opposition from legal experts and environmental advocates. Critics argue that granting immunity would shift billions in climate adaptation costs from profitable corporations to taxpayers and local governments.

2 sources
regulation Bearish

North Sea Drilling Expansion Labeled 'Fantasy' for Reducing Energy Bills

Energy experts have dismissed claims that increased North Sea oil and gas extraction would lower UK household energy bills, calling the notion 'sheer fantasy.' The analysis highlights that because these commodities are traded on global markets, domestic production levels have negligible impact on the prices paid by UK consumers.

5 sources
regulation Bearish

Companies House Suspends WebFiling After Critical Data Breach Vulnerability

The UK’s corporate registrar, Companies House, has taken its WebFiling service offline following the discovery of a critical security flaw that exposed sensitive director data. The vulnerability allowed unauthorized users to view and potentially edit corporate records, raising significant concerns regarding identity theft and corporate fraud.

2 sources
security Bearish

Companies House Suspends WebFiling After Critical Data Exposure Glitch

Companies House has taken its WebFiling service offline following the discovery of a severe vulnerability that allowed users to view and edit the personal data of other businesses. The flaw, which exposed directors' home addresses and dates of birth, was triggered by a simple browser navigation action, raising significant concerns over corporate identity theft and fraud.

2 sources
regulation Bearish

Companies House Suspends WebFiling After Critical Data Vulnerability Exposed

The UK’s Companies House has taken its WebFiling service offline following the discovery of a critical security flaw that allowed users to view and edit sensitive personal data of company directors. The vulnerability, which could be exploited simply by using a browser's back button, has raised significant concerns regarding corporate identity theft and the integrity of the UK's business register.

2 sources
regulation Bearish

Reeves Orders CMA Crackdown on Fuel Prices as Iran Conflict Escalates

UK Chancellor Rachel Reeves has formally requested the Competition and Markets Authority to investigate potential price gouging at fuel pumps following a surge in global oil prices. The intervention aims to prevent retailers from using the conflict in Iran as a pretext for unfair margin expansion.

8 sources
regulation Neutral

Victoria Mandates Fuel Price Locks as Viral Shell Hike Sparks National Outrage

Victoria has introduced strict new fuel price transparency laws requiring over 1,500 retailers to lock in prices 24 hours in advance. The move follows a viral incident at a Melbourne Shell station where diesel prices were hiked by 35 cents per litre, highlighting growing consumer anxiety over fuel supply and price volatility.

2 sources
commodities Bullish

Venezuela’s Natural Gas Potential Poised to Surpass Its Oil Dominance

While Venezuela holds the world's largest proven oil reserves, its massive and underutilized natural gas deposits are emerging as a more strategic asset in the global energy transition. Recent deals with regional neighbors and international majors signal a pivot toward monetizing gas as a cleaner alternative to the nation's heavy crude.

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market-trends Bullish

Venezuela’s Natural Gas: The Sleeping Giant of South American Energy

Venezuela is increasingly pivoting toward its massive, untapped natural gas reserves, which hold the potential to rival its world-leading oil sector in strategic importance. With the seventh-largest gas reserves globally, the nation is seeking regional partnerships and sanctions relief to transform from an oil-dependent economy into a major regional gas exporter.

2 sources
commodities Bearish

Middle East Conflict Triggers 10% Energy Price Hike Forecast for July

UK households are bracing for a projected 10% increase in energy bills this July as the escalating conflict in the Middle East disrupts global supply chains. The forecast highlights the continued vulnerability of domestic utility rates to geopolitical instability, threatening to reignite inflationary pressures.

2 sources
regulation Neutral

SCOTUS to Hear Oil Giants' Bid to Block Climate Change Litigation

The U.S. Supreme Court has agreed to review a critical appeal from major oil and gas companies seeking to halt or relocate climate change lawsuits filed by state and local governments. This decision marks a potential turning point for the fossil fuel industry's legal liability regarding environmental damages and consumer deception claims.

2 sources
regulation Neutral

SCOTUS to Rule on Oil Industry's Shield Against Climate Litigation

The U.S. Supreme Court has agreed to hear a pivotal appeal from major oil and gas companies seeking to block dozens of climate change lawsuits filed by state and local governments. The ruling will determine whether these high-stakes cases proceed in state courts or are moved to federal jurisdiction, where they face a higher likelihood of dismissal.

2 sources