- Shell anticipates integrated gas production between 910,000 to 950,000 barrels of oil equivalent per day (boe/d) in the first quarter of 2025.
- Upstream production is projected to range from 1.79 million to 1.89 million boe/d.
- Integrated Gas operating expenses are expected to be between $900 million and $1.1 billion.
- Upstream operating expenses are forecasted to be between $2.1 billion and $2.7 billion.
- Chemicals and Products operating expenses are anticipated to range from $1.8 billion to $2.2 billion.
- Integrated Gas trading results are predicted to remain consistent with the fourth quarter, though there is a higher non-cash impact from expiring hedge contracts.
- Shell projects exploration well write-offs in the first quarter will be approximately $0.1 billion.
- The trading performance for Chemicals and Products in the first quarter is expected to be significantly better than the fourth quarter.
- Market analysis shows Shell with 21 buy ratings, 5 hold ratings, and no sell ratings.
Shell PLC on Smartkarma
On Smartkarma, analysts have provided a mix of bullish and bearish sentiments on Shell PLC. The IDEA! report highlighted Shell’s plans to increase capital returns to shareholders, while also noting a disappointing 4Q24 trading update with lower results in certain divisions. Suhas Reddy‘s analysis focused on Shell’s challenging Q4 2024 outlook due to lower gas output and tight margins, anticipating a decline in revenue and EPS. However, a previous report by Suhas Reddy emphasized Shell’s exceeding of expectations in Q2, driven by robust LNG sales and a new share buyback program.
The coverage on Smartkarma presents a dynamic view of Shell PLC, reflecting on various financial aspects and strategic moves by the company. While some reports point towards challenges in specific quarters, others highlight positive developments such as successful LNG sales and capital return initiatives. Investors following the independent analyst coverage on Smartkarma can gain valuable insights into the performance and potential of Shell PLC amidst changing market conditions and company announcements.
A look at Shell PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Looking at Shell PLC‘s long-term outlook using the Smartkarma Smart Scores, the company seems to be in a favorable position. With a strong Dividend score of 4, investors can expect consistent and attractive payouts over the years. Additionally, a Momentum score of 4 indicates that Shell is experiencing positive market trends, potentially leading to continued growth.
Although the company scores average in terms of Value, Growth, and Resilience with scores of 3 across the board, Shell’s global presence and expertise in exploring and refining petroleum products position it well for sustained success. Overall, based on the Smart Scores, Shell PLC appears to be a reliable investment option with promising prospects for the future.
### Summary: Shell PLC explores and refines petroleum products, producing fuels, chemicals, and lubricants, while serving clients globally. ###
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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