Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Equity Bottom-Up

<ul>
<li>Shell reaffirmed its strategy, prioritizing efficiency, LNG growth, and shareholder returns, unlike BP’s strategic shift back to hydrocarbons after an aggressive renewables push.</li>
<li>As the world’s largest LNG trader, Shell plans 4%-5% annual LNG sales growth, capitalizing on rising global demand while maintaining financial discipline and emissions targets</li>
<li>Shell aims to save USD 5 - 7 billion by 2028, cut capex to USD 20 - 22 billion, and streamline operations to enhance free cash flow and investor returns.</li>
</ul>


Shell reaffirmed its strategy, prioritizing efficiency, LNG growth, and shareholder returns, unlike BP’s strategic shift back to hydrocarbons after an aggressive renewables push.
As the world’s largest LNG trader, Shell plans 4%-5% annual LNG sales growth, capitalizing on rising global demand while maintaining financial discipline and emissions targets
Shell aims to save USD 5 - 7 billion by 2028, cut capex to USD 20 - 22 billion, and streamline operations to enhance free cash flow and investor returns.


Shell’s Next Phase: Leaner Operations, Stronger Cash Flow, and Higher Shareholder Returns