SU - Shell Stock Price Underperforms Relative To Peers YTD But Is Set To Outperform In Next Few Quarters

• Shell stock failed to rally on the back of rising oil prices. The green transition is causing investors to use any uptick in the stock as an opportunity to sell.
• While Shell's green transition is a reason to be pessimistic in regards to its long-term prospects, in the shorter term its stock will outperform its peers.
• Its Q2 results suggest that its financial situation is set to continue improving a great deal, but its upstream sector is already showing early signs of terminal decline.
• Bringing oil & gas prices as well as LNG into consideration, assuming continued firming of global prices, it should provide Shell stock with an extra short-term boost & an opportunity for long-term investors to bail.
• For those long-term investors who do believe that the green transition is a positive for Shell, the improving debt situation is reason to feel even more positive.

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