RYDAF News and Press, Royal Dutch Shell Plc From 04/30/24

2024-04-30 11:05:45 ET Summary Woodside Energy plans a major expansion of its LNG production, but major shareholders disagree and rejected the company’s Climate Plan at the 2024 AGM. Woodside shareholder action comes at a time when both the courts and governments are gettin...

2024-04-28 06:15:05 ET Summary Exxon Mobil's Q1 2024 earnings results were mixed, beating revenue expectations but missing earnings expectations. The market reacted negatively, causing the stock to tumble 2.78%. Despite the disappointing results, there were positive highlights...

2024-04-21 13:21:22 ET Summary Shell has recently mulled a NYSE listing to help close the valuation gap with its American peers. This may help marginally with liquidity but Shell's discount seems more related to its capital allocation strategy. Investors may be penalizing Shel...

NOTICE OF 2024 ANNUAL GENERAL MEETING Shell plc’s 2024 Annual General Meeting (“AGM”) scheduled to be a hybrid meeting, facilitating both physical and virtual attendance. Board requests shareholder support for Company’s energy transition update, as di...

2024-04-11 07:30:00 ET Summary This review looks at a number of areas that look compelling because of their valuations, but not so once macro-forces are considered. In particular, I view US commercial real estate, Chinese equities, and British equities as potential value traps thr...

2024-04-09 05:30:00 ET Summary The eclipse of April 8 reflects a diverse energy mix and the grid dynamics of a low-carbon transition. The Texas ERCOT grid highlights the challenges of decarbonization and the need for creativity and innovation in the energy sector. Solar power ...

The following is an update to the first quarter 2024 outlook and gives an overview of our current expectations for the first quarter. Outlooks presented may vary from the actual first quarter 2024 results and are subject to finalisation of those results, which are scheduled to be published on May...

2024-03-27 10:08:08 ET Summary Dimensional International Value ETF is an actively managed fund investing in companies with value characteristics outside the U.S. The portfolio is well-diversified across holdings, but quite heavy in Japanese companies and in financials. Not onl...

2024-03-22 11:41:01 ET Summary OPEC+ extends oil production cuts, US crude inventories fall, and higher economic growth forecasts support oil prices. The company communicated more OPEX reduction and higher reserves. Shell's positive factors include the right capital allocation...

Shell publishes Energy Transition Strategy 2024- CORRECTION The following sentence in the “More value with less emissions: our actions” – “Carbon capture and storage (CCS)” section is being re-presented due to an editorial error: “We are explori...