According to the annual report in 2024, Shell spent $13.9 Billion on share buy backs and only $8.7 Billion on dividends! In other words, for an ADS share the dividend could have been $7.14 per ADS share!!! That's 257%. Generally, the shares... — read more
Does Shell want to become an Energy Trading House
Does anyone feel like Shell wants to become an energy trading business only with strategic joint ventures? I wonder if they want to turn into a business similar to Vitol which has less than 3500 employees but does over $300 billion in revenue. The... — read more
Shell hub in India…. Now we are doing it too..
Chevron here…. What does your India hub look like? IT only? Petrochemical?
Next cuts
so more structured cuts...what does this mean. Where will we find the additional cuts from, another reorg for all the business units that have just had a reorg? Will P&T be where the cuts happen, chemicals?
Agentic AI Use Cases at Shell
How do you think Agentic AI will be used at Shell? When you think about the current jobs at Shell, what tasks or complete job roles do you see Agentic AI helping to automate or help make more efficient with some human oversight? What jobs at Shell... — read more
Rule 70
What the he-l is rule 70? I keep hearing it mentioned and I feel like an id--t for not knowing what it is. Can somebody enlighten me, please?
CEO bonus for cost cutting
https://www.theguardian.com/business/2025/mar/25/shell-cuts-costs-spending-ceo-bonus-pay-oil-company
Capital Markets Day
Seems based on the earliest indication and messaging from Wael to be an anti climax. Returning value to shareholders and focus on profitability and reducing costs…..everything we have heard before. So after all this waiting no indication of the... — read more
Notice that the share buy-backs have increased before Capital Market Day
Share buy backs are such short term effects. But please notice that there is an up tick in buy back to drive up the share price before capital market day. That's a lot of money for a talking point that is so short termed. I believe it is an... — read more
Mobility Retail
How much money does mobility really make ? Retail for o&g has always been a low revenue more to promote brand type business. Shell is pretty solidified in the brand space, we need to make real money. Why are we investing in EV charging and electric... — read more
Q2 Layoffs?
As we say goodbye to Q1 any thoughts on whether Q2 will be a harsher lay-off environment than Q1?
Let’s Have Fun - CMD ‘25 Predictions
We’re 5 days out from CMD 2025. Let’s have some fun with this. Predictions? Points for humor (mentions of Trading and LNG too obvious and not fun enough).
Can the UK pressure Shell into merging with BP for National Security Reasons
https://www.reuters.com/markets/commodities/shell-might-be-bp-uk-governments-white-knight-bousso-2025-03-19/
Future of IT Employees in Low Income Countries at Shell
If you can retrieve information by talking to AI like an human, what is the need for IT employees at Shell in all low income countries? What benefit does the engineering department or other functions get from working with from working with low cost... — read more
State of Emergency Ni--r Delta
Far removed from most of you but Rivers State where the oil and gas predominantly is has declared a State of Emergency with pipelines being attacked and a generally very negative deteriorating situation. Strangely..or predictably the company seems... — read more
Future of IT Employees in High Income Countries at Shell
If you can retrieve information by talking to AI like an human, what is the need for IT employees at Shell in high income countries? What benefit does the engineering department or other functions get from working with IT staff in high income... — read more
Future of Shell Managers - Amazon Plans to Layoff 14,000 Middle Managers
Amazon is planning to layoff 14,000 middle managers between the first and second quarter of 2025. Will Shell and other corporations go through a similar restructuring in the future?
SPS Share Award
How many shares were awarded (not vested) in 2025 for 2024 performance at each job grade?
Have cloud and AI paid off?
Shell, like many oil companies, moved a lot of their IT and data infrastructure to public cloud. Many AI were projects were also santioned. Have those intiatives paid off or been a negative ROI? Was on-prem better than the cloud?
Remote Work - Free market rules for me but not for you
It's funny how companies want people to return to the office more days out of the week even if it doesn't improve productivity. Corporate leadership in the US only believes in free market rules for themselves. Everyone else needs to follow archaic... — read more
Great News! More Divestment
Zoe announced that SPDC is sold. We have the best executive committee don’t we folks. They know nothing but cutting and by god are they good at it. Cut cut cut. Hopefully we can finish divesting all of our assets and firing all employees except for... — read more
Any future for IT in Shell USA ?
I'm an IT grad, is there any future for a long term career here? I have some senior mentors, that were impacted in the last round. What IT field will be most successful at shell?
Another Leadership and Workforce Shake-up Coming to Shell
https://www.energynewsbulletin.net/oil-gas/news-analysis/4410752/shell-eyes-leadership-shake-workforce-overhaul-prelude-flng-struggles-persist
Do Shell employees care about Main Street or Wall Street
Do Shell employees care more about the main street US population (median salary less than 70k per year) or the wall street US population (median salary greater than 105k per year)? The current US administration is saying they want to help main street... — read more
Workin With Pride
There’s been some discussion about “pride”, or lack of it, on this forum. The definition of pride includes …”a feeling of deep pleasure or satisfaction derived from one's own achievements, the achievements of those with whom one is closely... — read more
YL lacking spirituality
In the most recent All Staff Standup, did anyone catch YL admitting that he struggled with being in touch with his spiritual side? I’ve been reflecting on that quite a bit over the past week. I think he is making some choices that make sense on paper... — read more
Super Obvious - You Saw It Here First
Step 1 - More clearly separate disparate lines of businesses - IG from UP, T&S from D/R Step 2 - Then, lift and shift P&T into the relevant businesses Step 3 - Then, move to a model of businesses functioning much much more independently, controlling... — read more
Free money for US JG4 and under?
Got an email today that Shell will no longer do share awards. So they are giving a one time award. Bling bling.
Capital Markets Day
Any thoughts on Capital Markets Day and any big breaking news likely…or perhaps another excuse to slash jobs and decimate even more of the workforce in the name of “progress “.
BlackRock interviews Wael
BlackRock interviews Wael Sawan: https://youtu.be/FcrYWfBubb0?si=xj6TW7TmWO4s9fZN
P&T reorg
Does dismantling P&T will be the start of another reorg? Or just means more cut for P&T
P&T Decomissioned?
Does today announcement means entire P&T will be merged into business or only parts of it ?
Shell to Sell US & Europe Chemicals Assets?
Wall Street Journal article confirms Shell is mulling a sale of its Chemicals assets. Which begs the question…what does Shell want to become? Merely a bank?
Discussion on US and Shell Wealth Inequality
The top 10% of earners account for 50% of US consumer spend. Is this healthy for the US? Does Shell leadership behave in the same way. Does the top 10% at Shell make more combined than the bottom 90% of Shell over a 5 year period? How does this... — read more
Trump Zelensky meeting
Focusing just on the part where oil was mentioned. Trump is correct that there is more than enough oil in the US, I think he mentioned we have plenty of oil several times. The only issue is the price at which it is economic. He's a bit wild with... — read more
Future Oil Prices - Does the US want to go to war with Iran for Israel
If US decides to go to war with Iran for Israel which the Israel lobby will push for, would the below actions from the US government foreshadow the war? Ask US oil and gas companies to increase production to the point of oversupplying the market... — read more
Who could fix BP, not Shell leadership
Shell cannot even fix Shell to get better profit, I hope they don't try with BP. With all the buzz about a possible merger, I hope someone sanely asks why. There are no rumors of any other major wanting to merge, why... because they're smart enough... — read more
What are investors saying?
Stock price is down 2% right now. Maybe it will bounce back through the day. Smh