Reddit Posts
Which Gas/Oil company is going to benefit most from renewable energy and will see growth in the next year?
Some Exciting Speculation on Aduro Clean Technologies OTCQX: ACTHF @Carbonomix
How do we feel about going long on oil?!? BP,XOM, CVX, SHEL maybe even OXY
Digital Age for Big Oil using Big Tech $HAL & $MSFT ; $AMZN & $BP, $SHEL
Shell signs deal to offtake more LNG from Mexico Pacific export project (NYSE:SHEL)
New Case Study on $VLTE. $Volta was one of the hottest SPAC IPOs in 2021, and early investors stand to lose millions of dollars of invested money when this deal with $SHEL goes through.
Question on oil prices and today's drop, is it time to buy?
2023-03-03 Wrinkle-brain Plays (Mathematically derived options plays)
Shell explored quitting Europe and moving to the U.S. - Financial Times (NYSE:SHEL)
Shell, Exxon, Dutch government ignored Groningen risks for years, inquiry says (NYSE:SHEL)
Shell to keep renewable energy spending flat after hitting record last year (NYSE:SHEL)
Shell to combine LNG and upstream businesses, slim down exec committee (NYSE:SHEL)
Shell starts strategic review of European energy retail unit (NYSE:SHEL)
Aduro Clean Technologies - Executive Summary
2022-11-16 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-09 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-08 Wrinkle-brain Plays (Mathematically derived options plays)
Tellurian says Driftwood LNG deals with Shell, Vitol scrapped
$CL = Colgate will save gas watch out $SHEL + $XOM + CEI !!! hahaha
Oil had a great run, but it may be time to consider cutting loose those oil industry stocks, and look into shorting them. Here's why:
Extremely profitable mobile refinery from $SHEL sold to a small-cap stock
Extremely profitable mobile refinery from $SHEL sold to a small-cap stock DD
Extremely profitable mobile refinery from $SHEL sold to a small-cap stock
Day trading oil company stocks like DVN, CVX, XOM, SHEL
$SHEL has huge upside potential and earnings call on 5/5
Oil can stay above $100 for years; crude related stocks will benefit
Have calls on XOM, BP, and SHEL expiring a month after all their next earnings. Sell now while I'm up ~75% or hold until after their earnings?
Crude hits a high of $112.51 a barrel overnight; POTUS could ban Russian oil and gas
Mentions
Sold my Nike (NKE) and Shell oil (SHEL) stocks. Building a little cash reserve and just buying SCHD weekly right now. Going to move into JEPQ next.
Oh yeah, no. I don’t buy leaps, was trying to be helpful on area of market. So SHEL, BHP, IPI? IPI looks a little overbought. Dunno.
Everything in my portfolio besides utilities, nat gas, SHEL, and the petrodollar being down says otherwise.
Went off pure muscle memory and only peaked a bit to ensure the spread was tight, didn't see the symbol or whether it was a put or call... I may or may not have been driving. SHEL 91p expiring next thursday
SHEL. I'm riding the LNG train.
XOM, CVX, and SHEL. There's a lot of upside to all of them if crude prices stay at the current range for a few months.
SHEL just broke a high of 88.73 that had held since May of 2008
CVXand SHEL are reportedly close to deals would allow both companies to increase oil production in key Venezuelan regions, marking the largest step yet in what U.S. President has described as a $100 billion effort to rebuild Venezuela’s oil industry after years of underinvestment.
CVX, SHEL are reportedly close to securing the first major oil production deals with Venezuela. Could be up to $100 billion effort to rebuild.
* Shell has long partnerships with QatarEnergy * Qatar halted production at 77 mtpa LNG facility LONDON, March 11 (Reuters) - Shell [(SHEL.L), opens new tab](https://www.reuters.com/markets/companies/SHEL.L), the world's largest liquefied natural gas trader, has declared force majeure on LNG cargoes it buys from QatarEnergy and sells to its clients worldwide, three sources told Reuters on Wednesday. Qatar, the world's second-largest exporter of LNG, announced a production halt at its 77 million tons per annum (mtpa) facility last week and declared force majeure on LNG shipments. Shell declined to comment. Other Qatari LNG buyers, including TotalEnergies and some Asian companies, have received force majeure notices from Qatar and told customers they would not be selling them Qatari LNG as long as the facilities remain shut, two other sources said. A source close to TotalEnergies [(TTEF.PA), opens new tab](https://www.reuters.com/markets/companies/TTEF.PA) said the French oil and gas major has not declared force majeure, a notice used to describe events outside a company's control, such as a natural disaster, which usually releases it from contractual obligation without penalty. Both Shell and TotalEnergies have long-term partnerships with QatarEnergy and are partners in the company's massive North Field expansion project which aims to boost capacity by 2027. Analysts estimate Shell takes 6.8 mtpa of Qatari LNG, while TotalEnergies takes 5.2 mtpa. Qatari Energy Minister Saad al-Kaabi told the Financial Times last week that it would take "weeks to months" to return to normal deliveries, even if the war ended today. QatarEnergy declared force majeure on LNG shipments on Wednesday. Sources told Reuters last week that the force majeure notices sent to clients stated that LNG deliveries for March will not be affected, with the impact being felt as of April.
Surprised no one is talking about SHEL, which I added to my portfolio. Everyone is talking about oil but the upside price risk is far greater for natural gas due to low inventories (whereas oil was oversupplied). Prices are going to skyrocket even more if this thing lasts for more than a month.
LMAO. SHEL calls it is for you, friend
We are gonna release the oil from the SPR to control prices XOM, SHEL etc will buy it and then complain that it has extremely high levels of hydrogen sulfide Then, the shit will hit the fan
Then it's fine. Stocks will go back up. 500 SHEL. 130 CHRD. My only issues are selling like 70 of my CHRD early and not having more of both. 5% of your portfoilo going up doesn't make up for the other 80-90% going down.
Not white Friday but bought a bunch of XLE towards end of February and threw $5K (I’m a middle class peasant, all I could spare lol) at CVX and SHEL. Looking very forward to open. Honestly the writings been on the wall for weeks. Anyone not in on this I don’t know what to say. It was as close to guaranteed money as you can get.
I’m going to be in the green triple digits on my XLE, CHV, and SHEL calls at open. Honestly don’t know how anyone didn’t grab some oil calls. Writings been in the wall for weeks.
Sweet baby jeebus I’m getting blinded by green. XLE calls almost 3$ ITM, and both CVX/SHEL deep ITM too. Also bought REI which is +20% AH now. Oil just wiped out all of February losses.
30 $56 XLE calls and put another $5K in Chevron, BP, and SHEL. Will be having a pretty good Monday I think. Writing was so painfully obviously on the wall, may as well make some money.
Americans actually had the lowest inflation, the most energy security, the least food insecurity, the most insulation from global chaos, the cheapest natgas AND gas prices, the best performing stock market (NVDA by itself was worth more than the marketcap of most of Europe or China/HongKong/Macau COMBINED), the strongest GDP growth, the strongest labor market, and the strongest currency by which they could use to offset inflation via travel/import. But folks here acted like we were the little starving fucking Gazan kids or freezing Ukrainian kids getting their limbs blown off by missile/drone strikes. The "vibe-cession" and "Gaza is SPEAKING!"^(notice how all those mofos disappeared day 1 after Trump took office even though shit got worse for Palestine?) Anyways: Fuck around, find out. Do dumb shit, get dumb prizes. Vote clown, get circus. Since we're WSB and not r/politics : I'll won't short the USA. Much easier to just short the dollar since GDP/inflation/devaluation/deficits are not likely to decline due to the huge national debt. Light/secured borrowing, go long assets, and diversify. SSO, UWM, VT, LVMUY, AXP, SCCO, SHEL, gold, RE if you can afford it, healthcare, financials, treasury notes or short-mid bonds (no long bonds), and the like.
More insane oil option volume today. People really betting on it kicking off soon. BP - 530K. Normal 22K SHEL - 300K. Normal 10K. XLE - 330K. Normal 150K. OXY - 220K. Normal 55K. People either going to get wiped if things don’t happen or make bank.
Look closely at DELL, LOGI, GEF, PAYX, MMS, SHEL. My model suggested them on Monday morning and I added DELL, LOGI, SHEL and GEF. So far so good ;) If you need details on each stock check my [strategy](https://builder.limex.com/demo-portfolio/103963)
Or just don't play momentum..... I've just been keeping my short note USTs around 10-15%. Extra money had been going into things opportunistically: energy (SHEL/CHRD), small caps, LVMUY, and select financials like AXP/BLK. Recently added to MSFT. Just don't buy what's being hyped by WSB. Remember kids, some folks are actually born with lower IQ, stunted mental development, and/or a mental health condition. But folks on WSB? You guys can CHOOSE to be not be retarded. Every day. Like just be ~~yourself~~ not retarded.
It’s a mixed bag though, other producers like EXE, BP, DVN, and SHEL are down around 5% today Even XOM is barely up despite the news being incredibly positive for them
Time for SHEL to move their company again, this time to the US. Being part of the UK/Euros just simply costs them money and market share. While the west and east carve up the world, the euros will simply be left out in the cold.
Did anyone else notice oil majors jumped during Friday trading? There wasn’t an oil price catalyst that day; someone knew the strike was going down and was guessing the likes of XOM, CVX, SHEL would have a field day on Monday.
Is being a gas company enough justification? Throw in some SHEL, BP & OXY. Everyone loves themselves some OXY. Also add PLTR.
Why not consider other majors as well? SHEL seems to have out performed XOM and CVX this year.
Well, I just hit midlife too and I sold all my ET but kept PAA and SHEL so good luck to the both of us (and yes, I’m already down on my PAA position 🫠).
Bechtel is the best out there - no doubt on that when it comes to construction. Execution not only applies to Bechtel but how capable is the management is the real question. Everyone can agree Cheniere management is exceptional - when it comes to operations. An example of this is VG - not very good guys. Sometimes people need to learn not to believe everything that the management says. VG mgmt told investors arbitration should be favorable - but then recently got smashed when they lost to BP (albeit won against SHEL). How about the next 5 arbitrations? NEXT mgmt says macro outlook is good - yes but not in the near term (of course I might be wrong) but seems the risk / reward is a bit skewed imo. Russian Arctic 2 is a big risk (and Sakhalin and Yamal will continue to run) not to mention Qatar NFE. Recently Pouyanne (TTE CEO) and SHEL and other major IOCs saying LNG oversupply is a key risk in the near term. These guys know what they are doing - have robust trading / marketing businesses and are the major LNG offtakers. Of course I might be wrong but there are other good and less risky investments out there that NEXT.
I'd be safe and boring and go with SHEL. They're already using AI. Also for a company that claimed they have enough money to survive if they didn't make a single penny for the next 30 years, and still pay their employees. I'm sure they will have something up their sleeve.
There are some individual stocks I invest in like UL and SHEL but for the most part just for simplicity I use an ETF. IXUS and AVDV is what I use.
$SHEL Because most people on this subreddit hates oil. Muhahaha
don't remember my first purchase, but looking at reports, I started in 2015 and ended the year with a combination of USO / SHEL / O / UNG / DIS / VIRT across my ROTH & taxable accounts still have DIS / VIRT in the portfolio
If you ever see an opportunity to trade SHEL, don’t. That shit stock has been trading sideways for 2 months. I am supremely confident it will start trending up next month. Unfortunately it will be too late for me.
Hot tip: shell (SHEL) calls are probably an easy profit today.
SHEL probably got enough to buy em all. They said in 2021 (or could be 2022)... "If we never made a penny ever again, we have enough to last 30 years".
SHEL in early stage talks to acquire BP.
I bought XOM and SHEL calls after reading that.
Saved my SHEL calls and lost about $20 Roughly broke even on JCI calls Waiting for LRN puts to print Waiting for TSLA puts to print Waiting for COIN calls to moon
Bought 6 ITM SHEL calls
Dumped $600 into SHEL calls
I feel the same but not getting defense stocks. I got SHEL calls before. Doubled down on them and holding over weekend
Put $600 into SHEL calls
I need to buy that instead of SHEL
Cmon SHEL I know you wanna pump more than that
Times like this are why I still have oil stocks in my portfolio. Gogo CNQ/OXY/SHEL
I ain’t going behind Wendy’s. I got SHEL calls printing as we speak, peasant.
SHEL calls steaming
I want to know how my SHEL calls are doing 😭 OPEN TJE FUCKING CASINO
My only regret is not buying more SHEL calls
My SHEL calls gonna be on fire tomorrow 🔥
I have found that the big companies move relatively close together and they almost always follow the commodity price. Juniors are another story. If oil goes up $5 next week, all the big boys will be green and their increases will be relatively close to each other. Trending that's valuable for options plays. Long term, I agree that they are vastly different. XOM, SHEL vs BP, CVX Good luck
LVMH (MC)-31.42% Disney (DIS)-17.03% Apple (AAPL)-15.23% ASML (ASML)- 8.65% Amazon (AMZN)-7.23% Ford (F)-5.13% Estee Lauder (EL)-4.98% Comcast (CMCSA)-3.60% BP (BP)-3.21% Shell (SHEL)-2.02% WBD (WBD)-1.50%
Keeping an eye on SHEL SAF AIR BAE looking around for some big renewable energy companies
SHEL, I'm telling you guys, strong buy right now.
What’s going on with SHEL?
Right, but why does it have to be one stock? ABBV pays 3.7% (pharma). MO pays 7% (consumer). NLY pays 13% (reit). And SHEL pays 4%. All different sectors but dividends remain high, so it spreads out your risk. That's all I'm suggesting. (Not necessarily those exact stocks. Not financial advice)
Correct me if I'm wrong please. AI provided this answer: Cheniere Energy (LNG): Cheniere is a major player in the US LNG export market and has had contracts with Chinese companies. They are likely a primary exporter when conditions allow. Other potential exporters: Companies like ExxonMobil (XOM), Chevron (CVX), and Shell (SHEL) also have LNG export capabilities and could potentially ship to China depending on market conditions and contracts.
Yeah Queen Elizabeth also died so puts on SHEL
Coke at $2, CAT at $1, SHEL at $.50 Damn
QYLD, RYLD, SPY, KO, SHEL, etc..
SHEL is an ADR that first went public on the NYSE in February 2022. SHEL.L has been trading on the LSE for much longer than SHEL has been available on the NYSE.
Any reason why SHEL dropped like 4% like 2 days ago? I didn’t see any major news, other than oil going down but not to the extent of the SHEL drop….
I just bought the europoor oil stocks $BP and $SHEL. I figure since everyone on reddit is declaring victory on the war against inflation that it might be a good time to buy some oil stocks before we get another oil price shock : )
You have to look at SHEL in the context of the sector and the peers. The oil price has struggled this year and oil as a sector has widely underperformed others this year. Other oil stocks have been lacklustre and some like CVX have even underperformed SHEL
Shell is already on the New York Stock Exchange. See [here](https://www.tradingview.com/symbols/NYSE-SHEL/?utm_source=androidapp&utm_medium=share).
|| || |Company|Dividend Yield (TTM)|Price to Earnings (TTM)| |Citigroup Inc (C)|4.478104788|16.72888363| |Toronto-Dominion Bank (TD)|5.087773496|18.47265101| |Unilever PLC (UL)|7.003011075|12.12670356| |Verizon Communications Inc (VZ)|6.37760915|15.51820907| |Anheuser-Busch Inbev SA (BUD)|5.637410624|18.91782456| |Chevron Corp (CVX)|4.48054835|13.88003567| |Sanofi SA (SNY)|6.883473244|16.89653297| |TotalEnergies SE (TTE)|5.406265757|6.692601614| |Mitsubishi UFJ Financial Group Inc (MUFG)|4.692412016|11.7446016| |Shell PLC (SHEL)|5.446630681|8.752210091| |TORONTO-DOMINION BANK (TD.TO)|5.892864171|13.15653345| These are the companies that I'm looking at -- good yield and valuation. Meshes well with my tech growth investments.
|| || |Company|Dividend Yield (TTM)|Price to Earnings (TTM)| |Citigroup Inc (C)|4.478104788|16.72888363| |Toronto-Dominion Bank (TD)|5.087773496|18.47265101| |Unilever PLC (UL)|7.003011075|12.12670356| |Verizon Communications Inc (VZ)|6.37760915|15.51820907| |Anheuser-Busch Inbev SA (BUD)|5.637410624|18.91782456| |Chevron Corp (CVX)|4.48054835|13.88003567| |Sanofi SA (SNY)|6.883473244|16.89653297| |TotalEnergies SE (TTE)|5.406265757|6.692601614| |Mitsubishi UFJ Financial Group Inc (MUFG)|4.692412016|11.7446016| |Shell PLC (SHEL)|5.446630681|8.752210091| |TORONTO-DOMINION BANK (TD.TO)|5.892864171|13.15653345| These are the companies that I'm looking at -- good yield and valuation. Meshes well with my tech growth investments.
|| || |Company|Dividend Yield (TTM)|Price to Earnings (TTM)| |Citigroup Inc (C)|4.478104788|16.72888363| |Toronto-Dominion Bank (TD)|5.087773496|18.47265101| |Unilever PLC (UL)|7.003011075|12.12670356| |Verizon Communications Inc (VZ)|6.37760915|15.51820907| |Anheuser-Busch Inbev SA (BUD)|5.637410624|18.91782456| |Chevron Corp (CVX)|4.48054835|13.88003567| |Sanofi SA (SNY)|6.883473244|16.89653297| |TotalEnergies SE (TTE)|5.406265757|6.692601614| |Mitsubishi UFJ Financial Group Inc (MUFG)|4.692412016|11.7446016| |Shell PLC (SHEL)|5.446630681|8.752210091| |TORONTO-DOMINION BANK (TD.TO)|5.892864171|13.15653345| These are the companies that I'm looking at -- good yield and valuation. Meshes well with my tech growth investments.
What are you basing this off of? Just look at the charts on $XOM or $SHEL, or some common oil and gas ETFs like IEO or PXE? Was the negative correlation idea just a baseless claim because I'm confused about your source on that, would be interesting to hear.
$CRWD and $SHEL take me to the promised land.
What are ur thoughts on this evenings earnings? I have calls on EBAY, META and ARM, puts on SHEL and a tentative position on RBLX cos you never know with these meme stocks… people say sell ARM but I reckon it’ll go up after yesterdays shenanigans, I shat the bed with AMD but it went up eventually and made me my money back but yea, dunno, ARM has pretty bad insights. I think shell is going to take a massive dip, but I’m not an expert so don’t hold me to that
I’ve always like mining companies, BHP & RIO. VALE is a bit riskier. Also TTE and SHEL.
Does anyone know why Shell went up so much around 1995? https://totalrealreturns.com/s/XOM,BP,SHEL,VFINX,BRK-A
Cap Losses Strategy Question... Thanks in advance for any input or thoughts. I am trustee and POA for my 96yo father and handling all his financial matters due to Alzheimers. He has a portfolio that generates almost enough to cover his expenses, and the rest is covered by me and my siblings. He has some positions with unrealized losses which is what I am seeking advice on. These are things like KHC, PFE, SHEL, WBD, OGN, etc. Knowing that all cap gains/losses are erased upon someone passing away... 1. Should I sell those positions to offset income & cap gains taxes for the remainder of his life? Or... 2. Should I keep them for the (small) dividends they bring in? Just thought I'd see what the braintrust of this group had to say. Thanks again for your time.
I originally opened for that sweet margin 2021 they were offering 2-3% margin interest rates so you could basically leverage up for close to nothing. I bought some losers like MORT but also some winners like SHEL that were paying dividends enough to cover the interest. Real mistake was being new to margin is not selling out and going neutral when the Fed pivoted.
Why is oil up and CVX OXY SHEL all down 
SHEL... But not for much longer. I didn't anticipate the extent of their recent rise so will be losing them soon due to selling covered calls too early.
It's the economic/investing equivalent of *“Everyone has a plan until they get punched in the mouth”* The point of hedges and insurance is that you buy them cheap and before you need them. Not when your house is on fire already. I bought my position in nat gas in fall 2020 cause it was laggard. Same as my position in SHEL which I bought early 2021 because it was lagging and paid out interest close to margin rates back then.
I SHEL be happy today as I go fill up my 2001 Ford Explorer, or the GT3 RS Hm Hahaha
I’ve lost 300k trying to help save the earth *and* make money. Done with that. So now it’s BOIL and GUSH and DJT and anything else toxic. URNJ. SHEL. Is there a CO2 pumper ETF? Is there a lead ETF? I want to buy it. Who’s the least ethical miner? GLNCY is so bad it only trades OTC. Maybe I’ll get that one too.
I need SHEL to hit 76 by the end of next week
I still have calls in USO and SHEL in case this war happens. I’m kinda hoping it does  (sorry Israeli and Iranian citizens I am rly poor rn)
My USO and SHEL calls are making me tense
I made a really dumb decision and bought SHEL and USO calls on friday
I’m conflicted. I don’t want people to die if Israel responds, but I do have around 100 calls on BP, SHEL, and OXY I want to moon.
SHEL calls 
SHEL calls!!emote:t5\_2th52:4275
I thought SHEL calls on Friday, am I about to be a millionaire? 
and SHEL. [Shell (SHEL), Aramco in Price Talks for Pavilion's Assets (yahoo.com)](https://finance.yahoo.com/news/shell-shel-aramco-price-talks-131400771.html)
I believe you are calculating Free Cash Flow Yield incorrectly. I just did the math for SHEL and got a trailing FCF yield of 12.44%. 2023 FCF / Market Cap = FCF Yield $28.8B / $232.08B = 12.44%