$SHEL Shell Tape Reports
Per Ticker.id: $SHEL Shell Tape Reports — 16 podcast mentions across 3 podcasts (30 days), latest 2026-08-24 08:45 UTC.
ExxonMobil is amongst the potential buyers for Shell's US chemicals unit. This according to the Financial Times. The report also says that Apollo and the chemicals arm of the Kuwait Petroleum Corporation are amongst others who have expressed interest. The portfolio includes major facilities in Louisiana, Texas, and Pennsylvania, including the Manaca Petrochemicals complex, which is capable of producing as much as 1.6 million tonnes of polymers annually. So that in some M&A news or potential M&A news for you, just to round up our top stories. Right. Let's have a look at the markets this hour. So European stocks are down about a tenth of 1% on the Stoxx 600, FTSE 100 up by a tenth of 1%. As you see, oil prices now down by 1.2% for Brent crude futures, $93.27. Bond markets will be eagerly watching Scott Bessant and his fiscal consolidation speech expected this week. What will that do to bond markets after intervention last week? 10-year US yields are down 2.5 basis points at 4.71. The dollar, meanwhile, is firmer, actually a tenth of 1%. The Canadian dollar weaker, half of 1%. And gold climbing to the highest in more than 3 months. Those are the markets.
Caroline Hepker — Bloomberg News Now · US-Canada Trade War, 'Economic D-Day' For Iran, More · 2026-08-24And ExxonMobil is among the potential buyers for Shell's US chemicals unit, according to a report in the Financial Times. It also says Apollo and the chemicals arm of Kuwait Petroleum Corporation are among others who have expressed interest. The portfolio includes major facilities in Louisiana, Texas, and Pennsylvania, including the Monaca petrochemicals complex, which is capable of producing as much as 1.6 million tons of polymers annually. And those are some of our top stories this morning on the markets. The Stoxx 600 is down by 0.2%. Gold prices continuing to rise up another 0.9% today. Looking towards Wall Street, Nasdaq futures are down by 0.7%. S&P E-minis are 0.2% lower and the 10-year Treasury yield down 3 basis points to 4.7%.
Stephen Carroll — Bloomberg News Now · Canada Sees Long US Trade War, Ukraine's Independence Day, More · 2026-08-24Thanks, Stig. So this company that I would like to introduce today controls 40% market share in a growing industry. Most people probably have never seen their products, but if you have been in a Tesla or an electric BMW or a Mercedes, there is more than a one-third chance that you have— you were on the vehicle that was running on one of their products. The company I'm talking about is CATL, Contemporary Amperex Technology Limited, the largest battery maker in the world. And as of the most recent stock price, its market cap is about $280 billion, which means they are roughly the size of Shell. And my main thesis on CATL is that this company is more than a battery company. I think it is fast becoming the backbone of the energy infrastructure. It powers EVs, it stores renewable power, and now increasingly it's becoming the core power infrastructure player in the AI data centers.
Mohnish Pabrai — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford · 2026-08-23Let's go talk about a supply chain bottleneck second-order effect, and it's on motor oil. That crazy? You think it's all about gasoline or diesel? No, it's, it's refined products. This is one of, of many issues that the war in the Middle East is creating. Car makers from Volkswagen, Stellantis, Toyota, they're all looking at alternative blends of fuel to put in their cars because the big refinery that supplied most of the industry was a Shell refinery in Qatar, which was hit by an Iranian missile back in March. So carmakers are running out of inventory of high-quality fuels that are needed in these engines. You know, internal combustion engines throughout the years have become more and more advanced. Even the most basic 4-cylinder, you know, cheap car has a pretty sophisticated engine that needs good oil. A lot of times synthetic oils that once again come from these refineries. Now the price of what are called Group 3 base oils has tripled since the pre— since before the war to about $4,000 per ton, both in Europe and here in the US. And they said even if the Strait of Hormuz opened tomorrow, there would still be shortages at least through early August, October. So carmakers are looking to find alternatives that meet their standards and will not ruin the engines of their customers and the cars that they're building, right? Because they're still building new cars. Now, they may be forced to become more flexible, but at the end of the day, this is a huge problem. You're already seeing delays in oil changes at certain dealerships, both in Japan and elsewhere, because of the shortage of these fuels. Stellantis is evaluating reformulated lubricants that still meet the industry standards but are different than what they normally get. German carmakers also secured necessary supply for now, but once again, they're running low and they're looking for alternatives that comply with their technical specifications and quality requirements. The one company that's done fairly well so far is Toyota. They secured alternative supplies many months ago, but once again, there are still issues that are building up. But because of the price of oil, this is feeding into, into the economy, into inflation.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19Sure. Go ahead. Dredge up those things and open the scab wounds down my arm. But it's good to remember those things. So that's what it was, is in 1997, there's a company out of Richmond, Virginia by the name of, at the time was Ethel Corporation. They eventually changed the name to Newark, controlled by the Gottwald family. The Gottwald family are, you know, have a history of really great capital allocation. And what they had done with the company was they had been consolidating their industry and it was additives for lubricants and engine motor oils and other things. And they bought out Texaco's business. They bought out Amoco's business. So the industry had been consolidated to 4 guys. They were the smallest. And so theoretically, they, be the guy who could continue to buy. The problem was the larger guys were, you know, one's a Chevron Conoco subsidiary called Warrenite. Another one was a Shell Exxon company called Infinium. And the last one was Lubrizol. And so that consolidated industry was one that they helped consolidate. And they looked around and they said, well, neither one of those guys are going to sell. And so what do we do? So they decided to buy back a lot of stock. So they levered up, bought back a bunch of stock. The family didn't sell any stock into the offering. And they did that at $45. And so a year later, stock's at $35. And so I'm like, well, you know, the Gottwald family's smart. Clearly, they thought it was worth more than $45. And so if I could buy it for $35, you know, I'd get to buy it for less than what they did. Of course, the facts that had happened in the meantime were that Warrenite had built a new facility in Asia because the Asia market was growing like a weed. Of course, then they built that facility in 1997. So in 1997, 1998, they have a new facility coming on, more capacity. And then the Asia financial crisis happens. So the market implodes. At the same time, the largest volume of business they do is engine motor oil additive. And so Pennzoil and Quaker State 2 of the largest customers merge. And so they come back to all the 4 suppliers and say, okay, who's the guy with the lowest price?
Bob Robotti — Excess Returns · We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers · 2026-08-18Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be here with you on this Monday, August 17th. I'm Julie Morgan. Rocket Lab on Sunday said 8 satellite platforms it built for MDA Space have entered orbit. It marks the first deployment under a $143 million contract covering 17 spacecraft. The satellites launched August 15th at 9:12 PM from Cape Canaveral in Florida. Rocket Lab said it has established contact with all 8 spacecraft, which are generating power and operating as expected. Commissioning is now underway. MDA Space is the prime contractor overseeing the replenishment of Globalstar's existing satellite constellation. Globalstar uses the network to provide direct-to-device communications and Internet of Things connectivity. As for investors, the deployment represents an early operational milestone for one of Rocket Lab's larger satellite manufacturing contracts. Automakers such as Stellantis and Volkswagen are turning to new blends of lubricants as motor oil shortages worsen due to the war in Iran. The Financial Times is reporting that supply chains for the high-quality Group III base oils used to make motor oil were severely disrupted after Iran struck Shell's gas-to-liquids plant in Qatar in March. Prices of Group III base oils have nearly tripled from prewar levels to about $4,000 per ton in Europe and the U.S. Automakers, which ran out of inventories of the high-quality base oils, have since found alternative lubricant manufacturers, but even those supplies remain tight. The president of Colombia has asked President Trump to temporarily lift tariffs on Colombian goods. Colombia is trying to recover from a devastating earthquake that killed at least 289 people. The president, who took office shortly before the magnitude 7.4 quake, said he thanked Trump for U.S. emergency assistance during a phone call on Saturday. He also urged the administration to ease tariffs that are adding to the pressure on Colombian businesses. For investors, a temporary tariff suspension could support Colombia's exporters and reduce economic disruption from the disaster. Agriculture, manufacturing, mining, and transportation companies may face prolonged interruptions as the government rebuilds damaged homes, roads, and other infrastructure. The Trump administration has not publicly responded to the request. The United States has committed $26.5 million in assistance, including food, shelter, and medical supplies. The earthquake last Monday caused extensive damage in western Colombia.
Julie Morgan — Wall Street Breakfast · Rocket Lab gains altitude · 2026-08-17Yeah, I think, you know, America is going to be a big winner. I think Venezuela could be interesting. It's going to take some time. You know, I think the majors are still reluctant to do business in Venezuela because they don't want to get in the way of their existing lawsuits and things. But I think you're seeing a bunch of companies say, hey, we can maybe work with Venezuela. So you're going to see— again, I think Central South America, we've been working with Argentina on some things. So I feel like that's a huge growth area. Canada and Europe can do phenomenally well. Both of those areas are going to have to get out of their own way a little bit. And it's been encouraging. I think Canada's finally maybe realizing we overregulated. And yes, we'd all like to live in this perfect world, but it's going to take 30 years of reality to get to that perfect world. And I think we were all trying to skip, oh, let's immediately create a perfect world where everything's solar, everything's— it just can't happen. So I think that's what we need to see is I was on with the CEO of TC Energy, who actually I think I wound up getting introduced through them from being on one of your podcasts. But their kind of viewing is Canada could have been really good at LNG 15 years ago. The US could have been really good. The US got really good because they agreed to do it. Canada regulated them. It's not often that you get a redo, like a complete redo, and this chance to embrace Europe. Shell, Total, the— I think petroleum companies, energy companies across the globe, but particularly in Europe, are going to do very well because Europe's going to have to harness their own. And I do think you want to invest globally right now. I think EM is going to do very well. I think, you know, here we are with the equal weight S&P 500 at all-time highs. I like that. But I think you can see more and more production out of Europe, more and more out of Canada as they try and become a little bit more self-reliant on their own.
Peter Tchir — Thoughtful Money with Adam Taggart · The Market Is Mispricing The Inevitable | Peter Tchir · 2026-08-16First, though, let's do the numbers. Dow Industrials down 21 points, basically flat, 53,770. The Nasdaq increased 143 points, more than 0.5%. Finished at 26,588. S&P 500 up 20 points, 0.2%. 7,748. Other price changes in today's inflation report: gas up more than 24% year on year. Clothing up almost 4%. New vehicles up about 0.5%. Used cars and trucks, though, down nearly 2%. Chevron shares were flat. Shell shares— say that 10 times fast. Shell shares. Shell shares. Shell shares. See? Dipped almost 5/10%. Half a percent is another way to say that. You're listening to Marketplace.
Kai Ryssdal — Marketplace · Steep inflation, meet slow wage growth · 2026-08-12