Shell: time to deliver
With a healthy inventory of upstream projects in development, Shell must put its operational mettle to the test
Good things come to those who wait. No pain, no gain. Every cloud has a silver lining. For investors in Royal Dutch Shell in need of a pep talk, these might be clichés worth repeating. Since 2004 – when it was forced to make large reductions to its proved oil and gas reserves, after admitting to having grossly exaggerated them – Shell has been trying to invest its way out of trouble. On paper, the policy looks set to pay off: work in progress includes several liquefied natural gas (LNG) projects – Pluto, Browse and Gorgon in Australia, Sakhalin in Russia, Qatargas 4 and ventures in Nigeria; various field developments, including Norway's Ormen Lange gasfield, Nigeria's Bonga and Kazakhstan's
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The country is pushing to increase production and expand key projects despite challenges including OPEC+ discipline and the limitations of its export infrastructure
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Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist
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Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
19 February 2026
US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment
