Halfway through 2023 CEO Sawan started “a sprint of ten quarters” to improve Shell’s business model By focusing on performance, cost discipline and simplification. He is more than successful in this, again today the new quarterly figure, says Jean-Paul van Oudheusden, market analyst at Etoro. “Now that eight out of ten quarters have passed, we are waiting for his strategic master move. Is there a collaboration with an American party?”
According to Van Oudheusden, the quarterly figures of Shell did not surprise. “The profit decreased due to lower oil & gas income, which this time could not be collected by strong trade results. The low -hanging fruit was picked, so that Shell is more than ready for the next step.”
Under Sawan, Shell is prepared to play his role when the moment is there. “Scale of scale through cooperation with an American party can certainly be achieved, but undoubtedly encounter justified objections from politicians and competition authorities. But since the second government Trump is characterized by deregules and deals, there could be more feasible than is currently being thought of. With two quarters of Shell, the future of the future is waiting.”