Shell

Energy Geopolitics

Alaska Oil Fields Draw Majors as Middle East Risk Reprices Energy Capital

Shell and ExxonMobil return to North Slope after decade-long absence as Iran conflict triggers historic reallocation toward domestically-controlled reserves.

7 min read ·
Energy Macro

Shell CEO Warns of 1 Billion Barrel Crude Deficit as Energy Market Tightness Extends Into 2027

Geopolitical supply shock, upstream underinvestment, and AI demand collide to create structural energy crisis with multi-year recovery timeline.

8 min read ·
Energy Geopolitics

Shell’s Venezuela Gas Play Signals Western Hedge Against Middle East Supply Fragility

Advanced negotiations for 20 tcf of Venezuelan concessions reveal calculated pivot toward Latin American diversification as Hormuz closure exposes structural concentration risk.

9 min read ·