10 May | Online

Shell’s Energy Transition Strategy contains, as one of its key pillars, the objective to diversify and grow in low and zero carbon activities. It is a laudable but complex objective to achieve, since currently only a minority of its activities matches such a description. We also observe that given the huge size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a business able to cope well with the tectonic shift of the energy transition, will require a herculean effort for many, many years, and capital redeployment will need to be accelerated significantly.

In this webinar Maurizio Carulli, our Senior European Oil and Gas Corporate Research Analyst, will run through his report outlining the key components of Shell’s transition plan & outline what are the key questions Asset Owners, Asset Managers, Sell-Side Analysts, and others in the financial sector, should be asking Shell’s senior management when you get to talk with them.

The accompanying research is free to download and also available on the 3^rd vendors, Bloomberg, Factset, Thompson Reuters and Capital IQ – search Shell PLC – Energy Transition Plan Analysis.

Finally, if you are an investment professional and have any further questions on the material, feel free to email Maurizio at mcarulli@carbontracker.org