FINWIRES · TerminalLIVE
FINWIRES

壳牌公司认为荷兰环保组织的诉讼“不切实际,不合理”

-- 荷兰环保组织Milieudefensie对壳牌公司(SHEL)提起新的诉讼,试图禁止该公司在荷兰进行任何新的油气开发。周二,壳牌公司发表声明称,Milieudefensie的诉讼“不切实际、不合理,而且从根本上就是错误的”。 据报道,Milieudefensie表示,壳牌必须停止钻探新的油气田,以减少破坏气候的活动,并要求该公司根据《巴黎协定》在2030年至2050年间减少碳排放。 壳牌回应称,该诉讼“忽略了油气在未来几十年将继续发挥的作用”,并且“脱离了全球能源系统的现实”。 该公司表示:“随着可再生能源的持续增长和普及,未来几年仍需要对油气开发进行投资,以抵消自然衰退并确保能源供应安全。” 壳牌还强调,停止油田开发并不会减少全球碳排放,因为生产权只会转移到其他公司。 壳牌公司表示,由于资源归各国所有,“如何开发其自然资源应由各国政府决定,而非法国环境组织Milieudefensie”。 2024年,海牙上诉法院驳回了Milieudefensie对壳牌公司的首起诉讼。该诉讼要求壳牌公司到2030年将排放量在2019年的基础上减少45%。 今年5月,在环保组织Milieudefensie提出上诉后,海牙最高法院将审理此案。 壳牌公司表示,其油气产量仅占全球总产量的2%,而国有企业贡献了全球一半以上的产量和60%的储量。 壳牌公司的目标是到2030年,将天然气和上游业务的总产量每年提高1%,液体产量达到每日约140万桶。 壳牌公司表示,该公司已在全球低碳平台领域投资约 200 亿美元,并计划根据市场需求和政府政策扩大投资规模。

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI