世界石油

（彭博社）“由于能源价格上涨以及新任首席执行官更加关注核心石油和天然气业务吸引了投资者，壳牌公司股价创下历史新高。周一，该公司股价在伦敦上涨至 2,763 便士，较三年前大流行期间的低点 878.3 便士上涨了三倍。

资料来源：路透社

壳牌在不同领导人的领导下实施了一系列战略转型，价格随之回升。由于石油和天然气价格在 Covid-19 大流行封锁期间暴跌，时任首席执行官本·范伯登 (Ben van Beurden) 将公司股息削减了三分之二，加速转向更清洁的能源形式，并承诺实现温室气体净零排放到 2050 年的排放量。

Van Beurden 的继任者 Wael Sawan 维持了本世纪中叶的碳排放目标，但将公司更大比例的投资投入到石油和天然气领域。他正寻求通过对业绩和财务纪律的“不懈”关注，以更高的回报来赢得投资者。

晨星公司分析师艾伦·古德（Allen Good）表示，大宗商品价格上涨，尤其是欧洲天然气价格上涨，以及新任首席执行官在 6 月份宣布的战略变革，可能会吸引更多投资者，推动了壳牌股价的上涨。

然而，古德指出，“货币问题”也是壳牌崛起的一部分。”S。以美元为基础的股票仍低于高点，因此英镑和欧元走低是部分原因。”

World Oil

(Bloomberg) – Shell Plc shares hit a record high as rising energy prices and the new CEO’s stronger focus on the core oil and gas business attracted investors. Shares of the company rose as high as 2,763 pence in London on Monday, marking a threefold increase from the pandemic-era low of 878.3 pence three years ago.

Source: Reuters

The price recovery follows a series of strategic pivots by Shell under different leaders. As oil and gas prices collapsed during the lockdowns of the Covid-19 pandemic, then-Chief Executive Officer Ben van Beurden slashed the company’s dividend by two thirds, accelerated its shift to cleaner forms of energy and pledged to hit net zero greenhouse gas emissions by 2050.

Van Beurden’s successor in the top job, Wael Sawan, has maintained the mid-century carbon target but is directing a greater proportion of the company’s investment into oil and gas. He is seeking to win over investors with higher returns stemming from a “ruthless” focus on performance and financial discipline.

The rally in Shell shares has been driven by higher commodity prices, particularly for natural gas in Europe, “and the strategic changes announced by the new CEO in June, which is likely drawing in more investors,” said Morningstar analyst Allen Good.

However, Good points to “currency issues” as also being part of Shell’s rise. “U.S. dollar-based shares remain below their highs, so part of the move is lower pound and euro.”