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ISIN: GB0007980591
Ticker: BP.
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113
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Der Spekulant
@Derspekulant1
14Hยท

Quartalszahlen 04.08-08.08.2025

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6 Commenti
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Erdbeermaus@Lumimyrsky
14H
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H-F-H-J D.
@H-F-H-J
3Settimanaยท

Today I invested in Shell

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3 Commenti
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D.N. Schenk@Schenkcashflows
3Settimana
Great buy!
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H-F-H-J D.
@H-F-H-J
1Mesยท

Today I invested in $Shell

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6 Commenti
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S.A.T.@SATNL
1Mes
Does that drive the price up of i want to buy after you?
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Pascal W.
@pwasbeer
1Mesยท

Why Shell Is Staying on the Sidelines in BP Speculation

$SHEL (-1,49%)
$BP. (-2,39%)

Why Shell Is Staying on the Sidelines in BP Speculation

As investors eye consolidation in Big Oil, Shellโ€™s recent stance against a BP takeover is a strategic masterclass, not a retreat. Bound by the UK Takeover Code after publicly ruling itself out, Shell cannot acquire more than 30% of BP for six months. Under CEO Wael Sawan, capital is prioritized for buybacks and debt reduction over risky mega-deals. Moreover, Shellโ€™s renewable pivot clashes with BPโ€™s activist-driven focus on oil & gas. Add antitrust hurdles in the US and EU, and a bid becomes a high-stakes gamble investors canโ€™t afford. Instead, Shell is boosting shareholder returns through disciplined capital allocationโ€”proof that patience and precision Trump headline-grabbing deals.

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S.A.T.@SATNL
1Mes
Indeed the nonsense needs to stop shell is solid on its own.
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Hennington Research
@HennRes
1Mesยท

Equities | Shell wants BP

$SHEL (-1,49%) is currently considering $BP. (-2,39%) to take over the company. The potential transaction volume would amount to 80 billion US dollars, making it one of the largest M&A transactions in the history of Oil & Gas. BP is currently reviewing the offer, but negotiations have been slow so far. Shell & BP have not yet made any concrete statements. Shell officially described the reports as "further market speculation" and said it was focusing on its own performance and the interests of its shareholders.

๐–ญ๐–พ๐— ๐–ฃ๐–พ๐–ป๐— ๐—๐—ˆ ๐–ค๐—Š๐—Ž๐—‚๐—๐—’ ๐–ฝ๐–พ๐—‹ ร–๐—…๐—„๐—ˆ๐—‡๐—“๐–พ๐—‹๐—‡๐–พ ๐–ก๐–ฏ, ๐–ฒ๐—๐–พ๐—…๐—…, ๐–ณ๐—ˆ๐—๐–บ๐—…๐–ค๐—‡๐–พ๐—‹๐—€๐—‚๐–พ๐—Œ, ๐–ค๐—‘๐—‘๐—ˆ๐—‡ ๐—Ž๐—‡๐–ฝ ๐–ข๐—๐–พ๐—๐—‹๐—ˆ๐—‡. ๐–ก๐–ฏ ๐—๐—‚๐–พ๐—Œ ๐–ค๐—‡๐–ฝ๐–พ 2024 ๐—†๐—‚๐— ๐– ๐–ป๐—Œ๐—๐–บ๐—‡๐–ฝ ๐–ฝ๐–พ๐—‡ ๐—รถ๐–ผ๐—๐—Œ๐—๐–พ๐—‡ ๐–ถ๐–พ๐—‹๐— ๐–บ๐—Ž๐–ฟ, ๐–ฟ๐–บ๐—Œ๐— ๐–ฝ๐—ˆ๐—‰๐—‰๐–พ๐—…๐— ๐—Œ๐—ˆ ๐—๐—ˆ๐–ผ๐— ๐—๐—‚๐–พ ๐–ฒ๐—๐–พ๐—…๐—….


A takeover would create a European oil giant that could compete with $XOM (-3,35%) and $CVX (-1,89%) could take on. BP in particular has been under pressure from activist investors for some time, as its attempted foray into renewable energies has been less successful. A stronger focus on oil & gas is therefore strategically desirable.

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14 Commenti
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Dividendenopi๐Ÿ‘ด@Dividendenopi
1Mes
Let's see, I put 1000 shares in my trading portfolio today
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Hennington Research
@HennRes
1Mesยท

HennRes | British hedge against the Middle East

The $C (-3,32%) currently recommends the FTSE 100, as it is well suited as a hedge against the risk in the Middle East. This is illustrated by 3 factors.


  • The FTSE 100 is driven by energy companies such as $SHEL (-1,49%) and $BP. (-2,39%) dominated. These benefit from geopolitical tensions and thus provide a natural hedge.
  • The FTSE has a high weighting in defensive sectors such as pharmaceuticals, such as $AZN (+0,16%) and consumer goods, such as $ULVR (+1,78%) as. These sectors are historically resilient to geopolitical problems.
  • Many companies in the FTSE 100 generate the majority of their sales outside the UK. This makes them less vulnerable to domestic risks and more resilient to global uncertainties.


๐–ข๐—‚๐—๐—‚๐—€๐—‹๐—ˆ๐—Ž๐—‰ ๐—Œ๐—‚๐–พ๐—๐— ๐–ป๐—‹๐—‚๐—๐—‚๐—Œ๐–ผ๐—๐–พ & ๐–ฒ๐–ผ๐—๐—๐–พ๐—‚๐—“๐–พ๐—‹ ๐– ๐—„๐—๐—‚๐–พ๐—‡ ๐—Œ๐—ˆ๐—๐—‚๐–พ ๐–ค๐—‡๐–พ๐—‹๐—€๐—’ ๐—Ž๐—‡๐–ฝ ๐–ฝ๐–พ๐–ฟ๐–พ๐—‡๐—Œ๐—‚๐—๐–พ ๐–ฒ๐–พ๐—„๐—๐—ˆ๐—‹๐–พ๐—‡ ๐–บ๐—…๐—Œ ๐—‰๐—ˆ๐—๐–พ๐—‡๐—“๐—‚๐–พ๐—…๐—…๐–พ ๐–ฎ๐—Ž๐—๐—‰๐–พ๐—‹๐–ฟ๐—ˆ๐—‹๐—†๐–พ๐—‹, ๐–ฟ๐–บ๐—…๐—…๐—Œ ๐–ฝ๐—‚๐–พ ๐—€๐—…๐—ˆ๐–ป๐–บ๐—…๐–พ๐—‡ ๐–ฑ๐—‚๐—Œ๐—‚๐—„๐–พ๐—‡ ๐—๐–พ๐—‚๐—๐–พ๐—‹ ๐—Œ๐—๐–พ๐—‚๐—€๐–พ๐—‡.

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4 Commenti
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Oktoberfest@Oktoberfest
1Mes
Yes, the Middle East war is where grown-ups have been beating each other up over their imaginary friends for thousands of years, hopefully the conflict will stay there and not be fought in Germany.
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Pascal W.
@pwasbeer
1Mesยท

Impact of Iran Closing the Strait of Hormuz on Global Markets

Impact of Iran Closing the Strait of Hormuz on Global Markets

The Strait of Hormuz is one of the most important oil transit routes in the world. About 20% of global oil supply passes through this narrow waterway. If Iran decides to close it, oil prices could skyrocket above $200 per barrel, according to Macquarie Commodities Strategy Head Marcus Garvey. While this is not the expected scenario, even a temporary disruption could cause major economic consequences.

Who Benefits?

Companies involved in oil production and energy supply would likely see higher profits due to rising oil prices. Some stocks that could benefit include:

  • Exxon Mobil (XOM) and Chevron (CVX) in the U.S.
  • Shell (SHEL) and BP (BP) in Europe
  • Oilfield service providers like Schlumberger (SLB) and Halliburton (HAL), which support drilling operations

Who Suffers?

Industries that rely on oil for production and transportation would struggle with higher costs. Some of the most affected sectors include:

  • Airlines (Delta Air Lines, United Airlines, Lufthansa)
  • Automakers (Volkswagen, Ford, Tesla)
  • Shipping companies (Maersk, FedEx, UPS)
  • Chemical producers (BASF, Dow Inc.)

Likelihood of Closure

Iran has threatened to close the Strait of Hormuz multiple times, but it has never fully blocked it. The last major disruption occurred during the Iran-Iraq War (1980-1988), when both sides attacked oil tankers. More recently, in 2019, ships were attacked near the strait, raising concerns about security. Experts believe a full closure is unlikely, as it would also hurt Iranโ€™s economy and provoke military retaliation.

Conclusion

If Iran closes the Strait of Hormuz, oil prices would surge, benefiting energy companies while hurting industries dependent on oil. However, history suggests that a full blockade is not likely, though tensions in the region remain high. Investors should watch oil markets closely as geopolitical risks evolve.

$XOM (-3,35%)
$CVX (-1,89%)
$SHEL (-1,49%)
$BP. (-2,39%)
$LHA (-2,44%)
$VOW (-2,39%)
$MAERSK A (-2,22%)
$TSLA (-3,11%)

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thinkindie@thinkindie
1Mes
Whatโ€™s going to be the impact on renewables?
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Techaktien
@Techaktien
2Mesยท

Oil price analysis

shorturl.atAttention Required! | Cloudflare
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3 Commenti
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Chris@Multibagger
2Mes
The link is about derivatives on the oil price. But I see another good trading opportunity. Because contrary to the assumption in the article that they want to hit countries like Kazakhstan and Iran, I see a completely different target. That is the US fracking industry. The USA is now the largest single producer in the world due to the immense investments in this sector. 13.5 million barrels per day. This is a thorn in OPEC's side, as it jeopardizes OPEC's supremacy. So they are trying to use the oversupply to push prices so low that the business is not worthwhile for the fracking companies. Donald Trump is satisfied with expensive Arab investments in other areas and has long since deviated from his drill baby drill actions. He knows full well that US citizens are more enthusiastic about falling energy prices, regardless of what causes them. It could therefore be interesting to bet on falling prices for US fracking companies.
Yesterday, OPEC announced a further increase in production quotas of over 400,000 barrels/day from July 1.
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