What's Going On With Shell Stock Tuesday? - Shell (NYSE:SHEL)
Shell raised its liquefied natural gas production forecast to 7-7.4 million metric tons and expects significantly higher integrated gas trading in Q3 2025 despite $600 million impairment.
- On October 7, Shell said trading in its Integrated Gas division was significantly higher in the third quarter of 2025, supporting adjusted earnings of around $4.3 billion.
- Last month, Shell plc cancelled its Rotterdam HEFA biofuels project, causing a $600 million impairment and flagged a $200 million to $400 million adjustment in Brazil's Tupi oil field.
- Production outlook shows LNG liquefaction volumes of 7.0–7.4 million metric tonnes and upstream production at 1.79–1.89 million boe/d, while refining margin rose to $11.6 per barrel.
- At the corporate level, Shell expects adjusted earnings to show a $0.3-0.5 billion loss and Renewables to range from a $0.2 billion loss to a $0.4 billion gain, with tax payments of $2.1-2.9 billion.
- Investors will watch as Shell plc publishes its full Q3 earnings report due October 30, balancing stronger fossil-fuel trading with ongoing energy transition and renewables challenges.
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The AEX is hovering around its opening price mid-afternoon. Investors are taking a wait-and-see approach after the earlier AI fireworks. Shell is one of the biggest winners after an interim update. ASML, on the other hand, is taking a step back. In the Midkap, Heijmans is popular.
Shell's Q3 Profit Soars on Strong Trading and Production
Strong gas trading, higher upstream production and liquefaction volumes, and increased refining margins are expected to boost Shell’s third-quarter earnings, the supermajor said in a trading update on Tuesday. Shell said in its third quarter 2025 update note that trading and optimization in its Integrated Gas division is expected to be “significantly higher” for the third quarter compared to the second quarter. Marketing adjusted earnings, as …

Shell takes £446m impairment from cancelled Dutch biofuels project
It came as the London-listed oil giant revealed a stronger performance in its oil and gas trading operation.
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