Shell’s Wartime Windfall: Profits More Than Double as Middle East Conflict Drives Oil Giant’s Second-Best Quarter Ever

$9.84 billion quarterly profit beats expectations as Shell cashes in on energy market turmoil

Shell has reported one of the most profitable quarters in its history, with adjusted earnings more than doubling to US$9.84 billion during the second quarter of 2026.

The result comfortably exceeded analysts’ expectations of around US$8.9 billion and represents Shell’s second-highest quarterly profit on record, surpassed only by the extraordinary earnings recorded during the post-Ukraine energy crisis in 2022. 1330 & 101.5 WHBL

The immediate driver was not higher production but the turmoil created by the continuing conflict involving Iran, which disrupted global oil and gas markets, pushed up commodity prices and created exceptionally profitable trading conditions for companies with sophisticated global energy trading operations such as Shell. 1330 & 101.5 WHBL read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Dutch Court Dismisses Shell’s Claim Against Clariant in Ethylene Cartel Case

Swiss chemicals company welcomes Amsterdam ruling, but wider litigation continues

Shell has suffered a setback in its attempt to recover damages arising from the European Commission’s 2020 decision on the ethylene purchasing cartel.

Swiss specialty chemicals company Clariant announced that the Amsterdam District Court has dismissed in its entirety Shell’s damages claim against Clariant and three other defendants. The court also rejected a related declaratory judgment claim brought by the Stichting Ethylene Claims litigation vehicle. Clariant Ltd.

For Clariant, the judgment represents a significant legal victory. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell Eyes Another Major Asset Sale: Explorer Pipeline Could Fetch $3.5 Billion

Energy giant reportedly explores sale of its stake in one of America’s most important fuel pipelines as infrastructure values soar

Shell is reportedly considering another significant asset disposal.

According to Reuters, Shell and Phillips 66 are exploring the sale of their combined majority stake in the company that owns the Explorer Pipeline, a vast refined-products network stretching more than 1,800 miles across the United States. If completed, the transaction could value the business at around US$3.5 billion. BOE Report

The discussions remain at an early stage and there is no guarantee that a deal will proceed. Nevertheless, the report is consistent with Shell’s continuing strategy of reshaping its portfolio by selling mature or non-core assets while concentrating capital on businesses it believes offer higher long-term returns. BOE Report read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

AMNESTY: Internal Shell Documents ‘Lift the Lid’ on Decades of Pollution in Nigeria

Human rights organisation says newly disclosed Shell records support long-standing allegations over the Niger Delta – Shell rejects Amnesty’s characterisation

Amnesty International has published what may become one of the most significant reports ever released on Shell’s operations in Nigeria.

The report, Nigeria: Lifting the Lid – Internal Documents Expose Shell’s Negligent Oil Operations, is not simply another campaign document. It is built around a cache of internal Shell emails, engineering audits, presentations and confidential reviews that entered the public domain during legal proceedings in the United Kingdom. Amnesty International read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell HQ Doused in ‘Oil’ as Climate Protesters Turn Up the Heat Before Earnings Day

From Brent Spar to Just Stop Oil, Shell has spent decades at the centre of environmental protests. The latest demonstration outside its London headquarters suggests the battle over its future is far from over.

  • Climate campaigners staged a theatrical protest outside Shell’s global headquarters in London on 29 July, using fake oil and firefighter costumes to symbolise what they describe as the company’s role in worsening climate-driven wildfires. The demonstration took place immediately before Shell’s quarterly earnings announcement. Morning Star
  • Protesters argued that expanding North Sea oil and gas production, including Rosebank, is incompatible with climate goals. Shell has consistently maintained that it supports the energy transition while continuing to invest in oil and gas to meet current energy demand.
  • This latest action is only the newest chapter in a much longer history of protest against Shell.

A Company Long Familiar With Protest

Shell has repeatedly found itself at the centre of environmental and human-rights campaigns, including:

  • the Brent Spar controversy in 1995;
  • worldwide outrage following the execution of Ken Saro-Wiwa and the Ogoni Nine;
  • the Corrib gas protests in Ireland;
  • Greenpeace’s Arctic campaigns;
  • Just Stop Oil demonstrations;
  • and continuing climate litigation and shareholder activism. Wikipedia

Whatever one’s view of these campaigns, few multinational companies have faced such sustained public opposition across so many decades and countries.

Timing Was No Accident

Campaigners deliberately chose the eve of Shell’s financial results.

Major earnings announcements increasingly attract protests because they provide a stark contrast between strong corporate profits and campaigners’ arguments that fossil-fuel companies should be accelerating investment away from hydrocarbons. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

The Shell Leaks Files: 29 JULY 2026

The Shell Leaks Files

SLF-2007-014

The Sakhalin Papers IV: Behind Closed Doors — Internal Communications During the Crisis

Archive Reference: SLF-2007-014
Collection: The Sakhalin Papers
Evidence Standard: Authenticated documentary material, contemporaneous reporting, official company statements, court records where applicable, and primary-source historical documentation.

Introduction

Public statements tell only part of the story during a corporate crisis.

Behind every press release lies a parallel world of internal correspondence, management briefings, legal advice and operational reporting. These documents rarely become public at the time they are written. When they do emerge—through authorised disclosure, litigation, whistleblowers or the passage of time—they often provide valuable context rather than dramatic revelation. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Royal Dutch Petroleum Company: royaldutchpetroleumcompany.com

The Royal Dutch Petroleum Company: The Dutch Enterprise That Became Half of a Global Oil Empire

“Before there was Royal Dutch Shell plc, before there was simply Shell plc, there was the Royal Dutch Petroleum Company – a Dutch colonial oil venture that evolved into one of the most influential corporations in modern history.”

The Royal Dutch Petroleum Company was not merely the Dutch half of the later Royal Dutch Shell Group. For much of its existence, it was the dominant partner. It provided the management, many of the key executives, much of the corporate culture and, most importantly, the extraordinary Henri Deterding, the man widely credited with transforming a small colonial oil producer into a global rival to John D. Rockefeller’s Standard Oil. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

The Shell Leaks Files: 28 JULY 2026

SLF-2007-013

The Sakhalin Papers III: Environmental Inspections, Regulatory Pressure and the Battle for Control

Archive Reference: SLF-2007-013
Collection: The Sakhalin Papers
Evidence Standard: Primary documentary sources, official regulatory records, contemporaneous reporting and authenticated historical material.

Introduction

By the second half of 2006, the Sakhalin-2 project had moved beyond questions of engineering and escalating costs. Environmental compliance had become the dominant issue.

Russian environmental regulators launched a series of inspections and publicly identified alleged breaches of environmental legislation. At the same time, negotiations over the future ownership of the project gathered pace. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

Shell’s Groningen Aftershock: The Gas Field Is Closed, But the Ground Still Has Something to Say

A 1.6 magnitude induced earthquake near Sappemeer reminds the Netherlands that Groningen’s gas extraction disaster did not end when the tap was turned off. It merely entered its tremor-and-lawyer phase

There are some corporate legacies that refuse to stay buried. In Groningen, they do not merely resurface in inquiry reports, compensation claims and arbitration filings. They arrive as tremors under people’s homes.

According to NL Times, an earthquake with a magnitude of 1.6 struck Sappemeer in Groningen at 7:08 p.m. on Sunday. RTV Noord received dozens of reports from local residents, and the Dutch meteorological institute KNMI registered it as an induced earthquake — meaning, in this case, a quake caused by human activity connected to gas extraction. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

The Shell Leaks Files: 27 JULY 2026

The Shell Leaks Files

SLF-2007-012

The Sakhalin Papers II: The Cost Escalation That Changed Everything

Archive Reference: SLF-2007-012
Collection: The Sakhalin Papers
Evidence Standard: Primary documentary sources, contemporaneous reporting, official company disclosures, and historical analysis.

Introduction

Major energy projects rarely fail because of a single event. More often, a combination of technical, commercial, environmental and political pressures gradually alters the balance until the project no longer resembles the one originally approved.

Sakhalin-2 provides one of the clearest examples of this process. read more

This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

The I.G. Farben Connection: How Standard Oil and Shell Fueled the Nazi War Machine

John Donovan prompt: Which of the renowned seven sisters oil giants are still active, who are they? Please rank them in terms of most toxic history and current reputation?

Google AI Mode reply: 

All of the original “Seven Sisters” oil giants survive today, consolidated through mergers into four active multinational supermajors: ExxonMobil, Chevron, BP, and Shell. Ranked from most severe historic/current environmental and reputational damage to least among this group: ExxonMobil, BP, Chevron, and Shell. [1] Active Surviving Companies

  • ExxonMobil: Formed via mergers of Standard Oil of New Jersey (Exxon) and Standard Oil of New York (Mobil), plus absorption of others.
  • Chevron: Absorbed Texaco and Gulf Oil, tracing back to Standard Oil of California.
  • BP: Formerly the Anglo-Persian Oil Company.
  • Shell: Formerly Royal Dutch Shell. [1, 2]
  • read more

    This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

    Shell Strikes Oil in Egypt’s Final Frontier: Another Giant Bet on the Fossil-Fuel Future

    The latest announcement from Shell is exactly the sort of news its exploration geologists dream about.

    According to Egypt’s Ministry of Petroleum and Upstream, Shell has made what is being described as a breakthrough frontier discovery with the ultra-deepwater Velox-1X exploration well in the Herodotus Basin offshore Egypt. Egyptian officials described the result as being of “great importance” for understanding one of the Mediterranean’s least explored hydrocarbon provinces.

    The announcement is significant for several reasons.

    First, the Herodotus Basin has long been viewed as one of the Mediterranean’s last major unexplored frontiers. Unlike Egypt’s established Nile Delta gas fields or giant discoveries such as Zohr, much of this deepwater basin remains largely unknown. read more

    This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

    What are THE SHELL LEAKS FILES?

    Editorial Note: The following conversation is published unedited as an example of how an artificial-intelligence system interpreted the newly established title The Shell Leaks Files.

    Copilot correctly recognised that substantial bodies of internal Shell documents have entered the public domain through whistleblowers, litigation, regulatory proceedings, investigative journalism and NGO research. However, it appears to have incorrectly treated The Shell Leaks Files as a pre-existing generic term long used by journalists, researchers and NGOs. read more

    This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

    THE SHELL LEAKS FILES: 26 JULY 2026

    THE SHELL LEAKS FILES

    Archive Reference: SLF-2007-011

    The Sakhalin Papers I: How Internal Documents Became Geopolitical History

    The first documentary collection examining how authenticated Shell documents, contemporaneous reporting and official actions combined to reshape one of the company’s most ambitious international projects

    Archive Status: Documentary Collection

    Evidence Standard: Authenticated Shell documents, Shell annual and sustainability reports, official Gazprom and EBRD records, contemporaneous international reporting and material preserved within the Donovan archive.

    Collection Summary

    Sakhalin-2 was more than a major energy development.

    It became one of the defining episodes in Shell’s modern corporate history.

    The project combined engineering on an extraordinary scale with environmental controversy, political pressure, commercial negotiation and intense international attention. Over time, authenticated internal Shell documents, official statements and contemporaneous reporting entered the public domain, creating a substantial documentary record. read more

    This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

    Twenty Years and Counting: Why Shell Can Divorce a Name But Can’t Get the House

    A satirical follow-up to “Looking at the Royal Dutch Shell plc Name Confusion — From Shell’s Perspective”

    Claude;

    There’s a particular kind of quiet that settles over a legal department when it realises the statute of limitations on regret has run out. Somewhere in The Hague, or London, or wherever Shell’s lawyers currently keep their coffee machine, that quiet has now lasted the better part of two decades.

    Let’s recap the timeline, because timelines are where satire goes to become documentary. In 2005, Shell International Petroleum Company Limited marched to the World Intellectual Property Organization and argued, under oath and in writing, that royaldutchshellplc.com was confusingly identical to its own corporate name. It lost. Not on a technicality — on the merits, with its own submission as Exhibit A for the resemblance it was trying to complain about. That ruling has now sat on the public record for over twenty years, next to twenty years of continuous, open, unchallenged use of the domain — a fact anyone can verify for themselves in about four clicks on the Wayback Machine, which has been dutifully photographing the site since long before “Shell plc” was so much as a rebranding consultant’s fever dream. read more

    This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.

    THE SHELL LEAKS FILES: 25 JULY 2026

    THE SHELL LEAKS FILES

    Archive Reference: SLF-2007-008

    The Whistleblower’s Dilemma: Why Some Insiders Decided the Public Needed to Know

    Archive Status: Documentary Record
    Evidence Standard: Authenticated Shell documents, court records, regulatory proceedings, tribunal records and contemporaneous reporting.

    Document Summary

    Behind many of the documents that now form part of the historical record stands an individual who decided that information should not remain entirely within corporate walls.

    Some acted through formal internal reporting procedures.

    Others cooperated with regulators, courts or official investigations.

    A smaller number supplied information to journalists or became public whistleblowers after concluding that internal mechanisms had failed. read more

    This website and sisters royaldutchshellgroup.com, shellnazihistory.com, royaldutchshell.website, johndonovan.website, shellnews.net, and shellwikipedia.com, are owned by John Donovan - more information here. There is also a Wikipedia segment, the Shell DPA Files, "Shell and the Spies", the Shell Leaks files, as well as books written and published by John Donovan - Kindle eBooks. Timeline of the Donovan Shell Feud. Toxic History of Royal Dutch Shell Group. Shell and the Donovans: The Full Media Record — 550+ Articles, 110 Books, 40 Years.