Investor Insight ACCR Presentation on Shell’s 2024 AGM
We present our analysis of Shell’s Energy Transition Strategy 2024, which investors will be voting on at the 2024 AGM. In this context, we also provide commentary on Shell’s LNG Outlook 2024. LNG is central to the company’s forward-looking strategy, however we assess the inaccurate assumptions underpinning demand growth. This retreat towards an increased focus on fossil fuel expansion increases risks for investors and raises multiple issues in relation to how investors should use their votes at the upcoming annual meeting.
We also present findings from our recent research into Shell’s lack of lobbying disclosures in emerging markets. We see enhanced disclosures as crucial considering the important role emerging markets are slated to play in the company’s forward strategy and decarbonisation.
Watch this webinar to inform your voting considerations for Shell’s 2024 AGM.
Speakers
Nick Spooner, ACCR Company Strategy (UK Lead)
Sam Hall, ACCR Climate Policy Engagement Analyst
Hosted by ACCR’s Company Strategy Lead, Naomi Hogan.
Please read the terms and conditions attached to the use of this site.
Publication information
- Published on
Stay informed
Get email updates about new ACCR research and shareholder advocacy on specific topics of interest to you.
We use Mailchimp for email updates and the Mailchimp privacy policy applies.
