Investor Insight ACCR Presentation on Shell’s 2025 AGM
Shell’s LNG’s business plans are facing major scrutiny after ACCR and a group of institutional investors co-filed a resolution asking Shell to justify the assumptions behind its LNG growth strategy and how this reconciles with its climate commitments.
Ahead of Shell’s AGM in May, watch this webinar to learn more about the resolution’s rationale, and how the company’s 2025 LNG Outlook intensifies the need for further scrutiny of its bullish, and potentially risky, LNG play.
In the webinar, we will:
- share our analysis of Shell's LNG portfolio and 2025 LNG Outlook, which reveals significant financial risks and concerning gaps across the company’s LNG strategy and demand outlook.
- explain the call for improved disclosures on the company's LNG strategy and climate commitments, and the relationship between these factors.
- hear a representative of Brunel Pension Partnership, an institutional investor and co-filer, address how the resolution promotes the long-term interests of Shell’s shareholders and helps reduce the risks associated with Shell's LNG strategy.
Speakers:
Vaishnavi Ravishankar, Head of Stewardship, Brunel Pension Partnership
Sarah Brewin, ACCR Company Strategy
Nick Mazan, ACCR Company Strategy
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