What's Going On With Shell Shares Premarket Tuesday?
Portfolio Pulse from Lekha Gupta
Shell plc (NYSE:SHEL) shares are trading lower premarket after announcing a 10-year LNG supply agreement with Turkey's BOTAŞ. The deal will supply up to 4 billion cubic meters of LNG annually starting in 2027, aiding Turkey's gas diversification. Shell aims to expand its LNG capacity by 20-30% by 2030. Shell shares have gained 16% over the past year, and investors can access the stock via ETFs like Macquarie Energy Transition ETF (NYSE:PWER) and VanEck Natural Resources ETF (NYSE:HAP).

September 03, 2024 | 10:53 am
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NEGATIVE IMPACT
VanEck Natural Resources ETF (NYSE:HAP) includes Shell, which is experiencing a premarket decline after announcing an LNG deal with Turkey's BOTAŞ. This may affect HAP's short-term performance.
HAP holds Shell shares, and the premarket decline in Shell's stock due to the LNG agreement with BOTAŞ may negatively affect HAP's short-term performance.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Macquarie Energy Transition ETF (NYSE:PWER) provides exposure to Shell, which is involved in a new LNG deal with Turkey's BOTAŞ. Shell's shares are down premarket, which may impact PWER's performance.
PWER holds Shell shares, and the premarket decline in Shell's stock due to the LNG deal with BOTAŞ may negatively impact PWER's short-term performance.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Shell's shares are down 2.40% premarket following a 10-year LNG supply agreement with Turkey's BOTAŞ. The deal aligns with Shell's strategy to expand LNG capacity by 20-30% by 2030.
The premarket decline in Shell's stock price is likely due to investor reactions to the new LNG agreement with BOTAŞ. While the deal supports Shell's long-term LNG expansion goals, the immediate market reaction is negative, possibly due to concerns about execution risks or market conditions.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100