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Shell profits surge 70% amid Iran war and soaring energy prices

Created at 30 Jul · 9:22 AM1 source↑ Market-relevant
IN SHORT

Shell reported a 70% surge in first-half earnings, reaching $9.84 billion in the second quarter and $6.92 billion in the first, totaling $16.76 billion. The company attributed its strong performance to soaring energy prices driven by the Iran war and its trading operations, drawing criticism from environmental campaigners.

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Key Numbers

$16.76bnShell's combined first-half earnings
$9.84bnShell's second-quarter profits
$6.92bnShell's first-quarter profits
70%Surge in Shell's first-half earnings
115%Jump in Shell's Q1 profits from previous quarter
24%Year-on-year increase in Q1 profits
$119Peak price for Brent crude in March/April
$98Brent crude price on Thursday
4%Fall in Shell's overall oil and gas output in Q1
16%Fall in Shell's total oil and gas production in H1
1 yearEstimated repair time for Qatar gas plant

Who's Involved

Shell
Energy giant reporting record profits amid Iran war
Wael Sawan
Shell's Chief Executive
Sinead Gorman
Shell's Chief Financial Officer
Chris Packham
Environmental campaigner and broadcaster
Danny Gross
Climate campaigner at Friends of the Earth
Anne Jellema
Executive Director of climate campaign group 350.org
Maurizio Carulli
Global energy analyst at Quilter Cheviot
Fossil Free London
Campaign group protesting Shell's profits

↳ Why This Matters

Shell's record profits highlight the significant financial gains made by energy companies during geopolitical conflicts and periods of high energy prices, fueling public debate over windfall taxes, energy security, and the transition to renewable energy sources.

Key facts

  • Shell reported a 70% surge in first-half earnings, with Q2 profits at $9.84bn and Q1 profits at $6.92bn.
  • Soaring energy prices, driven by the Iran war and disruptions to global supply routes, significantly boosted Shell's profits.
  • The company's trading operations were a standout contributor to its financial results.
  • Environmental campaigners criticized Shell for 'windfall' profits derived from conflict and the climate crisis.
  • Shell's LNG production in Qatar was impacted by a missile attack, with repairs estimated to take a year.
  • Calls for increased windfall taxes on fossil fuel companies were renewed in response to the profits.

Shell has reported substantial profit increases, with first-half earnings surging by 70% due to soaring energy prices exacerbated by the Iran war. The company posted profits of $9.84 billion for the second quarter, up from $4.26 billion a year prior, and $6.92 billion for the first quarter, a 115% increase from the previous quarter. These figures surpassed analyst expectations and have drawn sharp criticism from environmental campaigners.

Shell's chief executive, Wael Sawan, attributed the strong performance to the company's operational focus amidst significant disruption in global energy markets. The conflict in the Middle East, particularly disruptions to oil and gas flows through the Strait of Hormuz, led to a sharp rise in crude oil prices, benefiting Shell's trading operations. This surge in prices also impacted other energy giants like BP, which also reported doubled profits.

However, the company's operations have not been without challenges. Shell's LNG production in Qatar was halted following a missile attack on its Pearl gas plant, with repairs expected to take approximately a year. This incident contributed to an overall fall in Shell's oil and gas production.

The bumper profits have reignited calls for increased windfall taxes on fossil fuel companies. Campaigners argue that these profits are derived from conflict and a global energy crisis that is causing hardship for households, and that the revenue should fund support for vulnerable populations and investments in renewable energy. Critics highlighted the contrast between Shell's financial gains and the struggles of consumers facing high energy bills and fuel costs.

Frequently asked questions

Shell's combined profits for the first half of the year saw a 70% surge, reaching approximately $16.76 billion.

The increase was driven by soaring energy prices, largely due to the Iran war and disruptions to global oil and gas supplies, as well as strong performance from Shell's trading operations.

The conflict led to higher oil prices, benefiting Shell's trading business. However, it also resulted in a missile attack on Shell's LNG facility in Qatar, causing damage and a shutdown of operations.

Environmental campaigners have expressed outrage, accusing the company of profiting from conflict and the climate crisis, and renewed calls for higher windfall taxes.

What Happens Next

01Repairs to Shell's damaged gas plant in Qatar are expected to take about a year.
02Campaign groups continue to call for stronger windfall taxes on fossil fuel profits.

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How It Developed

Shell reported first-quarter profits of $6.9bn, a 115% jump from the previous quarter.
Shell's second-quarter profits more than doubled to $9.84bn.
Shell's first-half earnings saw a 70% surge.
The company's oil traders benefited from soaring energy prices due to the Iran war.
The disruption to oil and gas flows through the Strait of Hormuz caused crude prices to climb significantly.
Shell's chief executive attributed strong results to operational performance amid global energy market disruption.
Environmental campaigners criticized Shell for profiting from the conflict and fueling the climate crisis.
Calls for stronger windfall taxes on fossil fuel profits were reignited.

Sources

T1
Shell faces backlash as profits rise 70% on back of warSky News · Business
T2
Shell profits double as oil prices rise due to Iran war - BBC Newsbbc.co.uk
T2
Shell profits rise as Iran war pushes oil prices higherbbc.com
T2
Climate campaigners attack Shell over 'windfall' profits from Iran wartheguardian.com

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