Shell Selling LNG Canada Stake Wouldn't Make Immediate Strategic Sense -- Market Talk

Dow Jones01-19

1007 GMT - Shell has a strong balance sheet and no real short-term need for cash, RBC Capital Markets analysts Biraj Borkhataria and Adnan Dhanani write after an unconfirmed report that the U.K. energy major is considering selling a stake in its LNG Canada project. A sale would seem slightly odd given the asset is one of Shell's flagship projects, they write. Anyone buying the stake would likely take over operating the asset, they add. The sale raises questions as to what Shell could use the proceeds for, they say. They aren't convinced selling assets in a bid to maintain its buyback will appeaseinvestors, particularly since demand for oil and gas in coming years is widely expected to be more resilient than initially anticipated, they write. Shell's shares fall 0.75% to 2,732 pence. (adam.whittaker@wsj.com)

(END) Dow Jones Newswires

January 19, 2026 05:07 ET (10:07 GMT)

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(adam.whittaker@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 19, 2026 05:07 ET (10:07 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shell Selling LNG Canada Stake Wouldn't Make Immediate Strategic Sense -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShell Selling LNG Canada Stake Wouldn't Make Immediate Strategic Sense -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-19 18:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1007 GMT - Shell has a strong balance sheet and no real short-term need for cash, RBC Capital Markets analysts Biraj Borkhataria and Adnan Dhanani write after an unconfirmed report that the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. energy major is considering selling a stake in its LNG Canada project. A sale would seem slightly odd given the asset is one of Shell's flagship projects, they write. Anyone buying the stake would likely take over operating the asset, they add. The sale raises questions as to what Shell could use the proceeds for, they say. They aren't convinced selling assets in a bid to maintain its buyback will appeaseinvestors, particularly since demand for oil and gas in coming years is widely expected to be more resilient than initially anticipated, they write. Shell's shares fall 0.75% to 2,732 pence. (adam.whittaker@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 19, 2026 05:07 ET (10:07 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0278409577.USD","symbol_name":"MANULIFE GLOBAL FUND-GLOBAL RESOURCES FUND \"AA\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2604182046","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2604182046","pubTimestamp":1768817220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1007 GMT - Shell has a strong balance sheet and no real short-term need for cash, RBC Capital Markets analysts Biraj Borkhataria and Adnan Dhanani write after an unconfirmed report that the U.K. energy major is considering selling a stake in its LNG Canada project. 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A sale would seem slightly odd given the asset is one of Shell's flagship projects, they write. Anyone buying the stake would likely take over operating the asset, they add. The sale raises questions as to what Shell could use the proceeds for, they say. They aren't convinced selling assets in a bid to maintain its buyback will appeaseinvestors, particularly since demand for oil and gas in coming years is widely expected to be more resilient than initially anticipated, they write. Shell's shares fall 0.75% to 2,732 pence. 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