Shell: ARC Acquisition Shows The Flexibility When Responding To The Middle East Situation

Shell is both turning around and repositioning the portfolio to offset Middle Eastern disruptions. The ARC Resources acquisition provides low-cost, premium condensate production. SHEL's proactive strategy enables faster adaptation to geopolitical shocks. Improved product outlook and higher-for-longer commodity prices further strengthen the investment case for SHEL. Increasing profitability will become apparent as the business cycle progresses.

Shell ( SHEL ) suffered something of a setback when the Middle East situation flared up. No one expected anything like it until it happened. The turnaround efforts that I wrote about in the last This article was written by Long Player 25.91K Followers Follow Long Player believes oil and gas is a boom-bust, cyclical industry. It takes patience, and it certainly helps to have experience. He has been focusing on this industry for years. He is a retired CPA, and holds an MBA and MA. He leads the investing group Oil & Gas Value Research. He looks for under-followed oil companies and out-of-favor midstream companies that offer compelling opportunities. The group includes an active chat room in which Oil & Gas investors discuss recent information and share ideas.