FTSE 100 news / Companies and sectors / Shell
Shell news analysis
Shell (LSE: SHEL) is in the FTSE 100. 21 of the last 21 days had relevant coverage.
Latest: Tuesday 20 October 2026
+1.7 from 6 relevant stories. Coverage was mixed: Shell shares slid while the wider market rose, but it was also named among undervalued British stocks and lifted its refining outlook. A preview of its upcoming results date was neutral.
Tone over time
Coverage of Shell worsened between 30 September 2026 and 20 October 2026
Daily news tone, from −10 (clearly bad) to +10 (clearly good). Gaps are days with no relevant stories.
Tone fell 79% from 8 to 2 between 30 Sep and 20 Oct. Its high was 9 in 8 Oct.
- 11
- 22
- 33
2 days of 21 had fewer than 3 relevant stories, so those points are thin evidence. Numbered markers are the days with the strongest single headline (key below). This is the tone of coverage, not a share price.Source: MarketFrame news analysis
| day | Tone |
|---|---|
| 30 Sep | 8 |
| 1 Oct | 5 |
| 2 Oct | −3 |
| 3 Oct | 7 |
| 4 Oct | 5 |
| 5 Oct | 5 |
| 6 Oct | 6 |
| 7 Oct | 6 |
| 8 Oct | 9 |
| 9 Oct | 5 |
| 10 Oct | 4 |
| 11 Oct | −8 |
| 12 Oct | 7 |
| 13 Oct | 7 |
| 14 Oct | 4 |
| 15 Oct | 6 |
| 16 Oct | −2 |
| 17 Oct | 6 |
| 18 Oct | 2 |
| 19 Oct | 6 |
| 20 Oct | 2 |
Day by day
| Day | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Tuesday 20 October 2026 | +1.7 | 6 | Coverage was mixed: Shell shares slid while the wider market rose, but it was also named among undervalued British stocks and lifted its refining outlook. |
| Monday 19 October 2026 | +5.5 | 4 | Coverage was mainly about Shell's update showing stronger gas output, director share purchases and the sale of its Aphrodite gas stake to MOL for up to $720 million. |
| Sunday 18 October 2026 | +2.0 | 2 | Coverage was thin, with a report of Shell announcing a share buyback ahead of results, which leans positive. |
| Saturday 17 October 2026 | +6.2 | 8 | Coverage was mostly positive, with Shell shares closing up 3% and JPMorgan lifting its price target. |
| Friday 16 October 2026 | −2.3 | 8 | Coverage was mixed but leaned negative, dominated by climate claims, a Pennsylvania pollution lawsuit and questions over the North Sea regulator's independence. |
| Thursday 15 October 2026 | +5.5 | 8 | Coverage centred on Shell lifting its third-quarter margin and gas outlook, alongside the agreed sale of its Nigerian domestic gas business to Vaaris Energy and continued buybacks. |
| Wednesday 14 October 2026 | +3.7 | 18 | Coverage focused on Shell's agreed sale of its Nigerian domestic gas business, a raised integrated gas and refining outlook, and a higher JPMorgan price target. |
| Tuesday 13 October 2026 | +7.2 | 10 | Coverage was mostly positive, focused on Shell's move into the Bay du Nord project in Canada after BP's exit, a raised gas outlook and a Jefferies Buy rating. |
| Monday 12 October 2026 | +7.0 | 6 | Coverage focused on Shell taking a 30% stake in the Bay du Nord project and record third-quarter refining margins. |
| Sunday 11 October 2026 | −7.7 | 2 | Coverage centred on a $108 million climate lawsuit against Shell in Brazil over floods that killed nearly 200 people, alongside a critical leaks-files item. |
| Saturday 10 October 2026 | +4.2 | 22 | Coverage was mostly about Shell buying a 30% stake in the Bay du Nord project, along with a raised gas outlook and higher profit, which leans positive. |
| Friday 9 October 2026 | +4.5 | 20 | Coverage leaned positive, with analyst support from JPMorgan and TD Cowen, an upgraded production guidance, a strong Q3 outlook and a win in the New York greenwashing appeal. |
| Thursday 8 October 2026 | +8.7 | 31 | Coverage was dominated by Shell's third-quarter update, which pointed to record refining margins, a higher gas production outlook and strong trading. |
| Wednesday 7 October 2026 | +6.3 | 17 | Coverage was mainly about Shell's upgraded third-quarter outlook, with stronger refining margins and higher gas output, plus the CEO's comments on Middle East oil flows. |
| Tuesday 6 October 2026 | +6.3 | 4 | Coverage centred on Shell's LNG Canada expansion decision, which was reported with backing, alongside a small after-hours share price gain. |
| Monday 5 October 2026 | +4.5 | 8 | Coverage centred on the Kitimat Phase 2 approval, the LNG Canada decision and a contract award for a Malaysian offshore gas project. |
| Sunday 4 October 2026 | +4.5 | 5 | Coverage was mostly about Shell's Canadian activity, with the LNG Canada capacity expansion and the ARC deal both presented favourably. |
| Saturday 3 October 2026 | +7.2 | 7 | Coverage was led by Shell approving a doubling of LNG Canada capacity, alongside a new carbon storage deal for the Northern Lights venture and small share price gains. |
| Friday 2 October 2026 | −2.5 | 10 | Coverage leaned negative, with new Prelude court proceedings, the Kashagan dispute and questions over payouts after a crude selloff. |
| Thursday 1 October 2026 | +4.5 | 12 | Coverage was dominated by Shell approving the C$33 billion LNG Canada Phase 2 expansion, which leans positive. |
| Wednesday 30 September 2026 | +8.0 | 17 | Coverage was dominated by Shell's final investment decision to double LNG Canada capacity to 28 million tonnes a year, alongside strong Q2 earnings and the completed $840 million Na Kika sale. |
Sector: Oil and gas