FTSE 100 news / Companies and sectors / Shell / 7 October 2026
Shell (SHEL): news on Wednesday 7 October 2026
+6.3 strongly positive
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. Analyst target upgrades and the LNG Canada expansion added to a positive lean, though weaker chemicals margins and shortage warnings tempered it.
What drove it
- Q3 outlook upgrade
- Middle East oil flows
- analyst target raised
The 17 stories
- +9.7 Shell upgrades Q3 production and refining outlook ahead of results
Upgraded Q3 production and refining outlook ahead of results - +9.2 Shell flags stronger refining margins as third-quarter gas output rises
Stronger refining margins and higher gas output flagged for Q3 - +8.7 Shell Raises Q3 Integrated Gas Outlook As Refining Margins Improve
Raised integrated gas outlook, improved refining margins - +7.5 Barclays raises target for Shell stock from GBp 4,700.00 to GBp 4,950.00
Barclays raises price target - +6.7 At £36.25, Shell’s share price is near its all-time high, so why am I buying more as soon as possible?
Share price near all-time high, bullish investor view - +5.8 Why Is Shell (LSE:SHEL) Back In Focus After Backing A Bigger LNG Canada Build-Out?
Backing bigger LNG Canada build-out, growth positive - +5.0 Shell stock holds its ground as buybacks and output stay large
Shares resilient with large buybacks and output - +5.0 Shell Holds Firm as Crude Slips, With LNG Canada Doubling and Q3 Results on the Horizon
Shares steady, LNG Canada expansion, results due - +4.2 Shell expects refining margins to rise as chemicals margins fall
Refining margins rise but chemicals margins fall, mixed - +3.3 Shell CEO says Middle East oil flows reach 80% of prewar levels
CEO says Middle East flows at 80% of prewar - +3.3 Middle East oil flows reach 80% of pre-war levels, Shell CEO Sawan says (SHEL:NYSE)
CEO says Middle East oil flows recovering to 80% - +3.3 Shell (SHEL) Beats Stock Market Upswing: What Investors Need to Know
Shares outperforming market, routine coverage - +2.5 Iran war: Shell sees Middle East oil flows at 80% as Saudi Aramco warns inventories may take 2 years to rebuild
Shell sees oil flows at 80%, wider supply caution - +2.5 Shell Stock Gains 0.54% on Tuesday: Full Details
Small share price gain, minor story - −1.7 Shell CEO Says Blockade May Mean Energy Shortages Last Into 2027
CEO warns shortages may last into 2027, though supportive pricing - +1.7 Shell third quarter 2026 update note
Factual quarterly update note, mostly neutral - 0.0 Shell plc : Gets a Neutral rating from UBS
UBS keeps neutral rating
Shell: every day · Oil and gas on 7 October 2026 · FTSE 100 overview for the day