FTSE 100 news / Companies and sectors / Shell / 8 October 2026
Shell (SHEL): news on Thursday 8 October 2026
+8.7 strongly positive
Coverage was dominated by Shell's third-quarter update, which pointed to record refining margins, a higher gas production outlook and strong trading. Some offsetting items, such as higher net debt, an emissions payment outflow, the Groningen claims and a Monaca safety finding, kept the lean from being stronger.
What drove it
- Q3 refining margin update
- gas production outlook
- legal and safety issues
The 31 stories
- +10.0 Shell sees record refining margins as war roils fuel markets
Shell expects record refining margins - +10.0 Shell Points to $42/Barrel Refining Margin, Hikes Gas Production Outlook as Oil Spikes
Strong refining margin and higher gas outlook - +10.0 Shell’s Refining Margin Jumps 75% as Fuel Supplies Dry Up
Refining margin jumps 75% - +10.0 Shell Q3FY26 Outlook: Refining margin jumps 75% to $42 per barrel
Refining margin jumps 75% to $42 - +10.0 Shell refining margins reach record highs as wars hit supply
Record refining margins - +10.0 Shell Signals Another Earnings Beat as Refining Profits Surge
Signals earnings beat on refining profits - +10.0 Analysts praise Shell's Q3 outlook for record refining margins, higher gas production (SHEL:NYSE)
Analysts praise record refining margins and higher gas output - +10.0 Shell upgrades gas production outlook and says refining profit margins to grow
Gas outlook upgraded, refining margins to grow - +10.0 Shell plc forecasts US$42/bbl indicative refining margin for Q3
Forecasts strong indicative refining margin - +10.0 Shell Expects Strong Trading Results for Q3
Strong trading results expected - +9.7 Shell sees strong oil and gas trading as war drives price swings
Strong oil and gas trading expected - +9.7 Shell (LSE:SHEL) Refining Margins Strengthen as Gas Output Expands
Stronger refining margins and expanding gas output - +9.2 Shell stock raises gas outlook after refining margin jump
Raised gas outlook after refining margin jump - +8.7 Shell lifts refining outlook and Shell stock costs EUR 43.61
Lifted refining outlook - +8.3 Shell plc : Jefferies maintains a Buy rating
Jefferies maintains Buy rating - −8.3 Shell Polymers Monaca Explosion: US Safety Board Finds a Preventable Control-System Failure Behind $95 Million Blast
Safety board finds preventable failure behind costly blast - +8.3 Market Open: Shell Refining Margins, Hollywood Bowl Record Revenue
Refining margins headline market open, shared with other company - +7.5 Shell plc Updates Production Guidance for the Third Quarter 2026
Production guidance updated for third quarter - −6.7 Official Hansard Confirms Senator Paul Scarr Urged ASIC to “Take a Serious Look” at Quinlan v Shell Energy
Regulatory scrutiny urged over Shell Energy case - +6.7 Shell (SHEL) is an Incredible Growth Stock: 3 Reasons Why
Positive growth stock commentary - +6.7 Shell Updates Q3 Production Outlook After ARC Resources Acquisition
Production outlook updated after ARC Resources acquisition - −5.8 The Gas Is Gone, the Damage Is Not: Groningen Warns of Fresh Delays and Unpaid Earthquake Claims
Groningen earthquake claims delays, reputational and legal pressure - +5.8 Shell Expects Higher Q3 Refining Margins and Increase in Net Debt
Higher margins offset by increased net debt - +4.2 Should Value Investors Buy Shell (SHEL) Stock?
Mildly positive value investing commentary - −3.3 Shell (SHEL) expects Q3 cash outflow for German emissions payments historically made in Q4.
Expected Q3 cash outflow for emissions payments - +2.5 Is FTSE 100 Shell (LSE:SHEL) Turning Focus to Its Next Results and Dividend?
Focus on upcoming results and dividend, mildly positive - −1.7 Key facts: Shell Plc Sponsored ADR (SHEL) buyback; $2.5bn BEHG hit
Buyback noted alongside $2.5bn emissions charge - +0.3 Shell plc : RBC remains Neutral
RBC stays Neutral - +0.3 Shell Sets 26 October Deadline for Offers on Woodcreek Houston Headquarters
Houston headquarters sale process, neutral - 0.0 Shell plc reports 5.56 billion voting shares as of July 2026
Routine share count disclosure, purely factual - 0.0 Shell sets Q2 2026 euro and GBP dividend equivalents
Routine dividend equivalents notice
Shell: every day · Oil and gas on 8 October 2026 · FTSE 100 overview for the day