6th November 2026
Investor Bulletin: Woodside’s new capital framework: delivery is now the test
Woodside's 2026 Capital Markets Day marks a welcome shift towards greater capital discipline, with a stronger focus on long-term returns and shareholder distributions.
Read More2nd November 2026
Shell LNG Series Part 3: Energy security favours reduced LNG dependence
ACCR tests Shell's energy security case for LNG. Supply shocks are pushing Pakistan, Vietnam and Thailand towards renewables.
Read More2nd November 2026
Shell LNG Series Part 2: LNG is increasingly uncompetitive
ACCR tests LNG's cost competitiveness in Shell's growth markets. In four of them, replacing domestic gas with LNG would raise gas costs around 500%.
Read More2nd November 2026
Shell LNG Series Part 1: LNG's role in the power sector is diminishing
ACCR tests Shell's view of LNG as a balancing fuel. Across 36 gas-importing countries, renewables replaced both coal and gas in aggregate, 2019–2025.
Read More28th October 2026
Newsletter: science-based stewardship - October 2026
Post-2030 targets, overshoot risk and who absorbs uninsured climate losses.
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