Shell acts to reinforce business resilience and financial strength

As the COVID-19 virus spreads across the world - seriously impacting people’s health, our way of life and global markets - Shell is putting the safety and health of its people and customers first, along with the safe operations of all our businesses.

At the same time, the company is taking decisive action to reinforce the financial strength and resilience of our business so that it is well-positioned for the eventual economic recovery.

“As well as protecting our staff and customers in this difficult time, we are also taking immediate steps to ensure the financial strength and resilience of our business,” said Ben van Beurden, chief executive officer of Royal Dutch Shell. “The combination of steeply falling oil demand and rapidly increasing supply may be unique, but Shell has weathered market volatility many times in the past.

“In these very tough conditions, I am very proud of our staff and contractors across the world for maintaining their focus on safe and reliable operations while also ensuring their own health and welfare and that of their families, communities and our customers.”

In order to deliver sustainable cash flow generation, Shell is actively managing all its operational and financial levers – from focusing on maintaining safe and reliable operations each day to reducing capital spend and operating expenses.

Today, it is announcing that it has embarked on a series of operational and financial initiatives that are expected to result in: reduction of underlying operating costs by $3-4bn per annum over the next 12 months compared to 2019 levels; reduction of cash capital expenditure to $20bn or below for 2020 from a planned level of around $25bn; and material reductions in working capital.

Together, these initiatives are expected to contribute $8 - 9bn of free cash flow on a pre-tax basis. Shell is still committed to its divestment programme of more than $10bn of assets in 2019-20 but timing depends on market conditions.

The Board of Royal Dutch Shell has decided not to continue with the next tranche of the share buyback programme following the completion of the current share buyback tranche.

The company will continue to review the dynamically evolving business environment and is prepared to take further strategic decisions and consider changes to the overall financial framework as necessary.

In the current environment, Shell’s financial resilience is fundamental to continued investment in our strategic priorities. Shell seeks to maintain strong financial credit metrics and ensure it has a robust balance sheet to manage volatility. Shell’s liquidity remains strong, with around $20bn in cash and cash equivalents, $10bn of undrawn credit lines under our revolving credit facility and access to our extensive commercial paper programmes.

Read about Shell’s global response to COVID-19 at https://www.shell.com/covid19.html [ http://www.enews.shell.com/29dj94n36jm-1ujcvw3vcm/external?email=true&a=5&p=56680782&t=18064964 ]

Shell will publish its next quarterly update note on March 31 2020 and release its Q1 2020 results on April 30 2020.

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