受中东冲突推高油气价格影响，能源巨头壳牌（Shell）公布第三季度财报显示，其调整后利润达到108亿美元，较2025年同期的54.32亿美元实现翻倍增长 1。在业绩强劲的推动下，壳牌宣布将未来三个月的股票回购规模提升至50亿美元，显著高于上一季度的30亿美元，消息发布后公司股价随之上涨 1。
尽管全球油价基准平均维持在94.90美元/桶的高位，欧洲基准气价指数也接近64欧元/兆瓦时，但地缘政治紧张局势对壳牌的运营产生了复杂影响 1。中东危机导致该公司在海湾地区的关键天然气处理设施受损，使得战前日产90万桶油当量的天然气产量下降了三分之一 1。然而，炼油业务的表现抵消了部分负面影响，炼油利润率预计升至每桶42美元，这一数字不仅远超第二季度的24美元，也突破了俄乌战争初期创下的28美元历史纪录 1。
针对上述业绩，壳牌首席执行官Wael Sawan表示：“在能源系统持续严重中断的季度里，运营绩效使结果非常强劲” 1。与此同时，环保组织对此表达了强烈不满，绿色和平高级活动人士Philip Evans批评称：“石油高管正在沉没星球的甲板上开香槟庆祝” 1。
Energy giant Shell has reported that its adjusted profits for the third quarter doubled to $10.8 billion, a significant increase from $5.432 billion in the same period of 2025 1. This surge in earnings was driven by elevated oil and gas prices resulting from conflicts in the Middle East, which pushed global average oil benchmarks to $94.90 per barrel and European gas index averages to nearly €64 per megawatt hour 1. CEO Wael Sawan attributed the robust financial results to strong operational performance during a quarter marked by severe disruptions in the energy system, stating, "In a quarter with continued severe disruption to the energy system, operational performance made for very strong results" 1.
Despite the overall profit growth, the company faced operational challenges due to the geopolitical crisis, specifically damage to key natural gas processing facilities in the Gulf region 1. These incidents led to a one-third decline in natural gas production, which had previously stood at 900,000 barrels of oil equivalent per day before the conflict 1. However, these negatives were largely offset by record-breaking refining margins, which are projected to rise to $42 per barrel 1. This figure significantly exceeds the $24 recorded in the second quarter and surpasses the previous historical high of $28 seen at the onset of the Russia-Ukraine war 1.
To return value to shareholders, Shell announced an expansion of its stock repurchase program, planning to hand back $5 billion to investors over the next three months, up from $3 billion in the preceding quarter 1. Following this announcement, the company’s share price rose 1. The combination of soaring profits and environmental criticisms drew sharp rebuke from Greenpeace senior campaigner Philip Evans, who condemned the corporate behavior amid climate concerns, saying, "Oil executives are popping champagne on the deck of a sinking planet" 1.
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