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Fossil Fuels & Generation
Alexander Fernandez
Alexander Fernandez
·Posted in Fossil Fuels & Generation
Wed, Jul 16

Shell’s Real Worth? A Net Asset Value Valuation of the Energy Giant

NAV Sensitivity Snapshot: How Much Is Shell Worth at $50, $70, or $100 Brent?

In my latest valuation breakdown, I apply a Net Asset Value (NAV) approach to Shell’s integrated portfolio. This chart shows just how sensitive Shell’s intrinsic value is to oil prices — and why the market may be underpricing long-term upside.

🌍 LNG dominance, oil resilience, and downstream cash flow: Shell’s NAV tells a deeper story than P/E multiples.

🔗 Read full article on PetroSymposium: https://open.substack.com/pub/alexanderfernandez/p/shells-true-worth-a-net-asset-value?r=59s3mr&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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