LNG-aanvoer verstoord: blijven we dat merken?
Een jaar geleden zag de bevoorrading van vloeibaar gas (LNG) er veelbelovend uit. Tal van nieuwe projecten stonden in de steigers. Hoe anders is het nu. Het conflict in Zuidwest-Azië (Midden-Oosten) heeft de aanvoer van LNG via de Straat van Hormuz al een tijdje verstoord. Blijven we dat merken, of zijn er oplossingen?
Tekst: Marcel Burger. Beeld: Adobe Stock (openingsvideo), Dan Kennedy (portret), Fritz Tolentino (Groundbirch).
30 okt. 2026
In dit verhaal:
“Allereerst is de impact van het conflict enorm voor de mensen die in de regio wonen, en de onzekerheid die het met zich mee heeft gebracht”, zegt Cederic Cremers in The Energy Podcast van Shell van september. De Nederlander is als president van Integrated Gas de hoogste Shell-baas voor aardgas, biogas en LNG.
“De wereldwijde crisis heeft het meeste impact gehad op de mensen die het minst te besteden hebben”, zegt Cremers. “In Europa zijn onze kosten voor energie en andere zaken gestegen, in andere delen van de wereld is een deel van de energievoorziening simpelweg weggevallen.”
Straat van Hormuz
Flessenhals is de Straat van Hormuz, de poort van/naar de Perzische Golf en de olie- en gasfaciliteiten van de landen daar. Vóór 28 februari, dus voor het recente conflict, ging zo’n 20% van de wereldwijde LNG-productie door die nauwe zeegang tussen Oman en Iran naar de rest van de wereld. Maar sindsdien zijn LNG-schepen gestrand door blokkades van ”de Straat”, waren productielocaties doelwit en moesten belangrijke exporterende landen in de Perzische Golfregio noodgedwongen hun productie afschalen of helemaal stoppen.
Cremers: “Als we kijken naar de impact op de energiemarkt, dan is dit niet alleen een LNG-crisis. Ze heeft impact op veel verschillende producten en grondstoffen, ook buiten de energievoorziening.”
Wie is Cederic Cremers?
Cederic Cremers (47) is sinds april 2025 is hij president Integrated Gas, ofwel Shells hoogste manager voor LNG, gas en biogas — wereldwijd. Cremers werkt sinds 2002 voor Shell en had verschillende financiële en leidinggevende functies. Zo was hij onder meer Shells landenbaas in Rusland, gaf hij leiding aan Shell Chemicals in Europa en was hij van 2021 tot april 2025 de executive vice-president voor LNG bij Shell. Cremers is Nederlander en werkt vanuit de Shell Campus Den Haag.
LNG van levensbelang, ook voor Nederland
Maar wat betekent dat nu eigenlijk, dat 20% van de wereldwijde LNG-productie is verstoord door het conflict? “Vooral in Azië zorgt LNG ervoor dat lampen kunnen blijven branden. LNG wordt gebruikt om huizen te koelen of te verwarmen. Het zorgt ervoor dat scholen en industrieën open kunnen blijven. LNG is van levensbelang voor veel landen, hun economieën en hun leveringszekerheid”, zegt Cremers.
Ook voor Nederland is LNG sinds het sluiten van het Groningengasveld belangrijk geworden. LNG vult de eigen aardgasproductie en de import via pijpleidingen uit onder meer Noorwegen aan. Voor ons land komt vloeibaar aardgas vooral uit de Verenigde Staten. Neem de maanden juni, juli en augustus: 4,2 miljard kuub (66,7%) van de totale 6,3 miljard kuub LNG-import van Nederland kwam uit Amerika. (https://www.cbs.nl/en-gb/figures/detail/86103ENG)
Shell vervoert een groot deel van die LNG. Vorig jaar waren dat wereldwijd circa duizend scheepsladingen vol, met zo’n 70 schepen met LNG uit Shell-bronnen en gekocht bij derden.
Shell LNG in Qatar
Sinds februari ondervinden Shells locaties in Irak, Koeweit, Qatar, de Verenigde Arabische Emiraten, Oman en Egypte in verschillende mate hinder van de oorlog. Voor LNG is de impact verreweg het grootst voor Shell in Qatar. Cremers: “We konden niet langer onze producten naar onze klanten transporteren. We moesten de eigen productie in Qatar zelfs stilleggen. En in maart sloeg een raket in op onze Pearl-installatie, waar gas vloeibaar wordt gemaakt.”
Toch zou volgens de Shell-gasbaas de crisis heftiger zijn geweest als de oorlog in het Midden-Oosten een jaar eerder was losgebarsten. “De chaos zou veel groter zijn geweest. Er is namelijk het afgelopen jaar veel geïnvesteerd in meer energievoorziening en in leveringszekerheid, en in diversificatie (het vergroten van de variatie; red.) in energiebronnen. We zijn niet langer afhankelijk van een of twee bronnen voor onze energie en ook niet van een of twee vaarroutes met knelpunten.”
Cederic Cremers, president Integrated Gas bij Shell"LNG zorgt ervoor dat scholen en industrieën open kunnen blijven"
Canada in de lift
Shell levert inmiddels LNG vanuit meer dan 10 landen. Daarbij zit vooral Canada in de lift, met recente aankondigingen over Shells aankoop van ARC Resources en de verdubbeling van de productiecacapiteit in Kitimat. “Zo kunnen we nu direct vanaf de westkust van Canada naar afnemers in Azië exporteren, via een vrijwel rechtstreekse vaarroute.”
De Shell-gasbaas benadrukt dat de impact van het conflict in het Midden-Oosten behoorlijk is, maar hij houdt vast aan de voorspellingen die Shell in haar LNG Outlook 2026 heeft gepubliceerd. “We verwachten dat de vraag naar LNG tot 2040 met 60% zal groeien. We zien nu al groei, niet alleen in volumes. Het aantal landen dat LNG importeert of exporteert is recent zo ongeveer verdubbeld”, aldus Cederic Cremers in The Energy Podcast.
Meer weten?
Bekijk de gehele The Energy Podcast met Shells president van Integrated Gas Cederic Cremers en executive vice-president LNG Marketing en Trading Tom Summers via YouTube.
Cautionary note
Cautionary note
The companies in which Shell plc directly and indirectly owns investments are separate legal entities. In this publication “Shell”, “Shell Group” and “Group” are sometimes used for convenience to reference Shell plc and its subsidiaries in general. Likewise, the words “we”, “us” and “our” are also used to refer to Shell plc and its subsidiaries in general or to those who work for them. These terms are also used where no useful purpose is served by identifying the particular entity or entities. ‘‘Subsidiaries’’, “Shell subsidiaries” and “Shell companies” as used in this publication refer to entities over which Shell plc either directly or indirectly has control. The terms “joint venture”, “joint operations”, “joint arrangements”, and “associates” may also be used to refer to a commercial arrangement in which Shell has a direct or indirect ownership interest with one or more parties. The term “Shell interest” is used for convenience to indicate the direct and/or indirect ownership interest held by Shell in an entity or unincorporated joint arrangement, after exclusion of all third-party interest.
Forward-Looking statements
This publication contains forward-looking statements (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995) concerning the financial condition, results of operations and businesses of Shell. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions, including (without limitation) those concerning Shell’s strategy and operating plans, macroeconomic conditions, future energy demand, supply and product mix, commodity prices, demand for Shell’s products, production results and reserve estimates, development, execution and management of projects, energy transition and climate change, management of safety and environmental risks, costs, cash capital expenditures, technology advancements, legislative, judicial, fiscal and regulatory developments, regional conflicts and trading conditions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in these statements. Forward-looking statements include, among other things, statements concerning the potential exposure of Shell to market risks and statements expressing management’s expectations, beliefs, estimates, forecasts, projections and assumptions. These forward-looking statements are identified by their use of terms and phrases such as “aim”; “ambition”; ‘‘anticipate’’; “aspire”, “aspiration”, ‘‘believe’’; “commit”; “commitment”; ‘‘could’’; “desire”; ‘‘estimate’’; ‘‘expect’’; ‘‘goals’’; ‘‘intend’’; ‘‘may’’; “milestones”; ‘‘objectives’’; ‘‘outlook’’; ‘‘plan’’; ‘‘probably’’; ‘‘project’’; ‘‘risks’’; “schedule”; ‘‘seek’’; ‘‘should’’; ‘‘target’’; “vision”; ‘‘will’’; “would” and similar terms and phrases. There are a number of factors that could affect the future operations of Shell and could cause those results to differ materially from those expressed in the forward-looking statements included in this publication, including (without limitation): (a) price fluctuations in crude oil and natural gas; (b) changes in demand for Shell’s products; (c) currency fluctuations; (d) drilling and production results; (e) reserves estimates; (f) loss of market share and industry competition; (g) environmental and physical risks, including climate change; (h) risks associated with the identification of suitable potential acquisition properties and targets, and successful negotiation and completion of such transactions; (i) the risk of doing business in developing countries and countries subject to international sanctions; (j) legislative, judicial, fiscal and regulatory developments including tariffs and regulatory measures addressing climate change; (k) economic and financial market conditions in various countries and regions; (l) political risks, including the risks of expropriation and renegotiation of the terms of contracts with governmental entities, delays or advancements in the approval of projects and delays in the reimbursement for shared costs; (m) risks associated with the impact of pandemics, regional conflicts, such as the Russia-Ukraine war and the conflict in the Middle East, and a significant cyber security, data privacy or IT incident; (n) the pace of the energy transition; and (o) changes in trading conditions. No assurance is provided that future dividend payments will match or exceed previous dividend payments. All forward-looking statements contained in this publication are expressly qualified in their entirety by the cautionary statements contained or referred to in this section. Readers should not place undue reliance on forward-looking statements. Additional risk factors that may affect future results are contained in Shell plc’s Form 20-F for the year ended December 31, 2025 (available at www.shell.com/investors/news-and-filings/sec-filings.html and www.sec.gov). These risk factors also expressly qualify all forward-looking statements contained in this publication and should be considered by the reader. Each forward-looking statement speaks only as of the date of this publication, October 30, 2026. Neither Shell plc nor any of its subsidiaries undertake any obligation to publicly update or revise any forward-looking statement as a result of new information, future events or other information. In light of these risks, results could differ materially from those stated, implied or inferred from the forward-looking statements contained in this publication.
Shell’s net carbon intensity and net-zero emissions target
In this publication we may refer to Shell’s “net carbon intensity” (NCI), which includes Shell’s carbon emissions from the production of our energy products, our suppliers’ carbon emissions in supplying energy for that production and our customers’ carbon emissions associated with their use of the energy products we sell. Shell’s NCI also includes the emissions associated with the production and use of energy products produced by others which Shell purchases for resale. Shell only controls its own emissions. The use of the terms Shell’s “net carbon intensity” or NCI is for convenience only and not intended to suggest these emissions are those of Shell plc or its subsidiaries.
Shell’s operating plan and outlook are forecasted for a three-year period and ten-year period, respectively, and are updated every year. They reflect the current economic environment and what we can reasonably expect to see over the next three and ten years. Accordingly, the outlook reflects our combined Scope 1 and 2 target, NCI target and our oil products ambition over the next ten years. However, Shell’s operating plan and outlook cannot reflect our 2050 net-zero emissions target, as this target is outside our planning period. Such future operating plans and outlooks could include changes to our portfolio, efficiency improvements and the use of carbon capture and storage and carbon credits. In the future, as society moves towards net-zero emissions, we expect Shell’s operating plans and outlooks to reflect this movement. However, if society is not net zero in 2050, as of today, there would be significant risk that Shell may not meet this target.
The information provided above regarding Shell’s NCI and net zero emissions target are not intended, nor should they be construed as introducing, suggesting or making any claim, target or representation thereof other than what is included in the publicaiton..
Forward-Looking non-GAAP measures
This publication may contain certain forward-looking non-GAAP measures such as free cash flow and underlying operating expenses. We are unable to provide a reconciliation of these forward-looking non-GAAP measures to the most comparable GAAP financial measures because certain information needed to reconcile those non-GAAP measures to the most comparable GAAP financial measures is dependent on future events some of which are outside the control of Shell, such as oil and gas prices, interest rates and exchange rates. Moreover, estimating such GAAP measures with the required precision necessary to provide a meaningful reconciliation is extremely difficult and could not be accomplished without unreasonable effort. Non-GAAP measures in respect of future periods which cannot be reconciled to the most comparable GAAP financial measure are calculated in a manner which is consistent with the accounting policies applied in Shell plc’s consolidated financial statements. These forward-looking non-GAAP measures are provided to assist readers in understanding management’s use and expectations of such measures and may not be appropriate for other purposes.
The contents of websites referred to in this publication do not form part of this publication.
We may have used certain terms, such as resources, in this publication that the United States Securities and Exchange Commission (SEC) strictly prohibits us from including in our filings with the SEC. Investors are urged to consider closely the disclosure in our Form 20-F, File No 1-32575, available on the SEC website www.sec.gov.
Bekijk The Energy Podcast
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LNG supplies disrupted: will we continue to feel the effects?
30 Oct. 2026
A year ago, the outlook for supplies of liquefied natural gas (LNG) were promising. Numerous new projects were in the pipeline. How different things are today. The conflict in Southwest Asia (the Middle East) has been disrupting LNG supplies through the Strait of Hormuz for some time now. Will we continue to feel the effects, or are there solutions?
Text: Marcel Burger. Imagery: Adobe Stock (headervideo), Dan Kennedy (portrait), Fritz Tolentino (Groundbirch).
“Let me start by reflecting on the huge impact the conflict has on people living in the region, and the uncertainty it has meant for them,” says Cederic Cremers in Shell’s September edition of The Energy Podcast. As President of Integrated Gas, the Dutchman is Shell’s most senior executive responsible for natural gas, biogas and LNG.
“The crisis has the heaviest impact on those who can least afford it,” says Cremers. “In Europe, we think about how it has increased the costs for energy; in other parts of the world, they simply don't have the energy right now.”
Strait of Hormuz
The bottleneck is the Strait of Hormuz, the gateway to and from the Persian Gulf and the oil and gas facilities of the countries in the region. Before 28 February, and therefore before the recent conflict, around 20% of global LNG production passed through this narrow waterway between Oman and Iran on its way to the rest of the world. Since then, however, LNG carriers have been stranded by blockades of “the Strait”, production facilities have been targeted, and major exporting countries in the Persian Gulf region have been forced to scale back production or halt it altogether.
Cremers: “If we look at the impact on the energy market, this is not just an LNG crisis. It has an impact on many different products and commodities, including those beyond the energy space.”
Who is Cederic Cremers?
Cederic Cremers (47) has been President of Integrated Gas since April 2025, making him Shell’s most senior executive responsible for LNG, gas and biogas worldwide. Cremers joined Shell in 2002 and has held a range of financial and leadership roles. Among other positions, he served as Shell’s Country Chair in Russia, headed Shell Chemicals in Europe and, from 2021 until April 2025, was Shell’s Executive Vice President for LNG. Cremers is Dutch and is based at the Shell Campus The Hague.
LNG vital, including for the Netherlands
But what does it actually mean that 20% of global LNG production has been disrupted by the conflict? “In Asia in particular, LNG helps keep the lights on. LNG is used to cool or heat homes. It helps keep schools and industries running. LNG is vital to many countries, their economies and their security of supply,” says Cremers.
LNG has also become important to the Netherlands since the closure of the Groningen gas field. LNG supplements the country’s own natural gas production and imports via pipelines from countries including Norway. For the Netherlands, liquefied natural gas comes primarily from the United States. Take the months of June, July and August: 4.2 billion cubic metres (66.7%) of the Netherlands’ total LNG imports of 6.3 billion cubic metres came from the US. (Statistics Netherlands)
Shell transports a large proportion of this LNG. Last year, this amounted to around a thousand cargoes worldwide, carried by some 70 vessels transporting LNG from Shell sources and purchased from third parties.
Shell LNG in Qatar
Since February, Shell’s operations in Iraq, Kuwait, Qatar, the United Arab Emirates, Oman and Egypt have been affected by the war to varying degrees. For LNG, the impact on Shell has been by far the greatest in Qatar. Cremers: “We were no longer able to bring the products to our customers. We even had to shut down production in Qatar. And in March, a missile struck our Pearl facility, where gas is liquefied.”
According to Shell’s gas chief, however, the crisis would have been more severe if the war in the Middle East had broken out a year earlier. “I would have predicted a much greater chaos. That is because over the past year the energy industry as a whole has made a continued investment in increasing energy supplies and security of supply, as well as diversification (increasing the variety; ed.) of energy sources. We are no longer dependent on just one or two sources for our energy, nor on one or two sea routes with chokepoints.”
Cederic Cremers, President of Integrated Gas at Shell"LNG helps schools and industries running"
Canada on the rise
Shell now supplies LNG from more than 10 countries. Canada in particular is on the rise, with recent announcements about the acquisition of ARC Resources and the decision to double LNG Canada’s capacity. “This means we can now export directly from Canada’s west coast to customers in Asia, via an almost direct shipping route.”
Shell’s gas chief stresses that the impact of the conflict in the Middle East is considerable, but he stands by the forecasts Shell published in its LNG Outlook 2026. “We expect demand for LNG to grow by 60% by 2040. We are already seeing growth, and not just in volumes. The number of countries importing or exporting LNG has roughly doubled in recent years,” says Cederic Cremers in The Energy Podcast.
Want to know more?
Watch the full The Energy Podcast with Shell President of Integrated Gas Cederic Cremers and Executive Vice President LNG Marketing and Trading Tom Summers on YouTube.
Cautionary note
Cautionary note
The companies in which Shell plc directly and indirectly owns investments are separate legal entities. In this publication “Shell”, “Shell Group” and “Group” are sometimes used for convenience to reference Shell plc and its subsidiaries in general. Likewise, the words “we”, “us” and “our” are also used to refer to Shell plc and its subsidiaries in general or to those who work for them. These terms are also used where no useful purpose is served by identifying the particular entity or entities. ‘‘Subsidiaries’’, “Shell subsidiaries” and “Shell companies” as used in this publication refer to entities over which Shell plc either directly or indirectly has control. The terms “joint venture”, “joint operations”, “joint arrangements”, and “associates” may also be used to refer to a commercial arrangement in which Shell has a direct or indirect ownership interest with one or more parties. The term “Shell interest” is used for convenience to indicate the direct and/or indirect ownership interest held by Shell in an entity or unincorporated joint arrangement, after exclusion of all third-party interest.
Forward-Looking statements
This publication contains forward-looking statements (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995) concerning the financial condition, results of operations and businesses of Shell. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions, including (without limitation) those concerning Shell’s strategy and operating plans, macroeconomic conditions, future energy demand, supply and product mix, commodity prices, demand for Shell’s products, production results and reserve estimates, development, execution and management of projects, energy transition and climate change, management of safety and environmental risks, costs, cash capital expenditures, technology advancements, legislative, judicial, fiscal and regulatory developments, regional conflicts and trading conditions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in these statements. Forward-looking statements include, among other things, statements concerning the potential exposure of Shell to market risks and statements expressing management’s expectations, beliefs, estimates, forecasts, projections and assumptions. These forward-looking statements are identified by their use of terms and phrases such as “aim”; “ambition”; ‘‘anticipate’’; “aspire”, “aspiration”, ‘‘believe’’; “commit”; “commitment”; ‘‘could’’; “desire”; ‘‘estimate’’; ‘‘expect’’; ‘‘goals’’; ‘‘intend’’; ‘‘may’’; “milestones”; ‘‘objectives’’; ‘‘outlook’’; ‘‘plan’’; ‘‘probably’’; ‘‘project’’; ‘‘risks’’; “schedule”; ‘‘seek’’; ‘‘should’’; ‘‘target’’; “vision”; ‘‘will’’; “would” and similar terms and phrases. There are a number of factors that could affect the future operations of Shell and could cause those results to differ materially from those expressed in the forward-looking statements included in this publication, including (without limitation): (a) price fluctuations in crude oil and natural gas; (b) changes in demand for Shell’s products; (c) currency fluctuations; (d) drilling and production results; (e) reserves estimates; (f) loss of market share and industry competition; (g) environmental and physical risks, including climate change; (h) risks associated with the identification of suitable potential acquisition properties and targets, and successful negotiation and completion of such transactions; (i) the risk of doing business in developing countries and countries subject to international sanctions; (j) legislative, judicial, fiscal and regulatory developments including tariffs and regulatory measures addressing climate change; (k) economic and financial market conditions in various countries and regions; (l) political risks, including the risks of expropriation and renegotiation of the terms of contracts with governmental entities, delays or advancements in the approval of projects and delays in the reimbursement for shared costs; (m) risks associated with the impact of pandemics, regional conflicts, such as the Russia-Ukraine war and the conflict in the Middle East, and a significant cyber security, data privacy or IT incident; (n) the pace of the energy transition; and (o) changes in trading conditions. No assurance is provided that future dividend payments will match or exceed previous dividend payments. All forward-looking statements contained in this publication are expressly qualified in their entirety by the cautionary statements contained or referred to in this section. Readers should not place undue reliance on forward-looking statements. Additional risk factors that may affect future results are contained in Shell plc’s Form 20-F for the year ended December 31, 2025 (available at www.shell.com/investors/news-and-filings/sec-filings.html and www.sec.gov). These risk factors also expressly qualify all forward-looking statements contained in this publication and should be considered by the reader. Each forward-looking statement speaks only as of the date of this publication, October 30, 2026. Neither Shell plc nor any of its subsidiaries undertake any obligation to publicly update or revise any forward-looking statement as a result of new information, future events or other information. In light of these risks, results could differ materially from those stated, implied or inferred from the forward-looking statements contained in this publication.
Shell’s net carbon intensity and net-zero emissions target
In this publication we may refer to Shell’s “net carbon intensity” (NCI), which includes Shell’s carbon emissions from the production of our energy products, our suppliers’ carbon emissions in supplying energy for that production and our customers’ carbon emissions associated with their use of the energy products we sell. Shell’s NCI also includes the emissions associated with the production and use of energy products produced by others which Shell purchases for resale. Shell only controls its own emissions. The use of the terms Shell’s “net carbon intensity” or NCI is for convenience only and not intended to suggest these emissions are those of Shell plc or its subsidiaries.
Shell’s operating plan and outlook are forecasted for a three-year period and ten-year period, respectively, and are updated every year. They reflect the current economic environment and what we can reasonably expect to see over the next three and ten years. Accordingly, the outlook reflects our combined Scope 1 and 2 target, NCI target and our oil products ambition over the next ten years. However, Shell’s operating plan and outlook cannot reflect our 2050 net-zero emissions target, as this target is outside our planning period. Such future operating plans and outlooks could include changes to our portfolio, efficiency improvements and the use of carbon capture and storage and carbon credits. In the future, as society moves towards net-zero emissions, we expect Shell’s operating plans and outlooks to reflect this movement. However, if society is not net zero in 2050, as of today, there would be significant risk that Shell may not meet this target.
The information provided above regarding Shell’s NCI and net zero emissions target are not intended, nor should they be construed as introducing, suggesting or making any claim, target or representation thereof other than what is included in the publicaiton..
Forward-Looking non-GAAP measures
This publication may contain certain forward-looking non-GAAP measures such as free cash flow and underlying operating expenses. We are unable to provide a reconciliation of these forward-looking non-GAAP measures to the most comparable GAAP financial measures because certain information needed to reconcile those non-GAAP measures to the most comparable GAAP financial measures is dependent on future events some of which are outside the control of Shell, such as oil and gas prices, interest rates and exchange rates. Moreover, estimating such GAAP measures with the required precision necessary to provide a meaningful reconciliation is extremely difficult and could not be accomplished without unreasonable effort. Non-GAAP measures in respect of future periods which cannot be reconciled to the most comparable GAAP financial measure are calculated in a manner which is consistent with the accounting policies applied in Shell plc’s consolidated financial statements. These forward-looking non-GAAP measures are provided to assist readers in understanding management’s use and expectations of such measures and may not be appropriate for other purposes.
The contents of websites referred to in this publication do not form part of this publication.
We may have used certain terms, such as resources, in this publication that the United States Securities and Exchange Commission (SEC) strictly prohibits us from including in our filings with the SEC. Investors are urged to consider closely the disclosure in our Form 20-F, File No 1-32575, available on the SEC website www.sec.gov.
Watch The Energy Podcast