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Lydia Rose Emma Rainforth

Managing Director and Senior Equity Analyst at Barclays

London, GB

Lydia Rose Emma Rainforth is a Managing Director and Senior Equity Analyst at Barclays, specializing in the oil and gas sector with a particular focus on major European energy companies such as Equinor. She is recognized for her in-depth company coverage and market commentary, contributing to Barclays’ research products and regularly quoted in major financial news outlets for strategic insights. Rainforth began her career in equity research in the early 2000s and has held positions at Barclays since at least 2010, establishing a track record in sector analysis and investment strategy over more than a decade. She holds professional securities credentials and is known for her industry expertise and thought leadership.

Lydia Rose Emma Rainforth's questions to Shell (SHEL) leadership

Question · Q3 2025

Lydia Rose Emma Rainforth inquired about Shell's AI deployment strategy, its impact on the cost base, and the company's view on global oil demand fundamentals and how buybacks fit into market uncertainty.

Answer

Shell CEO Wael Sawan highlighted AI's role in operational improvements and trading, and Shell's collaboration with hyperscalers. He noted headwinds for supply-demand fundamentals in 2026, with potential oversupply, but strong conviction in long-term crude and LNG prices. He reaffirmed the 40-50% CFFO distribution target, including buybacks, as sacrosanct.

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