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Shell in Early Talks to Acquire Oil Rival BP (WSJ. 20260625)
We are exclusively reporting that Shell is in early talks to acquire BP in what would be the largest oil deal in a generation. That's according to people familiar with the matter. It would be a landmark combination of two so-called super-major oil companies, a group of multinational behemoths that dominate the production of the world's most important energy sources. A Shell spokesman said they are sharply focused on capturing the value in Shell. A BP spokesman declined to comment. The Trump administration has pushed back on a leaked intelligence report that said the US strikes on Iran's nuclear facilities only set back to Iran's nuclear ambitions by a few months. Speaking to reporters at the NATO summit in the Netherlands, defense secretary Pete Hegseth said that the FBI started a probe into how the preliminary intelligence assessment became public. Hegseth also attacked the media for reporting on a preliminary low-confidence assessment. Online dating company Bumble is cutting 30% of its workforce in a move that the company says aims to realign its operating structure and focus on strategic priorities. The disclosure came as Bumble raised its second-quarter outlook. And General Mills says Sales could fall again in the fiscal year as consumers spend less on snacks. The maker of Cinnamon Toast Crunch and Bisquick Pancake Mix says its top priority in fiscal 2026 is to restore volume-driven organic sales growth. The outlook came as General Mills logged lower profit and sales in its fiscal fourth quarter, though it noted improved volume and pound share trends.
석유 기업 Shell이 경쟁사 BP를 인수하기 위해 초기적 협의가 진행 중임. 성사 시 역대 최대 석유 계약이 될 것임. 양사 모두 대규모 글로벌 에너지 생산업체로 역대 규모의 인수가 될 예정임. Shell은 가치를 포착하는 데 집중하고 있다고 했고, BP은 언급을 피함. 한편, 미 정부는 미국의 이란 핵시설 공격이 이란의 핵 목표 달성을 몇 개월 미룬 것에 불과하다고 한 유출된 정보기관의 보고서에 대해 부정함. 미 국방장관은 초기적 정보가 공개된 것에 대해 FBI가 수사 중이라고 언급함. 또한 신뢰성이 낮은 초기적 평가를 보도한 언론을 비판함. 한편, 데이팅 앱 Bumble이 2분기 전망을 상향조정한 가운데, 직원의 30%를 감원하겠다고 발표함. 운영 구조를 재조정하고 전략적 우선순위에 집중하기 위해서 라고 함. 한편, 식품업체 General Mills는 소비자가 간식에 대한 지출을 줄이면서 판매가 다시 하락할 수 있다고 전망함. FY2026의 최우선 목표는 물량 주도의 유기적 매출 성장임. General Mills는 FY4분기에 이익이 감소한 반면, 물량 및 파운드 점유울은 상승함