Shell Investor Day webcast slides (from 3/13/14; 90 pages): http://s01.static-shell.com/content/dam/shell-new/local/corporate/corporate/downloads/pdf/investor/presentations/2014/shell-analyst-management-day-london-13032014.pdf Slide #6 is especially noteworthy, IMO. Transcript of prepared remarks: http://s08.static-shell.com/content/dam/shell-new/local/corporate/corporate/downloads/pdf/investor/presentations/2014/shell-analyst-management-day-london-transcript-13032014.pdf