Shell Acquisition

On April 27, 2026, ARC Resources Ltd. (“ARC” or the “Company”) announced that it has entered into a definitive arrangement agreement (the “Agreement”) with Shell plc (“Shell”) and Shell Canada Limited (“Shell Canada”), a wholly owned subsidiary of Shell, whereby Shell has agreed to acquire all of the issued and outstanding common shares of ARC (“ARC Shares”) in a cash and share transaction valued at approximately $22 billion, including assumed net debt (the “Transaction”).

Through this Agreement, ARC will become part of one of the world’s largest integrated energy companies, with a robust balance sheet and global platform capable of enhancing and accelerating ARC’s long-term value and profitability.

Transaction Highlights

  • The $32.80 per share purchase price – payable 75 per cent in ordinary shares of Shell and 25 per cent in cash – represents a 27 per cent premium to ARC’s April 24, 2026, closing price on the Toronto Stock Exchange.
  • Near-term liquidity to ARC Shareholders in the form of cash with highly liquid Shell Shares provides upside exposure to an integrated global energy platform.
  • The Agreement strengthens Shell’s integrated gas business and creates a new platform for growth in Canada by adding long duration, high quality Montney resource.
  • Addition of ARC employees adds deep Montney expertise with a track record of operational excellence to complement Shell’s strong culture and world-class organization.

  • Significant opportunities to unlock and accelerate LNG-related value through Shell’s integrated natural gas value chain – scale, infrastructure footprint and global reach underpin enhanced long-term profitability.

  • The Transaction has received unanimous approval by ARC’s Board of Directors which recommends ARC Shareholders vote FOR the Transaction at a special meeting expected to be held in July 2026.

     

Key Dates

April 27, 2026
Definitive Arrangement Agreement Announced
June
Management Information Circular Mailout to Shareholders
July
Special Meeting of Shareholders
H2 2026
Anticipated Closing

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