Who depends on Shell
1 listed supplier reports Shell as a customer worth 10% or more of their revenue, led by Genesis Energy at 11%.
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Suppliers that depend on Shell
Listed companies whose annual report names Shell as a customer worth 10% or more of their revenue. If Shell cuts orders or switches supplier, these are the companies that feel it.
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Genesis EnergyGEL | 11% | from 13% | 2 years | FY 2024 · filed 18 Feb 2026 |
Formerly disclosed
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| CodexisCDXS | 51% | last FY 2012 | 1 year | FY 2012 · filed 6 Mar 2015 |
| Dorian LpgLPG | 19% | last FY 2015 | 1 year | FY 2015 · filed 4 Jun 2015 |
| NobleNE | 12% | last FY 2024 | 5 years | FY 2024 · filed 12 Feb 2026 |
About this data
US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.
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