Stock Markets February 6, 2026

Shell appoints PwC as auditor, set to replace EY in 2027

Move follows regulatory probe into EY’s audit of Shell’s 2024 accounts and disclosures of partner-rotation breaches

By Sofia Navarro SHEL
Shell appoints PwC as auditor, set to replace EY in 2027
SHEL

Shell said it has chosen PricewaterhouseCoopers (PwC) as its new external auditor after a competitive tender, with PwC taking over from Ernst & Young (EY) in 2027. The decision comes amid an investigation by Britain’s Financial Reporting Council into EY’s audit of Shell’s 2024 financial statements and follows Shell disclosures that EY breached partner-rotation rules and that the company must amend its 2023 and 2024 annual reports, while keeping its financial statements unchanged.

Key Points

  • Shell has selected PwC as its new auditor following a competitive tender; PwC will take over from EY in 2027.
  • Britain’s Financial Reporting Council launched an investigation in December into EY’s audit of Shell’s 2024 financial statements focused on potential breaches of audit partner rotation rules.
  • Shell disclosed in a regulatory filing last July that there was a breach of partner-rotation requirements and said it will amend its 2023 and 2024 annual reports, while stating that the company’s financial statements will remain unchanged.

Shell has confirmed that PricewaterhouseCoopers (PwC) will become the company’s auditor, replacing Ernst & Young (EY) in 2027. The appointment follows a formal tender process, the oil major said in its announcement.

The timing of the change is linked to an ongoing review by Britain’s Financial Reporting Council (FRC). The FRC launched an investigation in December into EY’s audit of Shell’s 2024 financial statements, specifically examining whether rules governing audit partner rotation were observed.

Shell previously informed regulators in a filing last July that there had been a breach of the rules requiring listed companies to rotate lead audit partners every five to seven years and to enforce cooling-off periods before those partners can resume work on the same client. That disclosure noted a procedural failure in partner rotation.

In the same regulatory filing, Shell said it would need to amend its 2023 and 2024 annual reports because EY had failed to comply with U.S. Securities and Exchange Commission rules on partner rotation. Shell emphasized that, despite the need for those amendments, the underlying financial statements themselves would remain unchanged.

The appointment of PwC concludes the company’s tender to select a new auditor and establishes a transition point in 2027 when PwC will assume statutory audit responsibilities. Shell’s public statements have tied the change to the regulatory review and the earlier disclosure about partner-rotation breaches.

For stakeholders in the energy sector and participants in financial markets, the developments center on corporate governance, audit oversight and regulatory compliance. Shell’s disclosures and the FRC inquiry underscore the procedural aspects of audit engagement rules rather than alterations to reported financial results.

At present, the matter involves an active regulatory inquiry and planned amendments to prior annual reports, with the company maintaining that its financial statements are not affected. The selection of PwC sets out a clear timetable for the audit transition while the regulatory process continues to run its course.

Risks

  • An active investigation by the Financial Reporting Council into EY’s audit of Shell’s 2024 financial statements creates regulatory uncertainty - impacts audit and compliance functions as well as investor confidence in the energy sector.
  • Required amendments to Shell’s 2023 and 2024 annual reports signal procedural non-compliance with partner-rotation rules, which may draw further regulatory scrutiny - impacts corporate governance and reporting processes across listed companies.
  • Ongoing regulatory processes and changes in external auditor present transitional risk for audit continuity and for stakeholders monitoring governance disclosures - affects accounting and capital markets participants.

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