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TotalEnergies: Going For The Top Debt Rating
Seeking Alpha· 2025-10-01 01:15
I analyze oil and gas companies like TotalEnergies SE and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up ...
TotalEnergies sells stake in French renewable portfolio for $155 million
Reuters· 2025-09-30 23:48
French oil major TotalEnergies on Tuesday said that it is selling a 50% stake in a 270 megawatt portfolio of French wind and solar assets to investment fund manager Eiffel Investment Group. ...
TotalEnergies to buy 49% stake in Continental Resources’ gas assets
Yahoo Finance· 2025-09-30 17:13
TotalEnergies has entered into an agreement to purchase a 49% interest in natural gas-producing assets in the Anadarko Basin, Oklahoma, US. The assets are owned and operated by US-based independent oil producer Continental Resources and are linked to the Henry Hub via existing midstream infrastructure. These assets are expected to have gross production potential of around 350 million standard cubic feet per day (mscf/d) by 2030, with the capacity to sustain that level over the long term. On a net basis, ...
TotalEnergies Targets 4% Growth, $7.5B Savings Plan, and 40% Payout Policy
Yahoo Finance· 2025-09-30 17:00
TotalEnergies (TTE) has confirmed its long-term growth strategy, targeting ~4% annual energy production growth through 2030, a $7.5 billion savings program over 2026–2030, and sustained shareholder returns above 40% of cash flow. At its 2025 Strategy and Outlook presentation in New York, TotalEnergies unveiled plans to grow oil, gas, and electricity output while implementing $7.5 billion in cost reductions and maintaining industry-leading shareholder payouts. TotalEnergies will pursue balanced growth anc ...
TotalEnergies to sell 50% stake in 1.4GW North American solar portfolio
Yahoo Finance· 2025-09-30 16:45
TotalEnergies has agreed with insurance vehicles and accounts managed by global investment firm KKR to sell a 50% interest in a 1.4GW North American solar portfolio. The deal assigns the portfolio an enterprise value of $1.25bn. Due to these transactions and bank refinancing to be finalised shortly, the energy company will receive $950m at closing. The deal comprises six utility-scale solar projects amounting to 1.3GW, and 41 distributed-generation sites totalling 140MW, primarily located in the US. El ...
TotalEnergies may sell part of Adani Green stake, CEO says
BusinessLine· 2025-09-30 15:35
TotalEnergies SE Chief Executive Officer Patrick Pouyanne said the French energy giant may sell part of its stake in Adani Green Energy Ltd. to capitalise on the Indian renewable producer’s rising valuation.TotalEnergies acquired 20 per cent of Adani Green in 2021 for $2 billion, extending its series of deals with Indian billionaire Gautam Adani. The French company still holds 19 per cent of the renewable energy firm, according to data compiled by Bloomberg.  Speaking to investors in New York on Monday, Pou ...
TotalEnergies may redirect Russian LNG to Asia if EU bans imports
BusinessLine· 2025-09-30 12:54
欧盟潜在禁令与俄罗斯LNG流向 - 欧盟提议自2027年起禁止进口俄罗斯液化天然气 比原计划提前一年[2] - 若欧盟仅实施进口禁令而不制裁亚马尔LNG设施 俄罗斯LNG可能被转售至土耳其、印度等其他地区[1][2] - 亚马尔LNG工厂由Novatek主导 道达尔能源是其股东并持有长期采购合同 该设施目前未受限制[1] 道达尔能源的合同与应对策略 - 公司持有亚马尔LNG的500万吨采购合同 其中200万吨运往欧洲 200万吨运往亚洲 100万吨无地理限制[8] - 若亚马尔LNG设施遭到制裁 公司将不得不停止接收俄罗斯燃料并执行不可抗力条款[6] - 公司认为从2027年起市场供应将充足 存在大量替代俄罗斯天然气的选择[9] 市场影响与行业观察 - 俄罗斯是欧洲第二大LNG供应国 在美国之后 新一轮供应预计在2026至2027年抵达市场[7] - 欧洲天然气交易商正密切关注相关动向 进一步的制裁可能加剧全球对LNG货源的竞争并推高短期价格[7] - 德国SEFE公司和西班牙Naturgy能源集团也是俄罗斯LNG的欧洲长期买家[9]
U.S. Government Shutdown Looms Amid Mass Federal Resignations; China’s Economy Contracts; J.P. Morgan Adjusts Key Price Targets
Stock Market News· 2025-09-30 11:38
Key TakeawaysOver 100,000 federal workers are poised to formally resign tomorrow as the U.S. government faces a looming shutdown, potentially marking the largest single-year decline in civilian federal employment since World War II.A potential U.S. government shutdown could furlough 41% of Health and Human Services (HHS) workers, impacting critical public health functions including research and public health messaging.China's factory activity contracted for a fifth consecutive month in August, with its Purc ...
道达尔出售北美光伏资产部分股权 以提高绿色投资回报率
智通财经网· 2025-09-30 10:33
道达尔(TTE.US)同意将其在北美光伏资产方面的部分股权出售给KKR & Co.(KKR.US)。此次交易对整 个资产组合的估值为12.5亿美元(包括债务)。该公司周一表示,其能源业务部门将把一个1.4 GW的资产 组合中的半部分出售给这家美国私募股权巨头。目前银行的融资事宜已基本完成,交易完成后,道达尔 公司将获得9.5亿美元的款项。 道达尔数月来一直试图出售其在美国的可再生能源资产的股份。这是其一项策略的一部分,即在这些项 目建成之后,将其50%的股权出售出去,以提高其绿色投资的回报率。此次资产处置将有助于该公司降 低债务,截至今年6月,其债务规模较年初增长了约一倍,原因是油价下跌。 道达尔表示,在与KKR & Co.的交易中,涉及六项大型太阳能发电设施,总装机容量达1.3 GW,还有41 项分布式发电设施,总装机容量为140 MW,这些设施主要位于美国。 在另一份公告中,这家法国公司表示已同意以未披露的金额收购Continental Resources在俄克拉荷马州 拥有并运营的天然气生产资产的49%股权。 近期的其他交易包括:5月份收购了一家波兰生物气生产企业的50%股权;去年12月收购了位于得克萨 ...
TotalEnergies (NYSE:TTE) 2025 Investor Day Transcript
2025-09-29 22:02
TotalEnergies (NYSE:TTE) 2025 Investor Day September 29, 2025 09:00 AM ET Company ParticipantsPatrick Pouyanné - Chairman of the Board CEOBernard Pinatel - President Downstream and President Marketing and ServicesStéphane Michel - President Gas, Renewables, and PowerNamita Shah - President OneTechVincent Stoquart - SVP RenewablesNicolas Terraz - President Exploration and ProductionNone - Video NarratorConference Call ParticipantsMark Wilson - Senior Equity AnalystLydia Rainforth - Equity Research AnalystLuc ...