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 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 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 ...

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]

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 ...

资产出售交易 - 道达尔能源同意将其北美光伏资产组合50%的股权出售给KKR & Co，该资产组合总估值（包括债务）为12.5亿美元 [1] - 交易涉及一个总装机容量为1.4 GW的资产组合，道达尔出售其中一半股权，交易完成后公司将获得9.5亿美元款项 [1] - 出售的资产包括六项总装机容量达1.3 GW的大型太阳能发电设施，以及41项总装机容量为140 MW的分布式发电设施，主要位于美国 [1] 公司战略与财务状况 - 此次资产处置是公司策略的一部分，即在项目建成后出售50%股权以提高绿色投资回报率，并有助于降低债务 [1] - 截至今年6月，公司债务规模较年初增长约一倍，净债务飙升至约260亿美元，原因包括油价下跌和欧洲石化市场疲软 [1][2] - 公司近期削减了季度股票回购计划，并警告明年可能再次缩减规模 [2] 业务多元化与投资组合 - 尽管同行削减清洁能源计划，道达尔仍在推进多元化战略，目标到2030年使电力在其能源销售中占比达到20% [2] - 公司近期收购活动活跃，包括5月收购波兰生物气生产企业50%股权，去年12月收购得克萨斯州2 GW综合能源项目50%股权，以及收购英国大型海上风电场50%股权 [2] - 公司持续在英国、加拿大、德国等地收购处于开发阶段的太阳能、风能和电池储能项目 [2] - 第二季度末，公司在北美地区的净太阳能装机容量达到2.8 GW，陆上风力发电装机容量约为900 MW [2] 其他资产交易 - 公司已同意收购Continental Resources在俄克拉荷马州拥有并运营的天然气生产资产49%的股权，收购金额未披露 [1]

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 ...

公司资本支出调整 - 法国综合石油公司TotalEnergies宣布将每年资本支出削减10亿美元 [1] 行业趋势 - 此次资本支出削减是行业内一系列削减计划中的最新举措 [1]

PARIS--(BUSINESS WIRE)--TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) has signed an agreement with insurance vehicles and accounts managed by KKR, a leading global investment firm, for the sale of 50% of a 1.4 GW solar portfolio in North America. This transaction – which aligns with TotalEnergies' renewables business model – values the portfolio at an enterprise value of $1.25 billion. Thanks to these transactions and the bank refinancing currently being finalized, TotalEnergies will receive a. ...

TotalEnergies, the differentiated and profitably growing energy company September 29, 2025 03 | Safety in continuous improvement Delivering profitable energy growth while maximizing free cash flow in an uncertain environment Oil & Gas Upstream Downstream Integrated LNG Integrated Power Table of contents Safety 20 | Delivering Oil & Gas production growth 21 | Focused on delivering major accretive projects 22 | Sustainable, resilient and diversified portfolio 23 | MENA: resilient growth 24 | Deepwater: dynami ...