TotalEnergies SE (TTE) and SSE have signed an agreement to create a brand, Source, which will be focused on developing EV charging infrastructure in the U.K. and Ireland. Source will deploy in both countries up to 3000 high power charge points, meeting demand from EV and fleet owners.In the next five years, Source will deploy high power charge points (of 150 kW and more) grouped in 300 “EV hubs,” targeting a 20% market share. Charging hubs will be in prime locations in and around urban areas and powered by ...

TotalEnergies SE (TTE) announced that it has joined Abu Dhabi’s Ruwais liquefied natural gas (LNG) project. ADNOC, the national company, has 60% interest in the project, with TTE, Shell plc (SHEL) , BP plc (BP) and Mitsui holding 10% each.Last year, at COP28, TotalEnergies and ADNOC pledged to lead the Oil & Gas Decarbonization Charter to lower the greenhouse gas emissions of the sector. TTE is putting this idea into effect with Ruwais LNG, one of the LNG facilities with the lowest carbon intensity in the w ...

文章核心观点 - TotalEnergies正在出售其在英国西部舍特兰群岛资产的全部权益给Prax集团 [1] - TotalEnergies正在通过收购高潜力区域资产和出售非核心资产来优化其资产组合,以提高整体产量 [3][4] - 其他油气公司如Petrobras、BP和Murphy Oil也在进行类似的资产收购和出售,以优化自身业务 [6][7][9][11] 公司概况 - TotalEnergies出售的这些资产每天产出约7,500桶油当量,其中90%为天然气 [2] - TotalEnergies在2024年第一季度进行了10.7亿美元的资产收购和15.7亿美元的资产出售 [5] - Petrobras在2024年4月以1000万美元出售了其在巴西卡芒波斯盆地的Cherne和Bagre油田的全部权益 [7] - BP预计在2020年下半年至2025年间通过资产出售和其他方式获得250亿美元 [9] - Murphy Oil在2023年出售了其在加拿大的部分非核心资产,获得了约1.04亿美元的现金收益 [11] 行业趋势 - 油气公司正在通过出售非核心资产来优化自身业务,集中投资于更有前景的资产 [3][6][7][9][11] - Petrobras的长期(3-5年)盈利增长率为26.94%,但2024年每股收益同比下降17% [8] - BP的长期盈利增长率为4%,2024年销售额同比增长13.5% [10] - Murphy Oil 2024年销售额同比下降2.2%,但过去4个季度平均盈利超预期3.3% [12]

TotalEnergies (TTE) recently announced that it has signed a deal to acquire a 60% interest and operatorship in Block STP02, offshore African island nation Sao Tome and Principe, from the Agência Nacional do Petroléo de S. Tomé e Principé (ANP-STP). The remaining interest in the offshore block is held by Sonangol (30%) and ANP-STP (10%).Block STP02 is located nearly 37.2 miles (60 Km) off the coast of Principe. This block covers an area of 1,918.5 sq miles (4,969 sq km). Block STP02 is located adjacent to th ...

TotalEnergies SE (TTE) , a shareholder of Offshore Wind One GmbH, has been awarded the maritime concession N-11.2 by the German Federal Network Agency.Concession N-11.2 (1.5 GW) is situated in the North Sea, nearly 74.6 miles (120 km) to the northwest of the German island of Heligoland. Its total size is around 60.2 square miles (156 square km). Thanks to the synergies between this new lease and the 2 GW concession N-12.1 obtained last year, TotalEnergies will be able to construct a 3.5 GW offshore wind hub ...

TotalEnergies SE (TTE) , along with the Nigerian National Petroleum Corporation Ltd (“NNPCL”), has taken the final investment decision for the development of the Ubeta gas field. TTE is the operator of the OML 58 onshore license in Nigeria with a 40% interest, while NNPCL holds the remaining 60%.The OML 58 license, situated in Rivers state and around 49.7 miles (80 km) northwest of Port Harcourt, includes the two producing fields — the Obagi oil field and the Ibewa gas and condensate field. The Obite treatm ...

文章核心观点 - 公司在巴西、乌干达和伊拉克的新项目将支撑公司未来10年2-3%的年产量增长目标 [3][4] - 公司在苏里南和纳米比亚的新发现将为2030年后的增长提供可选性 [8][9][10][11] - 公司在纳米比亚的领先地位有望进一步增强 [13][14] - 公司财务状况良好 有能力进行收购扩张 [15] 公司财务和运营表现 - 第一季度公司产量同比增长1% 上游单位运营成本下降13% [3][4][6] - 天然气和液化天然气业务受价格下跌影响利润下降 炼化和营销业务利润增长 [6][7] - 公司可再生能源业务利润率持续高于同行 [7] 资产和储备 - 苏里南和纳米比亚新发现可能增加公司23%的液体储备 [10][11] - 公司在纳米比亚的资源储量位居行业前列 有望进一步扩大优势地位 [13][14] - 公司资产组合价值估计达2770亿美元 对应每股75美元 [17][18][19][20]

HJBCToday, we are revisiting TotalEnergies SE (NYSE:TTE) in light of our previous Capital Market Day comment. The company’s Q1 beat, though modest, once again underscored TotalEnergies' robust earnings potential in a less-than-ideal energy macroeconomic landscape. At the Lab, we maintain a positive stance on the OPEC+ Decision, which we believe will provide a favorable environment for the European integrated oil and gas sector, further supporting our view. After a brief Q1 comment, there are two additio ...

TotalEnergies SE (TTE) and Air Products and Chemicals (APD) have signed a 15-year agreement for the annual supply of 70,000 tons of green hydrogen in Europe, expected to begin in 2030.TotalEnergies provides long-term contracts with its six refineries and two biorefineries in Europe, demonstrating its ability to aid in the development of a green hydrogen sector and lead the energy transition.Benefits of the AgreementPer the terms of the agreement, Air Products will deliver green hydrogen from Air Products’ g ...

文章核心观点 - 公司通过收购West Burton Energy公司,获得了1.3GW的灵活天然气发电资产,有助于为公司300,000名英国天然气和电力客户提供更加可及、经济和可持续的能源 [1][2][3][4][5] - 公司计划将该资产的50%进行剥离,因为公司在英国的可再生能力组合已达1.1GW,并有4.5GW正在开发中,预计未来天然气发电需求仅为700MW [6] - 公司正在努力建立一个由灵活资产如CCGT和储能与可再生能源如太阳能、陆上和海上风电相结合的世界级、具有成本竞争力的组合,以向客户提供清洁可靠的电力 [7][8][9] 行业概况 - 能源行业正在向低碳转型,全球可再生能源市场预计将以8.6%的复合年增长率增长至2032年的1.4万亿美元 [10] - 埃克森美孚、BP和雪佛龙等其他油气公司也在采取措施降低运营排放,实现清洁能源目标 [11][12][14][16] - 这些公司的长期盈利增长率分别为3%、4%和5%,2024年每股收益同比增长0.5%、0.4%和3.4% [13][15][17] 公司表现 - 过去6个月,公司股价上涨7.6%,优于行业6.6%的涨幅 [18] - 公司目前评级为中性(Zacks Rank 3) [19]