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 ...