Browsing Tag
TotalEnergies SE
20 posts
TotalEnergies Q2 adjusted profit hits $6bn on high oil and refining margins
TotalEnergies posted $9.8bn Q2 cash flow and cut gearing to 13.1%, yet Strait of Hormuz losses of 210 kboe/d now shape the second-half production story.
July 24, 2026
Vår Energi agrees $1.33bn BlueNord merger to build Europe’s largest independent producer
Vår Energi’s cash-and-share combination with BlueNord adds long-life Danish production, European gas access and cash flow, but shareholders must weigh dilution, approvals and limited operational control.
July 21, 2026
The 40-year Umm Shaif and Nasr concession is quietly becoming a gas story, and the FID makes it official
ADNOC's $6.2B Umm Shaif Gas Cap FID with TotalEnergies, Eni and CNPC unlocks 600 mmscfd of new gas from 2030, feeding a 47 mtpa LNG buildout by 2035.
July 21, 2026
Sempra and TotalEnergies ship first ECA LNG cargo from Mexico’s Pacific Coast
Read how Sempra’s ECA LNG first cargo from Mexico could reshape Pacific LNG exports, Asia supply routes and investor sentiment.
July 9, 2026
Shell (LSE: SHEL) raises Q2 gas guidance despite Qatar Pearl GTL hit, to sell South Africa downstream to ADNOC Distribution
Shell plc raises Q2 2026 gas guidance despite Qatar Pearl GTL hit, sells South Africa downstream to ADNOC for $1 billion. Read the full analysis.
July 7, 2026
BP takes 10% Bab Gas Cap stake as Abu Dhabi targets 1.5 bcfd gas production
Discover how BP’s 10% Bab Gas Cap stake supports 1.5 bcfd of UAE gas, Ruwais LNG growth, BP’s upstream reset and investor outlook. Read the full analysis.
June 30, 2026
TotalEnergies plans four-well Suriname campaign to expand beyond GranMorgu
Discover how TotalEnergies’ four-well Suriname campaign could extend GranMorgu, create a second oil hub and reshape Block 58 growth. Read more.
June 25, 2026
Shell stock faces Namibia reset as Merlin-1X revives PEL 0039 exploration case
Read how Shell plc’s Merlin-1X oil result could revive Namibia PEL 0039, reshape Orange Basin drilling plans and influence SHEL stock sentiment.
June 12, 2026
TotalEnergies just gave its powerful CEO more runway, but at what governance cost?
TotalEnergies cleared the way for Patrick Pouyanné to stay beyond 2030. Read why governance, oil profits and climate pressure now collide.
May 30, 2026
bp plc’s Namibia entry is small in cost but large in what it signals for strategy
bp plc has agreed to take a 60% stake in three Namibia offshore blocks from Eco Atlantic. Read what the Walvis Basin deal could mean next.
April 14, 2026