Browsing Tag
TotalEnergies
165 posts
Saipem starts offshore installation campaign for $10.5bn GranMorgu oil project
Saipem has begun offshore work on Suriname’s $10.5 billion GranMorgu oil project. Explore the subsea scope, stock impact and 2028 risks now.
Equinor (EQNR) approves Troll TWIN gas project for 2028 production
Equinor plans a NOK 4 billion Troll TWIN subsea project to add 11 bcm of gas by 2028. Explore its costs, market impact and execution risks. Read more. Here.
US offshore wind lawsuit turns Trump energy policy into a high-stakes federalism fight
Trump’s fossil fuel pivot now faces a state lawsuit. Offshore wind has become a test of federal power, clean energy planning and investor risk.
Impact Oil & Gas plans South Africa asset split to sharpen Namibia Venus oil strategy
Impact Oil & Gas is reshaping its Africa portfolio around Namibia’s Venus Field. Find out why the reorganisation matters now.
Audit shadow falls over TotalEnergies Mozambique LNG as government rejects $2bn claim
Mozambique rejects $2B in TotalEnergies LNG overrun claims after Bayphase audit, threatening the 2029 restart of the $20B Cabo Delgado project. Read more.
TotalEnergies expands Eastern Mediterranean exploration push with Egypt and Syria offshore agreements
TotalEnergies is testing frontier offshore gas bets in Egypt and Syria. The prize is strategic depth, but geology and politics still decide the payoff.
TotalEnergies (EPA: TTE) heads into May 29 AGM with Iran war tailwind and Mozambique LNG back in play
Brent is above $100 and Hormuz is shut. TotalEnergies enters its May 29 AGM with record cash flow, a hiked dividend, and Mozambique LNG restarting at the worst possible moment for global gas.
Venture Global (NYSE: VG) climbs to $14.23 as LNG offtake wave meets contracted-volume reset
Europe needs replacement gas. Venture Global locked 84 percent of 2026 volumes into contracts. The leverage is the catch, and CP2 first LNG is the prize.
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
ConocoPhillips Q1 2026 results: COP beats consensus on EPS but trims production guidance as Qatar war exposure forces an outlook reset
ConocoPhillips beat Q1 estimates, then pulled Qatar from guidance. The Iran war just moved from sentiment to balance sheet for COP shareholders.