Browsing Tag
TotalEnergies
158 posts
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.
May 16, 2026
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.
May 15, 2026
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.
May 1, 2026
European oil majors abandon unified energy transition framework as TotalEnergies, Shell, BP, Eni and Equinor pursue different paths
TotalEnergies hikes dividends. Shell buys back stock. BP retreats from transition. Eni engineers sell-downs. Equinor exits wind. Same oil price, five answers.
May 1, 2026
TotalEnergies Q1 2026 earnings beat: Adjusted net income jumps 29% to $5.4bn as Patrick Pouyanne lifts dividend 5.9% despite Middle East shutdowns
TotalEnergies posted $5.4B adjusted net income but lost 15% of production to Middle East shutdowns. Pouyanne's dividend hike answers a different question entirely.
April 29, 2026
Santos (ASX: STO) posts $1.27bn in Q1 revenue as Pikka hits mechanical completion and Barossa readies LNG ramp-up
Santos Q1 2026: $1.27B revenue, Pikka near first oil, Barossa resuming. Quokka appraisal confirms Alaska upside. Full analysis for investors. Read more.
April 23, 2026
Mero oil field: Brazil’s pre-salt giant reaches full four-FPSO capacity in 2026
Mero oil field, Brazil's third-largest pre-salt asset in the Santos Basin, reached 770,000 bpd installed capacity in 2026 with four FPSOs now operating. Full reserves and operator overview.
April 19, 2026
TotalEnergies (TTE) strikes Moho G oil discovery offshore Congo as infrastructure-led exploration extends one of Africa’s deepest producing hubs
TotalEnergies confirms a 100-million-barrel oil discovery at Moho offshore Congo. Read what the Moho G find means for TTE's production outlook and strategy.
April 14, 2026
Absheron gas and condensate field: Azerbaijan’s Caspian giant moving toward full field development
Absheron is an offshore gas and condensate field in Azerbaijan's Caspian Sea sector, operated by TotalEnergies, SOCAR, and XRG. Phase 2 FID targets July 2026.
April 4, 2026
South Africa records largest diesel price increase in history as Strait of Hormuz closure drives fuel shock
South Africa's diesel price rose a record R7.51/litre on 1 April 2026 after Iran's Strait of Hormuz closure. Godongwana cut the fuel levy by R3 to cushion the shock.
April 1, 2026