道达尔能源第四季度经调整净利润38.4亿美元，市场预估38.1亿美元。 来源：滚动播报 ...

来源：滚动播报 道达尔能源：批准在2026年第一季度进行至多7.5亿美元的股票回购。 ...

道达尔能源（TotalEnergies）表示，在油价下跌冲击其第四季度业绩后，该公司将减少股票回购并加大 成本节约力度。 这家法国能源巨头正寻求提高其碳氢化合物和电力的产量，同时控制开支；而眼下正值石油巨头为一段 价格疲软时期以及投资者对其资产负债表更严格的审视进行布局之际。 道达尔能源周三表示，将把季度回购规模减半至7.5亿美元，全年计划回购价值30亿至60亿美元的股 票。去年，该公司的回购总额为75亿美元。该公司此前曾警告称，将放缓回购步伐，以在经济和地缘政 治不确定性中保持灵活性。 此举之前，英国石油公司（BP）刚刚暂停了股票回购，这是其削减高额净债务的更广泛转型计划的一 部分。但埃克森美孚（Exxon Mobil）和壳牌（Shell）最近表示，他们的目标是维持与去年相同的股票 回购速度，这表明大型石油公司在如何应对当前环境方面存在分歧。 道达尔能源还表示，其目标是在2026-30年期间节约125亿美元，其中包括今年的25亿美元。该公司在9 月份曾表示，该计划将在同一时期内实现75亿美元的节约。 在截至12月31日的三个月里，道达尔能源的净利润较前一季度下降21%，至29.1亿美元。根据Visible ...

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Group 1: Market Overview - Futures are indicating cautious gains across Europe and the US ahead of a crucial non-farm payrolls report, with White House officials managing expectations [1] - European futures are mixed, with the UK stock market expected to improve, while the US markets show a patchy picture, particularly with technology stocks facing downward pressure [12][13] Group 2: Company Announcements - Heineken is cutting up to 6,000 jobs over the next two years and lowering its growth forecast for the fiscal year, now expecting profits to grow between 2% and 6% compared to previous guidance of 4% to 8% [16][17] - Commerce Bank reported better-than-expected earnings in the fourth quarter and anticipates that net profit in 2026 will exceed targets [2] - Total Energies is facing challenges due to low oil prices and is focusing on increasing energy production by 5% overall for the year [6][9] Group 3: Financial Performance - Heineken achieved a 4.4% organic growth in revenue and a 2.6 billion euros free operating cash flow, with a margin expansion of 40 basis points [18] - BP has suspended its buyback program to repair its balance sheet, while Total Energies confirmed a buyback guidance of between 3 billion and 6 billion dollars for crude prices between $60 and $70 per barrel [7][8] Group 4: Strategic Initiatives - Heineken's CEO emphasized the importance of productivity and cost-cutting measures as part of their evergreen strategy, aiming for annual savings of 400 to 500 million euros [22] - Total Energies is exploring solar energy partnerships, indicating a shift towards renewable energy sources [10][11] Group 5: Industry Trends - The European food and drink sector is facing challenges in developed markets, while emerging markets show growth potential due to urbanization and increasing GDP [30] - The oil and gas industry is experiencing pressure from low prices, prompting companies like BP and Total to adjust their strategies [6][7]

道达尔在第四季度提高了油气产量，以弥补布伦特原油价格下跌15%和液化天然气价格下跌18%的影响。该公司表示，第四季度产量提高了5%，但勘探业务 板块利润仍下降21.6%，至18亿美元。与此同时，炼油和化工业务利润大增215%，达到10亿美元。 道达尔此前曾表示，第四季度欧洲炼油厂的利润率同比飙升231%。该公司首席执行官帕特里克.普亚内将炼油利润率上升归因于美国对俄罗斯石油公司 Rosneft和Lukoil的制裁、以及欧盟对源自俄罗斯原油的燃料实施进口禁令。 法国能源巨头道达尔(TTE.US)公布的2025年第四季度业绩显示，尽管炼油利润率攀升以及出售可再生能源资产股权带来现金流入，但未能抵消石油和天然 气价格下跌带来的负面影响。数据显示，道达尔Q4调整后净利润为38亿美元，较上年同期的44亿美元下降13%，且低于分析师共识预期的39亿美元。 | | 4Q25 | Chan VS 30 | | --- | --- | --- | | Cash flow from operations excluding working capital (CFFO)(1) (B$) | 7.2 | +2% | | Adjust ...

Group 1 - The energy major has reduced its quarterly share buyback to $750 million due to an uncertain price environment [1]

本文源自：金融界AI电报 2月11日消息，道达尔能源第四季度调整后净利润为38.4亿美元，同比下降13%；第四季度调整后息税 折旧及摊销前利润为100.7亿美元，同比下降4.4%；第四季度净利润为29.1亿美元，同比下降27%；调整 后每股收益为1.73美元，上年同期1.90美元；第四季度产量255万桶油当量/日，同比增增长4.9%。 ...

Group 1 - TotalEnergies reported a 13% drop in fourth-quarter earnings, slightly missing expectations [1] - The decline in earnings was attributed to soaring margins on refining fuels and cash from selling stakes in renewable energy [1]

Core Viewpoint - Iraq's future crude oil production targets hinge on the successful implementation of the Common Seawater Supply Project (CSSP) by TotalEnergies, which aims to optimize oil reservoir pressure and enhance production longevity [2][3]. Group 1: Project Overview - The CSSP will initially supply approximately six million barrels per day (bpd) of treated seawater to oil production facilities in southern Iraq, with plans for further expansion [2]. - TotalEnergies' four-part project, valued at US$27 billion, is reported to be 80% to 95% complete, with significant progress in various components, including the rehabilitation of the Central Processing Facility and the Artawi-PS1 export pipeline [3]. - The project aims to address Iraq's water injection needs, which are estimated to be around 2% of the combined average flows of the Tigris and Euphrates rivers [1]. Group 2: Historical Context and Challenges - The CSSP faced delays for over a decade due to competition between ExxonMobil and the China National Petroleum Corporation (CNPC) for control, with ExxonMobil eventually withdrawing due to transparency concerns [3]. - Iraq has been ranked among the worst countries for corruption, which has hindered effective project execution and governance [3]. Group 3: Production Potential - The Integrated National Energy Strategy (INES) outlined potential oil production scenarios for Iraq, with the best-case scenario projecting a capacity increase to 13 million bpd by 2023, while current production stands at 4-4.2 million bpd [4]. - The gas component of TotalEnergies' project is crucial for reducing Iraq's dependence on Iranian gas imports, which has historically provided Iran with leverage over Iraq [5][6]. Group 4: Future Outlook - If TotalEnergies maintains its current trajectory, the US$27 billion project could be completed by the target year of 2028, despite potential political interference from Iraqi entities [7]. - The project includes plans to capture and refine associated natural gas, which could significantly reduce gas imports from Iran and support the revival of the Nebras petrochemicals project, potentially generating up to US$100 billion in profits for Iraq [6].