Core Viewpoint - Mozambique and TotalEnergies have officially restarted the $20 billion liquefied natural gas project, marking a significant milestone nearly five years after the project was halted [1] Group 1: Project Resumption - The ceremony for the restart of the liquefied natural gas project took place on Thursday [1] - The project had been on hold for almost five years prior to this formal restart [1] Group 2: Financial Implications - The project represents a substantial investment of $20 billion by TotalEnergies in Mozambique [1]

TotalEnergies is formally restarting the $20 billion Mozambique LNG project it froze almost five years ago https://t.co/zpjCaIdQOP ...

TotalEnergies (NYSE: TTE) is a proven survivor in the oil patch. It is also an innovator that has started to include electricity production in its energy portfolio. The current geopolitical tension in Venezuela and elsewhere could cause some disruption to the energy market, but it won't stop me from continuing to buy TotalEnergies' stock. Energy prices have always been volatile While some theorists claim that Wall Street is efficient, the truth is that it can be highly emotional over short periods. That' ...

Core Insights - Global instability is leading liquefied natural gas (LNG) buyers to prioritize energy security over pricing considerations, as stated by an executive from TotalEnergies [1] Industry Summary - The current geopolitical climate is influencing LNG purchasing strategies, with a shift towards ensuring reliable energy supplies rather than focusing solely on cost [1] - TotalEnergies emphasizes the importance of energy security in the context of fluctuating global markets and potential supply disruptions [1]

Group 1 - TotalEnergies has signed a contract to supply 800 GWh of renewable electricity over ten years to SWM's three plants in France, including Papeteries de Saint Girons, PDM Industries, and LTR Industries [1] - The electricity will be sourced from approximately 50 MW of TotalEnergies' operational renewable assets in France [1] - This agreement is part of SWM's strategy to secure half of its French electricity needs from renewable sources for the next decade, aiming to significantly reduce scope 1 and 2 emissions by 2033 [3] Group 2 - TotalEnergies' senior vice-president highlighted the company's capability to provide customized solutions for industrial customers, combining renewable and flexible energy assets [2] - The arrangement is designed to ensure a consistent electricity supply to support SWM's production processes [2] - TotalEnergies has an installed gross renewable generation capacity exceeding 32 GW as of October 2025, with a target of over 100 TWh of net electricity production by 2030 [3][4] Group 3 - Recently, TotalEnergies announced a 21-year power purchase agreement with Google to supply 1 TWh of certified renewable electricity from a solar plant in Malaysia [4]

TotalEnergies has signed a 10-year contract to supply 800 GWh of renewable electricity with a constant delivery profile to SWM, a major global paper and fiber-based materials producer. The agreement will cover roughly half of SWM’s electricity needs in France and begin in January 2026. The power will be delivered to three SWM facilities - Papeteries de Saint Girons, PDM Industries, and LTR Industries - using around 50 MW of TotalEnergies’ existing renewable generation assets in France. The structure of th ...

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

Core Viewpoint - TotalEnergies has secured an extension for the Waha Concessions in Libya until the end of 2050, aiming to boost production through revised fiscal terms and the development of the North Gialo field [1][2]. Group 1: Agreement and Extension - The extension of the Waha Concessions was signed by TotalEnergies' CEO Patrick Pouyanné during the Libya Energy & Economy Summit, with the presence of Libya's Prime Minister Abdul Hamid Dbeiba [1]. - The revised fiscal terms are designed to enhance production from the Waha Concessions, which currently yield approximately 370,000 barrels of oil equivalent per day (boepd) [2]. Group 2: Production Plans - The North Gialo field is a significant development under the new agreement, expected to increase production by 100,000 boepd [2]. - TotalEnergies has been present in Libya since 1956 and aims to increase Waha's production, starting with the North Gialo field development [5]. Group 3: Stake and Collaboration - The Waha Concessions are jointly held by Libya's state-owned NOC (59.16%), TotalEnergies (20.42%), and ConocoPhillips (20.42%), with operations managed by the NOC-owned Waha Oil Company [3]. - In November 2022, TotalEnergies and ConocoPhillips acquired an 8.16% stake in the Waha Concessions from Hess, increasing TotalEnergies' stake from 16.33% to 20.41% [6]. Group 4: Commitment and Social Responsibility - TotalEnergies signed an agreement with NOC in late 2019 to assist in the development of the Waha Concessions, committing $70 million upfront and additional contributions of $30 million each for future developments [7]. - The Waha Oil Company has successfully reduced gas flaring at the North Defa field by 20 million cubic feet per day through maintenance efforts [5].

产业链供需及库存变化分析 美国在中东集结军力，地缘溢价提升 一、日度市场总结 供给端 ：乌克兰袭击俄罗斯炼油厂（克拉斯诺达尔地区）可能加剧地缘政 治风险，潜在减少俄罗斯成品油供应；哈萨克斯坦Tengiz油田准备恢复石 油产量，预计增加供应；OPEC+代表预计维持当前产量稳定（应对全球供应 过剩和地缘风险），减少政策不确定性；道达尔能源签署协议增加特许权 产量（日均约37万桶油当量），利比亚协议延长至2050年，可能提升长期 供应；俄罗斯能源部提议解除汽油出口禁令，潜在增加成品油出口；英国 石油公司对委内瑞拉跨境机遇感兴趣，暗示供应潜力。 原油期货市场数据变动分析 需求端 ：需求端存在分化迹象。三井住友银行航空资本CEO表示旅行需求 基本面强劲，支撑航空燃料油需求；但美国航班取消（近12000个航班，20 多个机场关闭）可能短期抑制成品油需求；燃料油价格上涨（日内涨幅超 5%）反映成品油需求增加。 主力合约与基差 ：2026-01-26，SC原油期货价格从441.9元/桶升至457.3 元/桶，涨幅3.48%，显著上扬；WTI原油期货价格维持在61.28美元/桶，无 变化；Brent原油期货价格维持在65.44 ...

Core Viewpoint - TotalEnergies has entered into a long-term agreement to supply renewable electricity to SWM, indicating a strategic move towards sustainable energy solutions in the manufacturing sector [1] Group 1: Company Details - TotalEnergies will supply 800 gigawatt-hours of renewable electricity to SWM over a period of 10 years [1] - The agreement covers three sites located in France, showcasing TotalEnergies' commitment to expanding its renewable energy footprint [1]