Totalenergies Se Stock Price, News & Analysis

TotalEnergies (NYSE:TTE) announced a farmout agreement in which TotalEnergies EP Nigeria will sell a 40% participation in the PPL 2000 and PPL 2001 offshore Nigeria exploration licenses to Star Deep Water Petroleum, a Chevron company.

The licenses cover approximately 2,000 square kilometers in the West Delta basin. Post-transaction the joint venture will be: TotalEnergies operator 40%, Chevron 40%, and South Atlantic Petroleum 20%. The deal expands an existing global exploration collaboration following a June acquisition where Chevron took a 25% interest in a U.S. offshore portfolio of 40 Chevron-operated blocks.

Completion is subject to customary conditions, including regulatory approvals.

TotalEnergies (TTE) announced the demobilization of its floating LNG storage and regasification unit (FSRU) in Le Havre on November 25, 2025. The company said it deployed the FSRU in 2022 at the request of authorities and at its own expense, without public subsidies, to bolster gas supply during a European energy crisis. TotalEnergies says gas supply conditions in France and Europe have since stabilized, and the Le Havre terminal showed a lack of use noted by the Rouen Administrative Court in its October 16, 2025 decision. The release also states TotalEnergies had a 40 Mt/y LNG portfolio in 2024 and access to more than 20 Mt/y of European regasification capacity.

TotalEnergies (NYSE:TTE) announced that subsidiary TotalEnergies EP Nigeria completed the divestment of its 12.5% non-operated interest in the OML118 Production Sharing Contract.

The interest was sold to Shell Nigeria Exploration and Production Company (10%) and Nigerian Agip Exploration (2.5%) for an aggregated cash consideration of USD 510 million.

TotalEnergies (TTE) disclosed purchases of its own shares under the shareholder authorization dated May 23, 2025. The company bought a total of 2,517,990 shares between 18 November and 21 November 2025 for a combined amount of EUR 139,965,497.58, at a daily weighted average purchase price of EUR 55.586201.

Transactions occurred across multiple markets (XPAR, CEUX, TQEX, AQEU), with the largest single-day XPAR volume of 450,053 shares on 21/11/2025 (EUR 24,963,229.72).

TotalEnergies (TTE) agreed on 17 November 2025 to acquire 50% of EPH’s flexible power generation platform in Western Europe for an enterprise value of €10.6bn via a €5.1bn all‑stock consideration (95.4M shares, ~4.1% of capital).

The deal covers >14 GW gross flexible capacity (gas, biomass, batteries), ~15 TWh net annual production rising to 20 TWh by 2030, plus a 5 GW development pipeline; it is structured as a 50/50 JV and is expected to close mid‑2026, subject to approvals.

Company guidance: immediate ~$750m/year additional available cash flow, Integrated Power ROACE rising from 10% to 12%, and net annual Capex guidance lowered by $1bn/y to $14–16bn (2026–2030).

Oil & Gas Decarbonization Charter (TTE) released its 2025 Status Report on November 14, 2025, showing accelerated implementation across signatories since COP28.

Key facts: 55 signatories representing ~40% of global oil production; 50 of 55 submitted data covering 98% of operated production; total operated Scope 1+2 emissions ~1 billion tonnes CO₂e in 2024; upstream carbon intensity 24 kg CO₂e/boe. 42 signatories set interim 2030 ambitions covering 94% of production; $32 billion invested in low-carbon solutions in 2024.

TotalEnergies (TTE) announced a $100 million commitment to Climate Investment’s Venture Strategy fund on November 14, 2025 during COP30 in Belém, Brazil. The funding supports technologies that cut emissions across the oil and gas value chain and follows a MoU of July 14, 2025 making Climate Investment a partner of the Oil & Gas Decarbonization Charter (OGDC).

Climate Investment has invested across 46 companies with a cumulative portfolio impact of 133 MtCO2e since 2019. TotalEnergies will share its AUSEA methane detection technology, cites OGMP 2.0 Gold Standard status, and notes field deployments such as Qnergy replacing gas-driven devices on ~400 pads in the Barnett field.

TotalEnergies (TTE) is funding a partnership with DelAgua to distribute 200,000 high-performance cookstoves within one year across rural Rwanda, benefitting more than 800,000 people. The stoves cut smoke emissions by 81% and wood consumption by 71% versus open fires. The project is projected to avoid >2.5 million tonnes CO2e over 10 years. Carbon credits will be acquired by TotalEnergies, initially certified by VERRA and submitted for approval under Article 6.4 of the Paris Agreement when operational; credits are targeted for voluntary use from 2030.

TotalEnergies (TTE) has become operator with a 40% stake for offshore Block S4 in Guyana after signing a production sharing contract with Guyana's Ministry of National Resources on 11 November 2025. Partners are QatarEnergy 35% and Petronas 25%. Block S4 covers 1,788 km2 located about 50–100 km from shore.

The initial work programme is a 2,000 km2 3D seismic acquisition. TotalEnergies described the block as a shallow-water opportunity aligned with its strategy to explore for material, low-cost, low-emission resources and to deepen strategic partnerships.