TotalEnergies lists exploration wins, renewables divestments, Anadarko acquisition

Rhea-AI Filing Summary

TotalEnergies SE filed a current report listing a series of exhibits that summarize the company's September 2025 operational and corporate developments. The exhibits disclose new exploration permits in the Republic of the Congo, Nigeria, and Liberia, and petroleum‑sector project milestones including the Final Investment Decision on Rio Grande LNG Train 4 where TotalEnergies holds a 10% direct participating interest and a 1.5 MT LNG offtake. The company also announced renewables actions: selection as operator for France's largest renewable project, and divestments of 50% stakes in a 1.4 GW North American solar portfolio and a 270 MW French portfolio. Other items include an acquisition of producing gas assets in the Anadarko Basin, expanded digital partnership with Cognite, and the company board reaffirming the 2025 strategy and outlook.

Collectively, the exhibits show simultaneous upstream exploration wins, a material LNG project commitment, strategic renewables portfolio moves, and portfolio activity in U.S. gas — reflecting coordinated resource allocation across hydrocarbons and low‑carbon businesses.

Positive

• Rio Grande LNG FID with a 10% direct interest and 1.5 MT LNG offtake (September 10, 2025)
• Awarded new offshore and onshore exploration permits in Republic of the Congo, Nigeria, and Liberia (September 1–17, 2025)
• Divestment of 50% of a 1.4 GW North American solar portfolio (September 29, 2025)
• Divestment of 50% of a 270 MW French renewables portfolio (September 30, 2025)
• Selected as operator of France’s largest renewable energy project (September 24, 2025)
• Acquisition of producing assets in the Anadarko Basin to pursue gas value‑chain integration (September 29, 2025)
• Board confirmation of the company’s 2025 strategy and outlook (September 24, 2025)

Negative

• None.

Insights

Energy Project Strategist

Rio Grande FID and multiple exploration permits signal continued upstream expansion alongside LNG integration.

The Final Investment Decision on Rio Grande LNG Train 4 with a 10% direct interest and 1.5 MT offtake is a concrete commitment to expand TotalEnergies’ LNG capacity and secure contracted volumes.

Simultaneously, the awarded exploration permits in the Republic of the Congo, Nigeria, and Liberia indicate active upstream exploration across West and Central Africa; these are early‑stage growth options rather than immediate production.

Renewables and Portfolio Transactions Analyst

Renewables asset sales and operator selection reshape the company’s low‑carbon footprint while monetizing projects.

Divesting 50% of a 1.4 GW North American solar portfolio and 50% of a 270 MW French portfolio represents material portfolio recycling in the renewables business.

Being selected as operator for France’s largest renewable project strengthens the company’s development role in domestic clean energy while allowing capital redeployment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake did TotalEnergies (TOT) take in Rio Grande LNG Train 4?

The filing states TotalEnergies holds a 10% direct participating interest in Rio Grande LNG Train 4 with a 1.5 MT LNG offtake (September 10, 2025).

Which countries were awarded exploration permits to TotalEnergies in September 2025?

The exhibits list new exploration permits in the Republic of the Congo (Sept 1), Nigeria (Sept 2), and Liberia (Sept 17), as disclosed in the filing.

What renewables portfolio transactions did TotalEnergies report?

TotalEnergies reported divesting 50% of a 1.4 GW North American solar portfolio (Sept 29) and 50% of a 270 MW portfolio in France (Sept 30).

Did TotalEnergies announce any acquisitions in the U.S.?

Yes. The filing discloses an acquisition of producing assets in the Anadarko Basin aimed at pursuing gas value‑chain integration (September 29, 2025).

Has TotalEnergies changed its corporate strategy according to the filing?

The Board of Directors confirmed the relevance and progress of the company’s 2025 strategy and outlook as included in the exhibits (September 24, 2025).

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16 OF

THE SECURITIES EXCHANGE ACT OF 1934

October 1^st, 2025

Commission File Number 001-10888

TotalEnergies SE

(Translation of registrant’s name into English)

2, place Jean Millier

La Défense 6

92400 Courbevoie

France

(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F  x        Form 40-F  ¨

TotalEnergies SE is providing on this Form 6-K a description of certain recent developments relating to its business.

EXHIBIT INDEX

Exhibit No.	Description
Exhibit 99.1	Republic of the Congo: TotalEnergies is Awarded a New Exploration Permit (September 1, 2025).
Exhibit 99.2	Disclosure of Transactions in Own Shares (September 1, 2025).
Exhibit 99.3	Nigeria: TotalEnergies is Awarded Two Offshore Exploration Permits (September 2, 2025).
Exhibit 99.4	Disclosure of Transactions in Own Shares (September 8, 2025).
Exhibit 99.5	South Korea: TotalEnergies to supply 1 million tons per year of LNG to KOGAS for 10 years (September 9, 2025).
Exhibit 99.6	United States: TotalEnergies reaches Final Investment Decision with its Partners on Rio Grande LNG Train 4, with a 10% Direct Participating Interest and 1.5 MT LNG offtake (September 10, 2025).
Exhibit 99.7	Iraq: TotalEnergies Launches the Construction of the Final Two Major Projects of the GGIP (September 15, 2025).
Exhibit 99.8	Disclosure of Transactions in Own Shares (September 15, 2025).
Exhibit 99.9	Liberia: TotalEnergies is Awarded Four Offshore Exploration Permits (September 17, 2025).
Exhibit 99.10	Disclosure of Transactions in Own Shares (September 22, 2025).
Exhibit 99.11	France: TotalEnergies Selected by the State as Operator of the Country’s Largest Renewable Energy Project (September 24, 2025).
Exhibit 99.12	The Board of Directors of TotalEnergies confirms the relevance and progress of the Company’s strategy, as the differentiated and profitably growing energy major (September 24, 2025).
Exhibit 99.13	Digital Transformation: TotalEnergies and Cognite Expand Their Partnership to Scale Industrial AI (September 26, 2025).
Exhibit 99.14	Articles of Associations (Statuts) of TotalEnergies SE (September 26, 2025).
Exhibit 99.15	Renewables: TotalEnergies Divests 50% of 1.4 GW Solar Portfolio in North America (September 29, 2025).
Exhibit 99.16	United States: TotalEnergies Pursues its Gas Value Chain Integration by Acquiring Producing Assets in the Anadarko Basin (September 29, 2025).
Exhibit 99.17	2025 Strategy and Outlook Presentation (September 29, 2025).
Exhibit 99.18	Disclosure of Transactions in Own Shares (September 29, 2025).
Exhibit 99.19	Renewables: TotalEnergies Divests 50% of a 270 MW Portfolio in France (September 30, 2025).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	TotalEnergies SE
Date: October 1st, 2025	By:	/s/ DENIS TOULOUSE
		Name:	Denis Toulouse
		Title:	Company Treasurer