TotalEnergies (TOT) outlines UK upstream merger, NYSE trading and renewables moves

Rhea-AI Filing Summary

TotalEnergies SE provides an overview of recent corporate developments across exploration, production, renewables and capital markets. The company highlights expanded collaboration with Chevron and new partnership agreements in Malaysia, as well as an agreement in Namibia to enter as operator in the PEL 83 license that includes the Mopane discovery.

TotalEnergies describes the Live Oak e-NG production project in Nebraska, clarifies aspects of Mozambique LNG project financing, and merges its UK Upstream business with NEO NEXT, creating the largest independent oil and gas producer in the UK. It also notes the commencement of trading of its ordinary shares on the NYSE, multiple disclosures of transactions in its own shares, a new renewable power agreement with Google to supply data centers in Malaysia, and the divestment of 50% of a 424 MW renewable portfolio in Greece.

Insights

Energy sector and capital markets analyst

TotalEnergies maps broad portfolio moves in upstream, renewables and listing.

The disclosure shows TotalEnergies actively reshaping its portfolio. It merges its UK Upstream business with NEO NEXT, creating the largest independent oil and gas producer in the UK, indicating a focus on scale and partnership in a mature basin. New upstream arrangements in Namibia’s PEL 83 license, which includes the Mopane discovery, and strengthened collaboration with Chevron point to continued emphasis on exploration and production growth.

At the same time, the company advances low-carbon and power activities. It outlines the Live Oak project for e-NG production in Nebraska, a new renewable power agreement in Malaysia to supply Google data centers, and the divestment of 50% of a 424 MW portfolio in Greece, signaling ongoing capital rotation in renewables. The commencement of trading of its ordinary shares on the NYSE and multiple disclosures of transactions in its own shares reflect active management of market presence and equity capital, with actual financial impact depending on terms contained in the referenced exhibits.

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

January 2^nd, 2026

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	Exploration: TotalEnergies Strengthens its Global Collaboration with Chevron (December 1, 2025).
Exhibit 99.2	Disclosure of Transactions in Own Shares (December 1, 2025).
Exhibit 99.3	TotalEnergies, TES, Osaka Gas, Toho Gas and ITOCHU Partner Up to Develop the Live Oak Project for e-NG Production in Nebraska (December 2, 2025).
Exhibit 99.4	Mozambique LNG: Clarification by TotalEnergies on Financing of the Project (December 2, 2025).
Exhibit 99.5	UK: TotalEnergies merges its Upstream business with NEO NEXT, creating the largest independent oil and gas producer in the UK (December 8, 2025).
Exhibit 99.6	TotalEnergies announces the commencement of trading of its ordinary shares on the NYSE (December 8, 2025).
Exhibit 99.7	Disclosure of Transactions in Own Shares (December 8, 2025).
Exhibit 99.8	Namibia: TotalEnergies concludes agreement with Galp to enter as operator in the prolific PEL 83 license, including the Mopane discovery (December 9, 2025).
Exhibit 99.9	Disclosure of Transactions in Own Shares (December 15, 2025).
Exhibit 99.10	Malaysia: TotalEnergies and PTTEP Strengthen Their Partnership (December 16, 2025).
Exhibit 99.11	Malaysia: TotalEnergies Signs New Renewable Power Agreement with Google to Supply Data Centers (December 16, 2025).
Exhibit 99.12	Renewables: TotalEnergies divests 50% of a 424 MW portfolio in Greece (December 17, 2025).
Exhibit 99.13	Disclosure of Transactions in Own Shares (December 22, 2025).
Exhibit 99.14	Disclosure of Transactions in Own Shares (December 29, 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: January 2nd, 2026	By:	/s/ DENIS TOULOUSE
		Name:	Denis Toulouse
		Title:	Company Treasurer

FAQ

What recent strategic initiatives does TotalEnergies (TOT) highlight in this report?

The report points to several initiatives, including strengthened global collaboration with Chevron, a partnership to develop the Live Oak project for e-NG production in Nebraska, clarification on Mozambique LNG financing, and an agreement in Namibia to enter as operator in the PEL 83 license that includes the Mopane discovery.

How is TotalEnergies (TOT) changing its UK upstream business?

TotalEnergies states that it is merging its UK Upstream business with NEO NEXT, creating what it describes as the largest independent oil and gas producer in the UK, reflecting a major structural move in that market.

What does the Form 6-K say about TotalEnergies (TOT) trading on the NYSE?

The report notes that TotalEnergies announces the commencement of trading of its ordinary shares on the NYSE, indicating a direct listing of its ordinary shares on the New York Stock Exchange.

What renewable energy actions are mentioned for TotalEnergies (TOT)?

TotalEnergies refers to a new renewable power agreement with Google to supply data centers in Malaysia and the divestment of 50% of a 424 MW portfolio in Greece, showing active management of its renewables portfolio.

What partnerships in Asia does TotalEnergies (TOT) describe?

The company mentions that in Malaysia it is strengthening its partnership with PTTEP and has signed a new renewable power agreement with Google, both dated December 16, 2025.

Does TotalEnergies (TOT) mention share repurchase or own-share activity?

The report lists multiple exhibits titled “Disclosure of Transactions in Own Shares” on December 1, 8, 15, 22 and 29, 2025, indicating recurring activity involving its own shares.

What is the Live Oak project mentioned by TotalEnergies (TOT)?

TotalEnergies, together with TES, Osaka Gas, Toho Gas and ITOCHU, describes the Live Oak Project in Nebraska as a development for e-NG production, highlighting a new low-carbon energy initiative in the United States.