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TotalEnergies (TTE)

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Research analysts who have asked questions during TotalEnergies earnings calls.

BB

Biraj Borkhataria

Royal Bank of Canada

6 questions for TTE

Also covers: BP, CVX, E +3 more
Lucas Herrmann

Lucas Herrmann

BNP Paribas

6 questions for TTE

Also covers: BP, CVX, SHEL
LR

Lydia Rainforth

UBS

6 questions for TTE

Also covers: BP, E, EQNR +1 more
Martijn Rats

Martijn Rats

Morgan Stanley

6 questions for TTE

Also covers: BP, E, EQNR +1 more
Michele Della Vigna

Michele Della Vigna

Goldman Sachs

6 questions for TTE

Also covers: BP, E, EQNR +2 more
HP

Henri Patricot

UBS

5 questions for TTE

Also covers: EQNR
CK

Christopher Kuplent

Bank of America

4 questions for TTE

Also covers: BP, EQNR, SHEL +1 more
DL

Doug Leggate

Wolfe Research

4 questions for TTE

Also covers: APA, AR, BP +23 more
IH

Irene Himona

Sanford C. Bernstein

4 questions for TTE

Also covers: BP, E, EQNR +1 more
JG

Jason Gabelman

TD Cowen

4 questions for TTE

Also covers: BP, CLMT, CLNE +19 more
PC

Paul Cheng

Scotiabank

4 questions for TTE

Also covers: APA, BP, CLNE +20 more
AS

Alastair Syme

Citigroup

3 questions for TTE

Also covers: BP, COP, CVX +4 more
JR

Jean-Luc Romain

CIC Market Solutions

3 questions for TTE

Also covers: AIQUY, THNPY
ML

Matt Lofting

JPMorgan Chase & Co.

3 questions for TTE

Also covers: E, EQNR, SHEL
Akim

Akim

HSBC

2 questions for TTE

BH

Bertrand Hodee

Kepler Cheuvreux

2 questions for TTE

Also covers: , BP, E +2 more
EH

Elena Himona

Bernstein

2 questions for TTE

Kim Fustier

Kim Fustier

HSBC

2 questions for TTE

Also covers: BP, E, EQNR +1 more
Kris Copeland

Kris Copeland

Bank of America Corporation

2 questions for TTE

Also covers: EQNR
Matthew Lofting

Matthew Lofting

JPMorgan

2 questions for TTE

Also covers: BP, E, EQNR +2 more
PC

Paul Chang

Scotiabank

2 questions for TTE

Also covers: COP, CVX, OXY +1 more
PL

Peter Low

Redburn Atlantic

2 questions for TTE

Also covers: , BP, E +3 more
Alejandro Vigil

Alejandro Vigil

Santander

1 question for TTE

Also covers: BP, E, EQNR
CM

Christyan Malek

JPMorgan Chase & Co.

1 question for TTE

DG

Douglas George Blyth Leggate

Wolfe Research

1 question for TTE

Also covers: APA, BP, COP +18 more
Giacomo Romeo

Giacomo Romeo

Jefferies

1 question for TTE

Also covers: BP, E, EQNR +1 more
Henry Tarr

Henry Tarr

Berenberg

1 question for TTE

Also covers: , BP, E +2 more

Recent press releases and 8-K filings for TTE.

TotalEnergies Expands Exploration Portfolio in Namibia
TTE
New Projects/Investments
M&A
  • TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL104 Exploration license offshore Namibia from Eight Offshore Investments Holdings and Maravilla Oil & Gas.
  • Upon completion, TotalEnergies will be the operator of the PEL104 license, holding a 42.5% interest alongside Petrobras (42.5%), Namcor (10%), and Eight (5%).
  • This acquisition strengthens TotalEnergies' position in Namibia, following a previous acquisition of a 40% operated interest in the PEL83 license in December.
  • The PEL104 license covers an area of approximately 11,000 km2 in the Lüderitz basin, aiming to explore and unlock further value.
20 hours ago
TotalEnergies expands exploration portfolio in Namibia with PEL104 acquisition
TTE
New Projects/Investments
M&A
  • TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL104 oil exploration license offshore Namibia.
  • Upon finalization, TotalEnergies will become the operator of the license, which covers approximately 11,000 km2 in the Lüderitz basin.
  • This transaction, which strengthens TotalEnergies' exploration portfolio in Namibia, is subject to approvals from Namibian authorities and joint-venture partners.
20 hours ago
TotalEnergies to Supply Renewable Electricity to Airbus
TTE
New Projects/Investments
  • TotalEnergies has signed two clean firm power contracts to supply 3.3 TWh of renewable electricity to major Airbus sites in Germany and the United Kingdom.
  • The supply, commencing in 2027, will cover half of the electricity needs for the specified Airbus sites, utilizing new renewable assets with a capacity of 200 MW.
  • This initiative supports TotalEnergies' goal to expand its renewable electricity portfolio, having reached more than 32 GW of installed gross renewable electricity generation capacity by the end of October 2025, and aiming for over 100 TWh of net electricity production by 2030.
2 days ago
TotalEnergies and Tikehau Capital Partner for EV Charging Networks
TTE
New Projects/Investments
M&A
  • TotalEnergies and Tikehau Capital have formed a joint investment platform to develop public electric vehicle charging infrastructure in urban areas of Belgium and the Netherlands.
  • The partnership aims to continue developing existing public concessions and respond to new tenders, with TotalEnergies providing expertise in developing, operating, and maintaining networks powered by 100% renewable electricity.
  • TotalEnergies currently operates 9,500 charging points in Belgium, where it is the market leader, and 18,000 charging points in the Netherlands, placing it among the top players.
3 days ago
TotalEnergies and Tikehau Capital Form Joint Venture for EV Charging Networks
TTE
New Projects/Investments
M&A
  • TotalEnergies and Tikehau Capital have created a joint investment platform to develop public charging infrastructure for electric vehicles in Belgium and the Netherlands.
  • The platform is equally owned by both companies and aims to pursue the development of existing public concessions and respond to new calls for tender to expand urban public charging infrastructure.
  • TotalEnergies will provide its expertise to develop, operate, and maintain public charging infrastructure powered exclusively by certified renewable energy.
  • This partnership will strengthen TotalEnergies' electric mobility business model by benefiting from Tikehau Capital's capital contribution and the sharing of investments, costs, and risks.
  • TotalEnergies currently operates over 9,500 charge points in Belgium, where it is the market leader, and 18,000 charge points in the Netherlands, positioning it among the country's leading players.
3 days ago
TotalEnergies and Galp Detail Namibia Project Commitments and Timelines
TTE
New Projects/Investments
M&A
  • TotalEnergies and Galp reaffirmed their long-term commitment to Namibia as a future oil and gas producing country during a meeting with the President of the Republic of Namibia.
  • TotalEnergies will become the operator of Petroleum Exploration License (PEL) 83, home to the Mopane discoveries, while Galp will enter PEL 56 and PEL 91, home to the Venus discovery.
  • For the Venus project, partners are working to secure conditions enabling a potential final investment decision in 2026.
  • At Mopane, an exploration and appraisal campaign of 3 wells is planned to commence in 2026 to further expand resource understanding.
8 days ago
TotalEnergies Announces Full Restart of Mozambique LNG Project
TTE
New Projects/Investments
Hiring
  • TotalEnergies announced the full restart of its Mozambique LNG project activities onshore and offshore, following the lifting of Force Majeure on November 7, 2025.
  • The project is currently 40% complete, with First LNG expected in 2029.
  • The restart is anticipated to create up to 7,000 direct jobs for Mozambicans during construction and award over $4 billion in contracts to Mozambican companies.
  • The Mozambique LNG Foundation, established in 2023 with a $200 million budget, has already created over 8,000 jobs and supported 7,000 farmers and fishermen in Cabo Delgado province.
Jan 29, 2026, 3:41 PM
TotalEnergies Announces Full Resumption of Mozambique LNG Project Activities
TTE
New Projects/Investments
  • TotalEnergies announced the full resumption of activities for the Mozambique LNG project, following the consortium's decision on November 7, 2025, to lift the force majeure.
  • Construction work has restarted with over 4,000 workers mobilized, and LNG production is planned for 2029.
  • The project is currently 40% complete and is expected to create up to 7,000 direct jobs for Mozambicans during construction, with contracts for local companies projected to exceed $4 billion USD.
Jan 29, 2026, 3:41 PM
TotalEnergies to Supply Renewable Electricity to SWM in France
TTE
New Projects/Investments
  • TotalEnergies has signed a 10-year contract to supply 800 GWh of renewable electricity to SWM, a paper manufacturer, for its three plants in France, starting in January 2026.
  • This electricity will be supplied from approximately 50 MW of TotalEnergies' existing renewable generation assets in France, providing SWM with competitive, stable, and low-carbon power.
  • The agreement will cover half of SWM's French electricity needs from renewable sources for the next decade, supporting its goal to significantly reduce Scope 1 and 2 emissions by 2033 and offering cost predictability.
  • This contract is part of TotalEnergies' strategy to offer tailored "clean firm power" solutions to industrial customers, leveraging its diverse asset portfolio, and follows similar agreements with other major companies.
Jan 28, 2026, 5:00 PM
TotalEnergies Extends Waha Concessions in Libya Until 2050
TTE
New Projects/Investments
Revenue Acceleration/Inflection
  • TotalEnergies signed an agreement on January 24, 2026, to extend its Waha Concessions in Libya until December 31, 2050.
  • This extension facilitates new investments aimed at increasing production from the Waha concessions, which currently yield approximately 370,000 barrels of oil equivalent per day (boe/d).
  • A significant investment includes the development of the North Gialo field, projected to add 100,000 boe/d to production.
Jan 26, 2026, 7:39 AM