TotalEnergies has agreed to buy a 42.5% operated interest in Namibia’s PEL104 offshore exploration licence from Eight Offshore Investments Holdings (Eight) and Maravilla Oil & Gas. The acquisition will make TotalEnergies the operator of the PEL104 licence, which spans approximately 11,000km² in the Lüderitz basin. Following the completion of the transaction, which remains subject to regulatory approvals from Namibian authorities and joint venture partners, the ownership structure will comprise TotalEner ...

2月6日，道达尔能源公司宣布，已从石油和天然气勘探公司Eight Offshore Investment和马拉维拉石油天 然气公司手中收购了纳米比亚近海的PEL104勘探许可证区块42.5%的作业者权益，以进一步扩大该公司 在非洲活跃石油勘探热点地区的业务布局。 ...

Core Insights - UBS reported a total market value of $620 billion in Q4, reflecting a decrease of 5.65% from the previous quarter [3] - The firm made 1,347 new stock purchases and increased holdings in 4,181 stocks, while reducing holdings in 4,520 stocks and completely selling out of 1,188 stocks [3] - The top ten holdings accounted for 14.52% of the total market value [3] Top Holdings - NVIDIA (NVDA.US) is the largest holding with approximately 77.49 million shares valued at $14.45 billion, representing 2.34% of the portfolio, down 11.47% from the previous quarter [1][4] - Microsoft (MSFT.US) ranks second with about 28.04 million shares valued at $13.56 billion, making up 2.20% of the portfolio, a decrease of 7.64% [2][4] - Apple (AAPL.US) is third with around 44.55 million shares valued at $12.11 billion, accounting for 1.96% of the portfolio, down 10.57% [2][4] - Broadcom (AVGO.US) is fourth with approximately 23.77 million shares valued at $8.23 billion, representing 1.33% of the portfolio, an increase of 0.88% [2][4] - Amazon (AMZN.US) is fifth with about 34.61 million shares valued at $7.99 billion, making up 1.30% of the portfolio, down 4.57% [2][4] Notable Changes - UBS reduced its holdings in several tech stocks, including Micron Technology (MU.US) by 16.14%, TSMC (TSM.US) by 15.56%, Oracle (ORCL.US) by 1.91%, AMD (AMD.US) by 24.28%, and Western Digital (WDC.US) by 37.92% [5] - The firm slightly increased its position in Meta (META.US) by 0.85% among the "seven giants" [4] - New positions were established in Total (TTE.US) and increased holdings in Walmart (WMT.US), Alibaba (BABA.US), and Bitcoin holding company Strategy (MSTR.US) [5] Trading Activity - The top five purchases included Microsoft call options, SPDR S&P 500 ETF (SPY.US), MP Materials call options, UBS Group AG, and iShares 7-10 Year Treasury ETF put options [5][6] - The top five sales included SPDR S&P 500 ETF put options, Invesco QQQ Trust put options, iShares iBoxx High Yield Corporate Bond put options, Microsoft, and NVIDIA [5][6]

Core Viewpoint - TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL104 Exploration license offshore Namibia, enhancing its position in the region [1] Group 1: Acquisition Details - TotalEnergies will become the operator of the PEL104 license, holding a 42.5% interest [1] - The remaining interests in the license are held by Petrobras (42.5%), Namcor (10%), and Eight Offshore Investments Holdings (5%) [1] Group 2: Location and Coverage - The PEL104 license is located in the Lüderitz basin, covering a significant area offshore Namibia [1]

Core Viewpoint - TotalEnergies has signed agreements to acquire a 42.5% interest in an exploration license offshore Namibia [1] Company Summary - TotalEnergies is expanding its portfolio by acquiring a significant stake in offshore exploration, indicating a strategic move to enhance its presence in the oil and gas sector [1]

Core Insights - TotalEnergies and Airbus have signed two clean firm power contracts to supply 3.3 TWh of electricity to major Airbus sites in Germany and the United Kingdom [1] - The electricity will come from new renewable assets with a capacity of 200 MW and will cover half of the electricity needs of the sites starting from 2027 [1] Company Overview - TotalEnergies is involved in the renewable energy sector through its partnership with Airbus, indicating a strategic move towards sustainable energy solutions [1] - Airbus is enhancing its sustainability efforts by securing a significant portion of its energy needs through renewable sources [1] Industry Implications - The contracts represent a growing trend in the aerospace industry towards the adoption of renewable energy to meet operational needs [1] - This partnership may set a precedent for other companies in the aerospace and manufacturing sectors to pursue similar renewable energy agreements [1]

Core Insights - TotalEnergies has signed two agreements to supply Airbus with 3.3 terawatt-hours of electricity for its operations in Germany and the UK, starting next year [1] Company Summary - TotalEnergies is expanding its role in the renewable energy sector by providing significant electricity supply to Airbus, indicating a strategic partnership aimed at supporting sustainable energy initiatives [1] Industry Summary - The agreements reflect a growing trend in the aviation and energy industries towards sustainable practices, as companies seek to reduce their carbon footprints and transition to greener energy sources [1]

来源：央视网 本次大会紧扣行业痛点，聚焦前沿趋势，以"打造油气工程技术利器，推动油气勘探开发高质量发展"为 核心主题，精心设置丰富多元的研讨内容。会议将聚焦物探、钻完井等核心工程技术的创新突破，重点 围绕智能化钻井、物探测录井、复杂压力控制、压裂改造等八大关键技术板块展开，并前瞻性探讨深水 油气、天然气水合物及数字化智能化等前沿领域，致力于贯通油气勘探开发全链条关键技术环节。 大会设置开幕式、特邀报告、技术论坛和成果展示四个环节。在开幕式和特邀报告环节，中国石油、中 国石化、中国海油、延长石油等油气集团将分享最新技术进展与发展战略，国内外院士及专家将以特邀 主旨报告深度解读油气行业发展趋势。技术论坛环节将分智能钻完井技术与装备论坛、物探与测录井技 术论坛、储层压裂改造与测试技术论坛、深水深层非常规油气钻完井工程技术论坛、井控安全与管理论 坛五大专题展开精准研讨，全方位覆盖油气工程关键技术领域。在成果展示环节，将以声光电结合的多 元形式，集中呈现"可借鉴、可复制、可推广、可商业化"的新技术新装备，助力科技成果转化，培育新 质生产力新动能。 本次大会由中国石油学会牵头，联合中石油、中石化、中海油、延长石油以及旗下 ...

Group 1 - TotalEnergies and Tikehau Capital have established a joint investment platform to enhance electric vehicle charging infrastructure in urban areas of Belgium and the Netherlands [1][2] - The platform is equally owned by both companies, with TotalEnergies contributing its expertise in developing, operating, and maintaining public charging infrastructure powered by certified renewable energy [2][3] - TotalEnergies currently operates 9,500 charging points in Belgium and 18,000 in the Netherlands, positioning itself as a market leader in both countries [7] Group 2 - The partnership aims to support municipal authorities in the transition to electric vehicles and solidify TotalEnergies' role in public charging within the Benelux region [1][3] - Tikehau Capital's involvement will provide capital contributions and facilitate shared investments, costs, and risks, enhancing TotalEnergies' business model in electric mobility [2][3] - The joint platform will promote access to efficient and sustainable charging solutions, contributing to the reduction of carbon emissions in the transport sector [3]

European energy giants face some tough choices this earnings season, with shareholder payouts seen at risk as they look to cut costs amid lower crude prices. Western oil and gas majors have long sought to keep investors happy through share buyback programs and dividends.But a multitude of industry headwinds, along with expectations for a particularly weak earnings season, have ratcheted up the pressure, and the commitment to allocate cash to shareholders is vulnerable.Britain's Shell and France's TotalEnerg ...