道达尔集团第二季度调整后净利润35.8亿美元，预估36.7亿美元。 调整后息税折旧及摊销前利润96.9亿美元，预估101.1亿美元。 ...

壳牌本月早些时候预警称交易收益"大幅下降"，而英国石油则表示其石油交易业务将实现"强劲"利润， 这为首席执行官默里·奥金克洛斯带来了急需的提振。彭博社汇总的分析师预测显示，埃克森美孚 (XOM.US)、雪佛龙(CVX.US)、壳牌、道达尔能源(TTE.US)和英国石油这五家公司第二季度的总收益预 计将环比下降12%，至198.8亿美元。 智通财经APP获悉，地缘政治因素导致油价剧烈波动，部分石油公司的交易业务因此受挫，预计大型石 油公司将迎来四年来最低的季度利润。 5至6月的七周内，原油价格一度飙升31%，但最终因特朗普总统的贸易战及OPEC+增产的影响盖过了以 军和美军袭击伊朗引发的涨势，季度末价格较期初下跌10%。这种剧烈波动导致壳牌(SHEL.US)和英国 石油(BP.US)的业绩出现分化，这两家公司的交易部门规模超过美国同行。 "波动通常是好事，意味着更高的交易利润，但这次波动由地缘政治风险引发，因此更难把握，"高盛董 事总经理米歇尔·德拉维尼亚在采访中表示，"算不上灾难性，但无疑是更艰难的一个季度。" 大型石油公司的财报季将于周四拉开序幕，道达尔率先发布业绩;壳牌定于7月31日公布，埃克森美孚和 雪 ...

中青报·中青网记者 贾骥业 就在第三届中国国际供应链促进博览会（以下简称"链博会"）开幕的前一天，美国能源石化企业埃 克森美孚迎来了其在能源投资领域的一个重要时刻——"埃克森美孚惠州乙烯项目"正式投产。这个项目 位于广东惠州，投资超过100亿美元，其中有不少钱花在了绿色低碳技术的应用上。 7月16日下午，埃克森美孚（中国）投资有限公司副董事长辜子珊在第三届链博会清洁能源主题活 动上透露，未来5年，埃克森美孚还将在能源领域投资300亿美元用于低碳减排项目。"提供稳定能源供 应的同时降低碳排放，是全球能源转型面临的一大挑战。" 无独有偶，在同一场合，来自法国的能源巨头企业道达尔能源副总裁徐忠华也表示未来将继续加大 在能源低碳领域的投资。据了解，这家公司计划到2030年在新能源领域投入600亿美元，并实现可再生 能源发电装机量100GW（吉瓦）的目标。"我们希望这些投资是健康、可持续的。"徐忠华说。 我国是世界上最大的清洁能源市场。2024年，我国清洁能源投资规模达6250亿美元，占全球的 1/3；光伏、风电装机容量已连续10年居全球首位。如今，我国建成了全球最大、最完整的新能源产业 链，全球80%的光伏组件和70 ...

In its upcoming report, TotalEnergies SE Sponsored ADR (TTE) is predicted by Wall Street analysts to post quarterly earnings of $1.63 per share, reflecting a decline of 17.7% compared to the same period last year. Revenues are forecasted to be $36.17 billion, representing a year-over-year decrease of 26.4%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 4.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial p ...

Key Takeaways TotalEnergies will report Q2 earnings on July 24, with EPS and revenues expected to decline year over year. TTE expects Q2 production up 2-3% YoY with planned maintenance outages adversely impacting volume. Strategic deals and clean energy gains may offset challenges from inflation and global competition.TotalEnergies SE (TTE) is set to report second-quarter 2025 results on July 24, before the opening bell. The company reported a negative earnings surprise of 2.66% in the last reported quart ...

ab 18 July 2025 Global Oil and Gas Global Oil & Gas Valuation 18 July 2025 UBS Investment Research Global Oil & Gas Valuation Sheets This material has been prepared by UBS Europe SE Henri Patricot CFA, Analyst, +33-1-4888 3033, henri.patricot@ubs.com 18 July 2025 India Bharat Petroleum Hindustan Petroleum Indian Oil ONGC Reliance Industries Europe BP BW LPG Ceres Power ENI Fuchs Petrolub Galp Industrie De Nora ITM Power MOL Motor Oil North America Aemetis Antero Resources APA Corp Arc Resources Archer-Danie ...

Group 1: Company Overview - TotalEnergies is a French company with over 100 years of experience in the oil industry and operates in more than 130 countries, holding a leading position in upstream, midstream, and downstream oil segments [1] - The company has restructured its operations to align with a long-term strategy of increasing low-carbon activities and aims to become a net-zero company by 2050 [4][20] - TotalEnergies is organized into five business segments: Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services [4][8] Group 2: Financial Performance - In Q1 2025, TotalEnergies recorded revenues from sales of $47,899 million, down from $51,883 million in Q1 2024, with a gross profit of $14,046 million [2][3] - The net income for the same period was $3,921 million, compared to $5,804 million in Q1 2024 [2][3] - The company has a solid tradition of dividend returns, increasing dividends from €0.57 in 2012 to €0.85 expected in July 2025, representing a 49.12% increase [6][11] Group 3: Cash Flow and Investments - TotalEnergies generated cash flow from operating activities in the range of $15-25 billion from 2012-2024, with a record high of $46 billion in 2022 [12][29] - The company expects net investments of $17-17.5 billion in 2025, with a focus on projects that offer higher margins and generate more cash flow [21][24] - The investment strategy includes 33% in low-carbon energies, 20% in natural gas, and 45% in the oil chain [26] Group 4: Market Dynamics - The LNG market is expected to slow down in 2027-2029 due to increasing production capacity, which may reduce profit potential for companies in this sector [34] - The refining market is currently experiencing oversupply, which is stressing profit margins due to increased supply from various global sources [39][44] - TotalEnergies' exploration and production segment remains the primary cash generator, influencing the dividends that can be offered to shareholders [28][41]

He is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international energy companies, coverage from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Fluidsdoc is an international oil industry veteran with 40 years of experience having worke ...

Group 1 - TotalEnergies is one of Europe's largest oil and gas companies, with a significant focus on natural gas and electricity [1] - The company operates globally with low-cost operations, positioning itself as one of the biggest oil and gas companies in the world [1] Group 2 - The analyst has over 10 years of experience researching various companies across different sectors, including commodities and technology [1] - The analyst has researched over 1000 companies, which includes a diverse range of industries such as metals, mining, consumer discretionary, REITs, and utilities [1]

HOUSTON, July 9, 2025 /PRNewswire/ -- TotalEnergies has become a member of PJM Interconnection, enabling the Company's U.S. trading arm to engage in both physical and financial product transactions in the largest wholesale electricity market in North America. The PJM grid meets the demand of 65 million end-users across the northeastern and mid-Atlantic United States.Spread across 13 states, PJM offers an extensive network and resources, including real-time and day-ahead energy markets. TotalEnergies can now ...