TotalEnergies SE (NYSE:TTE) is included among the 15 Large Cap Stocks with Highest Dividends. Trump Administration to Pay TotalEnergies $1B to Abandon Wind Farms TotalEnergies SE (NYSE:TTE) is a global integrated energy company that produces and markets energy. It was reported on March 24 that the Trump administration will pay $1 billion to TotalEnergies SE (NYSE:TTE) for the French giant to abandon building its offshore wind farms in the Atlantic Ocean and instead divert the investment to oil and gas p ...

March 27, 2026 09:17 AM GMT Asia Economics | Asia Pacific The Viewpoint: How policy responses to the energy shock could evolve Fiscal measures will likely cushion the initial 30-50% increase in international oil prices but the pass-through to domestic fuel prices will rise if oil prices stay higher for longer. However, this still does not mean that central banks in Asia will hike as much as the market is pricing in. Key Takeaways In this report, we discuss the policy response to energy shock and how it will ...

March 22, 2026 10:02 PM GMT Energy | Asia Pacific Beyond the Shock: Less Gas, More Coal & More Diesel LNG infrastructure damage in Qatar shifts LNG markets from glut to balanced, making alternative fuel demand (coal and diesel) move higher against prior estimates. Coal equipment, upstream oil, refiners, fertilisers and specific power producers benefit, while gas producers see consumption slow. We now assume a two-month outage for the full Qatar and UAE export complex, up from 4-6 weeks previously. Further, ...

USA | Energy Equity Research Staying Current: Looking Back; Looking Forward What's moving? In a few charts within we summarize "best / worst" equity performance from different key points during the conflict. We also summarize Toby Rice's commentary around gas markets (LINK), published our view on "What the Mkt is Missing?" on LNG (LINK), and "2nd/ 3rd Derivative Impacts" (LINK). We also update CVE (below), spent time with George Dix -- global head of R&M at EA, and Jonathan Panikoff, former Deputy National ...

2026 年资本开支约 15 亿元，战略重心转向综合服务与绿色甲醇，重点 推进印尼青山焦炉气项目（18 万吨 LNG+10 万吨甲醇）及湛江二期 20 万吨绿色甲醇布局。 水上清洁能源在手订单达 191 亿元，排产至 2028 年且预付比例达 45%；随新产能释放，2026 年收入预期上调，预计实现约 10 亿元增 量，净利率维持约 5%。 焦炉气制 LNG 业务盈利稳健，鞍钢/凌钢项目净利率超 12%；首钢水钢 项目预计 2026 年 6-7 月投产，持股 82%且当年可盈利，凌钢二期预计 2026 年末投产。 首个 5 万吨绿色甲醇项目 2026 年目标产能利用率 60%-80%，产品已 批量交付；二期项目拟采用第二代加压气化技术及绿电制氢耦合路线， 预计 2027 年起分阶段实施。 化工环境业务复苏，2025 年末在手订单 13 亿元（+36%），2026 年 Q1 产能利用率趋好；商业航天业务成为新增长点，2026 年初新签订单 已达 9,000 万元。 Q&A 请结合公司 2025 年的年度业绩，分析水上清洁能源业务的近期发展与未来展 望，尤其是在当前燃气价格高企的复杂外部环境下，最新的业务洽谈情况 ...

天然气周度思考 —第145期 成本亏损与检修支撑，国内LNG价格连续上行 中泰期货股份有限公司 张晓军 从业资格号：F3037698 交易咨询从业证书号：Z0020721 中泰期货股份有限公司 李英帅 从业资格号：F03101200 交易咨询从业证书号：Z0021174 中泰期货 2026年3月28日 综述 | | 供应 | 3月下旬原料气竞拍成本回落。波斯湾区域约占全球LNG出口量的20%，若霍尔木兹持续封锁，我国LNG进口量将出现显著减量。我国天然气供应结构中， 国产占比58.53%，进口管道气19.27%，进口LNG22.2%。进口管道气来自缅甸、俄罗斯、中亚等国家、地区，与中东无关。中东波斯湾附近仅卡塔尔、阿 | | --- | --- | --- | | | | 联酋、阿曼出口LNG，阿曼出口LNG不需要经过霍尔木兹海峡。进口卡塔尔LNG占国内总供应6.3%；进口阿联酋LNG占国内总供应0.14%；进口阿曼LNG占国 | | | | 内总供应0.45%；进口卡塔尔LNG占进口LNG的29.36%；进口阿联酋LNG占进口LNG的0.66%；进口阿曼LNG占占进口LNG的2.1%。如果国内企业减少国际转 ...

丨证券研究报告丨 [Table_scodeMsg1] 联合研究丨港股公司点评丨昆仑能源（00135.HK） [Table_Title] 主业进销价差持续收窄，减值与补贴滞后共同限 制业绩 报告要点 [Table_Summary] 2025 年，在全国天然气表观消费量仅同比增长 0.1%的不利环境下，公司天然气销量仍保持 9.4%的较高增速，但公司毛差延续承压，2025 年加权平均购销价差 0.45 元/立方米，同比降低 0.02 元/立方米，限制板块业绩表现，天然气销售业务税前利润同比减少 17.6%。LNG&LPG 业 务经营持续改善，2025 年 LNG 接收站、LNG 工厂以及 LPG 销售税前利润分别同比增长 5.3%、 144.7%、8.3%。整体来看，受天然气销售业务有所承压影响，2025 年公司实现股东应占溢利 53.46 亿元，同比减少 10.30%。 分析师及联系人 请阅读最后评级说明和重要声明 %% %% %% %% [Table_Title 主业进销价差持续收窄，减值与补贴滞后共同 2] 限制业绩 [Table_Summary2] 事件描述 公司发布 2025 年度业绩：2025 年公司 ...

石化周报 地缘冲突持续，澳洲气候因素或加剧能源危机 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价 | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 2025A | 2026E | 2027E | 2025A | 2026E | 2027E | | | 600938.SH | 中国海油 | 41.07 | 2.57 | 3.44 | 3.32 | 16 | 12 | 12 | 推荐 | | 603619.SH | 中曼石油 | 35.22 | 1.48 | 1.99 | 2.25 | 24 | 18 | 16 | 推荐 | | 603393.SH | 新天然气 | 39.59 | 1.90 | 3.23 | 3.36 | 21 | 12 | 12 | 推荐 | | 601857.SH | 中国石油 | 12.07 | 0.87 | 0.89 | 0.95 | 14 | 14 | 13 | 推荐 | | 600 ...

Expand Energy Corporation (NASDAQ:EXE) was featured on Mad Money as Jim Cramer shared his take on the stock amid a sliding macro environment. Toward the end of the lightning round, when a caller sought Cramer’s opinion of the stock, he said: It’s okay. I mean, I think you mentioned Cheniere. I like Cheniere more than EXE. But you know what? Look, the industry’s hot, and I do like the natural gas story very much, LNG in particular, though. Photo by Adam Nowakowski on Unsplash Expand Energy Corporation ...

Morgan Stanley analyst Devin McDermott raised the firm’s price target on Range Resources (RRC) to $48 from $40 and keeps an Equal Weight rating on the shares. Oil, LNG and refining margins have hit their highest levels since 2022 and even with de-escalation in Iran, it is becoming less likely that these markets can revert to their prior regime anytime soon, the analyst tells investors. The firm updated its price deck, increasing its 2026 WTI benchmark by 44%, NGLs by 40%, and cracks by 35%, while noting th ...