TotalEnergies SE (TTE) Options

Brent Crude is still high at $91 per barrel. Sad to see the pullback in Total, but at least it has held firm for the year as a whole.

I'm more partial to Total Energy.

This French oil and gas supermajor is up more modestly than Chevron this year, but it was still up more than 7% as of Friday's close, well outperforming the market.

Half of eight analysts recommend investors hold the stock, but 37.5% have it rated as a "buy" and 12.5% have it rated as a "strong buy," according to Webull. Their price targets range from $56 to $81. The stock closed Friday at $54.70.

TotalEnergies earned $5.8 billion in the fourth quarter, more than six times what it earned in that period of 2020.

Prior to the Russian invasion of Ukraine, the company said oil prices could remain high depending on production decisions by OPEC and its allies and oil production in the United States, which has been a key producer in recent decades as fracking has unlocked new reserves.

TotalEnergies has been working to bulk up on its renewables production, with more than 16 gigawatts of renewable generation capacity expected to be in operation by the end of this year.

https://money.usnews.com/investing/stock-market-news/articles/hot-stocks-to-buy-right-now

JUST IN: $TOT BP vs. Total: Which Oil Company Is Better Positioned for a Green Energy Transition?

European oil giants BP (NYSE: BP) and Total (NYSE: TOT) have both taken stands on clean energy, with each pledging its support for alternatives to oil. However, there's a notable difference in the business trajectories these integrated energy giants are taking. Here's a look...

Got this from TOT - BP vs. Total: Which Oil Company Is Better Positioned for a Green Energy Transition?

Breaking News: $TOT 3 Top Energy Stocks to Buy Ahead of the Election

The upcoming presidential election could have big implications for energy stocks . That's because the energy plans of President Donald Trump and Democratic nominee Joe Biden are nearly polar opposites. Thus, there's an implication that the winner will have an outsized impact on the sect...

In case you are interested TOT - 3 Top Energy Stocks to Buy Ahead of the Election

Just In: $TOT Why These High-Yield Dividend Stocks Are a Terrible Buy

Energy stocks used to be well known for paying reliable and growing dividends. Big oil, in particular, has been a reliable segment of the market to find dividends and is even well represented in a list of Dividend Aristocrats with decades of consecutive years growing their dividends.  Bu...

Find out more TOT - Why These High-Yield Dividend Stocks Are a Terrible Buy

NEWS: $TOT Is BP Stock a Buy?

Integrated energy giant BP (NYSE: BP) has a huge 5.8% dividend yield and is making big plans to shift its business with the times. On the surface, that sounds like pretty good news all around. But there's more to understand here when you dig into the details a little bit. Here are some key f...

Read the whole news TOT - Is BP Stock a Buy?

News; $TOT 3 Top Oil Stocks to Buy in September

The oil market has been absolutely brutal this year. Crude oil prices and demand cratered because of COVID-19, causing a wave of bankruptcies across the sector . All that turbulence has had a devastating impact on oil stocks , evidenced by the Dow Jones U.S. Oil & Gas Index , which has cr...

Find out more TOT - 3 Top Oil Stocks to Buy in September

Total Has Nearly 50% Upside Potential Over The Next 2 Years

Jun. 24, 2020 9:16 AM ET|

About: TOTAL S.A. (TOT)

Aristofanis Papadatos

Summary

Total has rallied 50% off its recent bottom, but it still has nearly 50% upside potential over the next two years.

Total has promising growth prospects and offers a 7.5% dividend yield.

Even if the pandemic takes a turn for the worse, Total is by far the most resilient oil major thanks to its unmatched integrated business model.

Total (NYSE:TOT) has rallied 50% off its 20-year low, which was posted in March amid the sell-off caused by coronavirus. However, the stock is still trading far below its level in the beginning of the year, before the coronavirus crisis, and is significantly undervalued. As a result, Total still has nearly 50% upside potential over the next two years.

Jim Cramer is a funny comedian, LOL !

Oil stocks are the new tobacco
https://www.marketwatch.com/story/oil-stocks-are-the-new-tobacco-in-death-knell-phase-says-jim-cramer-2020-01-31

NOW, is the time to buy oil stocks !

Apache Finds Oil in South America Offshore Block -- Update

Date : 01/07/2020 @ 11:02AM
Source : Dow Jones News
Stock : Total SA (TOT)
Quote : $55.8124 -0.6976 (-1.23%) @ 12:31PM

*Apache (up 25% today) struck a deal with TOT a month before this offshore oil discovery.

**price of Brent crude today is $62.37 @ bbl.

*** FD: I do not own TOT at this time

$TOT Freeport LNG terminal ships first commissioning cargo

The Freeport liquefied natural gas project in Texas has shipped its first commissioning cargo, the company says, as 150K cm of LNG was loaded on board the tanker LNG Jurojin and left the Freeport LNG export terminal yesterday.

The first cargo loading brings the project closer to the start of commercial operations, which is expected later this month.

Japan's Osaka Gas and JERA Co., a joint venture between Tokyo Electric Power and Chubu Electric Power, will each lift half of Train 1's total contracted capacity of 4.64M mt/year once commercial production starts.

Total (NYSE:TOT) has completed its $800M deal to buy Toshiba's stake in Freeport LNG and will buy 2.2M mt/year of liquefied natural gas for 20 years.

$TOT France drafts law to end oil and gas production by 2040

France's government drafts legislation to phase out all oil and gas exploration and production on its mainland and overseas territories by 2040, becoming the first country to do so.

Under a draft presented to the cabinet, France will no longer issue exploration permits and the extension of current concessions will be gradually limited until they are phased out by 2040, when the country plans to end the sale of gasoline and diesel vehicles.

The law could affect companies such as Total (TOT +1.2%), which although it has discontinued oil exploration in mainland France, has permits to explore in overseas territories such as offshore Guyane Maritime in French Guyana.

The scant amount of hydrocarbon production in mainland France takes place mostly in the Paris Basin and Aquitaine Basin, where Vermilion Energy (VET +0.8%) operates several permits.

$TOT Pessimism is pervasive at the World Petroleum Congress

It could easily take until the end of the decade for better times to return to the oil industry that already has endured a longer than expected slump, Total (TOT -0.1%) CEO Patrick Pouyanne and Weatherford (WFT +2.2%) CEO Mark McCollum tell the World Petroleum Congress in Istanbul.

“Lower for longer is the new normal," with exploration slowing and producers outside U.S. shale areas not increasing their spending, says Baker Hughes (BHGE -0.3%) CEO Lorenzo Simonelli.

Dinesh Kumar Sarraf, chairman of India’s state-run Oil & Natural Gas Corp., says companies must even be prepared for a “lower forever oil price” - Brent crude currently trades for ~$47/bbl, less than half the level of three years ago.

"We have to remain very disciplined about spending and not assume that the price will go up," says BP's Bob Dudley, but "it's lower for longer, but not lower forever."

The most optimistic tone, at least for the longer term outlook, may have been struck by Halliburton (HAL +1.3%) Senior VP Mark Richard, who believes that sooner or later the market will catch up with the decline in spending.

$TOT Reuters: Total in strongest position help Qatar expand natural gas output

Total (TOT +0.6%) is in a strong position to take a lead role in helping Qatar expand production from the South Pars gas field - the world's largest - largely because of its involvement in the Iranian side of the shared deposit, Reuters reports, citing sources familiar with the government's thinking.

WSJ: Total CEO sees electricity sales as key part of company's future

Betting that demand will peak in the next few decades, Total (TOT -0.1%) CEO Patrick Pouyanné tells WSJ he wants to turn the company into one of the world’s biggest suppliers of electricity, or what he calls “the energy of the 21st century.”

More than any other oil major, TOT sees electricity as a hedge against oil’s eventual decline, and the CEO sees a large piece of its business eventually selling electricity to homeowners and businesses, some generated by natural gas it has extracted and some from solar panels and battery packs.

By 2035, Pouyanné says 20% of TOT’s energy output will be low-carbon energy such as electricity from renewable sources like wind and solar; the company recently created a “gas, renewables and power” reporting segment, which in 2016 earned ~5% of TOT’s $9.42B net operating income.

Pouyanné says TOT remains “first an oil and gas company,” but that some investors feel the company needs a diversification plan if governments and the public increasingly demand cleaner energy, and "we are trying to bring them some answers."

Qatar diplomatic cutoff causes no immediate impact on energy sector

Crude oil prices are volatile after Saudi Arabia, Bahrain, the UAE and Egypt break diplomatic ties with Qatar, accusing the country of backing terrorism activities; U.S. crude -0.9% at $47.23/bbl, Brent -1% at $49.44
and natural gas -0.2% at $2.99.

Market participants will be watching to see if OPEC member Qatar attempts to disrupt the oil production deal, but the country is not a major oil producer, accounting for ~2% of OPEC’s output and shipping 618K bbl/day in April.

However, Qatar is the world’s largest exporter of liquefied natural gas, last year shipping 77.2M tons of LNG, equivalent to one-third of global supply, and only Russia and Iran have more proven gas reserves.

The dispute has not caused a direct impact on the regional energy sector so far; gas supplies reportedly are continuing from Qatar through the 3.2B cf/day Dolphin pipeline, a joint venture uniting UAE state-run Mubadala,

Total (NYSE:TOT) and Occidental Petroleum (NYSE:OXY).

Total signs new deepwater offshore license in Mauritania

Total (TOT +1.6%) expands its exploration operations offshore Mauritania with a new exploration and production contract with the government for a high-potential zone.

TOT will operate the C7 deepwater block with a 90% stake, and says the addition of the block to its existing C9 deepwater license creates a contiguous exploration area of ~17K sq. km in a high-potential zone.

TOT has been busy offshore Africa, securing two agreements in Senegal this month to explore the country’s deepwater potential.

Total extends U.K. shale gas involvement with new deal
Total (TOT +1.2%) says it has extended an option with British shale gas developer Egdon Resources to buy a stake in one of Egdon's shale gas licenses.
TOT agrees to pay Egdon's expenses of an exploration program worth up to $17M, including the drilling of a well, in exchange for an option to farm into its Lincolnshire exploration license by year-end 2018, which would earn it a 36% interest; TOT's previous option on the license had lapsed.

Total to invest $1.7B to expand Texas petrochemicals business
France's Total (TOT +1%) announces plans to build a new $1.7B ethane steam cracker in Port Arthur, Tex., alongside its refinery and existing steam cracker, plus a new polyethylene plant in Bayport, Tex.
TOT says the engineering, procurement and construction contract for the ethane steam cracker has been awarded to CB&I (CBI -0.4%).
TOT says it wants to take advantage of the current "business-friendly environment" in the U.S.; it says the venture, which depends on regulators' approval, would start in 2020 and create at least 1,500 local jobs.

$AMRS - yes very good ROI. Looks too heavy now?

Why Total SA $TOT & Boeing Company $BA & Amyris $AMRS Are Excited About Renewable Jet Fuel http://www.fool.com/investing/general/2014/05/22/why-amyris-total-sa-adr-and-the-boeing-company-are.aspx

How Biofuels Can Help Break Up Big Oil’s Marketshare Monopoly https://morningconsult.com/opinions/biofuels-can-help-break-big-oils-marketshare-monopoly/

Your welcome. AMRS up .20+ since. hope you are rich now. Thank you for sharing.

Uganda Issues 8 production licences to Tullow and Total E&P http://www.oilnewskenya.com/uganda-issues-8-production-licences-to-tullow-and-total-ep/

$AMRS & $TOT Collaboration could benefit: Annual biofuel demand forecasted at 51 billion gallons by 2022 http://biomassmagazine.com/articles/10002/annual-biofuel-demand-forecasted-at-51-billion-gallons-by-2022

Thank you for sharing.

$AMRS Amyris has partnered with $TOT TOTAL to develop renewable diesel and jet fuels designed to be optimal transportation fuels.

Building on our Biofene hydrocarbon building block, the renewable fuels we developed with Total, one of the leading energy companies in the world, delivers energy density, engine performance, and storage properties comparable to the best petroleum fuels.

Amyris is currently renewable diesel in metropolitan areas in Brazil and our renewable jet fuel with our partner TOTAL around the world.
https://amyris.com/products/fuels/

Thank you for sharing.

Total E&P completes 2D seismic acquisition in DRC Congo’s Block III http://www.oilnewskenya.com/total-ep-completes-2d-seismic-acquisition-in-drcs-block-iii/

$TOT & $AMRS "BIOKEROSENE FROM TOTAL & AMYRIS, INNOVATION FOR RESPONSIBLE PERFORMANCE" http://us.total.com/en-us/making-energy-better/worldwide-projects/biokerosene-total-amyris-innovation-responsible-performance

Confusion in East Africa Over Export Oil Pipeline Route ow.ly/YY96X

$TOT Daily and Weekly Charts

I believe TOT and Shell are being considered to be the drillers in the Iran oil field - maybe BOTH get the nod ? Upside for either IMHO.

Coming out of a double bottom aren't we!?

U.S. federal energy regulators allege traders at Total (TOT -2.5%) manipulated the natural gas market in the southwest U.S. between June 2009 and June 2012.

FERC staff say the scheme involved making "largely uneconomic trades for physical natural gas during bidweek designed to move indexed market prices in a way that benefited the company's related positions."

In recent years, FERC has alleged violations of similar types of trading manipulation by JPMorgan Chase, which paid $285M in fines in 2013, and Barclays and BP, which are still fighting FERC allegations against them.

Total (NYSE:TOT) agrees to sell a majority stake of 50% plus one share in Geosel Manosque to a 50-50 consortium of EDF Invest and Ardian in a deal that values TOT's interest at €265M ($297M), excluding inventory.

Total (TOT -1.2%) agrees to sell its service station network and commercial sales, supply and logistics assets located in Turkey to Turkish conglomerate Demirören for €325M (~$356M).

TOT says it will maintain a petroleum product marketing presence in Turkey through its lubricant activities, including a blending plant in Menemen and odorless LPG operations.

French oil major Total (NYSE:TOT) has agreed to sell its gas pipeline assets in the North Sea to North Sea Midstream Partners as it battles the continuing collapse in oil prices.

Workers at Marathon Petroleum's (NYSE:MPC) Galveston Bay Refinery in Texas will return to work following a more than four-month strike that ended last night when union members ratified a contract with the company.

The oil majors that prepare for a world of $65-$75 crude will be the ones that reward shareholders, Citigroup says, naming ConocoPhillips (COP -0.1%) and Total (TOT +0.4%) at the top of the list.

Indonesia's government says it will grant 70% control of its giant Mahakam oil and gas field to state-owned Pertamina at the end of 2017, leaving longtime operator and investors Total (TOT -0.3%) and Japan's Inpex with the remaining 30%.

Total (NYSE:TOT) says it sold its 16.67% minority stake in the Schwedt refinery in Germany to Rosneft (OTC:RNFTF) for $300M, as part of a broader asset sale program in response to the oil price collapse.

Indonesia's government says it will grant 70% control of its giant Mahakam oil and gas field to state-owned Pertamina at the end of 2017, leaving longtime operator and investors Total (TOT -0.3%) and Japan's Inpex with the remaining 30%.

European oil majors are openly declaring interest in returning to Iran, with leaders of Royal Dutch Shell (RDS.A, RDS.B), BP and Total (NYSE:TOT) all saying they are ready to return as soon as international sanctions are lifted.

France's antitrust agency authorizes the sale of Total's TOT liquefied petroleum gas unit in France to UGI Corp. UGI provided the buyer sells some storage facilities and amends supply contracts with TOT.

Premarket action, higher lows, divergence looking good!

Total, E.ON to exit pipeline to bring Azeri gas to Italy

France's Total and Germany's E.ON plan to withdraw from a pipeline scheme to bring Azerbaijan's gas to Italy, an Azeri official said, as falling Italian demand puts energy projects there into doubt.

DETAILS

Turkey's TPAO signs $1.5 bln deal to buy Total's stake in Azeri gas project

Turkey's state oil company TPAO signed a $1.5 billion deal on Friday to acquire French energy company Total's 10 percent stake in Azerbaijan's Shah Deniz gas project, at a signing ceremony in Istanbul.

DETAILS

Kashagan output may not start till 2016

Output at Kazakhstan's huge Kashagan oilfield may not start until 2016, the Financial Times said on Sunday, citing Kazakhstan's minister for economy and budget planning.

DETAILS