TotalEnergies Bets Big On Expansion: LNG, Renewables, And Billions In Buybacks
TotalEnergies Bets Big On Expansion: LNG, Renewables, And Billions In Buybacks
The company aims to increase global energy production (oil, gas, electricity, bioenergy) by 4% annually through 2030 while cutting Scope 1 and 2 net emissions by 40% and methane emissions by 80% compared to 2015 and 2020 levels, respectively.TotalEnergies SE (NYSE:TTE) shares are trading higher today after the company presented Strategy & Outlook in New York and announced a disciplined investment policy.
TotalEnergies SE（纽约证券交易所代码：TTE）股价今天走高，此前该公司在纽约发布了战略与展望，并宣布了严格的投资政策。
TotalEnergies expects Oil & Gas production growth of about 3% annually through 2030, driven by LNG, with six major projects launching in 2024 across Brazil, Suriname, Angola, Oman, and Nigeria.
TotalEnergies预计，在液化天然气的推动下，到2030年，石油和天然气产量每年增长约3％，2024年将在巴西、苏里南、安哥拉、阿曼和尼日利亚启动六个主要项目。
The company expects growth to exceed 3% in 2025 and 2026 due to high-margin projects in the U.S. Gulf of Mexico, Brazil, Iraq, Uganda, Argentina, Malaysia, and Qatar, enhancing net income and cash flow per barrel.
该公司预计，由于美国墨西哥湾、巴西、伊拉克、乌干达、阿根廷、马来西亚和卡塔尔的高利润项目，2025年和2026年的增长将超过3％，每桶净收入和现金流增加。
The company aims to increase global energy production (oil, gas, electricity, bioenergy) by 4% annually through 2030 while cutting Scope 1 and 2 net emissions by 40% and methane emissions by 80% compared to 2015 and 2020 levels, respectively.
该公司的目标是到2030年将全球能源产量（石油、天然气、电力、生物能源）每年增加4％，同时与2015年和2020年的水平相比，将范围1和2的净排放量分别减少40％，甲烷排放量减少80％。
Consequently, the average carbon content of TotalEnergies' energy sales is expected to be 25% lower in 2030 than in 2015.
因此，预计到2030年，道达尔能源销售的平均碳含量将比2015年降低25％。
TotalEnergies targets 50% LNG growth from 2024 to 2030 and integrating gas-to-power with renewable energy.
TotalEnergies的目标是从2024年到2030年将液化天然气增长50％，并将天然气发电与可再生能源相结合。
The company plans to generate over 100 TWh of electricity by 2030, with 70% from renewables and 30% flexible generation, representing nearly 20% of its global energy output.
该公司计划到2030年发电量超过100太瓦时，其中 70% 来自可再生能源，30% 来自灵活发电，占其全球能源产出的近20％。
It plans annual net investments of $16 billion – $18 billion from 2025 to 2030, with around $5 billion for low-carbon energies, allowing for a $2 billion reduction in case of significant price declines.
它计划从2025年到2030年每年净投资160亿美元至180亿美元，其中约50亿美元用于低碳能源，在价格大幅下跌的情况下可以减少20亿美元。
Share Repurchase: For 2024, the company executes $8 billion in share buybacks, equating to about 5% of its capital, with an expected shareholder return of over 45% of 2024 cash flow.
股票回购：2024年，该公司执行80亿美元的股票回购，相当于其资本的5％左右，预计股东回报率超过2024年现金流的45％。
For 2025, it aims to continue share buybacks at $2 billion per quarter and raise the dividend per share by at least 5% based on the 2024 buybacks.
到2025年，它的目标是继续以每季度20亿美元的价格进行股票回购，并在2024年的回购基础上将每股股息提高至少5％。
Investors can gain exposure to the stock via Advisor Managed Portfolios Miller Value Partners Appreciation ETF (NYSE:MVPA) and Octane All-Cap Value Energy ETF (NASDAQ:OCTA).
投资者可以通过Advisor Managed Portfolios Miller Value Partners增值ETF（纽约证券交易所代码：MVPA）和Octane全盘价值能源ETF（纳斯达克股票代码：OCTA）获得股票敞口。
Price Action: TTE shares are up 1.99% at $66.99 at the last check Wednesday.
价格走势：在周三的最后一次检查中，TTE股价上涨1.99％，至66.99美元。
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