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（紐交所：TTE）股票今天上漲，公司在紐約展示了策略和展望，並宣佈了一項謹慎的投資政策。
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預計到2030年，由液化天然氣推動，石油和天然氣產量每年約增長3％，2024年在巴西、蘇里南、安哥拉、阿曼和尼日利亞啓動了六個重大項目。
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.
該公司預計由於美國墨西哥灣、巴西、伊拉克、烏干達、阿根廷、馬來西亞和卡塔爾的高利潤項目，2025年和2026年的增長將超過3％，增強每桶的淨收入和現金流。
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.
該公司旨在通過2030年每年將全球能源生產（石油、天然氣、電力、生物能源）增加4％，同時將範圍1和2的淨排放量與2015和2020年分別相比削減40％和甲烷排放量削減80％。
Consequently, the average carbon content of TotalEnergies' energy sales is expected to be 25% lower in 2030 than in 2015.
因此，TotalEnergies的能源銷售的平均碳含量預計到2030年將比2015年低25％。
TotalEnergies targets 50% LNG growth from 2024 to 2030 and integrating gas-to-power with renewable energy.
TotalEnergies的目標是從2024年到2030年實現液化天然氣增長50％，並將燃料幣發電與可再生能源相結合。
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.
該公司計劃到2030年生產超過100 TWh的電力，其中70％來自可再生能源，30％來自靈活發電，約佔其全球能源產出的近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.
計劃從2025年到2030年每年淨投資160億美元至180億美元，其中約有50億美元用於低碳能源，以備價格大幅下跌時減少20億美元。
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.
股份回購：2024年，公司進行了80億美元的股票回購，相當於其資本的約5%，預期股東回報超過2024年現金流的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，公司計劃每季度以20億美元的價格繼續回購股票，並根據2024年的回購行動將每股股息提高至少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).
投資者可以通過Advisor Managed Portfolios Miller Value Partners Appreciation ETF（紐交所代碼：MVPA）和Octane All-Cap Value Energy ETF（納斯達克代碼：OCTA）獲得該股票的收益。
Price Action: TTE shares are up 1.99% at $66.99 at the last check Wednesday.
價格走勢：TTE股票在上週三最後檢查時上漲了1.99%，報66.99美元。
- TotalEnergies Inks LNG Supply Contract With Santos: Details
- TotalEnergies與Santos簽署液化天然氣供應合同：詳情
