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TotalEnergies Bets Big On Expansion: LNG, Renewables, And Billions In Buybacks

TotalEnergies Bets Big On Expansion: LNG, Renewables, And Billions In Buybacks

TotalEnergies大舉擴張:液化天然氣、可再生能源,以及數十億的股票回購計劃
Benzinga ·  10/03 01:52

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

譯文內容由第三人軟體翻譯。


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