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BP replaces TotalEnergies on Kepler’s preferred list after downgrade

Tue, 27 Jan 2026 06:27:54 -0500

Investing.com -- Kepler Cheuvreux downgraded TotalEnergies stock to Reduce and removed it from its Sector Most Preferred list, citing what it sees as rising vulnerability to a prolonged LNG oversupply cycle, with BP replacing the French major among its preferred names.

Analyst Bertrand Hodée said TotalEnergies is expected to hold a net long LNG position of around 14 million tonnes per annum (mtpa) in 2026, widening to about 23 mtpa by 2030, which, in Hodée’s view, leaves the company with the greatest exposure to a potential LNG oversupply, especially if prices slide toward $5 per mbtu.

"In an oversupplied LNG market, a

BP replaces TotalEnergies on Kepler’s preferred list after downgrade

Tue, 27 Jan 2026 06:27:54 -0500

"In an oversupplied LNG market, a

TotalEnergies reports higher refining margins, softer oil and gas sales in Q4

Tue, 20 Jan 2026 06:07:57 -0500

Investing.com -- TotalEnergies said stronger oil-and-gas production and improved downstream performance should help cushion the impact of weaker commodity prices in the fourth quarter of 2025.

The French energy major said fourth-quarter oil and gas production is expected to rise nearly 5% year on year, driven by higher upstream volumes. As a result, full-year 2025 production growth is now seen close to 4%, above the company’s guidance of a more than 3% increase.

The higher output is intended to offset a year-on-year decline of more than $10 per barrel in oil prices.

“Once again, despite a year-on-year decline of more than $10 per

TotalEnergies reports higher refining margins, softer oil and gas sales in Q4

Tue, 20 Jan 2026 06:07:57 -0500

Investing.com -- TotalEnergies said stronger oil-and-gas production and improved downstream performance should help cushion the impact of weaker commodity prices in the fourth quarter of 2025.

The higher output is intended to offset a year-on-year decline of more than $10 per barrel in oil prices.

“Once again, despite a year-on-year decline of more than $10 per

TotalEnergies reports higher refining margins, softer oil and gas sales in Q4

Tue, 20 Jan 2026 06:07:57 -0500

Investing.com -- TotalEnergies said stronger oil-and-gas production and improved downstream performance should help cushion the impact of weaker commodity prices in the fourth quarter of 2025.

The higher output is intended to offset a year-on-year decline of more than $10 per barrel in oil prices.

“Once again, despite a year-on-year decline of more than $10 per

Jefferies downgrades Galp as TotalEnergies takes control of Mopane

Fri, 12 Dec 2025 08:47:14 -0500

Investing.com --- Jefferies downgraded Galp Energia to Hold after TotalEnergies took over operatorship of the Mopane discovery in Namibia which leaves the Portuguese group with only long term optionality from the project.

The price target was cut 29% to €15, reflecting sharp reductions to sum of the parts and discounted cash flow valuations.

TotalEnergies agreed to assume operatorship of PEL 83, the block that hosts Mopane, and will hold a 40% operated stake. The move strengthens its position in Namibia’s fast growing deepwater basin, while reducing Galp’s working interest and future exposure to the find.

Jefferies lowered its Namibia valuation for

Jefferies downgrades Galp as TotalEnergies takes control of Mopane

Fri, 12 Dec 2025 08:47:14 -0500

Jefferies lowered its Namibia valuation for

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0500

Investing.com -- Europe’s oil majors can deliver a double-digit total distribution yield next year even if Brent settles at $65, Bernstein says, arguing the sector’s cash-flow strength has held up far better than earnings through 2025.

In a note reviewing nine-month results, analyst Irene Himona said that despite a 14.4% drop in crude prices and weaker chemicals margins, companies kept capital discipline intact and generated almost unchanged organic free cash flow.

Adjusted earnings for the sector fell about 22% during that period, as lower oil prices and weak chemicals offsets weighed on results, while refining stayed flat and gas prices improved. Equinor,

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0500

Adjusted earnings for the sector fell about 22% during that period, as lower oil prices and weak chemicals offsets weighed on results, while refining stayed flat and gas prices improved. Equinor,

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0500

Adjusted earnings for the sector fell about 22% during that period, as lower oil prices and weak chemicals offsets weighed on results, while refining stayed flat and gas prices improved. Equinor,

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0500

Adjusted earnings for the sector fell about 22% during that period, as lower oil prices and weak chemicals offsets weighed on results, while refining stayed flat and gas prices improved. Equinor,

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0500

Adjusted earnings for the sector fell about 22% during that period, as lower oil prices and weak chemicals offsets weighed on results, while refining stayed flat and gas prices improved. Equinor,

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0500

Adjusted earnings for the sector fell about 22% during that period, as lower oil prices and weak chemicals offsets weighed on results, while refining stayed flat and gas prices improved. Equinor,

TotalEnergies adjusts share buybacks: Analysts weigh in

Thu, 25 Sep 2025 09:06:48 -0500