$TTE TotalEnergies Tape Reports
Per Ticker.id: $TTE TotalEnergies Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-10 07:00 UTC.
At least one company has said as much. In a press release, French company TotalEnergies argued that wind projects aren't in the U.S.'s interest anymore. And as part of its agreement with the Trump administration, it's reinvesting that money into a major natural gas plant in Brownsville, Texas. Severn says this is misguided.
Wailin Wong — The Indicator from Planet Money · Why is Trump paying to stop wind farms? · 2026-08-10We are down to 311 million barrels. The operational minimum is 200 million. So we're, we're, we're getting into very precarious territory here when it comes to our oil reserves in America. Great time to have a big, bolstered and sophisticated clean energy industry. But Trump has canceled or delayed $83 billion worth of clean energy projects in the US so far. Why? Because he thinks that clean energy is woke and lame and he'd rather be drilling for oil. And in fact, the administration is now actually paying companies to not build renewable energy projects. There's this company, TotalEnergies, a French energy company. They had planned to build a wind farm on the East Coast. Trump forced them to cancel that project and then paid them $1 billion in compensation because he had canceled it and he had to now pay them. So we're actually paying money to companies to not build this stuff. And to your point about China, who is building clean energy faster than any other nation in the world? China. They're responsible for 55% of global clean energy investments over the past 7 years. They are ramping up their clean energy investment, ramping up their spending. They're responsible for 80% of the solar energy investment in the world. So they're speeding way ahead of us and they're accelerating. They're increasing the amount that they are investing into renewable energies each year. We're decreasing ours because we think that it's woke.
Ed Elson — Prof G Markets · How Big Tech Offloaded The Risk Of AI · 2026-07-27And those are our top stories for you this morning. I mean, interesting on the move by the UK government to cut taxes for certain high street shops. I mean, the new Prime Minister, Andy Burnham, he did promise a lot of announcements and that seems a fairly significant one, obviously, because it involves taxes and it's not yet the budget. Anyway, I'm sure we'll talk about that more later. I just mentioned another earnings report that's dropping on the Bloomberg terminal today. TotalEnergies second quarter adjusted net income comes in at $6.03 billion. So that's actually below estimates, just a fraction in line to slightly missing. The board is allowing up to a $1.5 billion buyback in the third quarter, and TotalEnergies still sees full year net CapEx of $15 billion. Looking overall at the markets today, Brent crude futures are up by 2.1%, trading at $96. Stock futures sinking for European markets. Euro Stoxx 50 futures down 0.3%, but they're also lower for US futures, even as we see something of a better day in Asia. The KOSPI up by 3.8%. But we also did see some fairly significant moves in terms of Treasuries yesterday selling off across the curve and that 30-year yield stubbornly above 5%.
Caroline Hepker — Bloomberg News Now · Oil Jumps on Houthi Attacks, Tax Break for UK Pubs, More · 2026-07-23Yes, I would describe it as that in the sense that the key actors involved in this have been national oil companies. In particular, Saudi Aramco really stands out here. Aramco is now by far the largest oil company in the world. Its profits last year exceeded the combined profits of the 5 biggest Western oil multinationals: ExxonMobil, Chevron, BP, Shell, and TotalEnergies. It's a huge company, but it is no longer simply an exporter of crude oil. It is now one of the major petrochemicals and plastics producers. It owns tanker fleets. It owns the infrastructure far beyond simply the extraction of crude. Another very important example is ADNOC, the Abu Dhabi National Oil Company, the national oil company of the UAE, has also diversified down the value chain. And we can see this across all of the Gulf monarchies. These companies that were previously in the '70s, '80s, '90s primarily exporters of crude oil and natural gas are now found along the whole value chain, chemicals, fertilizers, and other kinds of petrochemical products.
Adam Hanieh — The Economics Show · The US-Iran war has not triggered a food crisis — yet. With Adam Hanieh and Susannah Savage · 2026-07-17Companies like BP and Shell, which are mostly British. TotalEnergies, also known as Total, which is French.
Mathieu Favas — The Intelligence from The Economist · Roaring trades: oil majors’ secret success story · 2026-07-02The localization requirements hit developers hard. The German utility RWE announced in November 2023 that it was pulling out of Taiwan. GERA, the Japanese giant, sold its stake in Formosa 3 to Koryo and TotalEnergies in 2023. The flagship Yunlin project, a 640-megawatt wind farm, finally reached full operation in early 2025 after years of construction delays and cost overruns, and saw its NT$70 billion financing deal, originally signed in 2019 with 19 banks, fall into emergency restructuring. Sponsors had to put in roughly 3 times their original equity commitments.
Akib Zakaria — ChinaTalk · Taiwan's War on Renewables [Fully Produced Radio Show!] · 2026-06-30