TotalEnergies: LNG Exposure And AI Power Demand Offer Structural Growth

IWA Research2.27K FollowersFollow5ShareSavePlay(12min)CommentsSummaryTotalEnergies remains a Buy, supported by robust financials, resilient free cash flow, and a ramped-up cost savings plan.TTE sustains a solid dividend yield (~5.15%) with potential for increases soon, and a total shareholder yield projected at or even above 7% in 2026.Strategic CAPEX flexibility, LNG project restarts, and major power contracts with AI giants position TTE to benefit from long-term energy demand trends.Risks from commodity volatility and oversupply persist, but TTE’s balance sheet strength and cost discipline underpin favorable risk-reward. alvarez/E+ via Getty Images Introduction The last time I covered TotalEnergies (TTE), I reiterated their Buy rating, as they offer strong exposure to European oil and especially natural gas/LNG while advancing their cost savings program and adapting toThis article was written byIWA Research2.27K FollowersFollowI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TTE-DEFUNCT-1536 over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.