TotalEnergies entered a preliminary agreement to secure 2 million tons per year of liquefied natural gas from the Alaska LNG project over 20 years. The deal strengthens TotalEnergies' position as a leading U.S. LNG buyer and aims to serve Asia's growing energy demand. The company was the top U.S. LNG exporter in 2025 with 19 million tons shipped.

The global metalworking fluids market is projected to grow from USD 14.14 billion in 2025 to USD 21.85 billion by 2033, at a CAGR of 5.62%. Growth is driven by increasing demand for precision machining, automation, and advanced fluid formulations. The U.S. market is expected to expand from USD 2.45 billion to USD 4.06 billion by 2033. Synthetic fluids and aerospace applications are emerging as the fastest-growing segments.

The global certified-circular polyethylene (PE) market is projected to grow at a CAGR of 11% from USD 1.85 billion in 2026 to USD 4.73 billion by 2035, driven by stricter sustainability regulations, corporate ESG commitments, advancements in chemical recycling technologies, and increasing demand for eco-friendly packaging. Asia-Pacific leads the market while North America is the fastest-growing region. Major investments from petrochemical companies and strategic partnerships are accelerating market adoption across packaging, e-commerce, and consumer goods sectors.

Havila Shipping ASA signed a 136-day contract with TotalEnergies EP Norge AS for the PSV Havila Herøy, commencing in March 2025. However, the company faces significant financial pressure as DNB Bank ASA, Swedbank AB, and Danske Bank A/S are demanding prepayment of outstanding debt. Additionally, Havila Shipping lost its case in Oslo District Court and plans to appeal the judgment.

The EU is strengthening economic and security partnerships with Turkey to counter Russian aggression, secure energy routes, and develop drone defense capabilities. Despite Turkey's democratic backsliding and geopolitical tensions, Brussels is prioritizing security cooperation. Turkey's drone industry, led by Baykar Technology, is positioned as a key partner for Europe's emerging 'drone wall' defense initiative, while EU membership negotiations remain stalled.

TotalEnergies stock rose 1.62% on Wednesday following Q4 2025 earnings. While adjusted EPS of $1.73 missed consensus estimates of $1.78 and adjusted net income declined 15% YoY due to lower oil prices, the company's refining segment strength and solid cash flow of $7.2 billion cushioned the impact. TotalEnergies plans 5% overall energy production growth in 2026 with $3-6 billion in share buybacks and a $12.5 billion cost-savings target through 2030.

The global EV charging station market is projected to grow from US$ 63.92 billion in 2025 to US$ 33.28 trillion by 2050 at a 29% CAGR. DC fast charging dominates market value despite lower unit counts, while slow AC charging leads in volume. Residential and private charging stations capture over 56% and 88% market share respectively. Asia-Pacific, led by China, controls 80.65% of the global market. Government mandates, smart charging technology, and strategic partnerships from oil majors and automotive OEMs are driving rapid infrastructure expansion.

TotalEnergies announced two long-term Power Purchase Agreements to supply 1 GW of solar capacity to Google's Texas data centers, delivering 28 TWh of renewable electricity over 15 years. This marks TotalEnergies' largest renewable PPA in the U.S. and supports the company's goal to reach over 100 TWh of net electricity production by 2030. The solar farms will create hundreds of construction jobs in Texas.

TotalEnergies announced the acquisition of a 42.5% operated interest in the PEL104 Exploration license offshore Namibia, strengthening its position in the country following a similar deal in December. The company will operate alongside Petrobras (42.5%), Namcor (10%), and Eight Offshore (5%). TotalEnergies is also restarting its Mozambique LNG project with first LNG expected in 2029.

TotalEnergies signed two clean firm power agreements with Airbus to supply 3.3 TWh of electricity from new 200 MW renewable assets starting in 2027, covering half of Airbus' energy needs at major sites in Germany and the U.K. over the next decade. TotalEnergies also announced a joint EV charging infrastructure partnership with Tikehau Capital in Belgium and the Netherlands, and an MOU with Kuwait Oil Company.

The global petrochemical market is valued at USD 743.50 billion in 2026 and is projected to reach USD 1.25 trillion by 2035, growing at a CAGR of 6.03%. Growth is driven by rapid urbanization, expanding construction and automotive sectors, rising demand for plastics and synthetic fibers, and increased use of lightweight materials. Asia Pacific dominates with 52.14% market share, while ethylene leads product segments at 40.6% market revenue.

TotalEnergies and Tikehau Capital announced a joint investment platform to expand electric vehicle charging infrastructure in Belgium and the Netherlands. TotalEnergies will leverage its operational expertise while Tikehau provides investment and risk-sharing support. The company currently operates 9,500 charge points in Belgium and 18,000 in the Netherlands.