1D·

News about some of my portfolio values!

First up today is a report on $TTE (+1.44%)


Donald Trump's crusade against wind power continues. According to reports, TotalEnergies will now receive a payment of one billion US dollars if the company withdraws from the expansion of new wind power projects in the USA. In return, the plan is to focus more on investments in oil and gas projects in future.


As a result, the share of renewable energies in the electricity mix in the USA is likely to remain very low by international standards. Wind and solar energy only account for around 17% of electricity generation there. In Germany, this share is already just under 60 percent. At EU level, around 71% of electricity comes from renewable sources such as wind, solar, hydropower and biomass.


TotalEnergies CEO Patrick Pouyanné explained the deal as follows: "TotalEnergies is pleased to sign these settlement agreements with the US Department of the Interior (DOI) and to support the government's energy policy. As the development of offshore wind projects is not in the national interest, we have decided to forego the development of offshore wind farms in the US in exchange for a refund of lease fees." Pouyanné added: "These agreements, under which we will reinvest the refunded lease fees in the construction of the 29 million-ton Rio Grande LNG facility and the further development of our oil and gas activities, will also allow us to support the development of US gas production and exports."

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12 Comments

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What kind of world do we live in? They get money for stopping the expansion of wind power 🤷🤔
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@Klein-Anleger Doesn't make the USA as much money as oil + gas. 😁
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@Olli68 Above all, the countries that the USA can turn into "partners" through armed conflicts or invasions have no wind power, only oil, gas and rare earths.
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@Multibagger That's right. The most ecologically advanced country is now China (photovoltaics, wind power, electric cars). That SHOULDN'T be good. 😆
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are you actually ready for the quarterly check or do you need a week to work through the last 1000 trades? :-)
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@Krush82 you'll clearly win the quarter if the war doesn't end on the weekend. I don't even need a quarter of an hour for that. 😉
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@Multibagger the war is not good for my portfolio either ;-) is your Q1 that clear?
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@Krush82 it's my worst since my project has been running.
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My too small position is happy about the plus.
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Woha - WTF? An agreement to roll back wind power?

I'm more in the conservative-liberal corner, but that's tough. And for a company from Europe? I wouldn't have thought that possible.

Don't get me wrong - I also have oil and gas in my portfolio, but fossil fuels are still finite. As far as I'm concerned, you can hold on to the oil and gas business for a while longer, but I think Big Oil would still do well to be prepared for a time after fossil fuels.
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@NichtRelevant $TTE is, however, the best positioned of the Europeans when it comes to alternative energies. And what is the point of offering climate-neutral ecological energy in a country if you can't get any permits?
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@Multibagger You are probably right and it is a pragmatic decision, as wind power projects in the USA are probably frozen under the current administration.
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