totalenergies
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🚨TotalEnergies locks in AI-driven power demand
#TotalEnergies signed two long-term solar PPAs with #Google to supply its #Texas data centres.
Key points:
1 GW of solar capacity
~28 TWh of power over 15 years
2 Texas projects, construction starting Q2
AI is turning data centres into anchor customers for long-dated, utility-scale power.
Oil majors with renewables and land are moving fast to capture it.
#energy #datacenters
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#TotalEnergies signed two long-term solar PPAs with #Google to supply its #Texas data centres.
Key points:
1 GW of solar capacity
~28 TWh of power over 15 years
2 Texas projects, construction starting Q2
AI is turning data centres into anchor customers for long-dated, utility-scale power.
Oil majors with renewables and land are moving fast to capture it.
#energy #datacenters
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⚠️ The Valuation Gap Is Getting Hard to Ignore
Europe vs the US supermajors
The numbers:
• Shell $224B
• #TotalEnergies $165B
• bp $103B
→ $492B combined
Now compare:
• #ExxonMobil $617B
• #Chevron $360B
This is strategy and perception.
• US majors priced for cash flow and discipline
• European majors discounted for complexity and mixed signals
💰Capital rewards clarity, not narrative
#OOTT
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Europe vs the US supermajors
The numbers:
• Shell $224B
• #TotalEnergies $165B
• bp $103B
→ $492B combined
Now compare:
• #ExxonMobil $617B
• #Chevron $360B
This is strategy and perception.
• US majors priced for cash flow and discipline
• European majors discounted for complexity and mixed signals
💰Capital rewards clarity, not narrative
#OOTT
FOLLOW LIKE SHARE
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