TotalEnergies Teams Up With RWE For Largest Green Hydrogen Deal In Germany, Set To Cut CO2 By 300K Tons
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2025
0mins
Source: Benzinga
TotalEnergies and RWE Agreement: TotalEnergies has signed a 15-year agreement with RWE to supply 30,000 tons of green hydrogen annually to the Leuna refinery in Germany starting in 2030, which will help reduce CO2 emissions by approximately 300,000 tons per year.
Investment in Green Hydrogen Projects: RWE is set to construct a 300 MW electrolyzer in Lingen for hydrogen production, while TotalEnergies is also collaborating with L'Air Liquide on two green hydrogen projects in the Netherlands, with a total investment of around 600 million euros.
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Analyst Views on TTE
Wall Street analysts forecast TTE stock price to fall
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 92.350
Low
60.04
Averages
71.67
High
90.93
Current: 92.350
Low
60.04
Averages
71.67
High
90.93
About TTE
TotalEnergies SE is a France-based company. The Company is predominantly engaged in the business as a worldwide oil group. Its segment divisions are divided into refining and chemistry such as refining of petroleum products and manufacture of basic chemistry and of specialty chemistry, petroleum products distribution, electricity generation from combined cycle gas plants and renewable energies, gas production, trading, transport and distribution primarily includes liquefied natural gas, natural gas, biogas, hydrogen, liquefied petroleum gas and hydrocarbon operating and production. The group is also operating in trading and sea transport of crude oil and oil products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Cash Flow: Despite skepticism about the long-term outlook for the energy sector, major companies like Chevron and TotalEnergies continue to generate substantial cash flow at elevated oil prices, with Chevron enhancing its production capacity in Guyana through the acquisition of Hess, thereby strengthening its market position.
- Diversified Investment Strategy: TotalEnergies has aggressively expanded into liquefied natural gas, solar, and wind sectors while maintaining significant upstream oil investments, which is expected to become increasingly important as Europe reduces its reliance on Russian natural gas.
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See More
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- Chevron's Financial Strength: Chevron continues to generate massive free cash flow at elevated oil prices and has expanded its long-term production capacity through the acquisition of Hess, particularly in the rapidly growing Guyana oil field, enhancing its competitive position in the market.
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- Diversified Investment Strategy: Investors are advised to focus on integrated energy companies like ExxonMobil, Chevron, and TotalEnergies, which operate across the entire energy value chain and are better positioned to manage risks associated with oil price fluctuations.
- Dividends and Financial Stability: ExxonMobil and Chevron have consistently increased dividends over the past decades, and their low debt-to-equity ratios among peers allow them to maintain business operations and dividend payments during industry downturns, showcasing strong financial resilience.
- Clean Energy Transition: TotalEnergies is aggressively expanding into clean energy, with its electricity-focused operations projected to account for about 12% of its business by 2025, indicating the company's proactive approach to adapting to future changes in the energy landscape.
See More
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- Dividend Stability: Both ExxonMobil and Chevron have increased dividends annually for decades, and their low debt-to-equity ratios enable them to support their businesses and dividends during industry downturns, demonstrating strong financial resilience despite volatile energy prices.
- TotalEnergies' Clean Energy Transition: By 2025, approximately 12% of TotalEnergies' business will come from its electricity division, and while its dividend track record is not as strong as its peers, its aggressive push into clean energy may position it favorably in the future energy landscape.
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See More
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- Strategic Diversification: While European peers BP and Shell have scaled back their clean energy ambitions due to disappointing returns, TotalEnergies is advancing its diversification strategy, targeting approximately 20% of its energy output to come from power by 2030.
- North American Transactions: Last year, TotalEnergies agreed to sell a 50% stake in its 1.4 GW North American solar assets and smaller portfolios of renewable assets in various European countries, demonstrating its proactive approach in the global renewable energy market.
- Asian Collaborative Projects: This year, TotalEnergies partnered with Abu Dhabi's Masdar to pool onshore renewable energy assets across nine Asian countries, further expanding its international collaboration and market influence.
See More
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