# TotalEnergies SE Type: Company (TTE) Source: GetYourBrief — https://getyourbrief.com/entity/totalenergies-se Canonical HTML page: https://getyourbrief.com/entity/totalenergies-se ## Timeline - **2026-08-12**: ADNOC shuttle offer reported — Bloomberg and gCaptain report ADNOC's trading arm is offering to shuttle Iraqi crude through the Strait of Hormuz using dark-transit tactics, with Indian refiners among those receiving offers. - **2026-08-12**: Tanker rates hit record; CPC differential weakest since Jan 2025 — Baltic Exchange data show daily earnings of $440,948 on the Novorossiysk-Augusta route. TotalEnergies buys 90,000 tons of CPC Blend at $4.60 per barrel below Dated Brent. - **2026-08-11**: Iraq reports crude exports near 2M b/d — SOMO chief Ali Nizar said crude exports jumped to around 2 million barrels a day this month, versus the oil minister's estimate of 1.5 million to 1.7 million barrels a day the prior week. - **2026-08**: Ukraine agrees to protect non-Russian oil exports — Following talks involving the US, Ukraine agrees not to target some non-Russian oil tankers and Black Sea infrastructure critical for exporting Kazakhstan's crude. - **2026-07-14**: Civilian vessel struck near Odesa — Ukraine's navy spokesman reports a Russian military strike on a civilian vessel near Odesa; the vessel catches fire, highlighting the escalation risk in Black Sea shipping corridors. - **2026-07**: Drone attacks begin near Novorossiysk — A series of drone attacks targeting vessels attempting to call at the Black Sea export terminal begins, triggering repeated loading suspensions. - **2026-03-11**: Force Majeure Declared — Shell and TotalEnergies officially notify customers of their inability to fulfill LNG delivery contracts from Qatar. - **2026-03-11**: Market Reaction — Energy analysts monitor the Japan-Korea Marker (JKM) for potential price spikes in the Asian spot market. - **2026-03-11**: Production Shutdown — Reports confirm that the force majeure stems from a significant operational halt at Qatari liquefaction facilities. ## Recent coverage (6 stories, network-wide) ### Hormuz VLCC Freight Hits $20M as War Risk Rewrites Oil Logistics 2026-08-24 17:46:35 · Sector: supply · Sentiment: Negative · Impact: 6/10 · Sources: 2 TotalEnergies' CEO says supertanker freight through Hormuz now costs $20 million, or $10 per barrel, with Gulf producers discounting cargoes to $50-$60. For supply chain and logistics professionals, this is a powerful signal of war-driven freight inflation, capacity tightening, and new transshipment patterns in the Gulf of Oman. Full story: https://getsupplybrief.com/story/hormuz-vlcc-freight-20m-supply-chain-risk ### Hormuz $20M Freight Opens $30/Bbl Spread for Oil Traders 2026-08-24 17:46:23 · Sector: finance · Sentiment: Negative · Impact: 6/10 · Sources: 2 TotalEnergies CEO's $20M VLCC freight figure reveals commodity-market fracture: Gulf barrels trade at $50–$60 while Brent sits above $90, creating a $30+ per barrel arbitrage for traders and shipowners. For investors, this is a story of tanker-owner windfalls, product-market tightness and capped crude upside. Full story: https://getfinancebrief.com/story/hormuz-freight-20m-oil-trading-arbitrage ### Black Sea Tanker Rates Hit $440,948 Record; CPC Loadings Drop 33% 2026-08-12 21:06:58 · Sector: supply · Sentiment: Negative · Impact: 7/10 · Sources: 2 War-risk freight and insurance costs have upended Black Sea crude logistics, forcing repeated loading suspensions at Novorossiysk. CPC Blend export volumes are now set to fall by a third this month, threatening inventory and delivery schedules for European refiners. Full story: https://getsupplybrief.com/story/black-sea-tanker-rates-record-cpc-loadings ### Iraqi Oil Exports Hit 2M b/d via ADNOC's Dark-Transit Shuttle Network 2026-08-12 18:59:14 · Sector: supply · Sentiment: Neutral · Impact: 7/10 · Sources: 2 ADNOC's trading arm is moving Iraqi Basrah crude through the Strait of Hormuz using transponder-off shuttle operations, with Indian refiners receiving offers. The shift adds a high-visibility dark-transit layer to Gulf oil logistics and raises compliance, insurance, and routing risk for shippers. Full story: https://getsupplybrief.com/story/adnoc-dark-transit-iraqi-oil-exports-2m-bpd ### Iraqi Crude Exports Jump to 2M b/d as ADNOC Runs Hormuz Shuttles 2026-08-12 18:59:03 · Sector: finance · Sentiment: Neutral · Impact: 7/10 · Sources: 2 Iraqi crude exports have surged to about 2 million barrels a day as ADNOC's trading arm steps in as a Hormuz shuttle operator, a shift that could cap oil-price spikes but layers opacity into physical crude flows. For traders and investors, the move alters cargo availability, benchmark differentials, and the risk premium around one of the world's key chokepoints. Full story: https://getfinancebrief.com/story/iraqi-crude-exports-2m-bpd-adnoc-hormuz-shuttles ### Shell and TotalEnergies Declare Force Majeure on Qatari LNG Supplies 2026-03-11 12:06:42 · Sector: finance · Sentiment: Negative · Impact: 7/10 · Sources: 2 Shell and TotalEnergies have invoked force majeure on liquefied natural gas (LNG) contracts following an unexpected shutdown of production facilities in Qatar. The move signals a significant disruption in global energy flows, particularly impacting long-term supply agreements with major Asian importers. Full story: https://getfinancebrief.com/story/shell-totalenergies-force-majeure-qatar-lng --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.