TotalEnergies expects Q2 production growth amid lower oil prices

Published 16/07/2025, 12:24
TotalEnergies expects Q2 production growth amid lower oil prices

PARIS - French energy giant TotalEnergies (EPA:TTEF) SE (PARIS:TTE) (LSE:TTE) (NYSE:TTE) announced Wednesday that its second quarter 2025 hydrocarbon production is expected to grow approximately 2.5% compared to the same period last year, according to a trading statement released by the company.

The company’s performance will reflect the evolution of market conditions, with average liquids prices decreasing to $65.6 per barrel in the second quarter, down from $72.2 in the first quarter of 2025. Despite this price decline, TotalEnergies indicated that production growth would support both results and cash flow.

The European Refining Margin Marker improved to $35.3 per ton in the second quarter from $29.4 in the previous quarter, which is expected to positively impact the company’s Refining & Chemicals segment results alongside improved refining utilization rates.

TotalEnergies’ Integrated Power results are projected to be between $500 million and $550 million for the quarter, with cash flow aligned with annual guidance. The company’s Integrated LNG business results are anticipated to reflect the lower average LNG selling price of $9.1 per million British thermal units, down from $10.0 in the first quarter.

The company’s Marketing & Services segment is expected to benefit from seasonal factors, with results projected to match those of the second quarter of 2024.

TotalEnergies also provided sensitivity analyses for 2025, indicating that a $10 per barrel change in average liquids prices would impact adjusted net operating income by approximately $2.3 billion and cash flow from operations by $2.8 billion.

The information provided is based on preliminary internal reporting and has not been audited, according to the company’s press release statement.

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