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TTE

0.71%
NEUTRAL

TotalEnergies Signs New LNG Supply Deal with NextDecade

Why we think this is neutral

The RNS announcement is about a new LNG supply agreement between TotalEnergies and NextDecade, which does not fall into any of the mandatory news categories. While the deal represents an expansion of TotalEnergies' LNG portfolio, the announcement lacks specific financial details or operational updates that would warrant a stronger sentiment score.

Key Points

  • TotalEnergies signs 20-year SPA with NextDecade for 1.5 Mtpa of LNG from future Train 4 of Rio Grande LNG facility
  • SPA is subject to NextDecade taking a positive FID on Train 4

Summary

The energy company has signed a 20-year agreement to purchase 1.5 million tons per annum of LNG from the future Train 4 of the Rio Grande LNG facility.

TotalEnergies has signed a Sales and Purchase Agreement (SPA) with NextDecade to buy 1.5 million tons per annum (Mtpa) of liquefied natural gas (LNG) from the future Train 4 liquefaction unit at the Rio Grande LNG facility. The SPA is subject to NextDecade taking a positive Final Investment Decision (FID) on Train 4.

Key Dates

2027
Expected start-up of Rio Grande LNG Phase 1, which includes the first 3 trains
2025
Final Investment Decision on Train 4 of Rio Grande LNG facility
GENERAL UPDATE