Supply Chain entity
Of the tracked stories, 2 of 3 also mention Iraq, the most common co-covered peer. Across a 13-day span, the pace is roughly 1.6 stories per week. The busiest single day carried 2. Coverage clusters in disruptions, which accounts for 2 of those 3, with the remainder spread across 1 other category.
Last mentioned: 5h ago
Entity pulse
Coverage balance Negative coverage leads. Negative coverage exceeds positive coverage by 67 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
Of the tracked stories, 2 of 3 also mention Iraq, the most common co-covered peer. Across a 13-day span, the pace is roughly 1.6 stories per week. The busiest single day carried 2. Coverage clusters in disruptions, which accounts for 2 of those 3, with the remainder spread across 1 other category. The 6.7 average consequence score is above the beat benchmark of 5.9 in the same window. Source depth averages 2 original sources per story, versus 2.2 across the same-window beat baseline. We currently track 3 Supply Chain stories that mention TotalEnergies SE, published between August 12, 2026 and August 24, 2026.
Computed from the 3 stories linked to this entity, with beat comparisons drawn from all 123 Supply Chain stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering TotalEnergies SE. Shared-story counts are live from our verified record — not editorial picks.
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.
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.
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.
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.
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.
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.
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.
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.
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.
TotalEnergies SE is linked from 3 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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