# TotalEnergies SE

Type: Company (TTE)

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/totalenergies-se
Canonical HTML page: https://getsupplybrief.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.

## Recent coverage (3 stories)

### Hormuz VLCC Freight Hits $20M as War Risk Rewrites Oil Logistics
2026-08-24 17:46:35 · 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

### Black Sea Tanker Rates Hit $440,948 Record; CPC Loadings Drop 33%
2026-08-12 21:06:58 · 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 · 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

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