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0 0 0.000544217687074915 0.000544217687074915 -0.000544217687074722 -0.00190476190476191 -0.00161360544217688 0.00108843537414964
Stock impact report

BP replaces TotalEnergies on Kepler's preferred list after downgrade [Yahoo! Finance]

BP p.l.c. (BP) 
Last bp p.l.c. earnings: 4/29 04:01 pm Check Earnings Report
Company Research Source: Yahoo! Finance
what it sees as rising vulnerability to a prolonged LNG oversupply cycle, with BP (LON:BP) replacing the French major among its preferred names. Analyst Bertrand Hodée said TotalEnergies is expected to hold a net long LNG position of around 14 million tonnes per annum (mtpa) in 2026, widening to about 23 mtpa by 2030, which, in Hodée's view, leaves the company with the greatest exposure to a potential LNG oversupply, especially if prices slide toward $5 per mbtu. "In an oversupplied LNG market, a structurally long LNG portfolio cannot escape losses at the molecule level; it can only redistribute, defer, or partially offset them through integration (power) and optionality," Hodée added. The analyst tactically adjusted the sum of parts (SOP) valuation based on a Brent oil price assumption of $55 per barrel for 2026, which resulted in a fair value estimate of 52 euros and led the firm to set its target price at the same level. "With c. 10% downside to our TP, we downgrade the sto Show less Read more
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