INPEX Stock And The Carbon Capture Shift Investors Should Watch
Carbon capture has shifted from long term talking point to near term decision for energy giants like INPEX after Australia’s federal nod to the West Peron CO₂ storage site. That kind of regulatory green light can reshape power balances between high emitters and lower carbon operators, and investors who wait on the sidelines risk missing the early repricing. This article unpacks three stocks most exposed to this news and why that matters for your portfolio.
The stocks covered below are just a starting sample, and the full screen surfaced 12 more large energy players from Australia, Japan and France with equally compelling low carbon and carbon capture narratives that are not covered here.
If you want to quickly identify which ones best fit your thesis, head straight into the Carbon Capture and Storage (CCS) & Low-Carbon Energy Majors screener to analyze, filter and focus on your highest conviction ideas.
Technip Energies (ENXTPA:TE)
Technip Energies plugs straight into this CCS and low carbon majors theme because it builds and licenses the hardware, software and engineering that large oil and gas groups need when they commit real money to decarbonization projects rather than just talking about them.
Very strong recent order intake of €12.7b in the first half of 2026 and a record €25b backlog, around three times full year revenue, point to Technip Energies still having a large volume of LNG and energy infrastructure projects to execute.
What really matters now is how one pressure on profitability evolves as that low carbon heavy backlog moves from contracts on paper to projects in the field.
Technip Energies is a €5.3b engineering and technology group that designs and delivers energy and decarbonization infrastructure worldwide, with around €5.7b from Project Delivery and €1.7b from Technology, Products and Services, giving investors a mix of large projects and higher margin solutions.
That profitability tension is exactly why reading the full narrative for Technip Energies can help you see whether project risk and CCS momentum are quietly decoupling for Technip Energies.
LGI (ASX:LGI)
LGI leans into the CCS and low carbon theme by taking methane from Australian landfills and turning it into electricity, carbon credits and on site infrastructure services, with A$22 million from Carbon Abatement, A$19 million from Renewable Energy and A$2 million from Infrastructure, on a market value of about A$259 million.
LGI plugs a gap that the large offshore CO₂ projects do not touch, capturing landfill gas onshore and turning it into saleable power and credits that link directly to emissions reduction targets.
Expansion of contracted landfill gas rights and new abatement projects is increasing accessible biogas volumes, supporting sustained growth in ACCU creation and fee based services, which should underpin higher revenue and earnings over time.
What happens to LGI’s returns if one quiet shift in policy and pricing changes how that growing project pipeline converts into hard cash?
That payoff hinge is exactly what the full narrative for LGI unpacks, revealing whether LGI’s accelerating project roll out is quietly masking risk or creating an undervalued runway.
TotalEnergies (ENXTPA:TTE)
TotalEnergies is one of the heavyweight French energy groups in this CCS and low carbon majors screen, using carbon storage, LNG and renewables to keep oil and gas assets in play while shifting more of its business toward cleaner molecules and power.
TotalEnergies is an integrated energy group with a market value of about €179.4b, earning most of its revenue from Refining & Chemicals at roughly $128.3b, Marketing & Services at about $68.3b, Exploration & Production at $41.5b, Integrated Power at $22.5b and Integrated LNG at $18.1b.
The company's ongoing expansion in gas and power, including LNG projects in the U.S., Canada, Qatar, and Malaysia as well as its strong position in signing flexible, long-term LNG contracts, positions TotalEnergies to benefit from the global shift toward cleaner energy and the sustained robust demand for natural gas, which supports future top-line revenue and may help maintain margin stability.
What really matters now is how one quiet shift in the cost of capital for long life CCS projects feeds through to those LNG linked margins.
As that funding cost question hangs over long dated CCS, the full narrative for TotalEnergies shows how TotalEnergies is balancing LNG strength with potential capital pressure and whether the shift creates overlooked upside.
Seeking Alternatives Before They Fly
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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