Energy Sector Rotation and Falling Oil Prices Pressure TotalEnergies SE (TTE) The global economy's aftershocks from a pandemic fueled boom are taking their toll on the energy sector.
A recent market rotation has investors abandoning oil majors like TotalEnergies SE (TTE) in favor of tech and growth stocks.
Antipodes Global Strategy's second quarter 2026 investor letter paints a stark picture of this shift.