Current status of Totalenergies exposure in the Middle-East

Following requests from some of our shareholders but also to answer the question about the status of our exposure to Middle East, the Company is making the following statements:

• Production has been shut down or is in the process of shutting down in Qatar, Iraq and UAE offshore, representing approximately 15% of our total output.
• Onshore UAE production (~210 kbpd TTE share) is not affected by the conflict, as it is exported through the Fujairah terminal.
• The Middle East barrels CFFO is lower than our portfolio average due to higher taxation, and these 15% of our volumes account for ~10% of Upstream cash flow.
• Growth of our accretive barrels is expected to come overwhelmingly from outside the Middle East in 2026, meaning that a higher oil price more than offsets the loss of Middle East production: a $8/b increase in the Brent price is enough to offset the expected 2026
• CFFO from our Iraq, Qatar, UAE offshore assets at $60/b.
• Operations at the Satorp refinery are continuing normally for now and are supplying the Saudi domestic market.
• The impact of LNG production shutdowns in Qatar on our LNG trading activities is limited (around 2 Mt expected in 2026), as most Qatari LNG is marketed by QE.

TotalEnergies is monitoring the evolution of the situation on the ground hour after hour and will update you in case of material change of the above. The Investor Relations team remains at your disposal for further clarification.