Impact of Middle East conflict on TotalEnergies activities (Updated on 10 April 2026)

• Production shut down in Qatar, Iraq and UAE offshore represents approximately 15% of the total oil and gas production of the Company.
• Onshore UAE production (~210 kb/d TotalEnergies share) is not affected by the conflict at this stage.
• The CFFO per barrel from Middle Eastern production is below the portfolio average due to higher taxation, and this 15% of volumes accounts for approximately 10% of our Upstream cash flow.
• The Company’s accretive growth expected for 2026 is largely outside the Middle East, meaning that a higher oil price observed since the start of the crisis more than offsets the loss of production in the Middle East: an $8/b increase in the Brent price is sufficient to offset the expected 2026 CFFO from impacted assets in Iraq, UAE offshore and Qatar, at $60/b.
• The impact of LNG production shutdowns in Qatar and in Abu Dhabi on our LNG trading activities is limited (around 1.5 Mt expected for the remainder of 2026), as most of the LNG produced by the joint venture in which TotalEnergies is a shareholder in Qatar is marketed by QatarEnergy.
   
• The SATORP^* site was affected by incidents that occurred during the night of April 7 to 8, causing damage to one of the refinery’s two processing trains. No casualties were reported. As a safety precaution, the units were shut down. An assessment of the consequences for the refinery’s operations is currently underway.
  * platform jointly owned by Aramco (62.5%) and TotalEnergies (37.5%).

TotalEnergies is continuing to monitor the evolution of the situation on the ground and will update you in case of material change of the above.