Totalenergies Se · EURONEXT:TTE
Totalenergies — Investor Presentation (September 2021)
25 slides from Totalenergies's investor presentation, September 2021
Slide 1: Energy Landscape
Energy Landscape Understanding the energy fundamentals for a successful transition In partnership with and Colette Lewiner
Slide 2: Our sustainable energy challenge
Our sustainable energy challenge 1 2 Ensuring a reliable, Protecting the planet and affordable, accessible its inhabitants from the energy supply for a adverse effect of greenhouse growing world gas emissions and their impact population on climate change 2 September 2021 – Energy Landscape
Slide 3: Energy must be reinvented
Energy must be reinvented World population evolution and forecast World GDP (G$) and primary energy demand (EJ) (billions of people) 15 22 33 10 100,000 600 7.7 EJ G$ 5 50,000 300 2050 Forecast 0 0 1970 1995 2020 1970 1995 2020 2045 2050 GtCO2 emissions linked to energy • The world population is exp
Slide 4: Where does the energy supply come from?
Where does the energy supply come from? Energy used - final Information & Lighting Heating Mechanical Communication technologies Secondary energy - transformation Refined Liquid Commercial Heat Electricity Hydrogen Products Gas (and Cold) Conversion to primary energy Primary energy - in nature equiv
Slide 5: The energy chains
The energy chains Electricity production chains examples Heating Photovoltaic Sunlight Solar PV Electricity Transport Mechanical Liquefied Natural Gas Natural gas Liquefaction Transport Storage Gas-fired plant extraction LNG carrier Ligthing & ICT Hydrogen production chains examples Grey H2 Process
Slide 6: The more processing steps, the greater the energy losses
The more processing steps, the greater the energy losses Illustratives vehicle performance yields Fuel production Tank-to-wheel Resulting efficiency efficiency Loss due to: Engine efficiency ~ 88% ~ 22% ~ 20% Internal combustion engine Loss due to: Battery and AC/DC conversions Battery electric vehi
Slide 7: Decarbonization under way: electricity the main enabler
Decarbonization under way : electricity the main enabler Global electricity production mix (TWh) Electricity production mix per country (TWh) 30,000 30000 ~ 26,900 + 2.9% /year Global electricity production CAGR 570 610 4 400 7 500 Coal 15,000 + 9.7% /year Gas 15000 ~ 11,900 Renewable sources Oil (h
Slide 8: Power systems must adapt to intermittent renewables
Power systems must adapt to intermittent renewables Consumption Production Means of production and role in the electrical system Requirement: at any time Consumption = Production GW Daily average hourly production in France (2019) Peak load = a few hours a 60 day • Unbalancing: Intermediate load = w
Slide 9: Characteristics for comparing main energy sources
Characteristics for comparing main energy sources Oil Natural gas Intermittent renewables Very high High Energy density (MJ / kg) Low (41-48) (38-50) 60 years of consumption 80 years of consumption Infinite (limited by Availibility/Abundance* (including shale oil) (including shale gas) available spa
Slide 10: The footprint is also to be considered
The footprint is also to be considered Land use required to power a 100W flat TV screen by energy type (m2) Wind-energy footprint including turbine spacing 296 14 Hydropower Solar 0.8 Coal 0.3 Nuclear 0.1 37 Natural gas Wind Acceptability issues of solar & wind due to their impact on territories and
Slide 11: Where does the energy consumption come from? (1/2)
Where does the energy consumption come from ? (1/2) Energy is central to human life Final energy consumption mix, OECD 2018 Lighting Heat, Light, Cook Industry Coal Transform, Heating Oil Produce Transport Gas Mobility Electricity Mechanical Residential Others Communicate ICT Tertiary 0% 50% 100% Wh
Slide 12: Where does the energy demand come from? (2/2)
Where does the energy demand come from ? (2/2) Developed countries (OECD) Developing countries (non-OECD) Global + 0%/year + 3.4%/year + 1.8%/year (2000-2019) (2000-2019) (2000-2019) 600 600 600 600 535 380 420 EJ 310 300 300 300 223 228 225 195 0 0 2000 2010 2019 0 2000 2010 2019 2000 2010 2019 • E
Slide 13: People are not equal towards energy
People are not equal towards energy 22 World average primary energy consumption Energy consumption per Capita in 2019 per capita in 2019 (MWh/capita) MWh/Capita United States Saudi Arabia France 78 73 42 China India Kenya 28 8 6 Energy consumption per capita reflects both accessibility to energy sou
Slide 14: Not all countries are equal regarding CO2 emissions
Not all countries are equal regarding CO2 emissions Largest global CO2 emitters (2019) Largest CO2 emissions per capita (2019) (GtCO2) (tCO2/Capita) 10 Qatar Kuwait United Arab Emirates Bahrein 5 Brunei Canada Australia Luxembourg 0 Saudi Arabia China United European India Russia Japan Germany State
Slide 15: Largest historical CO2 emitters worldwide
Largest historical CO2 emitters worldwide Cumulative CO2 emissions over the period from 1971 to 2017 Canada Japan North America United States 2% China 62 billion 200 billion tonnes CO2 Asia 399 billion tonnes CO2 tonnes 25% 13% CO2 Europe 4% Africa Mexico 1.2% South America Oceania Russia India Euro
Slide 16: Decarbonization levers
Decarbonization levers AVOID AVOID REDUCE COMPENSATE INNOVATE 16 September 2021 – Energy Landscape
Slide 17: Appendix
Appendix 17 September 2021 – Energy Landscape
Slide 18: Fossil fuels are the main contributors to GHG emissions
Fossil fuels are the main contributors to GHG emissions Global GHG emissions in 2018 by sector in CO2eq CO2 emissions by source in the world (in Gt CO2)** 14% 15% ENERGY Coal 8% Oil 21% 11% Gas 30% Industry 55* Gt CO2e 23% 7% Agriculture 41% Other Coal Oil Natural gas 30% Industrial processes combus
Slide 19: Avoid
Avoid Impact of a speed reduction from 130 to 110 km/h on highways: - A 15% reduction in fuel consumption - A fuel bill reduced by 7% on average Avoiding unnecessary Increase energy - A reduction of CO2 energy consumption performance in all sectors emissions around 20% through energy efficiency thro
Slide 20: Reduce: Decarbonization of the energy value chain
Reduce: Decarbonization of the energy value chain Decarbonize uses: Changing the energy mix For instance: promote the electrification of Shift to minimum or no carbon energy transportation and the use of biogas and bioliquids 20 September 2021 – Energy Landscape Source: Capgemini Analysis
Slide 21: Compensate emissions
Compensate emissions 1 2 3 Preserve natural carbon Support actors in other Robust auditing and sinks (forests, peat, sectors/countries to offset certification for carbon oceans...) and develop their own emissions that offsetting artificial carbon sinks cannot be avoided (CCUS) 21 September 2021 – En
Slide 22: Innovate
Innovate Overview of low-carbon energy technologies and their technological maturity Today Before 2030 2030 - 2050 Mature and established Technologies in development Technologies in R&D technologies and emerging on the market • Hydraulic, Solar PV & • Small Modular Reactors • Zero waste batteries th
Slide 23: We all have a role to play
We all have a role to play Government Citizens Carbon price, carbon neutrality policy and Adapting behaviour and becoming informed, investments, regulation, mandates, subsidies seek for holistic based information and multilateral action Innovators & Scientists Companies Progressing on fundamental re
Slide 24: September 2021 – Energy Landscape
The entities in which TotalEnergies SE directly or indirectly owns a shareholding are separate and independent legal entities. The terms These adjustment items include: “TotalEnergies”, “TotalEnergies company” and “Company” used in this document are generic and used for convenience to designate Tota
Slide 25: For more information go to
Corporate Communications TOTALENERGIES SE 2, place Jean-Millier 92400 Courbevoie, France Tel.: +33 (0)1 47 44 45 46 Share capital: €6,601,073,322.50 Registered in Nanterre: RCS 542 051 180 For more information go to
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