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Totalenergies — Investor Presentation (September 2022)
12 slides from Totalenergies's investor presentation, Sep 28, 2022
Slide 1: A World-Class Integrated LNG Portfolio
A World-Class Integrated LNG Portfolio September 28, 2022
Slide 2: Table of contents
03 | New opportunities fueling LNG growth without Russia 04 | Profitably expanding in Qatar 05 | 1st US LNG exporter in 2022 06 | Access to regas capacity to meet Europe new LNG demand 07 | 2022: securing LNG long-term sales with longstanding partners in key geographies 08 | Long LNG portfolio lever
Slide 3: New opportunities fueling LNG growth without Russia
Mt/y 25 20 Qatar NFE North Field East & North Field South Cameron Ph. 2, ECA ECA 15 NLNG T7 10 5 Russia Papua LNG Giant Area-1 resources Papua LNG 2021 2027 2030 including without without Russia Russia Russia September 2022 - A World-Class Integrated LNG Portfolio | 3
Slide 4: Profitably expanding in Qatar
Mt/y, TotalEnergies share North 4 Field Longstanding partner of Qatar South Leveraging European regas capacity North Field Total Capex of 3.5 B$ 2 East (estimate TotalEnergies share) ~1.3 Bboe (TotalEnergies share over 27 years) Qatargas 2 Train 5 2022 2024 2026 2028 2030 September 2022 - A World-Cl
Slide 5: 1st US LNG exporter in 2022
Mt 15 Cove Point Barnett Energia Costa Azul* Gas & LNG trading hub Cameron T1-4* 10 (Houston) (feedgas from Permian basin) Sabine Pass T3-T5 Freeport LNG T3 Corpus Christi 5 Upstream gas asset LNG liquefaction facility (*under construction or in development) 3rd party LNG supply 2019 2020 2021 2022
Slide 6: Access to regas capacity to meet Europe new LNG demand
Mt/y 20 2 FSRU projects 15% market share (2021) #1 utilization rate (2022) US LNG exporter Existing > 10 Mt capacity 10 with access to LNG capacity in France and Germany to potentially start by end-2023 2021 2022 2023 2026 LNG regasification capacity: Onshore September 2022 - A World-Class Integrate
Slide 7: 2022: securing LNG long-term sales with longstanding partners
South Korea after partnering in downstream in 2015 (Daesan platform) 15y from 2024 and renewables in 2021 (50%/50% JV to develop 1.6 GW) Singapore New LNG contract in addition to existing volumes 5y from 2025 Electricity supplier of our 1,500 EV charging points in Singapore Dominican Republic with o
Slide 8: Long LNG portfolio leveraged to high prices
$/b $/Mbtu Mt 150 75 30 Non-committed Other long-term supply HHindexed HH indexed TTF HH indexed 100 50 20 HH indexed Europe / Asia HH indexed Gas JKM Gas indexed Gas indexed long-term Oil indexed Gas indexed Brent Gas indexed Oil supply indexed Oil indexed Equity excluding US 50 25 10 Equity exclud
Slide 9: Supporting our customers in their decarbonization efforts
South Korea Power switch from coal Other 15y from 2024 China ** India Power switch from coal HH indexed Up to and industrial use until 2026 Gas indexed South Korea Oil indexed India Europe City gas & industrial use Up to Equity excluding US India China Transportation, Up to industrial use & city gas
Slide 10: LNG as a transition fuel: China illustration
Bcm Mt Mt 400 90 8 80 Transporation 70 300 6 60 Industry & non energy users 50 200 4 40 Residential & Commercial 30 100 2 20 Power Generation 10 2015 2021 2015 2021 2015 2021 LNG has been key for increasing TotalEnergies has supplied 9% of China Increased use of gas in all sectors the role of gas in
Slide 11: Decarbonizing our LNG chain
Gas fields LNG plants Shipping Satellite & drone leak detection and monitoring Technology: hull air lubrification, Air instrumentation (Barnett) batteries and shore power, methane slip reduction OGMP 2.0 Gold Standard Cameron T4: electric drive technology Alternative fuels: biofuels, e-fuels Connect
Slide 12: Major LNG player leveraging on strong positions
Managed LNG volumes LNG player experience in LNG in 2022 in 2022 excluding Russia excluding Russia Fleet Interests in US offtake of European regasification capacity US LNG Exporter in operation or under construction September 2022 - World-Class Integrated LNG Portfolio | 12 12
TotalEnergies — Investor Presentation (September 2022) on 6ix