The Shareholders' Newsletter #77 Summer 2025

Development

From 2023 to 2025, targeted strategic acquisitions for rapid growth

TotalEnergies' energy value chain, presented in six main stages:

1. Upstream Gas Production/LNG Imports

  • 0.5 Bcf/d North Sea (ex. UK), gas production
  • 2.6 Gm³/year Deutsche Ostsee FSRU (Floating Storage and Regasification Unit or floating LNG terminal)

2. Flexible Generation

  • Scouting for opportunities

3. Renewables (VSB)

  • 0.2 GW in operation or under construction in Germany
  • 7 GW pipeline of onshore wind, solar, and battery storage in Germany
  • +7.5 GW of offshore wind

4. Storage (KYON ENERGY)

  • 321 MW under construction for TotalEnergies in Germany
  • 1.8 GW BESS ready to build in 2025 in Germany

5. Trading & Aggregation (QUADRA energy)

  • Over 9 GW under management, approximately 5,000 wind and solar power plants
  • 15 TWh of renewable power production aggregated and resold on the wholesale market

6. Marketing

  • Long-term corporate Power Purchase Agreements (PPAs)
  • 1.3 TWh sold fixed price PPA

© BUCHANAN Andy - AFP - TotalEnergies