adminTotalEnergies SE (NYSE:TTE) Analyst/Investor Day September 28, 2025 8:00 PM EDT
Company Participants
Renaud Lions – Senior Vice President of Investor Relations
Namita Shah – President of One Tech
Patrick Pouyanné – Chairman & CEO
Nicolas Terraz – President of Exploration & Production
Bernard Pinatel – President of Downstream and President of Marketing & Services
Stephane Michel – President of Gas, Renewables & Power
Vincent Stoquart – President of Refining & Chemicals
Conference Call Participants
Douglas George Blyth Leggate – Wolfe Research, LLC
Lydia Rainforth – Barclays Bank PLC, Research Division
Christopher Kuplent – BofA Securities, Research Division
Jason Gabelman – TD Cowen, Research Division
Michele Della Vigna – Goldman Sachs Group, Inc., Research Division
Irene Himona – Sanford C. Bernstein & Co., LLC., Research Division
Alastair Syme – Citigroup Inc., Research Division
Matthew Lofting – JPMorgan Chase & Co, Research Division
Paul Cheng – Scotiabank Global Banking and Markets, Research Division
Mark Wilson – Jefferies LLC, Research Division
Lucas Herrmann – BNP Paribas Exane, Research Division
Henri Patricot – UBS Investment Bank, Research Division
Peter Low – Rothschild & Co Redburn, Research Division
Presentation
Renaud Lions
Senior Vice President of Investor Relations
Good morning, good afternoon, if you are connecting from Europe. Welcome to TotalEnergies’ Strategy & Outlook Presentation 2025. We are live from Manhattan in New York City. You can also follow us live from our website, totalenergies.com. The program today will start with the strategy and outlook presentation with Patrick and the executive members — the Executive Committee members for a bit more than 1 hour. And we will then move to a Q&A session where, of course, you will be able to ask all the questions you want. As usual, we have a dedicated line for the people who could not attend the event. We should be moving to the lunch around 11:30, 11:45. The lunch is just next door. Your table number should be on your badge. Remember that this afternoon, starting at 2:00 p.m., we have now our traditional roundtable sessions. You should have all your
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