TotalEnergies Energy Outlook 2022

Clean Hydrogen Adding -20% to natural gas and power demand in 2050 Clean H₂ balance MtH2 Te TotalEnergies Nat Gas and Power demand by sector including H2 (Rupture) Bcm & TWh 500 400 > 300 300 Other sectors* Res. & Com. Power 200 Industry 100 Transport -470 0 2019 2050 Momentum 2050 Rupture 2050 -2/3 5 000 Green H₂ ~1/3 Blue H2 2 500 +770 Bcm gas for H₂ ~total Asian demand today 19% 60 000 2019 2050 30 000 +12500 TWh elec for H₂ -half world power demand today 18% 2019 2050 • H2 production taking off after 2030 drives up electricity & gas demand with CCS & electrolysis development • H2 becomes a significant growth driver for natural gas demand starting in the 2030's . Transport & Industry are the main users of clean H₂ • • Costs must come down and infrastructure must be built up in order to support H2 adoption and industrial scale up Power for Green H₂ pushes up power demand CAGR from 2.5%/y to 3.2%/y until 2050 30 TotalEnergies Energy Outlook 2022 * Other energy use, non-energy use and agriculture Rupture

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