TOTALENERGIES SE (TTE): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico da energia global, o total de energia se emerge como uma potência transformadora, navegando estrategicamente na interseção complexa de combustíveis fósseis tradicionais e tecnologias renováveis ​​inovadoras. Ao ser pioneiro em uma ambiciosa tela de modelo de negócios que combina perfeitamente a exploração, o desenvolvimento sustentável e a inovação tecnológica, a empresa está redefinindo o futuro do setor de energia. Desde vastas reservas de petróleo a projetos solares e eólicos de ponta, os totais de energia demonstram uma capacidade notável de se adaptar, investir e liderar em uma era de transição energética sem precedentes, investidores e consumidores promissores, uma abordagem abrangente e de busca avançada para encontrar o mundo em evolução do mundo demandas de energia.

TOTALENERGIES SE (TTE) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com empresas nacionais de petróleo

A Totalengies estabeleceu parcerias estratégicas com empresas nacionais de petróleo em vários países:

País	Parceiro	Detalhes da parceria
Emirados Árabes Unidos	Adnoc	Contrato de exploração e produção conjunta em Abu Dhabi
Irã	Companhia Oil Nacional Iraniana	Contrato de exploração e desenvolvimento de longo prazo
Cazaquistão	Kazmunaygas	Parceria de petróleo e gás a montante

Joint ventures com provedores de tecnologia de energia renovável

A Totalengies formou parcerias -chave em energia renovável:

• Sunpower Corporation (tecnologia solar) - 100% de propriedade
• Total Solar International - Desenvolvimento Global de Projetos Solares
• Parceria de renováveis ​​com o Eren Group - € 2,5 bilhões de investimentos

Parcerias de carregamento de veículos automotivos e elétricos

Colaborações estratégicas na infraestrutura de veículos elétricos:

Parceiro	Foco de colaboração	Investimento
Tesla	Expansão de rede de carregamento de EV	€ 300 milhões de investimentos
Grupo Volkswagen	Infraestrutura de carregamento de veículos elétricos	Projeto conjunto de 1,2 bilhão de euros

Parcerias de pesquisa e inovação

Colaboração com instituições de pesquisa:

• Instituto de Tecnologia de Massachusetts (MIT) - Pesquisa de energia limpa
• Universidade de Stanford - Inovação Energética Sustentável
• Energias alternativas francesas e Comissão de Energia Atômica (CEA)

Parcerias globais de fornecimento e negociação

Principais acordos de fornecimento com empresas petroquímicas globais:

Empresa	Tipo de parceria	Volume anual
Concha	Contrato de Comércio Global	12 milhões de toneladas métricas/ano
Bp	Cadeia de suprimentos petroquímica	8,5 milhões de toneladas/ano

TOTALENERGIES SE (TTE) - Modelo de negócios: Atividades -chave

Exploração e produção de petróleo e gás natural

Em 2022, o total de energia produziu 2,8 milhões de barris de petróleo equivalente por dia (BOEPD). O colapso da produção inclui:

Região	Produção (BOEPD)
África	752,000
Médio Oriente	365,000
Europa	298,000
Américas	687,000
Ásia -Pacífico	698,000

Desenvolvimento de energia renovável

A TotalEngies investiu € 16 bilhões em energia renovável e de baixo carbono em 2022, com o seguinte portfólio:

• Capacidade solar: 15 GW
• Capacidade do vento: 9 GW
• Produção de biogás: 2,5 bilhões de metros cúbicos anualmente

Refino e processamento de petróleo

Capacidade global de refino em 2022:

Região	Capacidade de refino (milhão de toneladas/ano)
Europa	45.2
África	22.7
Médio Oriente	12.5

Marketing e distribuição de produtos energéticos

Rede de Marketing Global em 2022:

• Estações de varejo: 16.700 em todo o mundo
• Países com presença de marketing: 130
• Vendas diárias de combustível: 2,3 milhões de barris

Pesquisa e desenvolvimento de tecnologias de baixo carbono

Detalhes do investimento em P&D:

Área de tecnologia	Investimento (milhão de euros)
Hidrogênio	750
Captura de carbono	450
Tecnologias renováveis	1,200

TOTALENERGIES SE (TTE) - Modelo de negócios: Recursos -chave

Extensas reservas globais de petróleo e gás

A partir de 2023, a Totalenergies SE possui reservas comprovadas de aproximadamente 10,4 bilhões de barris de petróleo equivalentes. O portfólio de reserva global da empresa inclui:

Região	Reservas (bilhões de barris)
Médio Oriente	3.2
África	2.7
Américas	2.5
Europa/Ásia	2.0

Infraestrutura tecnológica avançada

A Totalenergies SE opera com recursos tecnológicos sofisticados:

• Investimentos de transformação digital: 1,5 bilhão de euros anualmente
• Centros de pesquisa e desenvolvimento: 8 locais globais
• APAIOS AI e APRENDIZAMENTO DE MACHINE EM EXPLORAÇÃO: 35 Projetos ativos

Força de trabalho qualificada

Composição da força de trabalho em 2023:

Categoria	Número de funcionários
Total de funcionários	105,000
Engenheiros e especialistas	42,000
Força de trabalho internacional	130 nacionalidades

Capital financeiro significativo

Recursos Financeiros a partir de 2023:

• Total de ativos: 239 bilhões de euros
• Despesas com capital anual: 16,4 bilhões de euros
• Caixa e equivalentes em dinheiro: € 25,3 bilhões

Rede Global de Distribuição e Logística

Detalhes da infraestrutura operacional:

Componente de rede	Quantidade
Refinarias	17
Países de marketing	130
Estações de serviço	16,000
Terminais de logística	230

TOTALENERGIES SE (TTE) - Modelo de negócios: proposições de valor

Soluções de energia integradas em vários setores

A Totalengies opera em vários setores de energia com um portfólio abrangente, gerando 236,6 bilhões de euros em receita para 2022. A abordagem integrada da empresa se aborda:

• Produção de petróleo e gás a montante
• Refino de petróleo a jusante
• Geração de eletricidade
• Desenvolvimento de energia renovável
• Fabricação química

Setor	Contribuição da receita	Participação de mercado global
Exploração de petróleo e gás	€ 86,4 bilhões	3.7%
Energia renovável	€ 15,2 bilhões	2.9%
Produtos de petróleo	€ 135 bilhões	4.2%

Compromisso com transição de energia sustentável e de baixo carbono

A Totalengies comprometeu 60 bilhões de euros em investimentos em energia de baixo carbono até 2030. A empresa pretende reduzir as emissões de carbono em 40% até 2030.

Portfólio de produtos de energia confiável e diversificado

O portfólio de produtos inclui:

• Petróleo bruto (2,9 milhões de barris por dia)
• Gás natural (9,5 bilhões de pés cúbicos por dia)
• Geração de eletricidade (25 gigawatts)
• Biocombustíveis (1,7 milhão de toneladas anualmente)

Preços competitivos nos mercados globais de energia

Custos médios de produção: € 8,50 por barril de petróleo equivalente, posicionando a total energia competitiva nos mercados globais.

Capacidades tecnológicas avançadas na produção de energia

Área de tecnologia	Investimento	Despesas anuais de P&D
Tecnologias digitais	€ 1,2 bilhão	€ 500 milhões
Captura de carbono	€ 3,5 bilhões	€ 250 milhões
Tecnologia de energia renovável	€ 5,6 bilhões	€ 750 milhões

TOTALENERGIES SE (TTE) - Modelo de negócios: Relacionamentos do cliente

Contratos de longo prazo com clientes industriais e comerciais

A TotalEngies mantém mais de 11.000 contratos de fornecimento de energia de longo prazo em todo o mundo com clientes industriais e comerciais em 130 países. A duração média do contrato varia entre 5 e 15 anos, com valores de contrato variando de € 50 milhões a 500 milhões de euros anualmente.

Tipo de contrato	Número de contratos	Duração média
Fornecimento de energia industrial	6,500	10 anos
Serviços de energia comercial	4,500	7 anos

Plataformas digitais para gerenciamento e serviços de energia

A TotalEngies opera 3 plataformas digitais primárias que atendem a 2,5 milhões de negócios registrados e usuários individuais. O engajamento da plataforma digital gera € 1,2 bilhão em receita anual.

• Plataforma Total Direct Energie
• Portal de soluções de negócios da Totalenergies
• Aplicativo móvel MyTotalEnergies

Serviços de consultoria de energia personalizada

A Totalengies fornece serviços dedicados de consultoria de energia a 15.000 clientes corporativos, gerando 780 milhões de euros em receita de consultoria em 2023.

Categoria de serviço de consultoria	Número de clientes	Receita
Otimização de energia corporativa	8,500	€ 450 milhões
Transição de energia renovável	6,500	€ 330 milhões

Comunicação transparente sobre esforços de sustentabilidade

A Totalengies publica relatórios abrangentes de sustentabilidade que atingem 4,2 milhões de partes interessadas anualmente. Orçamento de comunicação de sustentabilidade: 42 milhões de euros em 2023.

Suporte ao cliente em vários canais e regiões

A Totalengies mantém 87 centros de suporte ao cliente em 50 países, empregando 6.300 profissionais de atendimento ao cliente. Orçamento operacional anual de suporte ao cliente: 350 milhões de euros.

Canal de suporte	Volume anual de interação	Tempo médio de resposta
Suporte telefônico	12,5 milhões de interações	3,2 minutos
Suporte digital	8,7 milhões de interações	2,8 minutos
Suporte por e -mail	5,3 milhões de interações	4,1 minutos

TOTALENERGIES SE (TTE) - Modelo de negócios: canais

Equipes de vendas diretas para segmentos industriais e comerciais

A TotalEngies opera 3.200 representantes de vendas B2B dedicados em todo o mundo, atendendo aos clientes de energia industrial e comercial em 130 países.

Tipo de canal de vendas	Número de representantes	Segmentos de mercado -alvo
Vendas de energia industrial	1,800	Manufatura, mineração e indústrias pesadas
Vendas de energia comercial	1,400	Edifícios comerciais, transporte, agricultura

Plataformas digitais online e aplicativos móveis

A Totalengies mantém 7 plataformas digitais com 12,4 milhões de usuários ativos em várias regiões.

• MyTotalEnergies Mobile App: 4,2 milhões de downloads
• Plataforma de compras de energia B2B: 3.800 clientes corporativos
• Taxa de integração de serviço digital: 68% das interações com os clientes

Postos de combustível de varejo e lojas de conveniência

Estatísticas da rede de varejo global a partir de 2024:

Região	Número de estações	Cobertura da loja de conveniência
Europa	5,600	85% com lojas integradas
África	2,300	62% com lojas integradas
Ásia-Pacífico	1,900	75% com lojas integradas

Plataformas de negociação de energia B2B

A Totalenergies opera plataformas de negociação digital especializadas:

• Plataforma Total Direct Energie: € 4,2 bilhões de volume de transação anual
• Sistema de aquisição de energia corporativa: 1.200 clientes corporativos ativos
• Capacidade de negociação em tempo real: 3,6 milhões de mwh por dia

Site corporativo e canais de marketing digital

Métricas de desempenho de marketing digital:

Canal	Visitantes mensais	Taxa de engajamento
Site corporativo	2,7 milhões	42%
LinkedIn	890.000 seguidores	6.3%
Twitter	620.000 seguidores	4.1%

TOTALENERGIES SE (TTE) - Modelo de negócios: segmentos de clientes

Empresas industriais e manufatureiras

A Totalengies atende a 220.000 clientes industriais globalmente, com contratos de fornecimento de energia avaliados em € 58,6 bilhões em 2022. Os principais setores incluem:

Setor da indústria	Consumo anual de energia	Valor do contrato
Fabricação química	37.500 mwh	€ 12,3 bilhões
Metais e mineração	28.900 mwh	€ 9,7 bilhões
Cimento e construção	22.600 mwh	€ 7,5 bilhões

Empresas de transporte e logística

A Totalengies fornece soluções de energia para 85.000 clientes de transporte e logística em todo o mundo.

• Fornecimento de combustível a diesel: 45 milhões de toneladas métricas anualmente
• Contratos de combustível de aviação: € 16,2 bilhões em 2022
• Soluções de combustível marítimo: atendendo 12.500 empresas de navegação

Consumidores de energia residencial

A Totalengies atende 8,5 milhões de clientes residenciais em 22 países.

Região	Clientes residenciais	Gasto energético anual médio
Europa	5,2 milhões	€ 1.350 por família
África	2,1 milhões	€ 680 por família
Médio Oriente	1,2 milhão	€ 1.100 por família

Entidades do governo e do setor público

A Totalengies possui 3.700 contratos de energia do governo e do setor público.

• Fornecimento de energia de infraestrutura pública: 22,4 bilhões de euros
• Contratos de energia do setor de defesa: 8,6 bilhões de euros
• Soluções de energia municipal: 1.200 contratos da cidade

Indústrias automotivas e de transporte

A Totalengies suporta 150.000 clientes automotivos e de transporte.

Segmento	Fornecimento anual de combustível	Receita do contrato
Gerenciamento de frota	22 milhões de toneladas métricas	€ 14,7 bilhões
Transporte público	8,5 milhões de toneladas métricas	6,3 bilhões de euros
Carregamento de veículos elétricos	3,2 milhões de estações de carregamento	2,1 bilhões de euros

TOTALENERGIES SE (TTE) - Modelo de negócios: estrutura de custos

Altos gastos de capital para exploração e produção

Em 2023, o total de energia relatou despesas totais de capital de € 16,4 bilhões, com investimentos significativos em segmentos de exploração e produção.

Segmento	Despesas de capital (bilhões de €)
A montante	9.2
Gás integrado, renováveis & Poder	3.6
A jusante	2.9

Investimentos de pesquisa e desenvolvimento

A total de energia investiu 1,1 bilhão de euros em pesquisa e desenvolvimento em 2023, com foco em:

• Tecnologias de baixo carbono
• Soluções de energia renovável
• Inovações de eficiência energética

Despesas operacionais para infraestrutura de energia global

As despesas operacionais anuais para a infraestrutura de energia global em 2023 foram de aproximadamente € 37,5 bilhões, cobrindo:

• Manutenção de refinarias
• Redes de oleodutos e transporte
• Operações de logística global

Iniciativas de conformidade ambiental e sustentabilidade

A total de energia alocada alocou € 2,5 bilhões em 2023 para programas de conformidade ambiental e sustentabilidade.

Iniciativa de Sustentabilidade	Investimento (milhão de euros)
Projetos de redução de carbono	1,200
Desenvolvimento de energia renovável	850
Conformidade ambiental	450

Custos de manutenção de mão -de -obra e tecnológica

As despesas totais de mão -de -obra e manutenção tecnológica em 2023 foram de 5,7 bilhões de euros.

Categoria de custo	Valor (bilhão de euros)
Salários e benefícios dos funcionários	3.9
Manutenção tecnológica	1.8

TOTALENERGIES SE (TTE) - Modelo de negócios: fluxos de receita

Vendas de petróleo e gás natural

Em 2022, o total de energia gerou receita total de € 254,3 bilhões. As vendas de hidrocarbonetos representaram uma parcela significativa dessa receita.

Segmento	Receita (2022)	Volume de produção
Vendas de petróleo bruto	€ 103,4 bilhões	1,7 milhão de barris por dia
Vendas de gás natural	€ 45,6 bilhões	9,4 bilhões de pés cúbicos por dia

Geração de energia renovável

O segmento de energia renovável contribuiu com € 7,2 bilhões em receita para 2022.

• Geração de energia solar: 5.2 GW Capacidade instalada
• Geração de energia eólica: 4,8 GW Capacidade instalada
• Vendas de eletricidade: € 3,6 bilhões

Vendas petroquímicas de produtos

O segmento petroquímico gerou € 33,7 bilhões em receita durante 2022.

Categoria de produto	Receita	Volume de produção
Plásticos	€ 18,5 bilhões	12,3 milhões de toneladas
Produtos químicos especiais	€ 15,2 bilhões	7,6 milhões de toneladas

Negociação de energia e derivativos

As atividades comerciais geraram 23,9 bilhões de euros em receita para 2022.

• Negociação de derivativos de petróleo: € 14,6 bilhões
• Negociação de derivativos de gás: 9,3 bilhões de euros

Carregamento de veículos elétricos e serviços relacionados

Os serviços de carregamento de EV geraram € 450 milhões em 2022.

Serviço	Receita	Número de pontos de carregamento
Infraestrutura de carregamento de EV	270 milhões de euros	22.000 pontos de cobrança
Serviços de EV relacionados	€ 180 milhões	N / D

TotalEnergies SE (TTE) - Canvas Business Model: Value Propositions

You're looking at the core promises TotalEnergies SE is making to its customers and investors as of late 2025. It's a multi-energy play, balancing the current need for reliable supply with the long-term push for lower carbon intensity.

Reliable, affordable, and increasingly low-carbon multi-energy supply

TotalEnergies SE is framing its supply around balancing energy access with decarbonization. The company's lifecycle carbon intensity of energy products sold has a new target of $\text{-17%}$ in 2025 compared to 2015. For its operated facilities, the Scope 1+2 emissions target for 2025 is $\text{<37 Mt CO2e}$. Methane emissions from operated facilities have a new target of $\text{-60%}$ in 2025 compared to 2020.

Reliability is underscored by its natural gas business, with Liquefied Natural Gas (LNG) sales expected to exceed $\text{40 million tonnes (Mt)}$ in 2025.

Integrated Power: 24/7 low-carbon electricity (renewables plus flexible gas)

The Integrated Power segment is a key growth engine. TotalEnergies SE plans to increase electricity production by approximately $\text{20%}$ per year through 2030, targeting $\text{100 to 120 TWh/y}$ of net electricity production by 2030. This mix is targeted to be $\text{70%}$ renewable and $\text{30%}$ flexible gas.

The renewable capacity build-out is rapid. By the end of October 2025, TotalEnergies SE had more than $\text{32 GW}$ of installed gross renewable electricity generation capacity, aiming to reach $\text{35 GW}$ by the end of 2025. The segment generated nearly a tenth of group operating cash flow in 2024, with a Return on Average Capital Employed (ROACE) of $\text{10%}$ in 2024. Electricity in the sales mix passed the $\text{10%}$ milestone in 2024.

High-margin, low-emission oil and gas production growth ($\text{>3\%}$ in 2025/2026)

TotalEnergies SE is committed to growing its core hydrocarbon business profitably. The company plans for oil and gas production growth to exceed $\text{3%}$ per year in both 2025 and 2026. This is supported by projects like Ballymore in the Gulf of Mexico and Mero-4 in Brazil.

Here are the production figures for context:

Metric	2023 Value	2024 Value	2025 Forecast Range
Total Hydrocarbon Production	$\text{2.483 MMboe/d}$	$\text{2.434 MMboe/d}$	$\text{2.5-2.55 MMboe/d}$

Overall energy production (oil, gas, and electricity) has a target of $\text{~4%}$ annual growth through 2030.

Attractive shareholder return policy (payout of $\text{>40\%}$ of cash flow)

TotalEnergies SE reaffirms its policy of allocating more than $\text{40%}$ of Cash Flow From Operations (CFFO) to investors for 2025. The 2024 dividend was $\text{€3.22/share}$, a $\text{7%}$ increase from 2023. The interim dividend for 2025 is $\text{€0.85/share}$, representing a $\text{7.6%}$ increase.

Share buybacks are a key component of this policy. The company authorized $\text{$1.5 billion}$ of share buybacks in the fourth quarter of 2025, resulting in $\text{$7.5 billion}$ for the full year 2025. The guidance for 2026 buybacks is between $\text{$0.75 billion and $1.5 billion}$ per quarter, which should lead to a payout of around $\text{50%}$ at a $\text{\$70/bbl}$ Brent price.

Biofuels, biogas, and low-carbon hydrogen products for decarbonization

The company is focusing on securing supply for its internal needs and developing external markets for low-carbon molecules. For its European refineries, TotalEnergies SE aims to replace $\text{500,000 tons per year}$ of conventional hydrogen with green hydrogen by 2030. They have already secured $\text{200,000 tonnes}$ of green hydrogen. The cost of this green hydrogen is about $\text{3 times}$ the cost of traditional grey hydrogen in Europe.

In Sustainable Aviation Fuel (SAF), the 2025 production targets by site are:

• Grandpuits: $\text{210,000 tons}$
• Normandy: $\text{160,000 tons}$
• La Mède: $\text{15,000 tons}$

The overall goal for SAF production worldwide is $\text{1.5 million tons}$ by 2030.

TotalEnergies SE (TTE) - Canvas Business Model: Customer Relationships

You're looking at how TotalEnergies SE manages its diverse customer base, from the largest industrial users to the everyday driver. It's a mix of high-touch service for big players and digital engagement for the masses.

Dedicated B2B account management for large industrial clients involves deep, tailored service delivery. TotalEnergies has a Team dedicated to 45 global key accounts relationship within its Marketing & Services sector. This team focuses on complex needs like energy efficiency services and low-carbon goods. For industrial lubricants, TotalEnergies provides tailored solutions in more than 130 countries, including lubrication charts, audits, and analysis of oils in use. The special fluids business alone moves nearly 800,000 metric tons of product annually across three main markets: Industry, Geoscience, and Life sciences.

Here's a quick look at the scale of this B2B relationship support:

Relationship Metric	Data Point	Scope/Context
Global Countries of Operation	120	Overall reach
Dedicated Global Key Accounts	45	Managed by Marketing & Services
Lubricant Solutions Countries	130+	Tailored industrial support
Special Fluids Sold Annually	Nearly 800,000 metric tons	Market leadership in this segment

Long-term contracts for LNG and wholesale power sales anchor the energy trading relationships. Natural gas, especially LNG, is central to TotalEnergies' transition strategy. The company aims to increase the share of natural gas in its sales mix to close to 50% by 2030. LNG sales are forecast to increase by 50% between 2024 and 2030. Supply gains are predicted to be slow in 2025 and 2026 before rising more sharply later in the decade.

Key contract examples show this long-term focus:

• TotalEnergies is the world's third-largest LNG player, with a portfolio exceeding 44 Mt/y in 2023.
• A 20-year contract with Rio Grande LNG for the purchase of 1.5 million tonnes per annum (Mtpa) of LNG, subject to FID.
• A ten-year Sales and Purchase Agreement (SPA) with Indian Oil Corporation (IOCL) for up to 800,000 tons per year of LNG starting in 2026.
• A five-year Heads of Agreement (HoA) with Korea South-East Power for up to around 500,000 tons per year of LNG starting in 2027.

Digital platforms and loyalty programs for retail consumers are used to drive engagement where margins are thin. The TotalEnergies Club uses multi-tiered status, like Silver, Gold, and Platinum, to incentivize regular use with premium perks. Consumer research suggests that companies with robust loyalty strategies can grow revenue up to 2.5 times faster than their peers. The global loyalty management market size was projected at $15.19 billion in 2025. This digital focus helps funnel consumers toward lower-cost payment methods, like pay-by-bank options in mobile apps, which is a defintely smart move.

Investor relations are managed with a clear focus on rewarding shareholders consistently. The Board of Directors confirmed the first interim dividend for fiscal year 2025 at €0.85/share. This represents an increase of 7.6% compared to 2024. This decision aligns with the attractive dividend growth guidance announced in February 2025. The company also authorized up to $7.5 billion of share buybacks for the full year 2025. Finance: draft 13-week cash view by Friday.

TotalEnergies SE (TTE) - Canvas Business Model: Channels

You're looking at how TotalEnergies SE moves its product, from the wellhead and refinery to the end-user, and that involves some serious infrastructure. The company's channels are built on massive, integrated physical assets across the globe.

The Global network of crude oil and LNG tankers and pipelines is the backbone for moving raw materials and finished products. TotalEnergies SE's Trading & Shipping division operates out of 4 major trading hubs: Paris, Shanghai, Geneva, Singapore, Dubai, Houston, Johannesburg, and Lagos. As of the end of 2024, the division managed a time-chartered fleet of 61 vessels and 3,300 annual barge voyages. The volume transported by tanker was approximately ~3M barrels per day. For wholesale trading, the traded physical volume was 7.3M barrels a day, with a traded derivative volume equivalent to 75M barrels a day.

For the downstream side, the Extensive retail service station network provides direct consumer access, though the footprint is actively being optimized. Globally, TotalEnergies SE maintains close to 16,000 service stations across over 70 countries, serving more than 8 million individual and business customers daily. This channel is undergoing a strategic shift in Europe; for instance, the company divested 1,198 stations in Germany and 392 in the Netherlands to Couche-Tard, a transaction valued at EUR 3.4 billion ($3.73 billion) upon completion in early 2024. TotalEnergies SE retains its French network and a 40% stake in a joint venture operating 619 stations in Belgium and Luxembourg.

The Direct sales to utilities and power grids fall under the Integrated Power segment, which is rapidly expanding its reach. TotalEnergies SE plans to increase its electricity production by about 20% per year through 2030, aiming for 100 to 120 TWh/y of output. In the third quarter of 2025, net power production reached 12.6 TWh, with electricity production for the first nine months of 2025 up almost 20% year-on-year. This electricity production is targeted to represent 10% of the company's Oil & Gas production in 2025. The value of this integrated model is shown by production assets and sales activities contributing equally to third-quarter results.

The Chemical product distribution networks support TotalEnergies SE's role as a large-scale chemical manufacturer. These operations rely on coordination among industrial plants, maritime terminals, feedstock supply lines, and downstream distribution channels to supply foundational components for plastics, industrial coatings, and consumer products across multiple industrial sectors. The company is focused on high performing integrated platforms, such as the Amiral project in Saudi Arabia, which is expected to have an ethylene capacity of 1.6 Mtpa and was 50% complete as of September 2025.

Here's a quick look at the scale across these key channels as of late 2025 data points:

Channel Component	Metric	Latest Available Data Point
Retail Network (Global)	Number of Service Stations	Close to 16,000
Retail Network (Divested EU)	Stations Sold to Couche-Tard (DE/NL)	1,590
Integrated Power	Q3 2025 Net Power Production	12.6 TWh
Integrated Power	Electricity Production Growth (9M 2025 vs 9M 2024)	Almost 20% increase
Trading & Shipping	Traded Physical Volume (Daily Average)	7.3M barrels a day
Trading & Shipping	Time-Chartered Vessels	61
LNG Sales	Targeted Sales Volume by 2030	~60 Mtpa
Chemicals	Amiral Project Ethylene Capacity	1.6 Mtpa

The company uses its Wholesale trading desks to manage commodity flows, evidenced by the $10.00/Mbtu average LNG price seen in Q1 2025. The Integrated Power segment's strategy relies on deploying its integrated model in main deregulated markets like the United States and Europe. The sheer volume moved through the Trading & Shipping segment requires 61 time-chartered vessels and 3,300 annual barge voyages to support its 7.3M barrels a day physical trading volume.

The company's commitment to its Integrated Power strategy is clear in its production targets. You see this commitment reflected in the goal for electricity production to hit 10% of Oil & Gas production in 2025. This growth is supported by a $3 to $4 billion per year annual investment guidance for the Integrated Power business.

The channels for refined products and chemicals are tied to the Refining & Chemicals segment, which is actively managing capacity. For example, the company is reducing petrochemicals capacity in an oversupplied market, including the Antwerp cracker closure. This focus on high-margin areas means the distribution network must be highly efficient to support the Refining & Chemicals segment's goal of achieving a Return on Average Capital Employed (ROACE) of over 20%.

TotalEnergies SE (TTE) - Canvas Business Model: Customer Segments

You're looking at the customer base for TotalEnergies SE as of late 2025. This company serves a massive, multi-layered global clientele, from individual drivers to national governments. Honestly, the sheer scale is what defines this segment.

The operational footprint covers approximately 120 countries across five continents, giving TotalEnergies SE deep market knowledge. This global reach supports their strategy across all energy lines.

Here is a snapshot of the scale relevant to their customer-facing operations:

Metric	Value	Year/Context
Total Employees	Over 100,000	As of 2025
Total Countries of Operation	About 120	As of 2025
Service Stations (Global Network)	Close to 16,000	As of late 2025
Service Stations (Operating Countries)	Over 70	As of late 2025
Daily Service Station Customers	More than 8 million	Individual and business customers
EV Charge Points (Worldwide)	Nearly 78,000	As of 2024

The customer segments are quite distinct, reflecting the integrated multi-energy strategy anchored on Oil & Gas and Integrated Power.

• Global institutional and retail investors
• Industrial and commercial energy consumers (B2B)
• Retail consumers in ~120 countries (fuel, electricity, services)
• Power utilities and grid operators (for wholesale electricity)
• Governments and National Oil Companies (NOCs)

Retail consumers in ~120 countries are reached directly through the service station network, which acts as a convenience center for mobility and energy access. This network serves over 8 million customers daily. Note that following divestments, the fuel retail network in Germany and the Netherlands totaled 1,590 stations sold, with another 619 stations in Belgium and Luxembourg now under a joint venture structure. TotalEnergies SE still supplies fuel to these sites for at least five years.

For Industrial and commercial energy consumers (B2B), TotalEnergies SE supplies oil, gas, and increasingly, electricity and low-carbon solutions. The company is targeting LNG sales to exceed 40 million tonnes (Mt) in 2025. Furthermore, the Integrated Power segment is growing, aiming for net electricity production of over 50 TWh in 2025, with a target of 100 TWh/y by 2030. A concrete example of a B2B/utility-like contract is the renewable power purchase agreement signed with Saint-Gobain for 875 GWh over five years, starting January 2026.

Engagements with Governments and National Oil Companies (NOCs) are critical, especially in Exploration & Production, where TotalEnergies SE's 2024 hydrocarbon production averaged 2.434 million barrels of oil equivalent per day (MMboe/d). The company intends to continue developing partnerships with governments for new LNG and renewable power generation projects.

The segment of Power utilities and grid operators is served by the Integrated Power business, which is focused on deregulated markets like the United States and Europe. TotalEnergies SE plans to increase electricity production by approximately 20% per year through 2030.

Finally, Global institutional and retail investors are a key segment, evidenced by the Board of Directors authorizing $7.5 billion in share buybacks for the full year 2025. The company's market capitalization was reported at $157.44 billion in Q3 2025.

TotalEnergies SE (TTE) - Canvas Business Model: Cost Structure

You're looking at the major cash outlays for TotalEnergies SE as we head into late 2025, and the numbers show a clear focus on capital discipline while maintaining growth momentum.

The overall Capital Expenditure (Capex) guidance for the near term remains substantial. For the full year 2025, TotalEnergies projects net investments between $\text{\$17 billion}$ and $\text{\$17.5 billion}$. Looking further out, the company has revised its net Capex guidance downward to approximately $\text{\$16 billion}$ for 2026, and then to $\text{\$15-17 billion}$ per year for the period 2027-2030. This later guidance represents a reduction of $\text{\$1 billion}$ per year compared to prior forecasts.

Here's a quick look at how that capital is being allocated across the core segments, based on the latest guidance:

Investment Category	Timeframe/Context	Financial Amount
Total Net Capex Guidance	2027-2030 Annual Average	\$15-17 billion per year
Total Net Capex Guidance	2025 Projection	\$17 billion to \$17.5 billion
Low-Carbon Capex Allocation	2027-2030 Annual Average	\sim\$4 billion per year
Low-Carbon Capex Allocation	2025 Projection	\$4.5 billion
Upstream Investment Focus	General Strategy	Focus on high-margin projects

For the Upstream segment, which covers exploration, development, and production, the cost control focus is sharp. TotalEnergies is targeting upstream production costs of $\text{\$5 per barrel}$ for 2025. This discipline is key as the company plans for its oil and gas production to grow by $\text{3%}$ per year between 2024 and 2030.

Operating expenses (Opex) are being actively managed as part of a broader efficiency drive. TotalEnergies announced a $\text{\$7.5 billion}$ savings program that covers both Capex and Opex over the five-year period from 2026 through 2030. This program reflects a commitment to find efficiencies across the board.

The costs associated with the Integrated Power business, which includes low-carbon investments, are specifically guided. The annual low-carbon Capex is set to be $\text{\sim\$4 billion}$ per year for 2027-2030. Within that, the Integrated Power business is slated to receive between $\text{\$3 to \$4 billion}$ annually. For context on the power segment's cost performance, the Integrated Power segment posted adjusted net operating income and cash flow of $\text{\$0.6 billion}$ in the third quarter of 2025, with $\text{\$1.2 billion}$ cash flow in the first half of 2025.

Refining costs and performance are also a major factor in the overall cost structure. The Downstream segment delivered cash flow of $\text{\$1.5 billion}$ in the second quarter of 2025. However, the environment for refining costs has been volatile, with the European Refining Margin Marker plunging $\text{65%}$ to $\text{\$15.4 per ton}$ in the third quarter of 2025, down from $\text{\$44.9 per ton}$ in the second quarter.

You should track these key Opex/Cost drivers:

• Upstream production cost target: $\text{\$5 per barrel}$ for 2025.
• Total Opex/Capex savings target: $\text{\$7.5 billion}$ from 2026-2030.
• Integrated Power cash flow (H1 2025): $\text{\$1.2 billion}$.
• Refining margin (Q3 2025): $\text{\$15.4 per ton}$.

Finance: draft 13-week cash view by Friday.

TotalEnergies SE (TTE) - Canvas Business Model: Revenue Streams

You're looking at the core ways TotalEnergies SE brings in money as of late 2025. It's still heavily weighted toward traditional energy, but the growth story is clearly in the power transition.

Total Revenue for LTM Sep 30, 2025 was $183.534 billion. This figure reflects the total income before any expenses are taken out, showing the sheer scale of the business across all its operations for the trailing twelve months ending September 30, 2025.

Here's a breakdown of the revenue contribution by the major business segments for the TTM ending September 30, 2025:

Revenue Stream Category	Segment Name (as reported)	Revenue (TTM Sep 30, 2025)
Sales of crude oil and refined petroleum products (and related activities)	Refining and Chemicals	$114.52B
Revenue from Marketing & Services	Marketing and Services	$61.47B
Exploration & Production (Crude Oil and Gas Sales)	Exploration and Production	$41.69B
Electricity generation and sales from Integrated Power segment	Integrated Power	$22.60B
Liquefied Natural Gas (LNG) sales	Integrated LNG	$20.24B

The Refining and Chemicals segment, which covers sales of refined petroleum products, remains the single largest revenue contributor by a wide margin. Still, you can see the integrated nature of the business, with Exploration & Production and Integrated LNG providing substantial top-line figures.

Looking closer at the Integrated Power and Marketing & Services segments, which are key to the energy transition strategy, the third quarter of 2025 provided some specific performance indicators:

• Revenue from Marketing & Services in the third quarter of 2025 generated an adjusted net operating income of $380 million, which was up 4% year-on-year.
• Integrated Power posted adjusted net operating income and cash flow of $0.6 billion for the third quarter of 2025.
• Electricity production across the Integrated Power segment was up almost 20% year-on-year for the first nine months of 2025.
• Integrated LNG achieved a cash flow of $1.1 billion in the third quarter of 2025.

For the third quarter of 2025 alone, TotalEnergies SE reported sales of $48.691 billion and revenue of $43.844 billion. The revenue for the first nine months ending September 30, 2025, was $136.419 billion. These figures show the quarterly fluctuations within the larger trailing twelve-month revenue base.