道达尔能源TotalEnergies (TTE) 2025年第一季度财报电话会纪要「NYSE」（英文版）（22页）.pdf

1、April 30th,2025/01:00PM GMT,TotalEnergies 1Q2025 Earnings Call CORPORATE PARTICIPANTS Patrick Pouyann-TotalEnergies SE-Chairman&CEO Jean-Pierre Sbraire-TotalEnergies SE-CFO Q&A PARTICIPANTS Doug Leggate Wolfe Research Michele Della Vigna Goldman Sachs Lydia Rainforth Barclays Biraj Borkhataria RBC I

2、rene Himona Bernstein Giacomo Romeo Jefferies Matthew Lofting JPMorgan Chase&Co Henri Patricot UBS Martijn Rats Morgan Stanley Lucas Herrmann BNP Paribas Exane Paul Cheng Scotiabank Christopher Kuplent Bank of America Jason Gabelman TD Cowen Alejandro Vigil Santander Henri Tarr Berenberg April 30th,

3、2025/01:00PM GMT,TotalEnergies 1Q2025 Earnings Call PRESENTATION Patrick Pouyann-TotalEnergies SE-Chairman&CEO Good afternoon,everybody,or good morning if you are connecting from the U.S.Before Jean-Pierre will go through the details of the first quarter results,I would like just to make some few op

4、ening remarks on what appears to be today a more challenging global environment and the way that TotalEnergies intends to leverage our consistent strategy to deliver resilient results,benefiting from our energy production growth,and attractive shareholder returns.We have indeed entered into a period

5、 of heightened macroeconomics and geopolitical uncertainty with,and this list is not exhaustive,the current fragile negotiations on the Ukrainian-Russian conflict,the new,but fluid,tariff policy enacted by the U.S.,decision of OPEC+to unwind its voluntary production cuts.Even if the impacts are not

6、yet fully appreciated and might evolve in the coming months,this moving context is creating uncertainties,notably on oil demand,along with volatility in the oil markets oriented on the downside over the past few weeks.And also,on costs for new projects in the U.S.because of tariff impacts.In this qu