Opportunities Operational improvements: AI can achieve 1030% cost reductions in operations and maintenance, contributing billions in annual savings, while improving safety and reliability. New revenue avenues: Collaborating on energy infrastructure (gas, SMRs, storage) with tech firms; monetizing AI platforms and data analytics services. ESG benefits: AI-enabled methane detection, flare reduction, and energy optimization enhance sustainability, compliance and investor confidence. Considerations Regulatory requirements: Regional carbon and methane regulations may necessitate AI adoption for compliance. Competitive disadvantage: Not adopting AI internally could lead to higher costs compared to peers and reduced access to capital as investors favor digitally enabled operators. AI initiatives that yield little tangible benefit: Many organizations embark on AI projects without a clear strategy for integration, measurable outcomes, or alignment with operational needs. This disconnect not only delays progress but also risks eroding confidence in AIs transformative potential. Today, AI is providing demonstrated operational and financial advantages to energy companies: Across the value chain, ADNOC, in partnership with AIQ and AVEVA, are predicting a 50% reduction in unplanned shutdowns and a 20% extension in planned maintenance intervals based on the results of pilot projects for its AI-driven Neuron 5 tool. In carbon management, Chevrons AI-enabled methane monitoring has halved emissions in key assets. 2 In power generation, AI-enhanced forecasting enables better integration of renewables while maintaining grid stability. A Shared Transformation AI and energy are no longer parallel conversations. In 2025, their convergence is shaping a single transformation: powering AIs exponential growth while using AI to deliver a cleaner, smarter, and more reliable energy system. Each accelerates the other, and both must evolve together if the world is to meet rising demand and achieve net zero goals. In midstream, Shells predictive maintenance AI reduces pipeline downtime, delivering energy more reliably. 3 In upstream, ADNOC is using AI algorithms to analyze vast geological datasets to improve the accuracy of subsurface mapping, predict reservoir behavior, assess capacity, and reduce uncertainty in site selection. Meanwhile, AIQ, a joint venture between ADNOC and Presight, and Microsoft are deploying AI solutions to ADNOCs upstream operations to help drive efficiency and cut emissions. These include machine-learning algorithms for predictive maintenance on equipment to prevent leaks and AI analytics to optimize energy use in real time at production sites. ADNOC, through AI solutions provided by AIQ and Microsoft, has identified operational efficiencies expected to reduce its energy consumption by 510% in pilot sites contributing to both emissions reductions and cost savings. AI is also allowing energy businesses to tap into new revenue streams - including AI-optimized LNG and power trading, co-investment in dispatchable generation for data centers, and licensing proprietary AI analytics tools to industrial clients. Artificial Intelligence is becoming a strategic tool in our operations, enhancing efficiency, helping us shrink our environmental footprint, in particular enabling optimization of the electricity value chain between renewable assets, batteries, gas fired power plants and grids. But technology alone isnt enough, thats why we continue to invest in reskilling, empowering our teams with the capabilities to harness AI effectively. Ultimately, its the synergy between cutting-edge technology and skilled talent that will truly drive the shift toward a more sustainable energy future Patrick Pouyanne Chairman & CEO, TotalEnergies 2 Chevron methane management, https://www.chevron.com/newsroom/2022/q3/methane-management 3 Artificial Intelligence in Oil and Gas: Applications, Benefits, and the Future, Blackridge Research 2025, https://www.blackridgeresearch.com/blog/artificial-intelligence-machine-learning-generative-ai-oil-and-gas-industry 17 Powering Possible 2025 16