1. ROLE OF GAS IN THE ENERGY MIX Dr Philippe A. Tanguy Total

2. GLOBAL ENERGY DEMAND Sources: Total, UN, IMF - last update February 2012 GDP Energy demand Average growth per year 0.9% 2 4 6 8 10 199020102030(e) Billion 1.1% 0.2% 1.3% 1.6% 0.4% Trillion $ 2010 50 100 150 200 199020102030(e) 3.7% 5.1% 2.1% 2.2% 5.0% 3.4% 50 150 250 350 199020102030(e) Mboe/d 1.1% 1.8% 1.7% 0.2% 2.5% 0.9% Population 2

3. Gas to become the second largest energy source by 2030 EVOLUTION OF ENERGY MIX Total estimations 3

4. VERY SIGNIFICANT RESOURCES Oil resourcesNatural gas resources Conventional gas mainly in Russia, Iran and Qatar Shale gas development in the US Transport and liquefaction constraints to development of isolated gas resources Conventional oil mainly in the Middle East Extra-heavy oil mainly in Canada and Venezuela ~3000 bboe Non conventional resources Extra-heavy oils New discoveries and enhanced oil recovery Known resources 33 yrs production at present rates 50 yr 100 yr 70 yr ~3000 bboe (16.000 Tcf) 55 yrs production at present rates 80 yr 145 yr Already producted Total estimations 4

5. ENERGY CONSUMPTION TRENDS Sources: IEA 5

6. 2010-2020 EVOLUTION OF GAS MARKET 6 Total estimations

7. Domestic supply Pipeline imports Existing LNG contracts 2010-2020 EUROPEAN GAS DEMAND 7 Total estimations

8. VERY LARGE NON CONVENTIONAL GAS RESOURCES POTENTIAL Sources: Total, IEA, CERA Non conventional gas resources Billions boe Potential constraints : geological structures, production costs, environment, logistics Latin America Africa Middle East North America Asia Europe CEI 8

9. UNCONVENTIONAL GAS A REAL RESOURCE IN THE FUTURE EUROPEAN ENERGY LANDSCAPE? Dr Philippe A. Tanguy Total

10. 10 RESOURCE TYPOLOGY Sources: IFPEN

11. COAL BED METHANE CBM production (Shell Document) 11

12. SHALE GAS PRODUCTION 1,000+ m horizontal Water fracs with sand 5-20 fracs per well 10-20 km 3 water/well 30-70% water flowback 12 Sources: MIT

13. IMPACT MANAGEMENT 13 Sources: MIT

14. IMPLEMENTING BEST PRACTICES IEA 2011 14

15. Sources: MIT SHALE GAS RESOURCE WORLDWIDE 15

16. 16 PRODUCTION OF GAS IN 2035 Sources: IEA