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The ongoing conflict involving the United States, Israel and Iran is beginning to produce measurable disruptions across global energy markets, with TotalEnergies confirming that the crisis has reduced its oil and gas output by roughly 15 per cent. The disclosure provides one of the clearest corporate signals yet that the escalating geopolitical confrontation in the Middle East is affecting production across several major hydrocarbon producing states.

In a statement published on its investor platform, the French energy major said that fields across United Arab Emirates, Qatar, and Iraq have experienced shutdowns or operational interruptions as regional security risks intensify. The affected volumes represent around ten per cent of the company’s upstream cash flow, underlining the commercial significance of the disruptions even though they remain manageable within TotalEnergies’ diversified global portfolio.

The announcement is particularly notable because it effectively confirms production outages in the United Arab Emirates that had not previously been acknowledged publicly by authorities. TotalEnergies said its offshore production in the UAE has been halted as a result of the crisis. Offshore fields account for roughly half of the country’s oil output, meaning prolonged disruptions could have implications for global supply balances if the situation persists.

The broader context of the disruption is the expanding military confrontation between United States, Israel, and Iran, which has heightened security concerns across energy infrastructure in the Gulf region. Energy analysts note that the Middle East remains central to global hydrocarbon supply chains, and even temporary interruptions can influence prices, shipping routes and market expectations.

Despite the loss of output, TotalEnergies indicated that higher oil prices triggered by the conflict are likely to offset the financial impact. The company said an increase of roughly eight dollars per barrel in global crude prices since the onset of the crisis is expected to compensate for the decline in Middle Eastern production during the current financial year.

Operationally, the company reported that its SATORP refinery, one of the largest refining complexes in the region, continues to function normally. This stability in downstream operations may help cushion the overall impact of upstream disruptions.

TotalEnergies also noted that interruptions to liquefied natural gas production in Qatar would reduce its volumes by approximately two million tonnes. However, the company characterised the effect as limited within the context of its broader global LNG portfolio.

Energy market specialists say the situation illustrates how geopolitical conflict can rapidly translate into supply shocks across interconnected energy systems. While diversified producers such as TotalEnergies can partially mitigate disruptions through assets in other regions, prolonged instability in the Gulf could still tighten global energy markets and reinforce volatility in oil prices during the coming months.