TotalEnergies

Key Findings

• Economic: TotalEnergies’ consolidated disclosures establish 100% group ownership of Israeli entity Tadiran Batteries Limited and a 46.94% interest in Talmei Eliyahu Green Energies Ltd. at 31 December 2025. The Israel Innovation Authority separately identifies TotalEnergies as a shareholder in NetZero Technology Ventures, without disclosing its ownership percentage or capital commitment.^{1, 2}
• Economic: AFSC, citing Oil Change International, estimates that TotalEnergies-produced oil accounted for approximately 5% of Israeli crude imports between October 2023 and July 2024. This is an upstream-origin estimate; direct contractual sales, individual military deliveries and cargo-level settlement destinations were not established.^{3, 4}
• Political: TotalEnergies and Eni announced a framework agreement with Israel in November 2022 concerning the Israel–Lebanon maritime boundary and Lebanese Block 9 exploration. Block 9 rights were relinquished effective 1 March 2026; termination of the separate Israeli framework agreement remains unconfirmed.^{5, 6}
• Not found: No public evidence identified of direct Israeli military procurement contracts, Israeli military or intelligence digital-service contracts, or a TotalEnergies-operated settlement facility. Commercial fuel compatibility, cloud partnerships and indirect downstream distribution do not independently establish those relationships.^{3, 7, 8, 9, 10}

Target Profile

Executive Summary

TotalEnergies’ documented Israel/Palestine nexus is primarily economic. Its 2016 acquisition of Saft brought the Tadiran battery business into the group, and consolidated financial disclosures establish continuing 100% ownership of Israeli entity Tadiran Batteries Limited through 31 December 2025. The same latest schedule records a 46.94% group interest in Israeli Integrated Power entity Talmei Eliyahu Green Energies Ltd. These are operating-company interests, rather than inferred exposure through unrelated shareholders or financial-market indices.^{1, 15} A separate Israel Innovation Authority disclosure identifies TotalEnergies as a shareholder in Israeli climate-technology vehicle NetZero Technology Ventures; the amount, percentage and financial returns of that investment remain undisclosed in the reviewed evidence.^{2, 16}

Petroleum is the second substantial economic vector. TotalEnergies discloses a 5% interest in the Baku–Tbilisi–Ceyhan pipeline, independently confirmed by INPEX, which identifies BP as operator.^{17, 18} Oil Change International investigated petroleum shipments reaching Israel, while AFSC attributes approximately 5% of Israel’s October 2023–July 2024 crude imports to TotalEnergies-produced oil. That estimate concerns production origin and must remain distinct from direct sales, importer-of-record identification or military procurement. The reviewed evidence does not establish a particular TotalEnergies cargo delivered to an Israeli military customer or settlement filling station.^{3, 4}

The principal documented political relationship is the November 2022 framework agreement between TotalEnergies, Eni and the State of Israel concerning implementation of the Israel–Lebanon maritime boundary. Patrick Pouyanné publicly welcomed the peaceful definition of that boundary in a communication explaining Lebanese offshore exploration.⁵ The Lebanese regulator confirms that the unsuccessful Block 9 concession was relinquished effective 1 March 2026. This exit mitigates the historical concession exposure; the record does not independently establish whether the separate framework agreement with Israel also ended. The January 2026 Block 8 agreement concerns a Lebanese permit and must not be represented as an Israeli producing asset.^{6, 12}

No public evidence identified of direct Israeli defence procurement, a verified Tadiran Israeli military contract, Israeli military digital services, surveillance deployments, offensive cyber provision or autonomous targeting systems. Documented enterprise cloud and industrial AI relationships concern TotalEnergies’ commercial operations. No public evidence identified of a TotalEnergies-operated settlement facility; named Israeli downstream distributors’ settlement activities do not establish that TotalEnergies operated their stations.^{1, 3, 7, 8, 19, 20, 10} The fixed, human-vetted V6.6 result is BRS 556, Tier C (Substantial Complicity), driven chiefly by economic involvement, with a smaller political score and zero military and digital scores.

Timeline of Relevant Events

Corporate Overview

TotalEnergies SE is the French publicly reporting parent of an integrated energy group. Its dispersed ownership categories do not establish an individual controlling shareholder, Israeli beneficial control or an Israeli state veto. Board and executive positions establish governance responsibilities; they do not independently establish directors’ personal ownership of the group’s Israeli investments.^{14, 13, 11}

The strongest ownership evidence concerns Tadiran Batteries Limited, an Israeli entity held at 100% through the group’s Saft battery business, and Talmei Eliyahu Green Energies Ltd., an Israeli entity with a 46.94% group interest. Their reported interests persist across the reviewed 2023, 2024 and 2025 schedules. Tadiran Batteries GmbH is separately identified as a German incorporated, wholly owned group entity; its name must not be used to relocate that entity to Israel.^{1, 27, 22}

NetZero Technology Ventures adds a documented Israeli investment-vehicle relationship. Its corporate team page lists TotalEnergies executive Renaud Maillard, Vice-President CO2 Techno Hub, under board members and investors. Neither that listing nor the authority’s shareholder record specifies TotalEnergies’ percentage, voting rights, capital commitment or individual investment-approval authority.^{2, 28}

The Lebanese offshore structure is distinct. The regulator identifies historical rights assignments involving TotalEnergies EP Liban SAL and indirectly wholly owned DAJA 215 and DAJA 216. Eni Lebanon B.V. and QatarEnergy International Investments (2) LLC are consortium partners, not demonstrated TotalEnergies subsidiaries. The entity named TotalEnergies EP Block 9 also appears in the later Block 8 arrangements; its name does not establish that Block 9 concession rights continued after relinquishment.^{6, 12}

No public evidence identified of a TotalEnergies-branded settlement franchise or filling station. Bazan, Delek, Paz and Sonol appear in AFSC’s downstream petroleum account, but the evidence does not establish that their operations are owned or controlled by TotalEnergies.³

Domain Summaries

Military: Military

Mechanism of Involvement

The military audit identifies commercial petroleum infrastructure and technically dual-use aviation fuel, while establishing no direct Israeli defence procurement relationship. TotalEnergies’ 5% BTC interest connects it to an international crude export pipeline terminating at Ceyhan, Türkiye. INPEX identifies BP as operator and describes approximately 1.2 million barrels per day of operational capacity. Those are infrastructure facts, not evidence that TotalEnergies directed a particular military delivery.^{17, 18}

Oil Change International’s investigations connect upstream production and transport infrastructure to petroleum reaching Israel. They discuss national refining and distribution systems serving civilian and military demand, but do not individually establish a TotalEnergies contract with an Israeli military purchasing authority.^{4, 29} TotalEnergies Aviation’s JET A-1 description confirms compatibility with civilian and military turbine aircraft; it identifies no Israeli aircraft, squadron or purchasing customer.⁹

Counter-Arguments and Evidence Limits

The strongest defence is the absence of verified direct contracting and end-user attribution. No public evidence identified of a TotalEnergies procurement agreement with the Israeli Ministry of Defence or IDF, a named military-base fuel service, a verified supply contract with an Israeli defence prime, or a weapons-system delivery. Commercial ownership in petroleum infrastructure does not by itself establish military procurement.^{3, 4, 17}

Fuel compatibility likewise establishes technical suitability, not an Israeli sale or use. No public evidence identified of an Israeli military-specific TotalEnergies product variant or end-user certificate in the audited record.⁹ The wider 65-shipment dataset ends on 12 July 2024; later public criticism must not be substituted for cargo-level proof of a subsequent TotalEnergies military delivery.^{4, 30}

The zero military score therefore preserves the distinction between an evidenced economic supply-chain nexus and an unestablished military contracting nexus.

Named Entities and Evidence Map

Digital: Digital

Mechanism of Involvement

TotalEnergies’ documented digital activities include Microsoft Azure, AWS, enterprise applications, industrial data platforms and AI. Accenture describes migration of more than 260 SAP environments to AWS, supporting more than 50,000 users. Cognite’s September 2025 programme concerns upstream industrial data and AI; the September 2026 Mistral programme concerns reservoir exploration and engineering.^{7, 8, 31, 19, 20}

The relevant Israeli investment connection is NetZero. Its July 2026 expansion into Energy Tech for AI included computing infrastructure, cooling, power electronics and intelligent energy systems. Calcalist named Chiral Energies and SolidT as portfolio companies addressing that market. TotalEnergies’ documented fund participation establishes an indirect corporate investment connection; it does not establish direct equity ownership, a dedicated funding allocation or technical assistance to either portfolio company.^{2, 26, 16}

Counter-Arguments and Evidence Limits

The strongest defence is the absence of an evidenced Israeli state digital beneficiary. No public evidence identified of TotalEnergies supplying cloud services, surveillance, military AI, offensive cyber tools or targeting systems to Israeli military, intelligence or settlement entities. Its verified cloud and AI announcements describe corporate and industrial purposes.^{7, 8, 19, 20, 10}

No public evidence identified of direct procurement from the specified Israeli-origin cybersecurity vendors, deployment of Israeli biometric surveillance, participation in Project Nimbus, or routine processing of TotalEnergies data in Israeli cloud regions. Complete cloud data residency and the full vendor inventory remain undisclosed; these are evidence gaps, not proof of an Israeli deployment.^{7, 8, 31}

NetZero participation must also retain its limits. No separate TotalEnergies agreement, representative’s approval, procurement relationship or operational contribution to the July 2026 expansion was established. Fund-level strategy and portfolio activity cannot be presented as a directly authorised TotalEnergies military-AI act.^{2, 28, 26, 16}

Named Entities and Evidence Map

Economic: Economic

Mechanism of Involvement

The economic record combines continuing Israeli equity ownership, investment-vehicle participation and reported upstream petroleum supply. Tadiran Batteries Limited’s 100% group ownership establishes control of an Israeli operating company; Talmei Eliyahu Green Energies Ltd.’s 46.94% interest establishes a separate, precisely bounded holding. The latest verified ownership observation is 31 December 2025, rather than a claim of independently confirmed ownership on every subsequent day.¹

NetZero adds a documented corporate equity relationship. Its Energy Prototype Labs initiative creates an institutional connection through the investment vehicle to Bar-Ilan University and energy-technology prototyping. The initiative’s reported investment of tens of millions of shekels is aggregate project financing; no separately quantified TotalEnergies contribution, equipment ownership, dedicated laboratory team or operating responsibility was established.^{2, 23, 24}

AFSC’s approximately 5% crude-import estimate provides a material company-specific petroleum indicator for October 2023–July 2024. Oil Change International’s November 2025 follow-up examined a wider supply period and indirect routes, but does not establish a precise continuing TotalEnergies-specific contractual chain or post-November 2024 volume.^{3, 4, 32}

Counter-Arguments and Evidence Limits

The strongest defence is the civilian character of the verified investments and the limited contractual resolution of the petroleum evidence. Battery manufacturing, energy investment and climate-technology incubation establish economic participation; they do not independently prove military or settlement contracts. No public evidence identified quantifying standalone Israeli revenues, employee counts, corporation taxes, dividends or repatriated profits for the two consolidated Israeli entities.^{1, 3, 2}

Settlement exposure remains indirect. AFSC identifies Delek, Paz and Sonol networks with settlement locations, but no public evidence identified connecting a particular TotalEnergies-origin cargo to a specific settlement station. The dossier therefore does not attribute those stations’ operation to TotalEnergies.³

A similarly named Talmei Eliyahu solar project is reported at 9.4 MWac, but its legal ownership connection to Talmei Eliyahu Green Energies Ltd. remains unresolved. Applying the 46.94% holding to that capacity would imply an ownership link the evidence has not established.^{1, 33} Block 9’s exit must also be recognised, and the maritime agreement must not be described as a producing Israeli concession or a verified payment stream to Israel.^{5, 6, 12}

Named Entities and Evidence Map

Political: Political

Mechanism of Involvement

The political nexus rests principally on a formal state agreement and public executive communication. The November 2022 announcement documented TotalEnergies and Eni’s agreement with Israel to implement maritime-boundary arrangements and assess a prospect potentially extending across that boundary. Pouyanné welcomed the peaceful boundary definition; the January 2023 communication again linked delineation to Lebanese exploration.^{5, 21}

These are identifiable corporate statements and contractual interactions. They concern interstate boundary implementation and commercial exploration, rather than an established endorsement of Israeli military operations or settlement expansion.^{5, 21} The regulator’s record subsequently confirms unsuccessful Qana exploration and full Block 9 relinquishment on 1 March 2026.⁶

Counter-Arguments and Evidence Limits

The company’s strongest defence is that the framework supported a peaceful maritime settlement and Lebanese exploration. Block 9 did not yield a hydrocarbons discovery and its concession rights ended. Block 8 is a separate Lebanese permit, not evidence of Israeli offshore production or a Gaza Marine interest.^{5, 6, 12}

The audit identified TotalEnergies’ explicit condemnation of Russian aggression and assistance announcement concerning Ukraine. No public evidence identified of a comparable company-wide Palestine statement in the reviewed record. That bounded communication finding does not establish political support for Israeli conduct, nor prove that no other communication exists.³⁴

No public evidence identified of verified corporate donations to Israeli military-welfare or settlement organisations, Israel/Palestine-specific lobbying, employee retaliation over Palestinian advocacy, or free military fuel and logistics. Governance and outside affiliations likewise do not establish personal donations or political acts by directors.¹⁴

The corrected chronology matters: Cutifani left the board effective 16 March 2026; Krupa joined on 29 May 2026. No Palestine-specific act is established by either appointment or departure.^{14, 25} Separately, the DBIO company matrix records TotalEnergies as absent from the UN and Who Profits databases considered in that report. Civil-society scrutiny must not be recast as a judicial finding or a verified settlement designation.¹⁰

Named Entities and Evidence Map

Complicity Index Score

Method: V6.6. The following values are the final, fixed, human-vetted scores.

• V_MAX: 6.50 Avg_OTHERS: 0.83
• BRS Score: 556 Tier: C (Substantial Complicity)

Economic drives V_MAX through verified Israeli operating-company ownership, documented investment participation and the bounded petroleum supply-chain record; Political reflects the maritime framework and associated public communication, with the Block 9 exit expressly recognised.^{1, 3, 5, 6, 2} The resulting BRS 556/Tier C classification preserves zero military and digital scores because the audited record does not establish qualifying direct relationships in those domains. This is a scale-free, evidence-only, vetted assessment; the tier is a corpus classification, not a judicial determination.

Methodology Note

• This dossier compiles only the four supplied domain audits, researched on 28 October 2026. Corporate disclosures establish ownership and stated purposes; independent investigations retain their reported estimates and attribution limits.
• Impact (I) concerns activity type on a scale-free basis; Magnitude (M) concerns scale; Proximity (P) concerns directness. The supplied final V6.6 values are preserved without recalculation.
• Temporal treatment: Exited or relinquished operations are mitigated. Block 9 ended on 1 March 2026; ownership verified at 31 December 2025 and shipment estimates ending in July 2024 are not silently extended to October 2026.^{1, 3, 6}
• Entity attribution: No transitive guilt. Consortium partners, downstream distributors, fund portfolio companies and directors’ outside affiliations require an evidenced attributable act before their conduct can be assigned to TotalEnergies.
• Settlement treatment: An established settlement operation dual-counts under Economic and Political. Here, downstream settlement distribution is distinguished from an unestablished TotalEnergies-operated settlement facility.³
• Negative findings: “No public evidence identified” records the outcome of bounded checks, not proof of universal absence. Unverified contracts, unresolved ownership links, undisclosed financial amounts and uncertain agreement termination remain qualified or excluded.