RAPIDLY PROGRESSING GUYANA DEVELOPMENTS slide image

RAPIDLY PROGRESSING GUYANA DEVELOPMENTS

SUPPLEMENTAL INFORMATION Slide 30 - Rapidly progressing Guyana developments 1. Money-forward basis. 2. Comparison of ExxonMobil estimates of greenhouse gas intensity (tonnes of CO₂e per 100 tonnes of production) for Guyana and average of Upstream assets, on an operated basis, in 2027 based on corporate plans. 3. Potential assuming $60/bbl Brent price adjusted for inflation from 2021. See page 86 for definition of Operating Cash Flow. Slide 31 - Advancing low cost-of-supply LNG developments 1. Net production 2. Potential operating cash flow calculated based on 2021 $60/bbl Brent adjusted for inflation. See page 86 for definition of operating cash flow. 3. 1st quartile operated performance based on ranking of the PNG LNG liquefaction facility in Phillip Townsend and Associates Inc. industry benchmarking analysis for operating year 2020. Slide 32 - Delivering significant portfolio improvements 1. Potential earnings per oil-equivalent barrel production calculated based on 2021 $60/bbl Brent adjusted for inflation. 2. Unit cash Opex, excluding energy and production taxes, outlook reflects management objectives under plan conditions. Slide 33 - Doubling Upstream earnings through 2027 1. 2019 earnings excluding asset management and tax items and adjusted to 2021 $60/bbl real Brent; see reconciliation on page 82. Potential earnings calculated based on 2021 $60/bbl Brent adjusted for inflation. Slide 35 - Product Solutions amplifies competitive advantages 1. Strong existing business versus International Oil Company (IOC) competitive peer group including BP, Chevron, Shell, and Total Energies. Chemical market position: based on polyethylene, polypropylene, and paraxylene global production capacity (source: IHS and EM analysis) versus IOC competitive peer group. Synthetic Lubricants: market positon based on 2020 Kline & Co. Inc. global synthetics lubricants: market analysis and assessment. Technology patents: ExxonMobil analysis based on third party publications including PIRA, IHS, IEA, and competitor annual reports and websites. Integrated manufacturing: S&P Global Platts. Manufacturing scale and integration comparisons: versus IOC competitive peer group. Chemical production, Basestocks production and refining production: ExxonMobil analysis based on third party publications including PIRA, IHS, IEA, and competitor annual reports and websites. Slide 36 - Product Solutions strategic priorities 1. Industry-leading $9 billion of earnings ex. identified items in 2021 versus IOC competitive peer group on a comparable basis, including BP, Chevron, Shell, and TotalEnergies. 2. Cash proceeds of >$1 billion from divestment activities. 3. Certification through the International Sustainability and Carbon Certification Plus (ISCC+) process. 94
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