2018 SellSide meeting Irving, September 17 This presentation is an amalgamation of our public Outlook for Energy, released on February 2, 2018 and our public March 7, 2018 Analyst Meeting presentation. Each of these presentations is…
Agenda 13:00h 13:45h Lunch Neil A. Hansen, Vice President Investor Relations & Secretary 13:45h 14:45h Energy Outlook Theodore J. Wojnar, Vice President Corporate Strategic Planning 14:45h 15:00h Break 15:00h 16:30h Q&A Jack P.…
Outlook for Energy: A View to 2040 The Outlook for Energy includes Exxon Mobil Corporations internal estimates and forecasts of energy demand, supply, and trends through 2040 based upon internal data and analyses as well as publicly…
Global energy demand likely to rise 25% through 2040 Global Energy Demand by Type Highlights MBDOE Population & prosperity underpin energy demand growth, led by non-OECD Energy efficiency & de-carbonization trends accelerate…
Liquids demand reflects expanding prosperity & efficiency Liquids demand by sector Liquids demand by product MBDOE MBDOE 120 Lubes Asphalt Power / Res/Comm Gas Liquids 100 Other Industrial Naphtha Chemicals 80 Kero/Jet…
Hypothetical electric vehicle sensitivity Liquids demand by sector Energy-related CO2 emissions MBDOE Billion tonnes Light duty Outlook transportation Global emissions Sensitivity Sensitivity liquids demand Commercial…
Liquids demand & supply warrant investment Global liquids supply/demand Global supply by type MBDOE MBDOE Biofuels Other Liquids 120 Liquids supply growth to meet growing demand NGLs Tight Oil 80 Oil Sands Estimated…
Liquids opportunities and challenges Liquids Demand by Sector Liquid Supplies Light Duty Transport 10 trillion upstream oil investment needed to 2040 (IEA) Commercial Transport Chemicals Tight oil boosts available supplies…
Abundant gas supports demand growth Global gas supplies Gas demand by region BCFD BCFD 720 Share of growth, 2016-2040 600 Rest of World 480 Latin America NonOECD Asia Pacific North America Africa/Middle East 360…
Gas opportunities and challenges LNG Gas Demand by Sector Electricity Generation Key to unlocking vast AP demand potential Industrial Affordability & energy security key considerations Transportation Residential / Commercial…
Energy evolution reflects technology, scale & complexity Global primary energy demand Outlook to 2040: Quadrillion BTUs Energy powers expanding prosperity Non-OECD nations drive growth Other Renewables Nuclear Efficiency &…
Integration maximizes value from growing volumes Upstream Volumes Refining Capacity: 4.9 MBOED (1 IOC) MBDOE Downstream scale, logistics and trading capture opportunities Major Liquids: 2.3 MBOED (1 IOC) projects Gas: 1.7 MBOED…
Integration maximizes value from growing volumes Upstream Volumes Refining Capacity: 4.9 MBOED (1 IOC) ExxonMobil Downstream product shift 2025 vs. 2017 MBDOE % Major Liquids: 2.3 MBOED (1 IOC) projects Gas: 1.7 MBOED U.S. tight…
Technology & integration deliver unique advantage Capturing and producing high-quality resources Choosing best feedstock molecules for fuels, Conversion World-class fuel lubricants and chemicals and lubes brands 80% of refining…
2018 SellSide meeting Irving, September 17 This presentation is an amalgamation of our public Outlook for Energy, released on February 2, 2018 and our public March 7, 2018 Analyst Meeting presentation. Each of these presentations is…
Upstream next-generation assets drive growth Our strongest portfolio of opportunities since the merger Deep water Guyana, Brazil Attractive across range of prices All producing by 2025 Unconventional Upstream Earnings, Billion…
Downstream product shifts improving profitability ExxonMobil Downstream product shift 2025 vs. 2017 Upgrading 200 KBD of fuel oil to higher-value products % 50 Growing Group II basestocks and distillate 20% 9B invested in 6 major…
Chemical growth from advantaged investments Chemical capacity growth MTA Delivering 30% global sales growth by 2025 35 20B investments underway and planned; 15% return Other Asia 7 of 13 new facilities operating by YE 2018 U.S.…
Supplemental information 20
Supplemental information British thermal unit (BTUs): A BTU is a standard unit of energy that can be uised to measure any type of energy source. The energy content of one gallon of gasoline is about 120,000 BTUs. Quad refers to…