Exxon Mobil Corporation · NYSE:XOM
Exxon Mobil — Proxy Contest (March 2021)
23 slides from Exxon Mobil's proxy contest presentation, Mar 24, 2021
Slide 1: Outlook for Energy: A View to 2040
Immer effizienter und klimafreundlicher – 2019 aber reicht das? OUTLOOK FOR ENERGY: Die globale Energieprognose bis 2040 von 2018 Outlook for Energy: A View to 2040 A PERSPECTIVE Exxon TO Mob2 il040 EID Kraftstoff-Forum The Outlook for Energy includes Exxon Mobil Corporation’s internal estimates of
Slide 2: Important Additional Information Regarding Proxy Solicitation
Wichtige zusätzliche Informationen zur Proxy Solicitation: Diese Präsentation enthält Informationen zu einer Vielzahl von Themen, die für Anteilsinhaber von Interesse sein könnten. Einige davon können sich auf Unterlagen der Gesellschaft betreffend die Proxy Solicitation beziehen. Important Addition
Slide 3: Energy Outlook Development
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Energy Outlook Development 100 countries 15 demand sectors 20 fuel trade types flows technology & policyEXXONMOBIL 2019 OUTLOOK FOR ENERGY Energy Outlook Development 100 countries 15 demand sectors 20 fuel trade types flows technology & policy
Slide 4: Dual Challenge
DUAL CHALLENGEDUAL CHALLENGE
Slide 5: The economy and population drive energy demand
EXXONMOBIL 2019 OUTLOOK FOR ENERGY The economy and population drive energy demand FUNDAMENTALS 12EXXONMOBIL 2019 OUTLOOK FOR ENERGY The economy and population drive energy demand FUNDAMENTALS 12
Slide 6: Daily energy demand Hamburg Washington D.C.
Daily energy demand Hamburg Washington D.C.Daily energy demand Hamburg Washington D.C.
Slide 7: World Energy Trends Indexed to 2017
EXXONMOBIL 2019 OUTLOOK FOR ENERGY World Energy Trends Indexed to 2017 +71 trillion GDP +1.6 billion people +20 percent demand +5 percent carbon emissions 2040 2017 14EXXONMOBIL 2019 OUTLOOK FOR ENERGY World Energy Trends Indexed to 2017 +71 trillion GDP +1.6 billion people +20 percent demand +5 per
Slide 8: The Energy Challenge 2040 Global Demand: Outlook vs. IEA Scenarios
EXXONMOBIL 2019 OUTLOOK FOR ENERGY The Energy Challenge 2040 Global Demand: Outlook vs. IEA Scenarios Quadrillion BTUs Renewables Nuclear Gas Oil Coal Source: Estimates based on IEA World Energy Outlook 2018 and 2019 Outlook for Energy; includes adjustments to common basisEXXONMOBIL 2019 OUTLOOK FOR
Slide 9: Demand: Policy. Technology. Consumer Preferences.
EXXONMOBIL 2019 OUTLOOK FOR ENERGY DEMAND: POLICY. TECHNOLOGY. CONSUMER PREFERENCES. All three impact how the world uses energy. THREE DRIVERS 20EXXONMOBIL 2019 OUTLOOK FOR ENERGY DEMAND: POLICY. TECHNOLOGY. CONSUMER PREFERENCES. All three impact how the world uses energy. THREE DRIVERS 20
Slide 10: Technology Contributes to the Fuel Mix
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Technology Contributes to the Fuel Mix Primary energy demand Quadrillion BTUs Other Renewables Nuclear Hydro Unconventional Gas Gas Deepwater, Oil Sands, Tight Oil Oil Coal Biomass Source: Smil, Energy Transitions (1800-1960)EXXONMOBIL 2019 OUTLOOK FOR ENERGY Techn
Slide 11: Global Energy Demand and Supply
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Global Energy Demand and Supply By Sector By Fuel Quadrillion BTUs Quadrillion BTUs 750 750 Other Renewables Res/Comm Biomass Nuclear Industrial 500 500 Coal Gas Electricity Generation 250 250 Oil Transportation 0 0 2000 2020 2040 2000 2020 2040EXXONMOBIL 2019 OUTL
Slide 12: Transportation
TransportationTransportation
Slide 13: Transportation Demand
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Transportation Demand Demand by Region Sector Demand MBDOE MBDOE ‘17‘25 75 30 ‘40 Rail Marine Aviation 50 20 Heavy Duty U.S. 25 10 Light Duty 0 0 OECD China India Other AP Rest of 2000 2020 2040 Non-OECD WorldEXXONMOBIL 2019 OUTLOOK FOR ENERGY Transportation Demand
Slide 14: New Light Duty Vehicle Efficiency
EXXONMOBIL 2019 OUTLOOK FOR ENERGY New Light Duty Vehicle Efficiency New Vehicles by Type Average New Vehicle Efficiency Million On-Road Miles per Gallon 150 120 120 Elec/Plug-in/Fuel Cell Hybrid Natural Gas & LPG 100 100 Diesel Gasoline 100 80 80 Global 60 60 Average Europe 50 40 40 U.S. 20 20 0 0
Slide 15: Hypothetical electric vehicle sensitivity
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Hypothetical electric vehicle sensitivity Liquids demand by sector Electricity demand Demand increase Thousand TWh MBDOE Thousand TWh Light duty transportation Sensitivity liquids Sensitivity demand Outlook Commercial transportation Other renewables Wind/solar Nucl
Slide 16: COVID-19 projected to have largest impact on discretionary travel
EXXONMOBIL PERSPECTIVES COVID-19 projected to have largest impact on discretionary travel % Delta vs ‘19 Global primary energy demand Projected global primary energy demand Quads contraction in Medium case GFC COVID-19 COVID-19 Global Financial Crisis '09 vs'08 '20 vs '19 Quads ’20* vs ’19 ‘09 vs ‘0
Slide 17: Oil demand projected recovery differs by region and transportation mode
EXXONMOBIL PERSPECTIVES Oil demand projected recovery differs by region and transportation mode Oil demand High frequency indicators for transportation oil demand MBDOE EM retail sales data; OAG commercial flights (% vs 2019) AP Medium Downside Upside Europe US % Delta vs ‘19 Global Commercial Fligh
Slide 18: Energy-related CO2 emissions projected to peak before 2040
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Energy-related CO2 emissions projected to peak before 2040 EMISSIONS 48EXXONMOBIL 2019 OUTLOOK FOR ENERGY Energy-related CO2 emissions projected to peak before 2040 EMISSIONS 48
Slide 19: E.U. Energy Trends Indexed to 2017
EXXONMOBIL 2019 OUTLOOK FOR ENERGY E.U. Energy Trends Indexed to 2017 +8 trillion GDP -1.4 million people -16 percent demand -35 percent carbon emissions 2040 2017 49EXXONMOBIL 2019 OUTLOOK FOR ENERGY E.U. Energy Trends Indexed to 2017 +8 trillion GDP -1.4 million people -16 percent demand -35 perce
Slide 20: Technology key to reducing societal costs of 2ºC pathway
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Technology key to reducing societal costs of 2ºC pathway Costs borne by society to lower GHG emissions Technology Breakthrough Opportunities Power grid reliability & long-duration storage: o Hypothetical ~2 C Batteries, chemical storage, hydrogen ~2 B policy / tech
Slide 21: Low Emissions Transportation with Advanced Biofuels
Low Emissions Transportation with Advanced Biofuels Target 10kbd Modified Photosynthetic Oil algae growth accumulation by 2025 CO 2 Sunlight Water Nutrients Biomass Conversion Bio-conversion growth to sugars to fuel 2019 Energy and Carbon Summary 58Low Emissions Transportation with Advanced Biofuels
Slide 22: Key takeaways from 2040 projections
EXXONMOBIL 2019 OUTLOOK FOR ENERGY Key takeaways from 2040 projections Energy is fundamental for modern life Commerce and trade drive transportation energy consumption up more than 25 percent Global energy demand rises by 20 percent; market demand trends differ for OECD and non-OECD Global energy re
Slide 23: The Outlook for Energy includes Exxon Mobil Corporation's internal estimates
EXXONMOBIL 2019 OUTLOOK FOR ENERGY The Outlook for Energy includes Exxon Mobil Corporation’s internal estimates of both historical levels and projections of challenging topics such as energy demand, supply, and trends through 2040 based upon internal data and analyses as well as publicly available i