Group 1 - Exxon Mobil Corporation has a market capitalization of $491.5 billion, positioning it as a major player in the fossil fuel industry [1] - The company operates across multiple segments of the energy sector, indicating its diversified involvement in the market [1] Group 2 - Crude Value Insights provides an investing service focused on oil and natural gas, emphasizing cash flow and the potential for value and growth [1] - Subscribers have access to a stock model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Core Insights - ExxonMobil is a leading producer of hydrocarbons and the most profitable company in the energy sector, with plans to invest heavily in both its legacy hydrocarbon business and lower-carbon energy initiatives [1] - The company aims to grow its earnings capacity by $20 billion and cash flow by $30 billion by 2030, driven by a $140 billion investment in major projects and the Permian Basin development plan [2] Investment in Low-Carbon Opportunities - ExxonMobil plans to pursue up to $30 billion in low emissions opportunities from 2025 to 2030, with 65% of this spending focused on emission reduction projects for third-party customers [3] - The company is developing the world's first large-scale carbon capture and storage system, connecting carbon emitters to sequestration sites along the U.S. Gulf Coast [4] Hydrogen and Lithium Production - ExxonMobil is working on the largest low-carbon hydrogen production facility, capable of producing up to 1 billion cubic feet of hydrogen per day, with 98% of the associated CO2 captured [5] - The company aims to produce enough lithium to power 1 million electric vehicles by 2030 through its large-scale lithium resource development in Arkansas [6] Earnings Potential from New Ventures - Investments in low-carbon solutions could generate $2 billion in earnings by 2030, with new product solutions potentially adding $3 billion in earnings, growing to $13 billion by 2040 [7][9] - The addressable market for these new product categories is projected to exceed $2.3 trillion by 2050, indicating significant growth opportunities [9] Future Strategy - ExxonMobil is committing $30 billion to lower emissions opportunities by 2030, aiming to build several lower-carbon energy businesses to complement its product solutions segment [10] - This strategy is designed to create new income streams and position ExxonMobil as a long-term leader in the energy sector [10]

Core Insights - ConocoPhillips stock has declined 12% year-to-date, underperforming the S&P 500, which has returned 27% during the same period [1] - The company faced challenges in Q3 due to lower natural gas prices and increased costs, despite higher oil production volumes [1][3] - ConocoPhillips has raised its Q4 production guidance to between 1.99 million and 2.03 million barrels of oil equivalent per day [1] Financial Performance - In Q3, ConocoPhillips reported total revenue of $13.6 billion, down from $14.9 billion in the same quarter last year [3] - The company’s Q3 earnings were $2.1 billion, or $1.76 per share, compared to $2.8 billion, or $2.32 per share in Q3 2023, primarily due to lower prices [3] - The average realized price fell 10% year-over-year to $54.18 per barrel of oil equivalent in Q3 [3] Production and Market Dynamics - Total production for Q3 rose to 1.917 million barrels of oil equivalent per day, a 6% increase year-over-year [4] - Lower 48 production averaged 1.14 million barrels of oil equivalent per day, with significant contributions from the Permian, Eagle Ford, and Bakken basins [4] - Approximately 55% of total output comes from the Lower 48, with 39% from the Permian Basin [4] Strategic Moves - ConocoPhillips' acquisition of Marathon Oil, valued at $22.5 billion, is expected to enhance its resource portfolio significantly [2] - The acquisition is anticipated to be immediately accretive to earnings and free cash flow, with expected synergies exceeding $1 billion over the next 12 months [2] Future Outlook - Revenue for fiscal year 2024 is forecasted to be $59 billion, reflecting a 1% year-over-year increase [5] - Expected EPS for 2024 is projected at $7.74, leading to a revised valuation of around $115 per share, approximately 12% higher than the current market price [5]

Core Viewpoint - ExxonMobil has established itself as a leading cash-generating entity in the oil industry, with plans to significantly increase its cash flow and shareholder returns by 2030 [1][11]. Group 1: Financial Performance and Projections - ExxonMobil reported an industry-leading cash flow from operations of $17.6 billion in the third quarter [1]. - The company aims to achieve an additional $20 billion in annual earnings and $30 billion in cash flow by 2030, indicating compound annual growth rates of 10% for earnings and 8% for cash flow [2]. - Annual cash flow from operations is projected to grow from approximately $50 billion this year to around $80 billion by 2030, assuming an average oil price of $65 per barrel [4]. Group 2: Capital Expenditure and Investment Strategy - ExxonMobil plans to invest between $27 billion and $29 billion in capital spending next year, increasing to a range of $28 billion to $33 billion annually from 2026 to 2030, with a total of $140 billion allocated to major capital projects and Permian Basin development [3]. - The company expects these investments to yield returns exceeding 30% and aims to reduce structural costs by an additional $7 billion over the coming years [3]. Group 3: Shareholder Returns - ExxonMobil is one of the largest dividend payers globally, having paid $4.3 billion in dividends in the second quarter, totaling $12.3 billion for the first nine months of the year [6]. - The company has increased its dividend for 42 consecutive years, a feat achieved by less than 4% of S&P 500 companies, and anticipates producing $165 billion in surplus cash flow above its current dividend level by 2030 [7][5]. - ExxonMobil plans to repurchase approximately $20 billion in shares next year and another $20 billion in 2026, with potential increases in share repurchase rates in 2027 and beyond if market conditions are favorable [8]. Group 4: Financial Stability and Flexibility - ExxonMobil maintains a strong balance sheet with an AA credit rating and the lowest leverage ratio in the sector, ending the third quarter with a 5% net-debt-to-capital ratio [9]. - The company has the financial flexibility to repay debt, build cash reserves, and potentially fund future acquisitions, either through stock or cash [10].

Exxon Mobil Corporation (XOM) has reached a milestone by completing 1,000 horizontal wells in the New Mexico Delaware Basin since 2017. This achievement highlights the company's dedication to safe, efficient and innovative energy production, enhanced by its advanced technology and expertise in the Permian Basin.ExxonMobil’s Completion of 1,000 WellsSince commencing operations in the New Mexico Delaware Basin, ExxonMobil’s team has demonstrated exceptional commitment and collaboration. The accomplishment hig ...

I last analyzed Exxon Mobil stock (NYSE: XOM ) with a BUY rating on October, 30, 2024. The analysis was published under a title of “Exxon Mobil Is Both Cheaper And Better As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite t ...

ExxonMobil's Leadership and Performance - ExxonMobil is the undisputed leader among international oil companies, delivering industry-leading earnings, cash flow, and shareholder returns in Q3 [1] - The company's leadership is attributed to its advantaged resource portfolio, featuring world-class assets with high margins [1] ExxonMobil's 2030 Corporate Plan - ExxonMobil unveiled a new corporate plan to 2030, aiming for significant incremental earnings and cash flow growth [2] - The company expects to deliver an incremental $20 billion in earnings and $30 billion in cash flow by 2030, with earnings growing at a 10% annual rate and cash flow at an 8% compound annual pace [3] ExxonMobil's Growth Strategy - ExxonMobil's growth strategy does not rely on higher oil and gas prices, with Brent oil expected at $65/barrel and natural gas at $3/MMBtu in the U.S. and $6.50/MMBtu globally by 2030 [4] - The company plans to invest in advantaged assets, operational excellence, and disciplined cost and capital management to drive growth [4] Capital Spending and Investment Plans - ExxonMobil expects capital spending to be $27-29 billion in 2025, rising to $28-33 billion annually from 2026 to 2030 [5] - The company plans to deploy $140 billion into major capital projects and Permian Basin development by 2030, with expected returns exceeding 30% [6] Upstream Business Expansion - ExxonMobil will heavily invest in Guyana and LNG projects, aiming to add 40 million tons of annual LNG production and grow Guyana's gross production to 1.3 million barrels per day by 2030 [7] - The company expects its upstream business to produce 5.4 million BOE per day by 2030, with over 60% coming from high-margin advantaged assets [8] Product-Solutions and Low-Carbon Investments - ExxonMobil plans to grow its product-solutions earnings by $8 billion by 2030 through investments in high-value products like thermoset resin and renewable diesel [9] - The company will invest up to $30 billion in low-emissions opportunities from 2025 to 2030, focusing on carbon capture, hydrogen, and lithium [10] Cost Reduction and Synergies - ExxonMobil expects to capture over $3 billion in annual synergies from its Pioneer Natural Resources acquisition, a 50% increase from initial expectations [11] - The company plans to achieve an additional $7 billion in structural cost savings through business process simplification, supply chain optimization, and technology modernization [11] Shareholder Value Growth - ExxonMobil's strategy aims to grow earnings by 10% annually and add $30 billion to annual cash flows, enabling increased shareholder returns via dividends and share repurchases [12]

Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 38 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

LOS ANGELES, CALIFORNIA - OCTOBER 28: The Chevron logo is displayed at a Chevron gas station on ... [+] October 28, 2022 in Los Angeles, California. (Photo by Mario Tama/Getty Images)Getty ImagesUp 10% in the last year, at the current price of around $156 per share (as of Dec 11), we believe Chevron Corporation (NYSE: CVX), a company manufacturing and selling a range of refined petroleum products, including gasoline, diesel, marine, and aviation fuels, premium base oil, finished lubricants, and fuel oil add ...

I analyze oil and gas companies like Exxon Mobil and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies—the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up here fo ...