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Exxon pulls offer to sell two initial Golden Pass LNG cargoes - Reuters
Exxon Mobil (XOM) has withdrawn an offer to sell two initial cargoes of liquefied natural gas from its Golden Pass export plant in Texas that has been in the process of starting up operations, Reuters reported Thursday.
ExxonMobil Is Rewiring Its SAP Enterprise For The Energy Future
By Judith Magyar,Brand Contributor.
Nov 04, 2025, 07:59am EST
Harmonized data is becoming ExxonMobil’s new gold standard — the foundation for predictive analytics, AI, and faster decision-making.
“Digital transformation often gets mistaken for an IT upgrade,” said Kurt Aerts, business venture executive at ExxonMobil. He was speaking at the ASUG Best Practices event for Oil, Gas and Energy in Houston, Texas. “Our ongoing transformation is a powerful reminder that true change means transforming the business at scale. It’s not about implementing new systems — it’s about fundamentally changing how an enterprise operates and creates value.”
Not just another systems project
This philosophy underpins the company’s multi-year transformation that integrates people, processes, systems, and data across an organization with $350 billion in annual revenue, about 60,000 employees, and operations spanning upstream, chemicals, fuels, lubricants, and low-carbon solutions.
One of the key steps in ExxonMobil’s journey, which began in 2017, was to reframe the mindset. “We don’t want to optimize, we want to transform,” said Aerts.
Process transformation requires challenging deeply ingrained ways of working and prioritizing adoption of industry standards for each process area and service offering such as Record-to-Report, Source-to-Pay or Order-to-Cash, to drive globally consistent execution. This takes a governance model designed for clarity and speed of decision making — two prerequisites for meaningful transformation and to prevent the common trap of consensus-driven optimization.
Transforming the core
Aerts went on to describe ExxonMobil’s three core pillars of transformation:
Processes are now harmonized to industry standards enterprise-wide versus being executed differently by business or geography.
Systems are modernized from 12 heavily customized ERPs to a unified, cloud-based platform on SAP S/4HANA.
Data is being turned from fragmented, trapped information into harmonized consistently defined enterprise assets.
In the past, answering a simple question such as ‘how much do we sell to Walmart’ required hours of aggregating and reconciling across 12 ERPs. Real-time, enterprise-wide visibility will speed up the process considerably. “Harmonized data is becoming ExxonMobil’s new gold standard — the foundation for predictive analytics, AI, and faster decision-making,” Aerts explained.
Managing scale and risk
Large-scale transformation requires effective risk management. ExxonMobil’s approach balances value capture and risk mitigation.
Deployments are phased by the existing ERP ecosystem, not geography or function, to manage complexity and provide business continuity. A layered governance structure — from a sponsor committee of senior executives to operational design boards — supports accountability, transparency, and alignment at every level.
Aerts shared some lessons from the frontline, stressing the importance of foundational principles. When challenges arise, these principles help keep decisions aligned with strategic intent. Next, he reiterated that data matters most, because clean, consistent data is the real enabler of transformation. And finally, the team learned early on that an out-of-the-box approach really works. Industry-standard configurations deliver agility and prevent the drift toward customization that burdens future upgrades.
“We were able to achieve significant simplification,” he said. “For instance, we reduced about 1,400 company codes to under 1,000, and profit centers from more than 15,000 to fewer than 500. This has eliminated significant complexity while increasing transparency across financial reporting.”
ExxonMobil’s key metrics reflect the disciplined execution of the transformation, and is exceeding its targets on its two principal objectives:
80% target on Fit to Standard: a testament to the commitment to adopt industry standard processes.
90% target on Clean Core: enabling instant upgradeability and system resilience.
Ultimately, ExxonMobil’s enterprise transformation is about creating competitive advantage. By harmonizing data, simplifying systems, and standardizing processes across business lines and geographies, the company is positioning itself for faster innovation and improved experiences for employees, suppliers and customers.
Shaping the future
Transformation is also about visionary leadership in an industry that is adapting to societal needs on how energy is produced, distributed, and consumed. ExxonMobil has a long history of collaboration with SAP to address functionality gaps and ensure the solution is optimized for the oil and gas industry. In essence, ExxonMobil’s journey offers a blueprint for global organizations facing the same challenges, especially lack of agility caused by legacy systems, fragmented data, and decentralized processes.
Aerts concluded: “A successful transformation isn’t about replacing tools; it’s about redesigning processes, data and systems to deliver industry leading performance in efficiency, effectiveness and the experience of our employees and customers, while ensuring agility for adjustments required due to changes in the market.”
https://www.forbes.com/sites/sap/2025/11/04/exxonmobil-is-rewiring-its-enterprise-for-the-energy-future/
Article from MSN, interview with CBS:
"People should try to drive less. They should try to conserve energy," Walz told CBS News when asked how Americans could try saving money at the pump. "We should be doing that all the time. Energy's essential for people's lives, but we should conserve it."
"It's a global market for crude," Walz said. "We have crude here, that's closer to us, that we're all processing and using. That's helping Americans buffer their price. ... If this goes on for an extended period of time, it's probably gonna get tougher."
So… more wfh, right Andy?
https://www.msn.com/en-us/money/markets/chevron-executive-suggests-americans-should-drive-less-amid-high-gas-prices/ar-AA20UkrR?ocid=winp2fptaskbarhoverent&cvid=69df8a9f82a14a0cbd37caa4c8e29a43&ei=15
Updated - F, 4/10/26.
The Threat of Stagflation.
Energy prices are (not) coming down anytime soon -
The "peak" season for Energy is (Always) the Summer.
It the (current) trends continue (especially if Inflation is allowed to run) and the Fed doesn't raise Interest rates to control it is a Major recession > 2027.
LEI - Leading Economic Index (the Chart).
These are the facts.
Coming to a country near you. Stick that in your RTO pipe and smoke it, stank.
Oracle just laid off 25,000 employees on yesterday due to AI spending constraints.
They are looking at 30,000 total this round.
Total Technology layoffs 33,302 year-to-date.
Higher Energy prices will lead to a potential Major Recession by 2027.
Oil prices, and U.S. jobs created (nationally) -
2025 - 125,000 Total - Revised downwards from 181,000.
2026 - 34,000 Total - Non-Revised.
Higher Energy prices will remain for months (or longer) even if the U.S. Iran War ends (in the future) due to numerous factors including (the already damaged Energy infrastructure in the Mideast) with Iran remaining in control of the Strait of Hormuz.
LNG not so much in the U.S. but that also applies as well.
It will (not if) affect numerous product pricing, and supply chains; in virtually every industry.
How was the latest RIF in Smart Energy? How many and where?
The global energy system has entered a prolonged period of disruption following the Iran war, with no quick path back to normal conditions.
Damage to infrastructure, shuttered wells, and tangled supply chains have created lasting shortages of oil and natural gas. Even if the conflict were resolved immediately, the loss of production capacity and logistical breakdowns mean elevated energy prices are likely to persist for years rather than months.
Several top energy executives have voiced concern about the severity of the situation:
The effects are spreading unevenly across the world, beginning in Asia where countries are already cutting energy use through emergency measures, and gradually moving toward Europe and beyond. A significant share of global oil and gas supply has been taken offline, forcing governments and industries to adapt through rationing, higher costs, and reduced activity. Unlike previous crises, this disruption involves physical damage to key facilities, making recovery slower and more complex while also contributing to rising inflation in major economies.
Industry leaders warn that markets may be underestimating how severe and long-lasting the situation could become, especially with critical chokepoints like the Strait of Hormuz affected. While energy companies are currently benefiting from high prices, the underlying instability is unsustainable. Attention is shifting toward faster-to-deploy sources like U.S. shale, but emergency reserves are being depleted quickly, suggesting a future defined by tighter supply, structurally higher prices, and ongoing uncertainty in global energy markets.
https://www.barrons.com/articles/oil-shock-chevron-energy-stocks-4f65c8b1
Another reason to add for employees to quit, on top of several toxic reasons that AT&T created for the employees is the increase in gas prices. This is a goldmine for AT&T execs who want employees out. You'd think they'd come to their senses, noooo, they are very happy that the increase happens, because it will expedite the quitting. AT&T is not interested in retaining employees and customers. They recently announced to increase the plan of those grandfathered accounts. They do not care. They are hoping that you are TOO LAZY to move out of AT&T plan, and even if 20% do leave AT&T, they still get money from those 80% that are paying more.
So expect more RTO enforcement, even if gas prices reach $12 in CA or $8 in the SE.
Denmark is encouraging people to stay home and use less gas. Hmm...
Novel idea. Be green.
RtO can GTH!
People urged to work from home in global oil crisis
Reflecting on the energy sector lately, it’s striking how much the work we do matters ... not just in powering homes and industries, but in doing it thoughtfully and responsibly.
At Chevron, there’s a quiet consistency to how things get done: prioritizing the safety of people and protection of the environment above everything else, building real partnerships that last, valuing the diverse perspectives everyone brings, and always aiming to deliver high performance with integrity at the core. It’s not flashy, but it’s steady and over time, that approach builds something meaningful.
In an industry full of challenges and change, being part of a team guided by those principles feels like a real advantage. It shapes the decisions, the collaborations, and even the small daily choices that add up.
Grateful to be in the middle of it, contributing alongside people who care about getting results the right way.
What about you? what keeps you motivated in this space?
The west coast refineries run a lot of Middle East crude slates, their on hand stocks are probably good for a week or so depending on where they on the resupply cycle. Assume there is some business continuity plan for supply disruptions.
Does anyone actually get anything out of this other than disgust and insult?
This has to be one of the most bizarre corporate nonsense campaigns I have seen across at least 7 employers.
Is anyone following this directive?:
" And don’t forget to share your Career Week experience on Viva Engage with the hashtag #CareerWeek2026 - let’s spotlight the innovation and energy of our office! "
My office is still 90% empty, with no innovation or energy.
This weekend I had the privilege of joining over 1,000 Port Mourant residents, government officials, along with the team from ExxonMobil Guyana and our coventurers for the official opening of GTTCI.
Seeing the newest cohort of trainees, particularly the several young women, who will be the first to complete their full training right here in Guyana was truly remarkable. Their achievements will mark yet another important milestone worth celebrating.
GTTCI will play a critical role in preparing many to operate the oil and gas assets safely and reliably, while also equipping individuals with skills that create opportunities beyond the sector. I look forward to witnessing the continued impact that this institution will have on its students and the development of Guyana’s workforce for years to come.
With the Guyana Energy Conference & Supply Chain Expo starting tomorrow, it’s another exciting week in Guyana!
https://www.linkedin.com/showcase/exxonmobilguyana
Share holders should vote no for this poorly negotiated deal and clays lack of leadership getting exposed before, during, and after this was announced.
Expand Energy, formerly Chesapeake Energy, will move its headquarters. The company is relocating from Oklahoma City to Houston, Texas. This move is expected to be completed by mid-2026. Primarily executives will relocate.
https://www.kosu.org/energy-environment/2026-02-10/expand-energy-formerly-chesapeake-to-move-its-headquarters-out-of-okc
REG was a terrible purchase. The bio market is completely tarnished and I wouldn’t be surprised if the rest of the plants shut their doors.
Enphase Energy reportedly laid off about 160 employees in January, which is close to 6% of the solar inverter, energy storage and EV charger manufacturers’ workforce.
https://www.solarpowerworldonline.com/2026/02/solar-inverter-manufacturer-enphase-lays-off-160-employees/
The polish is off Freddie's safety record. Another death. Quick to blame it as a "medical incident".
In March 2025, a monumental shift occurred in the energy landscape of the United States.
For the first time ever, renewable energy sources powered over 50% of the U.S. electricity grid, surpassing fossil fuels in what is a historic moment for the environment. Wind, solar, and hydroelectric power led the charge, marking a massive step toward a cleaner and more sustainable energy future. This shift proves that green energy is not just a possibility, but an undeniable reality.
The transition to renewable energy has been a long time coming, but the momentum we’re seeing now is unprecedented. For years, renewable sources struggled to compete with fossil fuels, both in terms of cost and capacity. But the rapid advancements in technology, along with increased investments in clean energy infrastructure, have made renewables more affordable and efficient than ever before. The future of energy is no longer reliant on dirty fossil fuels, and this shift offers hope for future generations.
Wind and solar, in particular, have seen tremendous growth. The cost of solar panels has dropped significantly, making it a viable option for residential and commercial use. Wind turbines are becoming more efficient, and hydroelectric power continues to provide consistent and reliable energy. This diverse mix of renewable sources ensures that the U.S. can meet its energy needs while significantly reducing its carbon footprint.
Despite the progress, there is still much work to be done. The U.S. must continue to invest in energy storage solutions to manage the intermittent nature of solar and wind power. Additionally, expanding renewable energy infrastructure and updating the grid to handle a greater share of green energy are critical steps in this transition. But for the first time, there is a clear path forward, and the momentum is on our side.
The shift toward renewable energy represents more than just an environmental victory; it’s an economic opportunity. As renewable energy continues to grow, it can create jobs, stimulate innovation, and reduce our reliance on imported fuels. A future powered by wind, solar, and hydro is not only cleaner but also brighter for the economy and the planet.
https://ember-energy.org/latest-insights/us-electricity-2025-special-report/
https://www.reuters.com/business/energy/shell-mitsubishi-exploring-sale-options-their-stakes-lng-canada-sources-say-2026-01-16/
Ok so you’ve got an asset with cost of supply advantage , so much so you want to double its throughput… what should you do with it ???
I know!! I know!! DILUTE your ownership to buy my shares!!!!!!
Once again I am seeing rumors we are buying Diamondback. Any truth to this rumor?
This just dropped and I have gifted this article (behind a paywall) to you. It’s on which E and P companies are expected to have layoffs in 2026 based on current domestic and international environment. Great read cause a certain OKC based company is mentioned so click here
I guess I was wrong.
The Permian Basin is projected to sustain U.S. oil production through 2030. However, some experts believe that the basin could peak within the next twelve months, indicating a potential decline in production. Additionally, it has been noted that the Permian Basin is depleting faster than generally believed, with output possibly peaking as early as 2023. Thus, while the basin has significant production capabilities, its longevity may be shorter than previously anticipated.
The Permian Basin, a prolific oil-producing region in the United States, is projected to sustain U.S. oil production through 2030, according to Enverus Intelligence Research. This oil production prediction hinges on the Permian Basin's capacity to offset declines from mature basins like the Bakken and Eagle Ford Shale. The Permian Basin reserves' future growth will largely stem from more extensional, less-proven areas, where horizontal drilling continues to unlock new potential. While U.S. production growth is expected to remain flat due to inventory degradation and cautious capital expenditure by E&P companies, the Permian Basin's oil production output gains will play a crucial role in maintaining national levels.
Leading Indicators:
Permian Basin's Role:
• The Permian Basin will be the primary driver in maintaining U.S. oil production levels.
• The region's output is expected to offset declines in other mature basins.
Future Growth:
• Incremental gains will come from horizontals drilled in the fringier parts of the Permian.
• Enverus forecasts an additional 2 million barrels per day (MMbbl/d) from the Permian by 2030.
Industry Trends:
• U.S. E&P companies are operating in "maintenance mode," focusing on returning cash to shareholders rather than expanding production.
• This cautious approach contrasts with the aggressive production growth strategies of the past.
Global Supply Contributions:
• In addition to the Permian, other significant contributors to global oil supply by 2030 include Brazil's Búzios oil field and Guyana's developments led by Exxon Mobil, Hess Corp., and CNOOC.
Implications for the Energy Sector:
Sustained Production:
• The Permian Basin's ability to sustain U.S. oil production has broader implications for global energy markets, ensuring steady supply despite regional declines.
Economic Viability:
• The focus on less-proven areas indicates a shift towards maximizing existing resources, albeit at higher operational costs.
Strategic Investments:
• Energy companies might need to balance shareholder returns with strategic investments in new drilling technologies and exploration of less developed zones to maintain long-term production levels.
The continued development of oil production in the Permian Basin is critical for maintaining U.S. levels through 2030. While production growth might plateau, the basin's output will be pivotal in counterbalancing declines from other regions. This strategic focus on sustaining production highlights the evolving dynamics in the energy sector, emphasizing the importance of innovative exploration and efficient resource management to meet future energy demands.
https://fairfieldgeo.com/blog/permian-gains-will-sustain-u-s-oil-production-through-2030
Who has received notice?
The Green new deal and Net Zero are dead. Greg tied getting LNG going 10 years ago. So now in 2025 Canada produces 1/8th by volume to US.
My question to Copiot,,,,,,,,So basically very little progress but a lot of plans no extra money coming in just money spent on planning or whatever.
Answer - That’s a pretty fair summary of where Canada stands right now. The country has rolled out ambitious frameworks—like the Clean Electricity Strategy and emissions reduction targets—but the tangible results are slower to materialize.
By Michael Kern - Nov 24, 2025, 9:00 AM CST
JP Morgan predicts the international crude benchmark, Brent, could drop into the $30s per barrel by 2027 due to an overwhelming market oversupply.
Goldman Sachs forecasts the U.S. benchmark WTI Crude will average $53 per barrel in 2026 amid a 2 million bpd surplus and advises investors to short oil right now.
The oil market is expected to rebalance in 2027 after the current large supply wave, including output from OPEC+ and non-OPEC producers in the Americas, works through the system.
The international crude benchmark, Brent, could dip to the $30s per barrel handle by 2027 as oversupply could overwhelm the market, according to a JP Morgan forecast posted by users on X.
Brent Crude prices have dropped by 14% year to date, and traded relatively stable at $62.59 per barrel early on Monday, as the oil market awaits news from the renewed negotiations on peace in Ukraine.
The U.S. and Ukraine held on Sunday in Geneva what the two sides described as “highly productive” talks and agreed to continue intensive work on a “refined” peace plan, which the U.S. first proposed last week.
Despite the fears of a glut, analysts and investment banks don’t see oil prices moving down to $40 or below, even as oil is set to decline in the near term with strong supply from OPEC+ and the non-OPEC producers in the Americas.
Peace in Ukraine could also weigh on energy prices as some sanctions and restrictions on Russia could be eased, analysts say.
Oil prices are set to further drop into next year from current levels amid a large surplus on the market, with the U.S. benchmark WTI Crude expected to average $53 per barrel in 2026, according to Goldman Sachs.
The investment bank’s call for next year is that oil prices are on track for further declines and investors should short oil right now, Daan Struyven, co-head of global commodities research at Goldman Sachs, told CNBC last week.
The surplus next year will be 2 million bpd on average, Goldman reckons, but notes that 2026 will be the last year of the current big supply wave hitting the market.
The oil market is set to rebalance in 2027 as 2026 will see “the last big oil supply wave the market has to work through,” Goldman’s Struyven added.
https://oilprice.com/Energy/Oil-Prices/JP-Morgan-Says-Oil-Prices-Could-Plunge-Into-30s-by-2027.html
@DonnieDetroit19
"Saline township has an uphill battle with Whitmer and Benson pushing it. And DTE is just spewing BS. They’re offering the data center low rates, ~8 cents/kWh while residential customers pay full price, ~20 cents/kWh! On top of $100 million in tax breaks! What a sweet deal."
https://x.com/DonnieDetroit19/status/1992279926125240347
BVB tried to transform Shell into something virtuous. If you believe that burning fossil fuels results in climate change, and that the global ecosystem is unable to absorb the rising CO2 levels with devastating results, then something had to change. Oil cos need to make deals with governments around the world that violate human rights. Their activities cause environmental damage everywhere they are conducted. Of course, selling Shell's "dirty" assets to someone else who will do the same things, perhaps even less ethically, improves nothing in the short term. But if that money is taken and used to chart a different path, in the long term, maybe Shell could make a difference ... even if that path necessarily leads to Shell's own extinction because green energy will become less and less profitable as it scales.
So where did BVB go wrong? First, green energy is unprofitable even in the short without subsidies. That means Shell's business must must align with political priorities that swing wildly. But Shell needed to be able to bullsh-t its investors that it had a path to profitability so it took the money. Second, green energy has technological hurdles that must be overcome or it will fail. Think batteries, wind and solar variability, and the grid collapse in Iberia. Third, Shell's chosen green energies will NEVER meet its net zero goals. They generate way more carbon, and environmental damage, than they save. Shell should have directed its efforts into other technologies that have hurdles that are likely to be solved and then would be closer to carbon neutral. Fourth, the green energy movement that Shell tried to lead, was a scam that US voters revolted against, with the EU soon to follow as their citizenry tires of their inflated energy prices and the effect on their economies. Think ESG scores and greenwashing by claiming credits for trees that you have cut down yet, and net zero promises with lots of fine print, and buying Russian oil but we're sorry you caught us, and Davos elites flying in on their private jets and then proposing things like good citizen scorekeeping (hey, the CCP is doing it, why shouldn't everyone else) and limits on meat consumption and dozens of other ways for the elite to maintain their wealth and power over the miserable plebians.
Shell aligned itself with the left, the only ones who opened their arms (not including the "stakeholders" who sued Shell in Dutch court and chased it out of the country), but the left went too far. The left that gained control (and still has control in places like GB) wanted to tear down the colonizing racist power structure and replace it with a society based on intersectionality, DEI, gender fluidity and all that entails, open borders, politically motivated extended economic shutdown (except for the politicians at their own parties), and so on. There was social backlash that resulted in political reversals and Shell lost on all of its big bets.
Our remaining refineries are facing an existential threat that puts the very fabric of our economy and society at risk.
Without significant and rapid policy intervention, the country’s remaining refineries are at risk of closure, increasing reliance on foreign imports.
Creating a level playing field for Britain’s refineries to compete is in the gift of the Government, and we need to see action.
Watch Paul Greenwood, the UK Chairman of ExxonMobil, deliver this message to members of the Energy Security and Net Zero Committee
https://parliamentlive.tv/Event/Index/3f11ead9-99d8-4c0f-b34e-f1df9d270231?in=15:04:10
According to Axios, peak oil is expected to occur around 2030. This is earlier than many experts had believed, and it is based on the US’s shift back toward renewables. Douglas A. McIntyre, Editor-in-Chief of Climatecrisis247, explains,
https://www.msn.com/en-us/money/markets/oil-is-on-the-way-out/vi-AA1Qsk5T?ocid=msedgntp&pc=W230&cvid=69178c1edb5b497096bd420ecd4427be&ei=26
What's being targeted and where do you see this going in the future?
EVs are now 10 percent of new car sales in the states, what will this industry be in 15 years will it end up like coal?
Now in the states EV make up 10 percent of new car sales how does this affect Valero in 15 years