Exxon Mobil Corp's (NYSE:XOM) updated 2030 Plan reads like a subtle but unmistakable pivot: less capital headed toward low-carbon experiments, more firepower behind the assets that print money today. Track XOM stock here.The company now expects $25 billion in earnings growth and $35 billion in cash flow growth versus 2024 — a $5 billion bump from its prior plan — and claims it can deliver it all without increasing capital spending. That combination of higher output, lower costs, and flat capex is exactly th ...

We do have another trade alert and it is from Josh Brown. Maybe surprised by it. I'm not sure.Exon Mobile. Yeah. So, I I have a long-term position in IEO, which are the uh American natural gas and oil producers.Um the problem with that ETF, not problem, the thing about that ETF, it's very concentrated into Kico Phillips COP and that's okay. It's a great stock. Um but Exxon is breaking out right now.We talked about this two weeks ago or three weeks ago on the show. It was uh the column that we wrote for CNBC ...

分组1 - Exxon Mobil is experiencing a breakout, with a long-term position being favored by investors [1][7] - The stock has not performed well for a long time, but recent movements suggest a potential upward trend [2][3] - The 120 level has been identified as overhead resistance, which may now be cleared, indicating a possible breakout [3] 分组2 - Rivian is developing its own chip for autonomous driving, moving away from Nvidia chips, and plans to integrate this technology into its R2 models [5][6] - The new autonomous system, named Rivian Autonomy Plus, will be priced at $2,500 or $49.99 per month [5] - Rivian's stock is currently down more than 3%, reflecting market reactions to these developments [6] 分组3 - The Bloomberg commodity index has been rising, indicating a positive outlook for commodities, with gold and silver leading the charge [10][11] - High inflation is expected to drive commodity prices, making exposure to commodity companies a potential hedge for equity investors [13] - Exxon Mobil is highlighted as a diversified player in the energy sector, with exposure to both crude oil and natural gas [15][16]

Core Viewpoint - The signing of the syndicate loan for ExxonMobil's Huizhou Ethylene Phase I project marks the company's first syndicate loan in China, providing significant financial support for the project [1] Group 1: Project Financing - The syndicate loan exceeds 10 billion yuan, led by Industrial and Commercial Bank of China, with participation from Bank of China and China Construction Bank [1] - This financial backing is crucial for the Huizhou Ethylene Phase I project, which is part of a larger chemical complex investment exceeding 10 billion USD [1] Group 2: Project Overview - The Huizhou Chemical Complex is located in the Huizhou Daya Bay Petrochemical Park and commenced construction in April 2020 [1] - The Phase I project was put into production on July 15 of this year and includes a flexible feed steam cracking unit with an annual capacity of 1.6 million tons of ethylene [1] - Additional facilities include two high-performance linear low-density polyethylene units with a total annual capacity of 1.2 million tons, the world's largest single-unit low-density polyethylene unit with an annual capacity of 500,000 tons, and two differentiated high-performance polypropylene units with a total annual capacity of 950,000 tons [1]

Core Viewpoint - ExxonMobil has revised its 2030 outlook, expecting to achieve $25 billion in additional earnings and $35 billion in incremental cash flow, reflecting a more optimistic view than previously stated [2][5]. Group 1: Financial Projections - The updated plan indicates a $5 billion increase in both earnings and cash flow compared to last year's projections, positioning Exxon to grow earnings by an average of 13% per year and deliver double-digit annual cash flow growth [5]. - ExxonMobil can achieve this growth without increasing its capital spending, which will remain within the target range of $28 billion to $33 billion annually from 2026 through 2030 [7]. Group 2: Operational Efficiency - The company expects to generate over $14 billion in earnings growth from its upstream production business by 2030, primarily driven by its operations in the Permian Basin [8]. - ExxonMobil anticipates capturing an additional $2 billion in structural cost savings, leading to a total of $20 billion in cumulative cost savings from its 2019 baseline [9]. Group 3: Strategic Investments - ExxonMobil is investing in large-scale projects aimed at expanding production in higher-value fuels, performance chemicals, and lubricants, as well as new technologies like Proxxima [10]. - The company is also developing the world's first large-scale, end-to-end carbon capture and storage system along the U.S. Gulf Coast, which is expected to significantly contribute to earnings growth [10]. Group 4: Market Position - ExxonMobil has transformed into an industry leader in profitability, particularly due to its large-scale operations in the Permian Basin, positioning it to create more shareholder value in the future [11].

Core Viewpoint - The company has reduced its low-carbon spending target to $20 billion from $30 billion through 2030 [1] Group 1 - The company aims to lower its investment in low-carbon initiatives, indicating a shift in strategy [1]

Core Insights - The Trump administration's revised National Security Strategy emphasizes traditional energy sources like oil, natural gas, coal, and nuclear as vital for U.S. national security, aiming to create jobs, reduce costs, and support technological advancements [2][4] - The strategy marks a shift from the previous administration's focus on reducing fossil fuel reliance and promoting renewable energy, indicating a renewed commitment to energy dominance [4][5] Company Developments - ExxonMobil has announced a new five-year corporate plan that reduces investments in its Low Carbon Solutions business by one-third, reallocating billions to its core oil and gas projects, reflecting a strategic pivot towards more profitable ventures [6][8] - The company expects to achieve $25 billion in earnings growth and $35 billion in cash flow growth by 2030, with no increase in capital expenditure, while maintaining a return on capital employed above 17% [8] - ExxonMobil's production from its key assets, including the Permian Basin and Stabroek field, is projected to exceed 3.7 million barrels of oil equivalent per day by 2030, accounting for approximately 65% of its total volumes [9] Industry Trends - The energy sector is witnessing a decline in the popularity of ESG investments, allowing for a reallocation of capital back to traditional energy projects, as indicated by major firms like BlackRock shifting focus [10][15] - The demand for natural gas is expected to continue growing, particularly in the context of increasing power generation needs driven by the AI industry [11][12] - The geopolitical landscape, particularly the ongoing Russia/Ukraine conflict, has heightened the importance of energy security, positioning the U.S. as a leading producer and exporter of oil and natural gas [5][12]

Core Viewpoint - Exxon Mobil Corporation (NYSE:XOM) is recognized as a strong investment opportunity, particularly for retirement portfolios, with recent upgrades and positive financial performance indicating potential for growth [1][2][3]. Group 1: Analyst Ratings and Price Targets - BNPP analyst Lucas Herrmann upgraded Exxon Mobil from 'Underperform' to 'Neutral' with a price target of $114 on December 8 [2]. - UBS initiated coverage with a 'Buy' rating and a price target of $145, citing positive earnings revisions and higher-than-expected shareholder returns as key drivers [3]. Group 2: Financial Performance - In Q3, Exxon Mobil generated free cash flow of $6.3 billion and returned $9.4 billion to shareholders, which included $4.2 billion in dividends and $5.1 billion in share repurchases [4]. - The company increased its quarterly dividend by 4% to $1.03 per share, marking its 43rd consecutive year of dividend growth, and currently offers an annual dividend yield of 3.55% [4].

Core Viewpoint - Exxon Mobil Corporation is a leading player in the oil and gas industry, with a recent price target set by Morgan Stanley indicating potential growth [1][6] Group 1: Stock Performance - The stock has shown a 1.8% increase during mid-day trading, following an upgrade by BNP Paribas from a strong sell to a hold [2][6] - Trading volume surged to over 23.7 million shares, marking a 48% increase from the average session volume of approximately 16 million shares, indicating heightened investor interest [3][6] Group 2: Analyst Ratings and Price Targets - Devin McDermott from Morgan Stanley set a price target of $137 for Exxon Mobil, suggesting a potential increase of 15.88% from its current price of $118.23 [1][6] - Mizuho adjusted its target price for Exxon Mobil from $124 to $123 while maintaining a neutral rating [4] - BNP Paribas Exane upgraded Exxon Mobil from underperform to neutral, setting a price objective of $114 [4] Group 3: Market Capitalization and Stock Volatility - Exxon Mobil's market capitalization is approximately $498.6 billion, reflecting its significant presence in the energy sector [5] - The stock has fluctuated between a low of $116.89 and a high of $120.47 today, with a 52-week range of $97.80 to $120.81, indicating volatility and potential for growth [5]

Core Insights - ExxonMobil CFO Kathryn Mikells will retire effective February 1 due to health issues, with Neil Hansen set to succeed her in the role [6][4] - Mikells has been with Exxon since 2021 and previously held CFO positions at Diageo, Xerox, ADT, and United Airlines, bringing extensive experience to the role [4][5] - The transition is expected to be smooth, with Mikells working closely with Hansen during the handover [3] Company Transition - Mikells cited a series of health procedures as the reason for her retirement, emphasizing the need to focus on recovery [6] - Hansen, who has over 20 years of experience at Exxon, has held various executive roles and is currently president of ExxonMobil's global business solutions [5][6] - CEO Darren Woods acknowledged Mikells' contributions to strengthening the finance organization and developing talent within the company during her nearly five-year tenure [6]