ExxonMobil

Energy Macro

Exxon’s 300,000 Barrel-Per-Day Loss Exposes Supply Fragility as Ceasefire Masks Persistent Inflation Risk

Middle East conflict severed 6% of ExxonMobil's global output while Brent crude remains 35% above pre-war levels despite ceasefire, complicating Fed's inflation mandate as supply recovery drags.

8 min read ·