ExxonMobil

Energy Geopolitics

Alaska Oil Fields Draw Majors as Middle East Risk Reprices Energy Capital

Shell and ExxonMobil return to North Slope after decade-long absence as Iran conflict triggers historic reallocation toward domestically-controlled reserves.

7 min read ·
Energy Geopolitics

Guyana’s ICJ Case Against Venezuela Tests Energy Security as LNG Markets Tighten

With 900,000 bbl/day at stake and global LNG supply down 20%, The Hague hearings will determine whether international law can protect the world's fastest-growing oil producer.

8 min read ·
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 ·