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Exxon Mobil Corporation (XOM) Presents at Morgan Stanley Energy & Power Conference 2026 Transcript

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ExxonMobil’s Senior VP Jack Williams outlined the company’s dual strategy at the 2026 Morgan Stanley Energy Conference: expanding energy production to meet global demand while aggressively cutting emissions. Williams emphasized leveraging Exxon’s decades-built competitive edges—scale, integration, and proprietary technology—to balance growth with sustainability, calling it the core of their long-term corporate vision. The executive framed rising global middle-class populations as the primary driver for increased energy needs, positioning Exxon as essential to supplying both traditional and low-carbon solutions. Technological innovation was highlighted as a key differentiator, though specific quantum or advanced computing applications weren’t detailed in the transcript excerpt. The remarks underscored Exxon’s commitment to functional capabilities like operational efficiency and R&D to execute its "and equation"—simultaneous production growth and emissions reduction.
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Exxon Mobil Corporation (XOM) Presents at Morgan Stanley Energy & Power Conference 2026 Transcript

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SA Transcripts158.78K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Exxon Mobil Corporation (XOM) Morgan Stanley Energy & Power Conference 2026 March 3, 2026 11:00 AM EST Company Participants Jack Williams - Senior Vice President Conference Call Participants Devin McDermott - Morgan Stanley, Research Division Presentation Devin McDermottMorgan Stanley, Research Division Okay. We are going to go ahead and kick off our first lunch keynote section here today. For those of you that don't know me, my name is Devin McDermott, and I head our North American Energy Research team here at Morgan Stanley, and I am very happy to be joined by Jack Williams, Senior Vice President at ExxonMobil and one of the members of the management committee at the corporation as well. We are going to kick off with a few prepared remarks from Jack and then dive right into Q&A from there. So without any further pause, Jack, I'll turn it over to you. Jack WilliamsSenior Vice President Great. Thank you. Thank you, Devin. Appreciate it. A cautionary statement. I'll be making some forward-looking statements. Our strategy at ExxonMobil kind of starts out with this, the and equation that we've -- you've probably heard us talk about before, which is as the world's population grows and people are going into rising into the middle class, improving standards of life, there's more of a need for energy and essential products, and we feel like we need to be increasing our production to meet those needs. And at the same time, we need to be reducing emissions. So that's kind of core to our strategy as a corporation. And a key way we execute that strategy is through leveraging these competitive advantages that we have, that we built up over decades. I'm talking about their scale, the integration of our businesses, technology and then some deep functional capabilities around like

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