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Engine No. 1 · activist-deck

Engine No. 1 | Activist Presentation Deck | 25 slides

25 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Engine No. 1 | Activist Presentation Deck | 25 slides

Engine No. 1 · 2021-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 22 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 8 slides 100% 8/8 slides 100% 8/8 slides · 37 hits
— 0/8 slides
12.5% 1/8 slides · 2 hits 100% 8/8 slides 100% 8/8 slides 100% 8/8 slides The Struggle 7 slides 100% 7/7 slides 100% 7/7 slides · 43 hits
— 0/7 slides
42.9% 3/7 slides · 4 hits 42.9% 3/7 slides 100% 7/7 slides 100% 7/7 slides The Victory 7 slides 100% 7/7 slides 100% 7/7 slides · 39 hits
— 0/7 slides
28.6% 2/7 slides · 3 hits 71.4% 5/7 slides 100% 7/7 slides
— 0/7 slides

Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
other
Open slide detail
04
The slide uses two distinct time-based benchmarks (Pre-COVID and Pre-Engine No. 1 engagement) to demonstrate persistent failure.compare_peers
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
05
The slide uses a longitudinal comparison to highlight corporate deterioration.compare_peers
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
06
Uses three pull-quotes to highlight the contradiction between management's stated strategy and external market/analyst sentiment.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
07
The chart highlights ExxonMobil's significantly higher break-even price compared to peers, using a red dashed box for emphasis.compare_peers
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
08
The slide uses a red dashed trend line to emphasize the long-term decline in capital efficiency.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
09
The slide uses a quote from a former CEO to frame the ROCE as the ultimate 'report card' for project performance.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
10
Uses a red circle annotation to highlight ExxonMobil's low ranking in the chart.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
11
The chart uses a waterfall-style logic to show how total emissions are reduced to a small subset for target setting.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
12
Uses a before-after/positive-negative framing to contrast current state vs proposed state.compare_peers
Open slide detailBeat · The StruggleLoop · Before After
13
The chart highlights the specific industry expertise (Oil & Gas, Renewable Power, etc.) of the proposed nominees.introduce_nominees
Open slide detailBeat · The StruggleLoop · Before After
14
Includes two testimonial quotes supporting the nominee's strategic capabilities.introduce_nominees
Open slide detailBeat · The StruggleLoop · Before After
15
Includes a testimonial quote from Reuters Breakingviews.introduce_nominees
Open slide detailBeat · The StruggleLoop · Before After
16
Includes a testimonial quote from Tom Friedman.introduce_nominees
Open slide detailBeat · The StruggleLoop · Before After
17
Includes a pull-quote from Fortune magazine regarding his turnaround of Vestas.introduce_nominees
Open slide detailBeat · The StruggleLoop · Before After
18
Uses a transition arrow graphic to bridge 'Today's Industry Landscape' and 'Tomorrow's Industry Landscape'.introduce_nominees
Open slide detailBeat · The StruggleLoop · Before After
19
This is an activist slide arguing for board refreshment to force a strategic pivot.propose_solution
Open slide detailBeat · The Victory
20
The slide uses a bulleted list to define a strategic framework for capital expenditure.propose_solution
Open slide detailBeat · The Victory
21
Includes a small upward-pointing arrow icon in the bottom right corner.propose_solution
Open slide detailBeat · The Victory
22
Uses a Bloomberg quote to frame the problem of ExxonMobil's current strategy.name_villain
Open slide detailBeat · The Victory
23
The slide uses a timeline-annotated line chart to demonstrate the correlation between activist pressure and corporate strategic shifts.illustrate_case
Open slide detailBeat · The Victory
24
This is a classic activist proxy fight closing slide.closing_ask
Open slide detailBeat · The Victory
25
closing_ask
Open slide detailBeat · The Victory