Engine No. 1 · activist-deck
Engine No. 1 | Activist Presentation Deck | 83 slides
83 pages · 3 arc beats · 2 loops
Engine No. 1 | Activist Presentation Deck | 83 slides
Engine No. 1 · 2021-05 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
1510152025303540455055606570758083
Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 70 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 13 slides 100% 13/13 slides 100% 13/13 slides · 63 hits — 0/13 slides
46.2% 6/13 slides 92.3% 12/13 slides 100% 13/13 slides 100% 13/13 slides Agitate (Make it worse) 22 slides 100% 22/22 slides 100% 22/22 slides · 117 hits — 0/22 slides
13.6% 3/22 slides 68.2% 15/22 slides · 16 hits 100% 22/22 slides 72.7% 16/22 slides Solution (Provide relief) 35 slides 100% 35/35 slides 100% 35/35 slides · 157 hits — 0/35 slides
17.1% 6/35 slides 71.4% 25/35 slides 100% 35/35 slides — 0/35 slides
Slide inventory
83 every slide · same image gating as the playbook
06
The slide uses a split-layout: left side outlines macro industry headwinds, right side outlines specific company-level failures.diagnose_problem
07
The slide uses two distinct time-based benchmarks (Pre-COVID and Pre-Engine No. 1 engagement) to demonstrate consistent failure to match peer performance.compare_peers
08
The slide highlights the deterioration of market position, credit rating, balance sheet health, and dividend sustainability.expose_contradiction
09
Uses pull-quotes from financial media to build a case against management's capital allocation strategy.expose_contradiction
10
The slide uses a red dashed box to draw attention to ExxonMobil's data series.compare_peers
11
Uses a pull-quote from the Wall Street Journal to reinforce the narrative of financial instability.expose_contradiction
12
The chart uses a waterfall-style logic to bridge starting asset value to ending asset value, highlighting the gap as 'Potential Value destruction'.expose_contradiction
13
Uses a stacked area chart to show the relative decline of ExxonMobil's market cap compared to Chevron.expose_contradiction
14
Includes a chart highlighting ExxonMobil's low score compared to peers and two critical quotes.expose_contradiction
15
The chart uses a waterfall-style logic to show how the vast majority of emissions are excluded from reduction targets.expose_contradiction
16
The slide uses a donut chart to visualize the insignificance of carbon capture relative to total emissions.expose_contradiction
17
Uses pull-quotes from financial news sources to substantiate the contradiction.expose_contradiction
18
Uses a before-after-framing approach to contrast current failures with proposed solutions.propose_solution
19
The chart visualizes the collective expertise of the proposed slate.introduce_nominees
Open slide detailBeat · Agitate (Make it worse)
20
Includes two testimonial quotes supporting the nominee's strategic capabilities.introduce_nominees
Open slide detailBeat · Agitate (Make it worse)
21
Includes a testimonial quote from Reuters Breakingviews.introduce_nominees
Open slide detailBeat · Agitate (Make it worse)
22
Includes a testimonial quote from Tom Friedman.introduce_nominees
Open slide detailBeat · Agitate (Make it worse)
23
Includes a pull-quote from Fortune magazine regarding his performance at Vestas.introduce_nominees
Open slide detailBeat · Agitate (Make it worse)
25
The slide uses a contrast-pairs framework to highlight the strategic divergence between the incumbent and the activist investor.compare_peers
26
The slide uses a combination of a scatter plot (Bloomberg transition scores) and a dot plot (CapEx share) to visualize the gap between ExxonMobil and its peers.expose_contradiction
27
Uses a quote from the WSJ to frame the valuation divergence between traditional energy and clean energy.diagnose_problem
28
Uses a combination of a dual-axis combo chart and a bar chart to illustrate the degradation of financial performance over three major market shocks.expose_contradiction
29
The chart is a variation of a waterfall or marimekko chart showing capital expenditure width vs IRR height.expose_contradiction
30
The slide uses a series of overlapping line charts to demonstrate the 'forecast drift' or failure of long-term projections in the face of technological disruptiexpose_contradiction
31
The chart shows normalized share price performance from 2015-2020, highlighting ExxonMobil's relative underperformance.compare_peers
32
The slide uses a 'quote-as-evidence' strategy to validate the thesis that the company has a viable path forward in a low-carbon economy.summarize
34
Uses a line chart to visualize the gap between corporate claims and climate science pathways.expose_contradiction
35
Uses a line chart to compare two different company reports (2020 vs 2021) to highlight data revisions and poor performance trends.expose_contradiction
36
Uses a pull-quote from Bloomberg to substantiate the claim of 'greenwashing' or performative investment.expose_contradiction
37
Uses two pull-quotes to establish a pattern of hypocrisy.expose_contradiction
38
Uses a stacked bar chart to illustrate the 'carbon tax cost increase' on gas generation compared to battery storage adders for renewables.expose_contradiction
39
Uses a combination of historical quotes and a critical external source to highlight the gap between corporate messaging and operational reality.expose_contradiction
40
Uses a 'before-after' or 'contradiction' framing to highlight hypocrisy.expose_contradiction
42
Includes a quote from former CEO Lee Raymond regarding the importance of aggregate ROCE over individual project attractiveness.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
43
The chart uses a red dashed line to emphasize the downward trend in capital efficiency.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
44
The chart is a classic industry cost curve, often used in energy sector analysis to demonstrate competitive positioning.compare_peers
Open slide detailBeat · Solution (Provide relief)
45
The chart uses a dual-axis approach to show absolute dollar values for Capex and Dividends+Buybacks alongside a percentage line for Capex/CFO.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
46
The slide highlights a strategic divergence between ExxonMobil and its peers, using historical capex guidance and production forecasts to frame the company's stexpose_contradiction
Open slide detailBeat · Solution (Provide relief)
47
Uses torn-paper visual style for quotes.cite_precedent
Open slide detailBeat · Solution (Provide relief)
48
Uses torn-paper visual style for quotes.cite_precedent
Open slide detailBeat · Solution (Provide relief)
49
The slide uses a Goldman Sachs quote to frame the industry transformation and uses a visual 'Value Destruction Zone' annotation to emphasize poor capital allocaexpose_contradiction
Open slide detailBeat · Solution (Provide relief)
51
Uses a timeline to juxtapose quotes against actual capital expenditure cuts.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
52
Uses analyst quotes to undermine management's narrative of fiscal discipline.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
53
Uses a 'before-after' framing to highlight inconsistency in dividend policy, capital allocation, and performance metrics.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
55
The slide uses a donut chart to show the lack of energy experience and a table to highlight the performance of the nominees in their previous CEO roles.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
56
The slide uses a three-column layout to contrast the specific failures of three individuals, followed by a collective critique.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
57
The slide uses a three-column layout to contrast the qualifications of three specific board members against the activist's requirements.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
58
The slide uses a timeline to highlight the hypocrisy of the board's selection process.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
59
Uses a torn-paper visual effect to house quotes that represent the 'status quo' view the activist is challenging.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
60
Uses a comparison table to systematically dismantle opposing arguments.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
61
The slide uses a direct comparison table to debunk corporate rhetoric.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
62
The slide uses a comparison table to systematically address and debunk three specific claims.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
64
Uses a dual-axis chart to visually demonstrate the divergence between market cap and CEO compensation.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
65
The slide uses a comparison-based argument to highlight governance failures in executive compensation.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
66
Uses a specific case study of 2018/2019 metric changes to illustrate governance failure.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
68
Uses a before-after framing to contrast current state (bottom) with proposed state (top).present_solution
Open slide detailBeat · Solution (Provide relief)
69
The slide uses a transition arrow graphic to bridge 'Today's Industry Landscape' and 'Tomorrow's Industry Landscape'.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
70
The slide uses a 'problem-solution' structure, highlighting the lack of board expertise as the root cause of the company's failure to reposition.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
71
The slide uses a bulleted list to contrast current behavior with desired strategic discipline.propose_solution
Open slide detailBeat · Solution (Provide relief)
72
Uses peer compensation metrics as a benchmark to critique ExxonMobil's lack of energy transition incentives.compare_peers
Open slide detailBeat · Solution (Provide relief)
73
Uses a Bloomberg quote to frame the problem of ExxonMobil's current strategy.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
74
The chart uses a dual-line graph to show performance, with callouts linking specific dates to news headlines and corporate actions.illustrate_case
Open slide detailBeat · Solution (Provide relief)
77
The chart illustrates the gap between Exxon's internal projections and IEA's more conservative/decarbonization-focused scenarios.expose_contradiction
78
The slide uses a Redburn quote to contrast Exxon's assumptions with a <2C pathway scenario.expose_contradiction
79
The slide uses a stacked bar chart to contrast ExxonMobil's internal projections with BNEF and IEA scenarios.compare_peers
80
The slide uses a quote from Bloomberg's New Energy Outlook 2020 to frame the data.compare_peers
81
The slide uses a line chart to visually demonstrate that ExxonMobil's projections (highlighted in a red box) are consistently lower than those of IEA, OPEC, BP,expose_contradiction
82
Uses IEA and BNEF data to challenge the assumption that petrochemicals will be the primary driver of future oil demand growth.diagnose_problem