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This presentation should not be construed as legal, tax, investment, financial or other advice. The views expressed in this presentation represent the opinions of Engine No. 1 and are based on publicly available information with respect to the Company and the other companies referred to herein. Engine No. 1 recognizes that there may be confidential information in the possession of the companies discussed in this presentation that could lead such companies to disagree with Engine No. 1’ conclusions. Certain financial information and data used herein have been derived or obtained from filings made with the SEC or other regulatory authorities and from other third party reports. Engine No. 1 has not sought or obtained consent from any third party (other than the individuals who have provided the testimonials included in this presentation) to use any statements or information indicated herein as having been obtained or derived from statements made or published by third parties, nor has it paid for any such statements. Any such statements or information should not be viewed as indicating the support of such third party for the views expressed herein. Engine No. 1 does not endorse third-party estimates or research which are used in this presentation solely for illustrative purposes. No representation or warranty, express or implied, is made that data or information, whether derived or obtained from filings made with the SEC or any other regulatory authority or from any third party, are accurate. Past performance is not an indication of future results. Neither the Participants nor any of their affiliates shall be responsible or have any liability for any misinformation contained in any statement by any third party or in any SEC or other regulatory filing or third party report. Unless otherwise indicated, the figures presented in this presentation have not been calculated using generally accepted accounting principles (“GAAP”) and have not been audited by independent accountants. Such figures may vary from GAAP accounting in material respects and there can be no assurance that the unrealized values reflected in this presentation will be realized. There is no assurance or guarantee with respect to the prices at which any securities of the Company will trade, and such securities may not trade at prices that may be implied herein. 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Goff, Kaisa Hietala, Alexander Karsner, and Anders Runevad (collectively and together with Engine No. 1, the “Participants”) have filed with the Securities and Exchange Commission (the “SEC”) a definitive proxy statement and accompanying form of WHITE proxy to be used in connection with the solicitation of proxies from the shareholders of Exxon Mobil Corporation (the “Company”). All shareholders of the Company are advised to read the definitive proxy statement and other documents related to the solicitation of proxies by the Participants, as they contain important information, including additional information related to the Participants. 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Exxon’s New Carbon Capture Plan Looks a Lot Like Its Old One. Bloomberg. John Biers (Feb 2, 2021). Exxon Mobil Reports Huge 2020 Loss As Changes Draw Mixed Reviews. Barron’s. Mike Lee & Carlos Anchondo (Feb. 2, 2021). ExxonMobil Forms Low C02 division; Invests $3 billion in cutting emissions. E&E News.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:39:07.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a500a59-7ede-4411-ba67-d4eef31a1c95", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "ExxonMobil claims to be the “global leader” in carbon capture, yet most of this is the necessary separation of CO2 that naturally occurs during the production of methane... This reduces Scope 1 and 2 emissions intensity, not the far larger Scope 3 emissions... 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Began oil and gas career in E&P and crude trading at Neste, then led strategic review that resulted in creation of the Renewable Products segment. Served as EVP for 5 years ending in 2019, during which annual segment revenues grew by 1.6x and operating profits grew by 4x to over $1 billion. During this time, Renewable Products became over 2/3 of profits, and Neste's stock returned ~550%. Today the Renewables division is over 90% of profits and Neste is the world's largest producer of renewable diesel. 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The Oil Majors can also create significant long-term value by demonstrating that they have a role to play in the event of a material energy transition. 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But Global Thermostat’s achievements haven’t matched its promise ... [A]ccounts suggest the company has been stymied by setbacks and mismanagement since almost the very beginning and has made little progress in deployment over the past decade. They say its biggest accomplishments, including the deals with blue-chip companies, amounted to less than advertised and in some cases have yet to produce anything ... 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This appears to be another attempt to shift focus from long-term risk. No specifics on funding. Expertise is gas separation, not decarbonization. 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That company is ExxonMobil ... Most of their biofuel announcements come in the form of vague PR-bait and social media posturing. Oilprice.com, January 28, 2020", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:39:12.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a17dbe2-f5d9-4005-9b10-a0fc39134bd3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.58, "y": 0.18 }, "kind": "quote", "text": "2010 ExxonMobil TV Commercial: Algae are amazing little critters ... 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This is clearly not in favour with investors ... This has resulted in [ExxonMobil] materially underperforming peers.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:39:13.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67f513b0-c9c7-43bd-bcf8-ad4e9771da2b", "parentComponentId": null }, { "bbox": { "h": 0.185, "w": 0.928, "x": 0.036, "y": 0.582 }, "kind": "quote", "text": "CVX and XOM are thoroughly underway on two different corporate strategies: harvest free cash flow or spend on countercyclical growth. Starting well before the recent price collapse, CVX has been focused on positioning its business for a ‘lower for longer’ commodity price environment through disciplined, returns-focused investments, balance sheet strength and capital plan flexibility. 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Exxon Mobil Corporation: Needing flawless execution & macro recovery. RBC Capital Markets. Peter Low (May 13, 2020). Oil Majors: The Road to Recovery. Redburn. Devin McDermott (Jun. 25, 2020). The Risks & Opportunities of Countercyclical Growth. Morgan Stanley.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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[T]he astounding thing about this concession was that even the smaller rig count was higher than what the next closest competitor, Chevron Corp., had been running before COVID-19 struck. 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Shell, Chevron, Pioneer, ConocoPhillips and EOG are among those that start 2021 with stronger finances and so have more options besides deleveraging. 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CEO Mike Wirth was early to a trend that has now taken hold throughout the industry: The era of production growth is over, and a new era of frugal spending has arrived. 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SEC Probe Is the Latest Un-Exxon Thing Happening to Exxon. Bloomberg. Simon Flowers (Feb. 26, 2021). Will oil companies start spending again? Wood Mackenzie.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Quote sources: Phil Gresh (Nov. 30, 2020). Thoughts on Guidance Update, JP Morgan. Phil Gresh (Jan. 19, 2021). Investor Feedback on Our Upgrade. JP Morgan. Jeanine Wai (Feb. 26, 2021). Why There's Still Legs Beyond the Current Crude Rally. 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Ubben’s investment firm Inclusive Capital Partners is also discussing taking a meaningful stake in the oil giant if he were appointed the board, the people said, asking not to be identified because the matter is private.” – Bloomberg", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:39:18.684+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54787f79-5f82-4441-8a28-50072a955674", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.66, "x": 0.038, "y": 0.958 }, "kind": "source-note", "text": "Quote sources: Scott Deveau and Ed Hammond (February 4, 2021). 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