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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.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
29
The chart is a variation of a waterfall or marimekko chart showing capital expenditure width vs IRR height.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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 disruption.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
31
The chart shows normalized share price performance from 2015-2020, highlighting ExxonMobil's relative underperformance.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
33
Engine No. 1 | Activist Presentation Deck | 83 slidesEngine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
Uses a line chart to visualize the gap between corporate claims and climate science pathways.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses a line chart to compare two different company reports (2020 vs 2021) to highlight data revisions and poor performance trends.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
Uses a pull-quote from Bloomberg to substantiate the claim of 'greenwashing' or performative investment.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
Uses two pull-quotes to establish a pattern of hypocrisy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
38
Uses a stacked bar chart to illustrate the 'carbon tax cost increase' on gas generation compared to battery storage adders for renewables.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
Uses a combination of historical quotes and a critical external source to highlight the gap between corporate messaging and operational reality.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
40
Uses a 'before-after' or 'contradiction' framing to highlight hypocrisy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
41
Engine No. 1 | Activist Presentation Deck | 83 slidesEngine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
Includes a quote from former CEO Lee Raymond regarding the importance of aggregate ROCE over individual project attractiveness.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
The chart uses a red dashed line to emphasize the downward trend in capital efficiency.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
The chart is a classic industry cost curve, often used in energy sector analysis to demonstrate competitive positioning.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
The slide highlights a strategic divergence between ExxonMobil and its peers, using historical capex guidance and production forecasts to frame the company's strategy as risky or out of step.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
Uses torn-paper visual style for quotes.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
Uses torn-paper visual style for quotes.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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 allocation.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
50
Engine No. 1 | Activist Presentation Deck | 83 slidesEngine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
51
Uses a timeline to juxtapose quotes against actual capital expenditure cuts.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
52
Uses analyst quotes to undermine management's narrative of fiscal discipline.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
53
Uses a 'before-after' framing to highlight inconsistency in dividend policy, capital allocation, and performance metrics.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
54
Engine No. 1 | Activist Presentation Deck | 83 slidesEngine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
56
The slide uses a three-column layout to contrast the specific failures of three individuals, followed by a collective critique.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
57
The slide uses a three-column layout to contrast the qualifications of three specific board members against the activist's requirements.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit