Hindcast.....Big Green Blob, after update in 2019 states Permian Production (MBOED) around now should be 1.3 - 1.4 MBOED. And drumroll please......it is currently 0.6 MBOED or so? Of course COVID happened but to start ~0.3 MBOED when Big Green Blob was announced and then doubled to 1.4 MBOED in 2025 and only end up at 0.6 MBOED at start of 2024 makes those whistleblowers fairly vindicated no?
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Well…. They let 007 back in the US….
what's big green blob?
COVID saved us from ourselves. Big green blob was destroying value big time. Should have been called big green cash burning blob
Add 20 months for COVID factor. Revisit end of Q4 2026.
If I know how ExxonMobil works, the top brass who provided the production volume predictions have already been promoted, or will be promoted soon!!
Value over volumes. Not like our history. Actually a good story.