Insight
Can ExxonMobil make attractive returns from its US CCUS portfolio?
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
ExxonMobil has built a position of unrivalled leadership in the US CCUS sector. The company has more than five times the potential capacity of all the other Majors combined in what is arguably the world’s most advantaged CCUS market. Analysis using our new asset level modelling capability in Lens Carbon indicates ExxonMobil’s CCUS assets are almost competitive with upstream for capital. We take a look at the NPV, returns and cash flow outlook for the company's CCUS assets in the US. We also analyse how ExxonMobil is leaning on several areas to manage the uncertainty and downside risks. Successful execution of the strategy could position the Supermajor as the partner of choice in offering CCUS-as-a-service.
Table of contents
- Executive Summary
- The US underpins ExxonMobil’s leadership in the CCUS sector
- Capturing value while managing risk and uncertainty
- The impact on cash flow and value
Tables and charts
This report includes the following images and tables:
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US net CCUS capacity: top players with capacity broken down by development typeExxonMobil’s US CCUS portfolioExxonMobil’s US CCUS projects modelled by Wood Mackenzie: NPV,10 by project
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Denbury’s CCUS portfolio by project: IRR versus capexWeighted average IRR for ExxonMobil’s conventional upstream resource themes, Denbury’s CCUS portfolio and renewable powerFee toll sensitivity on the post-tax IRR of Denbury’s CCUS portfolioOperating cash flow: TotalEnergies’ wind and solar assets versus ExxonMobil’s US CCUS portfolio*NPV10 breakdown of ExxonMobil’s upstream and CCUS assetsThe evolution of global CCUS capture capacity for end-use sectors by region (Wood Mackenzie base case)*
What's included
This report contains:
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