ExxonMobil CFO Neil Hansen said at the Barclays Energy-Power Conference that confidence is rising in the plan to add about $25 billion in earnings and $35 billion in cash flow through 2030, with earnings growth “getting closer to $30 billion.”
Speaking Sept. 9, Hansen said confidence is “only increasing” in the ability to deliver those outcomes, according to a stockanalysis/Quartr transcript. ExxonMobil’s December 2025 corporate plan set the $25 billion earnings and $35 billion cash-flow growth targets versus 2024 on a constant price and margin basis. Hansen’s language reaffirms rising confidence; it is not a formal IR guidance raise unless the company restates new plan numbers.
On Guyana, Hansen said cost-bank desaturation arrived about two years earlier than expected, with roughly $55 billion of costs recovered. Entitled volumes may run about 100,000 barrels a day lower from the third quarter, but free cash flow is on track to roughly double between 2025 and 2030, he said.
Sources: stockanalysis/Quartr transcript Sept 9 (Hansen Barclays Q&A: $25B/$35B; closer to $30B and rising confidence; Guyana desaturation ~2 years early; ~$55B recovered; ~100 kb/d entitlement step-down; FCF double 2025-30); TranscriptDaily Sept 12 (conference wrap corroboration); ExxonMobil IR Dec 9, 2025 corporate plan (formal $25B earnings / $35B CF growth baseline vs 2024).
