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CLAIM #64270 · Exxon Mobil Corp (XOM) · 2025Q2 earnings call · Aug 1, 2025 · due Dec 31, 2026

And so that one, we may say slip versus the original timing. It's a little early to tell, but that's, I think, is certainly a strong possibility.

Darren Woods · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: FID (final investment decision) status and announced timeline for the blue hydrogen project versus its originally disclosed timing

It came true if: Company announces or confirms a delay in FID or start-up date for the blue hydrogen project relative to the timing communicated as of 2025-08-01

Where: Company press releases, investor presentations, or earnings call commentary referencing the blue hydrogen project timeline

In context

ll -- it was an aggressive pace in the plan, and I expect we'll continue on that and aren't looking at a lot of big changes there. The blue hydrogen one, which is obviously a very large spin. That's a more challenge, as I said in my prepared remarks, not only from the fact that they've shortened the time to develop the industry. But it's a product that's got an alternative in the market today. And so cost and the cost of production and the cost -- the price of the product is a big variable with respect to buyers and many buyers are working their way through that number. And I would tell you today, that's -- we haven't landed that. We haven't FID-ed it, and we're not going to until we've got secured off-takers so that we have a lot of confidence in the returns that we're going to generate. And so that one, we may say slip versus the original timing. It's a little early to tell, but that's, I think, is certainly a strong possibility. And then I'd say the -- to finish up on carbon capture piece of the equation, low-carbon data centers, as you all know, huge appetite in that space, we are uniquely positioned that if the hyperscalers want low carbon power and they want it in a expeditious time frame, we're really the only available option today. And so we'll see how that plays out. I think there is some talk now of maybe gas first, unabated gas and then ultimately, decarbonization later. So that may end up slipping as well. We'll have to see how that piece of it matures. But the good news is we've got a proposition that's available for the market and are working with all the serious players there looking at building data centers. And then finally, I would just say on the lithium side of the equation, we're continuing to

Verify independently

SEC filings for XOM · Claim quote is verbatim from the 2025Q2 earnings call.