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The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015...

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This presentation includes forward-looking statements. Actual future conditions (including economic conditions, energy demand, and energy supply) could differ materially due to changes in technology, the development of new supply sources, political events, demographic changes, and other factors discussed herein and under the heading "Factors Affecting Future Results" in the Investors section of our website at: www.exxonmobil.com. The information provided includes ExxonMobil's internal estimates and forecasts based upon internal data and analyses as well as publically-available information from external sources including the International Energy Agency. This material is not to be used or reproduced without the permission of Exxon Mobil Corporation. All rights reserved. The Outlook for Energy: A View to 2040 Rob Gardner
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Page 1: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

This presentation includes forward-looking statements. Actual future conditions (including economic conditions, energy demand, and energy supply) could differ materially due to changes in technology, the development of new supply sources, political events, demographic changes, and other factors discussed herein and under the heading "Factors Affecting Future Results" in the Investors section of our website at: www.exxonmobil.com. The information provided includes ExxonMobil's internal estimates and forecasts based upon internal data and analyses as well as publically-available information from external sources including the International Energy Agency. This material is not to be used or reproduced without the permission of Exxon Mobil Corporation. All rights reserved.

The Outlook for Energy:A View to 2040

Rob Gardner

Page 2: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

2

ExxonMobil 2015 Outlook for Energy

Primary Energy Demand by SectorQuadrillion BTUs

‘10

‘25

‘40

Transportation Res/CommIndustrialElectricity Generation

Electricity Generation Leads Growth

Page 3: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

3

ExxonMobil 2015 Outlook for Energy

Primary Energy Demand by SectorQuadrillion BTUs

‘10 ‘25 ‘40

Transportation Res/CommIndustrialElectricity Generation

United States Energy Demand

Page 4: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

4

ExxonMobil 2015 Outlook for Energy

Sector DemandMBDOE

Light Duty

Marine

Rail

Heavy Duty

Aviation

Transportation Demand

Page 5: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

5

ExxonMobil 2015 Outlook for Energy

2040 LDV Fleet

Base Fleet

Population Growth

Improved Standard of Living

Light Duty Vehicle Fleet and DemandWorld LDV DemandMBDOE

Improved Standardof Living

Population Growth

Million

*Mexico and Turkey included in Key Growth countries

EnergySavings

Page 6: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

6

ExxonMobil 2015 Outlook for Energy

Range of Average Vehicle EfficiencyOn-Road Miles per Gallon

U.S.

Average Fleet

Europe

Light Duty Vehicle EfficiencyFleet by TypeMillion

Page 7: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

7

ExxonMobil 2015 Outlook for Energy

U.S. Light Duty Vehicles

PercentU.S. New Vehicles

Boosted

Hybrid

Elec/PHEVDiesel

Light Duty VehiclesMillion

Page 8: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

8

ExxonMobil 2015 Outlook for Energy

Today’s Vehicle Technology Choices – U.S.5-Year Cost of Ownership vs Conventional2014 $k

Fuel Savings

Cost aboveConventional

~$30k

Page 9: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

9

ExxonMobil 2015 Outlook for Energy

OECD*

Key Growth

China

India

Rest of World

Heavy Duty Demand by Region

Heavy Duty Transportation

MBDOE

*Mexico and Turkey included in Key Growth countries

Heavy Duty Demand by FuelMBDOE

Gasoline

Diesel

Other

Gas

Page 10: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

10

ExxonMobil 2015 Outlook for Energy

MBDOE

Growth Technology

Truck Size

Heavy Duty Vehicle Efficiency

OperatingInefficiencies

New Truck Efficiency% Improvement, 2010-2040

Engine

Transmission

Tires

Aero

Hybrid

Logistics & Congestion

Truck Size

Efficiency Impact on Fuel Demand

Page 11: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

11

ExxonMobil 2015 Outlook for Energy

Transportation Fuel DemandWorldMBDOE

United StatesMBDOE

Diesel

Gasoline

Ethanol

Biodiesel

Jet FuelFuel Oil

OtherNatural Gas

Page 12: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil

For more information, visit exxonmobil.com/energyoutlook

or download the ExxonMobil app

Page 13: The Outlook for Energy...The Outlook for Energy: A View to 2040 Rob Gardner. 2 ExxonMobil 2015 Outlook for Energy Primary Energy Demand by Sector Quadrillion BTUs ‘10 ... ExxonMobil
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ExxonMobil 2015 Outlook for Energy

Billion Tonnes

Energy-Related CO2 Emissions by Sector

Transportation

Electricity Generation

Industrial

Res/Comm

OECD Non OECDBillion Tonnes

Transportation

Electricity Generation

Industrial

Res/Comm


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