XOM · 8-K · 20260731PR000006

Middle East Supply Disruptions

ExxonMobil Holdings Corp · 2026-07-31 · Importance 71 · Surprise 82

ExxonMobil said second-quarter 2026 results included $194 million of identified Middle East impacts, following $706 million in the first quarter. Year-to-date 2026 Middle East impacts totaled $900 million, and the company excluded Middle East country volumes when comparing production across periods. Management said the disruptions affected Upstream and Specialty Products performance and remained a partial offset to earnings improvement.

Key facts

• Middle East disruptions analysis is based on exclusion of Middle East country volumes across all periods source