XOM · 10-Q · 2026Q2 · Full report

Supply Chain Constraints

ExxonMobil Holdings Corp · 2026-08-03 · Importance 34 · Surprise 42

Regional supply constraints reduced chemical product availability, with the most pronounced effects in Asia. Middle East supply disruptions also affected Energy Products operations and prevented physical shipments associated with hedges. The disruptions contributed to lower Energy Products volumes and supported higher Specialty Products basestock margins because of tighter supply.