XOM · 10-Q · 2026Q3 · Full report

Chemical Products Market Position

ExxonMobil Holdings Corp · 2026-11-02 · Importance 30 · Surprise 40

Global chemical margins declined, particularly in Europe and Asia, as product availability increased and feed costs remained elevated. These conditions pushed chemical margins further below the bottom of the 10-year range. Chemical Products sales were 4.888 million metric tons in the third quarter versus 5.520 million a year earlier, a decline of more than 10%; non-U.S. sales fell to 3.097 million metric tons from 3.825 million.

Key facts

• Chemical Products year-to-date base volume increased earnings by $110 million from record reliability and regional product mix. source
• Chemical Products third-quarter margin effects increased earnings by $360 million from increased North America ethane feed advantage. source
• Chemical Products year-to-date margin effects increased earnings by $870 million, mainly from increased North America ethane feed advantage. source