#production

Hey AML personnel, why are we letting them step all over us? Threatening to fire us if we don’t meet production. Implementing AI that doesn’t work. At the end of the day (well probably year) we will be laid off for the AI we are ultimately training. Let’s stop doing so much. We can only do what we can do!!! Layoffs are inevitable, and you know that.

I complained to my production VP that I never get a response from SH on any email or voice message I've sent him, even though I get 1,2 and even t3 messages somedays from him asking for all sorts of information that still isn't in salesforce. he never responds to any commission adjustments either, that require his level approvals. My VP laughed and said SH doesn't respond to any VP emails either.

Looking like the sacred cow Guyana is starting to Plateau hard.

904,000bopd in May. Still impressive and above design capacity production but, some challenges are imminent.

Lisa will shortly be sub 100,000 bopd and expecting average Aug production to be south of 866,000 bopd.
At this point forecasting a -200 bopd drop every single day…
This will raise alarms in the God Pod where additional water injection will be coupled to the system. The 4 FPSOs reached Peak in May…now it’s a daily drop until the next FPSO added.

In IT&V, the pressure to produce is increasing. Good thing most of us came from public accounting. Time to start eating time like a pro!

How do we go about having our own unions investigated for not doing their jobs? Clearly, the production hike is correlating with injuries and incidences. It appears they want transportation to do inspections and just Carmen to the shop and justification of a percentage production number.

It’s clear that Macondo level magic is rearing its head in 2026 the FAFO year…
Questimate First Oil Date and Peak Production…
The future get cultivated today…

Danone North America will close its Bridgeton plant. This closure eliminates 114 jobs at the facility. The plant produces Silk and So Delicious dairy-free drinks. Production will transfer to three other plants. Danone cited unsatisfactory performance in its plant-based business.

Bridgeton, New Jersey

https://www.nj.com/business/2026/05/nj-losing-204-jobs-as-dairy-free-milk-plant-and-doubletree-announce-layoffs.html

The Daily Wire has initiated staff layoffs. A company spokesperson confirmed the organizational restructuring. Cuts primarily affected the Nashville production office. The company will focus resources on new entertainment projects. This follows previous staff reductions in March 2025.

Nashville, TN

https://barrettmedia.com/2026/05/01/daily-wire-layoffs/

Does Apache have only 4 years of Tier 1 locations with a 5-7 rig count?
Hearing that recent well production results are disappointing

Kentucky Cooperage announced 110 permanent job reductions. These layoffs will occur at its Lebanon, Kentucky barrel plant. The cuts impact production, maintenance, and logistics positions. The company plans to consolidate operations to a single shift. This decision aligns with current market demand in the bourbon sector.

Lebanon, Kentucky

https://www.kentucky.com/news/business/article311857288.html

Campbell's Co. announced the closure of its Cape Cod chip plant. The facility is located in Hyannis, Massachusetts. Production at this plant will cease in April. Forty-nine employees will be affected by layoffs. The company plans to transfer production to other locations for efficiency.

https://www.aol.com/articles/popular-chip-brand-exits-coastal-224019762.htm

on repairing all Fords vehicle recalls. That will keep Ford busy with endless business for years. That's where the real money is. Ford can also jack up the cost of repair parts by 125% to quickly increase profits. Say a much sought after Ford repair part currently costs 25 bucks. Well Ford could easily jack that repair part up to $56.25 and since its in deamnd people are going to pay it.

Since John Roese has been here, what has his team of overpaid pontificators ever produced? What revenue have they delivered?

Cleveland-Cliffs is expected to lay off an additional 45 workers at its Hibbing Taconite steel facility on February 1, further reducing production at a mine that has been partially idled since March of last year.

https://www.redlakenationnews.com/story/2026/01/12/business/more-iron-range-steelworker-layoffs-looming-as-cleveland-cliffs-cuts-production/137487.html

We won't know if the guppy will lay eggs and populate the tank until 2027.

There is a chance the guppy will bring in its bigger brother, the whale.

Even if it works out, let's see if the higher US production costs scare away the whale.

Don't sc--w it up!

Or is this just a political donation?

https://www.tomshardware.com/tech-industry/semiconductors/intel-moves-closer-to-building-apples-entry-level-m-series-chips-on-18a

"Intel is reportedly on Samsung Foundry's production order books"

Can't make their own chips?

https://www.techpowerup.com/344229/significant-8-nm-order-at-samsung-foundry-linked-to-futuristic-intel-900-series-chipset

• Ford to Lay Off 1,600 Workers at Glendale Plant

Ford is conducting layoffs. 1,600 workers will be affected. These layoffs are at the company's Glendale battery plant. The plant is shifting to power storage production. The company has rehiring plans by 2027. (Glendale, Kentucky_

https://www.whas11.com/video/news/local/ford-glendale-plant-conversion-layoffs/417-7f819881-7733-4a5e-921b-efe7e3442616

Most of operations from Carlsbad will be laid off between January and April of 2026. Carlsbad will be transitioning to an R&D hub only. Production will be done overseas “close to the customer”.

Don’t know if it’s an official “layoff” but people are disappearing left and right. Reorg in process, and some groups seem overdue. Production line ending now. Reply if you’ve heard of actual layoffs.

Is this attainable given top line decline rates are 9%

MW is promising something like 12% production increases per year to account for production declines and well failures.

Is this doable or will more companies need to be purchased?
Possibly a Permian Pure Play, and a multinational large independent

What is the predicted outcome for Apache in the North Sea? They are looking at a 4 billion dollar Abandonment responsibility. How will JC handle this unprecedented challenge? Production declining like he-l and maintenance on basic life support. Who or How is this paid?

hello everyone, any news on the premier banker settlement? How much will the higher end payout be? Also, what kind of pressure are you guys getting for production in the branch’s now?

https://fordauthority.com/2025/10/ford-f-150-lightning-production-to-remain-paused-indefinitely/

Best decision Ford has ever made.

Ford Gets a Correction to Our F-150 Lightning Story
Douglas A. McIntyre
Mon, October 27, 2025

Ford Motor Co. (NYSE: F) asked for a correction to our “Ford to End Production of Failed F-150 Lightning.”

Here is their correction:

F-150 Lightning is the best-selling electric pickup truck in the U.S. – despite new competition from CyberTruck, Chevy, GMC, Hummer and Rivian – and delivered record sales in Q3. Right now, we’re focused on producing F-150 ICE and Hybrid as we recover from the fire at Novelis. We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center (REVC) back up at the right time, but don’t have an exact date at this time.

Here is our response:

Ford’s comment about the Lightning is a claim that it is good to be a 5 feet, 3 inches tall person in a room of people who are 5 feet tall.

For a start, the production information comes from The New York Times: “The company also said it has stopped making an electric version of its popular F-150 pickup.” That is in the headline about Ford’s earnings. In the body of their story: “Because of the fire and slowing sales of electric vehicles, the company has stopped making the F-150 Lightning electric pickup.”

Ford always stuns us when it talks about being first in the segment. The company took the brand of the top-selling vehicle in the past five decades and launched an electric version. Then it congratulated itself for selling only 85 of these a day through the first three quarters of this year. Thus, Ford took one of the greatest brands in auto history and turned it into a multibillion-dollar debacle.

Executive Chair Bill Ford told the Detroit News that the Lightning was the most important product of his career. He added, “Anytime you have a radical change to your most successful product, you really are betting the company.” I have not heard him say Ford lost that bet.

The company increased the price of the Lightning three times in 2022. Some of that was apparently because it did not anticipate “significant material cost increases.” One of the largest car companies in the world should have foreseen such a significant change.

Ford said it planned to build 150,000 Lightnings in 2022. And it said it would ramp to an electric vehicle (EV) production rate of 600,000 in 2023. Ford has only sold 69,000 EVs through the first three quarters of 2025. It will be lucky to sell 90,000 for the entire year.

Astonishingly, Ford is proud of being in first place in the electric pickup segment with nine-month sales of 23,034 Lightnings through the third quarter, up a staggering 1%. That’s a record to be proud of.

I work in production on a show that is in the midst of production and won’t be getting cancelled. Does that mean I should be safe for now, or has anybody seen layoffs affect people in my situation previously?

We've hit our goal of 1 million barrels of oil equivalent per day from the Permian Basin.

We've created the opportunity to grow free cash flow for years to come.

Go buy Apple or AMD products for peace of mind. No money left to support products or customers

Oil producers go to battle over mineral rights in Arkansas’ Smackover formation

Jamie Smyth in El Dorado, Arkansas

Published
Apr 23 2025

ExxonMobil has defeated an attempt by rival Occidental Petroleum to contest its production rights on one of the largest lithium deposits in the US, as oil companies fight for a foothold in the critical minerals business.

The regulatory battle in Arkansas between two of the largest US oil companies comes as the Trump administration rushes to boost domestic extraction and processing of critical minerals to break American industry’s reliance on Chinese supplies.

Lithium, a crucial ingredient in high-powered batteries used in the electric vehicle and defence industries, is a priority for Washington as Chinese companies process almost two-thirds of the world’s lithium supplies.

Exxon, Equinor and Occidental are among companies racing to develop lithium extraction and processing facilities in the Smackover, a geological formation stretching across Arkansas, Texas, Louisiana, Mississippi, Alabama and Florida.          

A US Geological Survey study published in October estimated there was between 5mn and 19mn tonnes of lithium reserves in underwater brines in the south-west Arkansas portion of the Smackover. If commercially recoverable, this would meet the projected 2030 global demand for lithium in car batteries nine times over, it said.

Saltwerx and other producers in the Smackover intend to use direct lithium extraction technology, a process in which lithium is pulled out of brine while leaving other dissolved compounds behind.

There are still questions over whether the technology can be a commercial success when compared to hard rock lithium mining and evaporation ponds, a low-cost technique used in Latin America.

This week Saltwerx, an Exxon subsidiary, was granted the right to establish a 56,000-acre lithium production unit by regulators over the objections of Occidental, which argued it owned minerals rights in the area and had plans to produce lithium.

An Exxon spokesperson said the decision could help unlock the domestic lithium industry, support jobs and strengthen American energy security.

“Attempts to delay progress could jeopardise economic growth for Arkansas and undermine US efforts to reduce dependence on foreign critical minerals,” she said.

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/7b229e31-692a-4342-8973-3147f6063a99

Saltwerx intends to begin producing lithium in 2028. It forecasts that it can generate $27mn in annual profit from producing 165,000 barrels of lithium brine per day, according to a regulatory filing.      

An Occidental spokesman said the company routinely participated in hearings with state regulators to develop operating agreements that ensured the responsible and fair development of resources for all interest owners.

The commission also approved an application by SWA Lithium, a joint venture between Standard Lithium and Equinor, to establish a rival production unit in south-west Arkansas. Last week the Trump administration selected it as one of 10 critical minerals projects that it would prioritise.

https://www.ft.com/content/7b229e31-692a-4342-8973-3147f6063a99

Generally curious... how is the skunk works team doing from anyone on the inside? Is it genuinely a contender?

Predict and manifest Conoco’s reality for 2026 and beyond!
Will the company continue record production rates?
Will increases in incidents occur due to less people and more responsibilities?
What assets will be divested?
Will CEO buy better tailored suits?

https://www.tweaktown.com/news/108067/microsoft-xbox-could-be-dead-rumors-suggest-hardware-production-has-ceased-on-xbox-consoles/index.html

18A - Current 35%, visible path to plan of record 60-65% by end of Q4'25. No large problems gating path to POR.

Going above 65% is unknown

14A is a derivative of 18A and has a better curve (yielding better than 18A at the same time in the development process from start)

At POR yields, good enough to break even for small die size products. Large products like DC CPU or GPU will require yields to be >85% to be feasible, preferably above 95%. However that probably will take a few more quarters to achieve.

By Steve Gelsi

Domestic oil and gas production takes center stage in Exxon's latest capital project list

Exxon Mobil Corp. has announced plans to spend $140 billion in the Permian Basin region as part of a plan by the oil and gas giant to ramp up its earnings and return cash to shareholders with a focus on U.S. production.

The move comes after Exxon (XOM) topped upstream production expectations in the third quarter, after spending $60 billion to buy Pioneer Natural Resources, an acreage holder in the Permian Basin of West Texas.

Its cost savings for the Pioneer deal will total $3 billion, which is 50% more than its previous projections, the company said.

The oil major said its big spend in the Permian Basin will generate returns of more than 30% by 2030, which will drive cash returns to shareholders.

Exxon said it will buy back $20 billion in stock in 2026 after spending the same big sum in 2025 to repurchase its stock.

Exxon Mobil's stock was down 0.3% in premarket trading on Wednesday. The stock has risen 12.7% so far in 2024, while the S&P 500 SPX is up by 26.5%.

"The company's capital allocation approach prioritizes competitively advantaged, high-return, low-cost-of-supply investments," the company said.

It'll spend $27 billion to $29 billion on capital projects in 2025, which will be the first first full year of Pioneer in its portfolio.

Looking ahead, Exxon Mobil expects to earn an additional $20 billion and $30 billion in cash flow, with a compound annual earnings growth rate of 10%.

It's also targeting $7 billion in cost savings. Its cost savings for the Pioneer deal will total $3 billion, which is 50% more than its previous projections.

Some other major capital projects underway include:

-- A boost in production from Guyana by developing two additional projects called Longtail and Hammerhead. The oil major expects total production capacity of 1.7 million barrels per day by 2030 in Guyana.

-- Liquid natural gas (LNG) production investment including first LNG sales from the Golden Pass development in the U.S and from the Qatar North Field East expansion project in 2025. In 2026, it's planning to make final investment decisions at the Rovuma development in Mozambique and the Papua project in Papua New Guinea in 2026.

-- The world's first large-scale carbon capture and storage system for carbon dioxide for permanent subsurface storage capacity throughout the U.S. Gulf Coast.

-- ExxonMobil is targeting 2029 to start operations on what it bills as the world's largest low-carbon hydrogen facility in Baytown. It'll produce uip to 1 billion cubic feet of "virtually" carbon-free hydrogen per day with about 98% of the carbon dioxide captured and stored.

• Steve Gelsi

https://www.morningstar.com/news/marketwatch/20241211219/exxon-pouring-140-billion-into-the-permian-basin-after-rise-in-third-quarter-production

SINGAPORE - US energy giant ExxonMobil has begun production at a new plant in Singapore to convert heavy residue that is left after refining of crude oil into higher-value lubricant base stocks and lower-sulphur fuels.

The plant’s start-up marks the completion of the multibillion-dollar Singapore Resid Upgrade Project announced in 2019. The project was originally scheduled to be completed in 2023 but was delayed by the Covid-19 pandemic, which affected many large projects here.

ExxonMobil said the new plant on Jurong Island will increase its Singapore base stocks production capacity by 20,000 barrels per day (bpd). The higher production will include up to 6,000 bpd of a new-to-industry lubricant base stock for engine oils and greases used in commercial vehicles and industrial sectors.

The new plant will also enable the refining complex to increase production of ultra-low sulphur diesel and products that can also be used for lorries, construction vehicles and power generation turbines.

ExxonMobil’s Singapore refinery produces fuels and base stocks for industrial and automotive lubricants, and aromatics that are marketed within Singapore and exported to countries across the Asia-Pacific region.

The company said the plant, which uses a first-of-its-kind technology, is a strategic investment in Singapore and represents ExxonMobil’s ongoing efforts to transform its manufacturing assets to better meet the demand for high-quality fuels.

Ms Geraldine Chin, chairwoman and managing director of ExxonMobil Asia Pacific, said: “No other company in the world can do what we’ve done in Singapore.”

She added: “We will deliver innovative products to the market by deploying our proprietary technology and expertise. We’re proud of the teams who helped make this possible.”

Experts believe the high-viscosity lubricant market is poised for significant growth worldwide, driven by increasing demand in the automotive and industrial sectors for enhanced equipment efficiency, durability, and performance under extreme conditions.

Asia-Pacific is a leading region where demand for these lubricants is rising amid industrial expansion, technological advancements, and a growing emphasis on environmental regulations that promote the use of high-performance, climate-friendly lubricants.

ExxonMobil is one of Singapore’s oldest and largest investors, with over $30 billion in fixed-asset investments to date. It employs about 3,500 people here, and its operations create business for about 2,000 other firms – mostly small and medium-sized enterprises. Its regional teams that trade oil and liquefied natural gas, and work on low-carbon solutions, are also based in Singapore.

https://www.straitstimes.com/business/companies-markets/exxonmobil-starts-new-plant-in-singapore-to-produce-lubricants-and-cleaner-fuels

The Federal Aviation Administration (FAA) has stated that no decisions have been made about removing the 38 aircraft per month production cap on Boeing’s best-selling 737 MAX family aircraft, which has been in place since early 2024.

https://www.aerotime.aero/articles/faa-boeing-737-max-cap-lift

What is the implication for ExxonMobil stock and our Upstream Cash Flow?

Story by Богуслав Романенко

Exporters are set to decide on Sept. 7 to begin unwinding a second tranche of production cuts totaling approximately 1.65 million barrels per day (1.6% of global demand), over a year ahead of the original schedule.

OPEC+, which controls about half of global oil production, has significantly shifted its policy since April 2025, moving away from years of output reductions.

https://www.msn.com/en-us/money/markets/opec-to-boost-oil-output-by-1-65-million-barrels-daily

It’s been like 2 years already. Delay delay delay. What the fu-k are you people doing all day?