XOM -- Has Something Changed? -- February 1, 2022

So, where do we stand, the first day of February, 2022?

XOM: if this is accurate, we haven't seen anything yet.

• link here, XOM's breakeven at $41 and under $35 by 2027:

• link here, XOM presentation:

•  link here, I'm not sure what his point is:

• And from S&P Global Platts:
  

That's all, except for the disclaimer. 

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.

Have things changed? 

Twenty years from now, they're going to say, "we underestimated the Bakken."