WSJ #2

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Georgia Institute Of Technology *

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OPERATIONS

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Geography

Date

Dec 6, 2023

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docx

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2

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Article Summary: The Wall Street Journal recently reported that Exxon Mobil has abandoned its multi-billion dollar search for oil in Brazil's deep waters after several disappointing wells left it with nothing to show after more than five years of work. The company has moved its geologists and engineers to other countries, such as Guyana, Angola, and Canada, according to people familiar with the matter. Exxon's initial plan to find commercially viable amounts of crude in Brazil was to replicate other drillers' success in Brazil's offshore geological formations, with hopes of establishing it as a key source of growth. However, the company's attempts failed to produce the expected results, with executives internally overestimating their chances of drilling successful wells in unproven areas, according to people familiar with the matter. The company's failure to find viable oil off Brazil's coasts marks a significant setback in the country that it had promoted for years as a key source of growth, and also contradicts the earlier statement by Exxon's CEO Darren Woods that Brazil was one of its significant growth opportunities. Despite the failure, Exxon has not ruled out future projects in Brazil, saying that it is still engaged in Brazil and continues to pursue exploration activities in the country. Several companies have struggled to interpret seismic images used in exploration off Brazil, which is difficult because of thick salt layers atop oil and natural gas reserves, and environmental regulations that have limited companies to using substandard equipment, said analysts. Exxon executives, however, overestimated the chances of drilling successful wells in unproven areas, further contributing to its failure. Exxon’s failure to find commercial quantities of oil in Brazil stands in contrast to its peers Shell, BP and TotalEnergies, which are continuing to drill in the country. Other Western oil companies have also struggled to make commercial discoveries in recent years, with most having bad results in exploration. Deepwater wells off Brazil typically cost between an estimated $100m and $150m, and Exxon’s peers Shell, BP and TotalEnergies are continuing to drill in Brazil. However not all is lost, Exxon still has an ongoing business engagement in Brazil through a minority ownership in Bacalhau, a separate offshore venture led by Equinor. The project's initial phase was authorized in 2021, and it is projected to commence operations in 2025, producing around 220,000 barrels daily. This demonstrates that Exxon is still considering future business prospects in Brazil, and the firm has explicitly expressed that it is not dismissing the possibility of pursuing additional projects in the country. In conclusion, Exxon's failure to find viable oil off Brazil's coasts is a setback that has led the company to abandon its multi-billion dollar search for oil in the country. However, the company's statement that it is still engaged in Brazil and continues to pursue exploration activities suggests that it has not entirely given up on the country.
Conclusion/Relation to Class Material: This week we learned about the importance of international strategy and in which a firm sells its goods or services outside its domestic market. While this article isn’t a one-to-one comparison of how Exxon mobile has entered a new market to specially market its products to an international audience, it does incorporate some key topics we studied this week. One of the key topics that this article illustrates is how Exxon used aspects of the “strategic alliance” and “acquisition” mode of entry to establish a drilling presence in the country of Brazil. A strategic alliance is a mode of entry into a new market in which two or more companies collaborate to achieve a common goal or objective. Strategic alliances can take different forms, including joint ventures, research and development partnerships, distribution agreements, and licensing arrangements. Initially Exxon used aspects of the strategic alliance mode of entry by tasking their geologists to work with the Brazilian government and local drilling contractors to acquire offshore area of high drilling value. However this strategic didn’t yield the oil reserves that Exxon was looking for and after several years of continued, the ultimately abandoned this project. While Exxon ultimately was not successful, it has utilized the acquisition mode of entry to salvage their long-term plan of establish a significant long term oil-drilling presence in Brazil. Acquisition is a mode of entry into a new market in which a company buys another company or into another company that operates in the target market. In 2021, Exxon spent $8 billion dollars to acquire a a minority stake in a separate offshore project in Brazil called Bacalhau. Technically this projects also has aspects of the strategic alliance mode of entry as Exxon is working with corporations such as Equinor and Petrogal Brazil on this project. The Bacalhau Drilling project is looking successful as it is expected to come online in 2025, and pump some 220,000 barrels a day. Article Link: https://www.wsj.com/articles/exxon-quits-drilling-in-brazil-after-failing-to-find-oil- 3d43c8dc
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