Forward to: Strategy Team

Competitive Intelligence
Workflows

Ten agent workflows for the Strategy Team — competitor monitoring across IOCs, NOCs, and independents, market share analysis, strategic positioning intelligence, leadership and talent tracking, capital allocation benchmarking, divestiture and portfolio analysis, geographic expansion tracking, technology strategy assessment, partnership and alliance monitoring, and competitive strategy dashboards — enabling data-driven competitive decisions powered by comprehensive domain intelligence.

1IOC Competitor Monitoring

AI agent monitors international oil company (IOC) domains to track strategic pivots, capital allocation shifts, portfolio changes, and competitive moves by ExxonMobil, Chevron, Shell, BP, TotalEnergies, and Eni — the traditional energy supermajors.

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Track IOC Strategic Signals
/investors/press/about/careersOpenPageRank
IOC COMPETITIVE INTELLIGENCE — 6 SUPERMAJORS ════════════════════════════════════════════════════════ exxonmobil.com /investors: $60B Pioneer acquisition integrated — Permian dominant /press: Low-carbon: CCS hub, lithium, hydrogen (not renewables) /careers: +18% upstream hiring — doubling down on oil & gas SIGNAL: ExxonMobil all-in on hydrocarbons + CCS — no wind/solar chevron.com /investors: Hess acquisition completed — $53B — Guyana position /press: Permian production: 1.2M boe/day by 2027 /sustainability: Lower carbon intensity strategy (not net-zero) SIGNAL: Chevron mirroring Exxon — upstream growth over transition shell.com /investors: Simplified portfolio — selling downstream assets /press: Reduced renewable power investment — refocusing on LNG /about: Strategy pivot — energy security over energy transition SIGNAL: Shell retreating from renewables — sector trend reversal bp.com /investors: Lowered 2030 renewables target from 50GW to 30GW /press: Refocusing on oil & gas — upstream investment increased SIGNAL: BP scaling back transition ambitions — investor pressure

2NOC Competitor Monitoring

AI agent monitors national oil company (NOC) domains to track production targets, international expansion, sovereign fund strategies, and competitive moves by Saudi Aramco, ADNOC, QatarEnergy, Petrobras, and other state-owned energy companies.

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Track NOC Strategic Signals
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NOC COMPETITIVE INTELLIGENCE — 18 NOCs TRACKED ════════════════════════════════════════════════════════ aramco.com — Saudi Aramco /about: 12M bbl/day capacity (targeting 13M by 2027) /investors: Delayed 13M target — demand uncertainty /press: Jafurah gas field — $100B investment — 2 Bcf/day by 2030 SIGNAL: Aramco delaying expansion — bearish on near-term demand adnoc.ae — ADNOC (Abu Dhabi) /about: 5M bbl/day capacity target by 2027 /press: $150B upstream investment — aggressive expansion /investors: IPO of ADNOC subsidiaries — gas, drilling, logistics SIGNAL: ADNOC aggressively growing — competitive threat in Asia/Africa petrobras.com.br — Petrobras /investors: Pre-salt production: 3.5M boe/day by 2028 /press: Equatorial Margin exploration — massive new frontier SIGNAL: Petrobras deepwater success — benchmark for our offshore strategy

3Independent E&P Monitoring

AI agent monitors independent E&P company domains to track production growth, capital discipline, M&A activity, and operational efficiency — identifying competitive threats and potential acquisition targets in the independent sector.

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Track Independent E&P Signals
/investors/press/aboutOpenPageRank
INDEPENDENT E&P INTELLIGENCE — 65 COMPANIES TRACKED ════════════════════════════════════════════════════════ conocophillips.com — ConocoPhillips /investors: Marathon Oil acquisition — $22.5B — Permian + Eagle Ford /press: Production: 2.0M boe/day post-Marathon integration SIGNAL: ConocoPhillips now largest US independent — scale advantage diamondbackenergy.com — Diamondback Energy /investors: Endeavor Energy acquisition — $26B — Permian consolidation /press: Permian production: 800K+ boe/day post-deal /about: Lowest-cost Permian operator — $8/bbl cash costs SIGNAL: Diamondback becoming Permian dominant — competitive pressure dvnenergy.com — DNV Energy (formerly Aker BP partner) /investors: Johan Sverdrup field — world's most carbon-efficient /press: Carbon intensity: 1 kgCO2e/boe (lowest in world) INDEPENDENT CONSOLIDATION: Major deals 2024-2025: $180B+ in upstream M&A Remaining mid-cap targets: Declining — fewer acquisition options Average cost per flowing barrel: $45,000 (up 35% in 2 years)

4Capital Allocation Benchmarking

AI agent monitors competitor investor relations and financial disclosure domains to track capital allocation strategies, capex budgets, shareholder return programs, and investment prioritization — enabling competitive financial positioning.

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Benchmark Capital Allocation
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CAPITAL ALLOCATION BENCHMARKING ════════════════════════════════════════════════════════ CAPEX COMPARISON (2026 BUDGETS): ExxonMobil: $28-33B — 93% upstream/CCS, 7% low-carbon Chevron: $16-18B — 85% upstream, 15% low-carbon Shell: $22-25B — 75% upstream, 25% transition BP: $16-18B — Revised: 80% upstream (was 60% in 2023 plan) TotalEnergies: $18-20B — 65% upstream, 35% renewables SHAREHOLDER RETURNS: ExxonMobil: $35B buyback + 3.4% dividend yield Chevron: $20B buyback + 4.1% dividend yield Shell: $14B buyback + 3.8% dividend yield Our company: $8B buyback + 3.2% — below peer average REINVESTMENT RATE: Peer average: 45% of cash flow reinvested Our company: 52% — higher than peers, lower returns? ACTION: Review reinvestment efficiency vs shareholder returns balance

5Leadership & Talent Tracking

AI agent monitors competitor leadership, careers, and organizational domains to track executive changes, organizational restructuring, talent movements, and hiring patterns that signal strategic direction shifts.

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Track Leadership & Talent Signals
/leadership/careers/pressOpenPageRank
LEADERSHIP & TALENT INTELLIGENCE ════════════════════════════════════════════════════════ shell.com — /leadership: New CEO Wael Sawan — upstream/LNG background /careers: +35% LNG trading hiring | -20% renewables hiring SIGNAL: Leadership change driving strategic pivot to gas/LNG bp.com — /leadership: CEO Murray Auchincloss — operations focus /careers: +40% upstream hiring | Oil trading desk expanding /press: Organizational restructuring — renewables team reduced SIGNAL: BP unwinding Looney-era transition strategy COMPETITOR HIRING TRENDS: Upstream engineers: +22% across IOCs (growth signal) Data scientists: +45% — digital transformation accelerating Renewables specialists: -15% at IOCs (shifting priorities) LNG traders: +38% — Asian LNG growth driving demand CCS engineers: +60% — emerging role category ACTION: Accelerate CCS/digital hiring to match peer investment

6Portfolio & Divestiture Analysis

AI agent monitors competitor asset portfolio, divestiture announcement, and transaction advisory domains to track portfolio optimization strategies, asset sales, and acquisition targets across the energy sector.

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Track Portfolio Restructuring
/investors/press/aboutIAB Categories
PORTFOLIO & DIVESTITURE INTELLIGENCE ════════════════════════════════════════════════════════ shell.com — /investors: $5B Nigeria onshore divestiture (SPDC) /press: Singapore refinery conversion — chemicals pivot OPPORTUNITY: Evaluate Shell Nigeria assets for acquisition bp.com — /investors: $25B divestiture program (2024-2027) /press: Offshore wind stakes reduced — selling 50% of Empire/Beacon OPPORTUNITY: BP offshore wind assets available — evaluate economics eni.com — /investors: Dual-exploration model — upstream + renewables /press: Plenitude IPO — renewables and EV charging carved out SIGNAL: ENI separating renewables — pure-play valuation strategy DIVESTITURE MARKET: Upstream assets for sale globally: $85B in 2025 Downstream restructuring: 12 major refinery conversions announced Renewable asset sales by IOCs: $15B — strategic retreat creating opportunity

7Geographic Expansion Tracking

AI agent monitors competitor operational and country entry domains to track geographic expansion strategies, new country entries, exploration license awards, and international growth plays across frontier and established basins.

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Track Geographic Expansion
/about/press/investorsCountries
GEOGRAPHIC EXPANSION INTELLIGENCE ════════════════════════════════════════════════════════ HOT BASINS — COMPETITOR ACTIVITY: GUYANA/SURINAME: ExxonMobil (Guyana): 1.2M bbl/day by 2027 — 6th FPSO approved TotalEnergies (Suriname): Block 58 — 700M+ barrels discovered SIGNAL: Guyana/Suriname emerging as top global basin — we have no position NAMIBIA: TotalEnergies: Venus — 10B+ barrel prospect Shell: Graff + Jonker discoveries — deepwater SIGNAL: Namibia could be next major oil province — evaluate entry BRAZIL PRE-SALT: Petrobras: 3.5M boe/day target by 2028 Equinor: BM-C-33 — 600M barrels + gas SIGNAL: Brazil pre-salt still delivering — high-quality barrels FRONTIER BASINS TO WATCH: Namibia: 10B+ bbl potential East Mediterranean: Gas — Egypt, Israel, Lebanon Argentine Shale (Vaca Muerta): Approaching 1M bbl/day

8Technology Strategy Assessment

AI agent monitors competitor technology investment, R&D, and innovation domains to track technology bets, digital transformation programs, and R&D spending priorities — informing competitive technology strategy decisions.

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Assess Competitor Technology Strategies
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TECHNOLOGY STRATEGY INTELLIGENCE ════════════════════════════════════════════════════════ exxonmobil.com /about: R&D spend: $1.1B/year — CCS, lithium, biofuels /products: Proxxima thermoset resin — new materials business SIGNAL: ExxonMobil betting on CCS + new materials over renewables chevron.com /about: Technology Ventures — $1B invested in 80+ startups /products: ROGER industrial AI — autonomous drilling optimization SIGNAL: Chevron venture model — outsourcing innovation to startups equinor.com /about: R&D spend: $500M/year — floating offshore wind dominant /products: Hywind floating wind technology — global leader SIGNAL: Equinor technology moat in floating wind — hard to replicate R&D SPENDING COMPARISON: ExxonMobil: $1.1B (CCS, advanced materials) Shell: $800M (hydrogen, biofuels, CCS) TotalEnergies: $600M (batteries, renewables) Our company: $350M — below peer average — underinvesting?

9Partnership & Alliance Monitoring

AI agent monitors competitor partnership, JV, and strategic alliance domains to track new collaborations, technology licensing deals, and ecosystem partnerships that create competitive advantages or market access.

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Track Partnership Signals
/partners/press/aboutOpenPageRank
PARTNERSHIP & ALLIANCE INTELLIGENCE ════════════════════════════════════════════════════════ exxonmobil.com — /partners: Microsoft AI partnership — subsurface modeling /press: Denbury acquisition — CO2 pipeline network for CCS hub SIGNAL: ExxonMobil building CCS ecosystem through M&A + partnerships chevron.com — /partners: AWS partnership — cloud + AI for exploration /press: ACES Delta hydrogen hub — Mitsubishi partnership SIGNAL: Chevron leveraging tech partnerships for digital + hydrogen totalenergies.com — /partners: ADNOC JV — offshore wind in Abu Dhabi /press: Indian renewables partnership — 10GW solar JV SIGNAL: TotalEnergies expanding via emerging market renewable JVs PARTNERSHIP TRENDS: AI/digital partnerships: 15 major deals in 2025 (IOCs + tech cos) CCS hub JVs: 12 multi-company CCS alliances formed Hydrogen JVs: 22 new hydrogen partnerships in 2025 Renewable energy JVs: Slowing — IOC retreat from renewables

10Competitive Strategy Dashboard

AI agent synthesizes all competitive intelligence into a strategic dashboard — providing the strategy team with visibility into IOC positioning, NOC expansion, independent consolidation, capital allocation, and technology investment across the global energy competitive landscape.

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Generate Competitive Dashboard
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COMPETITIVE INTELLIGENCE DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ Competitors tracked: 89 (6 IOCs, 18 NOCs, 65 independents) Industry M&A: $180B+ in 2024-2025 | Strategy trend: Upstream growth over transition Capital returns: Peer avg $20B+ buybacks | Our returns: Below average R&D spend: Below peer average ($350M vs $800M avg) Geographic gap: No position in Guyana/Namibia frontier basins
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Generate Competitive Report

Competitive Intelligence Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Competitors monitored: 89 companies across IOCs, NOCs, and independents Industry trend: IOCs retreating from renewables, refocusing on upstream + LNG + CCS M&A: $180B+ in upstream consolidation — acquisition costs rising ($45K/flowing barrel) Capital allocation: Peers returning 50%+ of cash flow — our returns below average Geographic gaps: No position in Guyana, Namibia, or Vaca Muerta frontier basins Technology: R&D spending below peer average — risk of falling behind on digital/CCS Partnerships: AI, CCS, and hydrogen JVs accelerating — evaluate strategic alliances
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