Operational Excellence (OPEX) Daily Briefing – Tuesday, December 09, 2025: ExxonMobil’s $60B Mega-Merger: The Operational Shift That Changes the US Energy Value Chain.
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Ba, Ngày 09/12/2025: Thương Vụ 60 Tỷ USD Của Exxonmobil: Cú Chuyển Dịch Vận Hành Làm Thay Đổi Chuỗi Giá Trị Năng Lượng Mỹ.
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
English
PART 1 – OFFICIAL INFORMATION
In news reports dated December 7–8, 2025, major outlets such as Reuters, Bloomberg, CNBC, and The Wall Street Journal simultaneously confirmed that ExxonMobil has officially completed its $60 billion merger with Pioneer Natural Resources. This is considered one of the largest deals in the history of the U.S. oil and gas industry, marking an important expansion step in Exxon’s strategy to strengthen its position in the Permian Basin — the largest and fastest-growing shale oil production region in the United States. According to Reuters, the merger allows ExxonMobil to control nearly 11% of total oil and gas output in the Permian, making the corporation one of the most dominant forces in a region that holds strategic significance for energy security, long-term reserves, and the growth trajectory of U.S. production.
Bloomberg added that following the deal, ExxonMobil will take over more than 850,000 acres of producing assets, significantly expanding its reserve base, drilling capacity, and potential for long-term production growth. When the full operational integration plan is completed, Exxon’s total output in the Permian could reach 2 million barrels per day, turning it into the most critical growth pillar in the company’s upstream portfolio. CNBC quoted ExxonMobil executives saying that the focus of the transaction is not only on resource expansion, but also on optimizing the entire operating system through automation technologies, next-generation drilling, and AI-based production forecasting models. The integration of these technologies is expected to help Exxon significantly reduce operating costs, increase drilling speed, improve monitoring accuracy, and minimize waste throughout the extraction process.
Meanwhile, The Wall Street Journal noted that the Exxon–Pioneer deal reflects a broader industry-wide consolidation trend within the U.S. oil and gas sector, as major corporations continue to push forward large-scale M&A deals to maintain competitive advantages amid volatile oil prices, rising cost pressures, and intensifying demands for operational and financial efficiency. WSJ reported that ExxonMobil will undertake a deep operational integration process, including merging production chains, standardizing drilling procedures, optimizing equipment, and aggressively deploying real-time monitoring systems along with AI-powered operational data analytics to enhance extraction efficiency and reduce the risk of operational errors.
From these official sources, it is clear that the $60 billion transaction not only helps ExxonMobil expand its strategic asset base, but also marks a major shift in the company’s operational, technological, and financial model. ExxonMobil is moving toward a smart, high-efficiency, cost-optimized, and highly scalable operating framework, reinforcing its leadership position in both the Permian Basin and the global energy market.