| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 31, 2026 | 9/12 | 2 high, 2 medium, 3 low flags | 3 | 1 | Call sheet → |
| Q1'26 | May 1, 2026 | 9/12 | 3 medium, 2 low flags | 3 | 1 | Call sheet → |
| Q4'25 | January 30, 2026 | 10/12 | 6 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Exceeded | Maintain industry-leading operational performance Delivered strong results despite losing 10% of production |
| Q2'26 | Missed | Enterprise transformation to deliver major value Pushed major rollouts to 2027, only 'early deployments' completed |
| Q2'26 | Pending | Continue advancing LNG FIDs in PNG and Mozambique Still targeting FIDs later this year, no slippage announced |
| Q2'26 | Pending | Permian production to reach 1.8MM boe/d in 2026 On track per Q2 production of 1.8MM+ |
| Q2'26 | Delivered | Golden Pass Train 1 to achieve first LNG in Q1 Achieved first LNG in March as scheduled |
| Q2'26 | Delivered | Guyana to deliver record production Hit ~900kbd gross production as promised |
| Q1'26 | Exceeded | CCS third-party projects and contract growth New Generation Gas project started, 7 contracts secured, 4M tons/year additional capacity planned |
| Q1'26 | Delivered | Continue structural cost savings outpacing competitors Maintained savings greater than all other IOCs combined |
| Q1'26 | Pending | Papua New Guinea and Mozambique FID progress in 2026 Still expecting FID later this year, Mozambique back half specifically |
| Q1'26 | Missed | Lightweight proppant 50% of wells by end of year Timeline slipped from end of 2025 to end of 2026 without explicit acknowledgment |
| Q1'26 | Pending | Permian 1.8M boepd annual production in 2026 On track according to management, quarterly lumpiness noted |
| Q1'26 | Delivered | Golden Pass first LNG in very early March Achieved first LNG in March as projected |
| Q4'25 | Delivered | Singapore resid upgrade project validation Demonstrated full capacity performance with proprietary catalyst |
| Q4'25 | Delivered | Proxima systems expansion startup around year-end Completed with capacity more than tripled |
| Q4'25 | Delivered | Lightweight proppant deployment in about 25% of wells in 2025 Achieved the 25% target as promised |
| Q4'25 | Pending | Golden Pass LNG startup around year-end 2025 On track for early March 2026 - slight delay but within reasonable range |
| Q4'25 | Exceeded | Yellowtail FPSO to come online Delivered four months ahead of schedule |
| Q4'25 | Delivered | 10 key projects to start up in 2025 All 10 projects commenced startup activities meeting the goal |
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