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XOMEarnings CallLR 3.50
Data Center CCS Contracts + Battery Graphite: New Growth Platforms Market Isn't Pricing
XOM's Q4 2025 earnings call revealed three differentiated growth platforms the market may be underpricing: CCS-as-a-service for data centers, advanced battery materials, and LNG capacity additions. CEO disclosed "serious substantive conversations" with multiple hyperscalers for gas-fired power + car