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Mobil Corp · 10-K · For 12/31/94 · EX-13
Filed On 3/13/95 · SEC File 1-07555 · Accession Number 67182-95-10
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3/13/95 Mobil Corp 10-K 12/31/94 9:109
Annual Report · Form 10-KFiling Table of Contents
Document/Exhibit Description Pages Size
1: 10-K Annual Report 25 137K
2: EX-11 Statement re: Computation of Earnings Per Share 2± 11K
3: EX-12 Statement re: Computation of Ratios 2± 8K
4: EX-13 Annual or Quarterly Report to Security Holders 70 470K
5: EX-21 Subsidiaries of the Registrant 3 21K
6: EX-23 Consent of Experts or Counsel 1 9K
7: EX-24 Power of Attorney 2± 12K
8: EX-24 Power of Attorney 2 6K
9: EX-27 Financial Data Schedule 2± 9K
EX-13 · Annual or Quarterly Report to Security HoldersExhibit Table of Contents
Page (sequential) | (alphabetic) Top
Alternative Formats (RTF, XML, et al.)
Consolidated Financial Statements
Environment, The
Exploration & Producing
Letter to Shareholders
Management Discussion and Analysis
Marketing & Refining
Notes to Financial Statements
Shareholder Information
Supplementary Information
The Environment
Vision, Mission, Values
Vmv
11st Page
2Letter to Shareholders
8Vision, Mission, Values
"Vmv
10Exploration & Producing
18Marketing & Refining
26The Environment
28Management Discussion and Analysis
39Consolidated Financial Statements
46Notes to Financial Statements
60Supplementary Information
68Shareholder Information
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TABLE OF CONTENTS
Letter to Shareholders...............................................1
Vision, Mission, Values..............................................4
Exploration & Producing..............................................5
Marketing & Refining.................................................9
Chemical and Other Businesses.......................................13
The Environment.....................................................16
Financial Section
Financial Highlights................................................17
Management Discussion and Analysis..................................18
Consolidated Financial Statements...................................29
Notes to Financial Statements.......................................36
Reports of Management and Independent Auditors......................49
Supplementary Information...........................................50
Shareholder Information.............................................58
Directors and Officers..............................................59
An important part of the domestic and foreign operations covered by this
report is carried on by operating divisions, subsidiaries and affiliates
conducting their respective businesses under the direction and control of
their own managements. Except as otherwise indicated by the context, this
report uses such terms as "Mobil," "corporation," "company," "we" and "our,"
sometimes for the parent corporation and all such divisions, subsidiaries and
affiliates collectively, and sometimes for one or more of them.
Mobil Annual Report is printed on recycled and recyclable paper.
· Enlarge/Download Table
Financial Highlights
1993 1994 % Change
--------------------------------------------------------------------------------------------------
Income before change in accounting principle (millions) $2,084 $1,759 (16)
Per common share (based on average shares outstanding) 5.07 4.28 (16)
--------------------------------------------------------------------------------------------------
Net income(1)(millions) $2,084 $1,079 (48)
Per common share (based on average shares outstanding) 5.07 2.57 (49)
--------------------------------------------------------------------------------------------------
Return on average shareholders' equity(2) 12.3% 10.4% -
Return on average capital employed(2) 9.7% 8.4% -
Income per dollar of revenue(2) 3.3 cents 2.6 cents (21)
Petroleum earnings per gallon sold 3.9 cents 3.1 cents (21)
--------------------------------------------------------------------------------------------------
Revenues (millions) $63,975 $67,383 5
Total assets, year-end(3)(millions) 40,733 41,542 2
Capital and exploration expenditures (millions) 3,656 3,825 5
Shareholders' equity, year-end (millions) 17,237 17,146 (1)
Per common share (based on shares outstanding at year-end) 42.74 42.61 -
--------------------------------------------------------------------------------------------------
Common shares outstanding, year-end (thousands) 398,168 395,987 (1)
Shareholders of common stock, year-end 200,100 193,900 (3)
Number of employees, year-end 61,900 58,500 (5)
--------------------------------------------------------------------------------------------------
(1) After 1994 charge of $680 million for change in accounting principle.
(2) Based on income before 1994 change in accounting principle.
(3) 1993 data reclassified to conform with current year presentation.
Annual Dividends
(per share of common stock, in dollars)
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LETTER TO SHAREHOLDERS
You can be proud of the strong performance turned in by Mobil people
around the world in 1994. We met the challenge of weak business
conditions. Operating income of more than $2.2 billion rose slightly
from 1993. The big negatives our people faced were: worldwide crude oil
prices around $1 a barrel lower than 1993, U.S. natural-gas prices down
by more than 30 cents a thousand cubic feet, and refinery margins down
some 30%. In terms of business conditions, the only bright spots were a
substantial improvement in chemical industry fundamentals and better
international petroleum marketing margins. Overall, business factors
lowered 1994 income by more than $500 million after taxes.
The big bright spot was how we performed-how we met our customers'
needs better and more efficiently. Worldwide, we raised our oil and gas
production by 2% and petroleum product sales by 5%. At the same time
that volumes were up, we brought costs down. We reduced controllable
cash operating expenses by more than $250 million before taxes in 1994.
That's on top of a reduction of $575 million during the previous two
years. Over the same three-year period, we were also able to offset more
than $1 billion in higher costs that arose from inflation and volume
growth. And headcount was down by 9,000, or 13%, including 3,400 in
1994.
Meanwhile, our competition is not standing still, and we're not
through. We'll always be working to improve efficiency and adapt to
changes in the business environment as well as new developments in
technology. A major study of how we supply staff support services
worldwide is on schedule for recommendations this spring and
implementation by the end of the year.
While we strive to run our businesses better and smarter, we'll
maintain our focus on growth and on valuing our people. Our goal is to
improve earnings and position the company for future growth-not merely
to cut expenses.
Last year was the seventh straight year that our shareholders saw
an increase in their annual dividend, which rose to $3.40. The total
return to Mobil shareholders in 1994 -- dividends plus stock-price
appreciation -- was 11%. That compares with an 8% average for our major
competitors and 1% for the Standard & Poor's 500. Over the last five
years, our return has also been 11% a year, compared with 8% for our
competitors and 9% for the S&P.
With our eye on attractive growth opportunities around the world,
we plan to increase our capital and exploration expenditures from $3.8
billion in 1994 to $4.1 billion for 1995. We remain flexible, and the
budget can be revised to fit unusual opportunities or changes in the
business environment. The international area accounts for an increasing
share of our spending. We'll also keep working to get more out of our
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existing assets, and to sell those that are marginal or worth a lot more
to someone else.
While optimistic that we'll see some improvement from the weak
business conditions prevailing in 1994, we're not counting on improved
conditions to grow our earnings. We judge future projects on today's
market conditions. If they don't measure up, we don't invest the money.
By continuing with our programs to restructure, reduce costs, improve
operating efficiencies and invest for growth, we expect to achieve
substantial improvements. We've set a target of increasing our return on
capital employed by the end of 1998 to 12% from a little over 10%, based
on operating earnings, in 1994. That means earnings in excess of $3
billion.
To help keep the company focused on our goals, we've developed a
statement of Vision, Mission and Values (reprinted on Page 4), and we're
formulating key performance
Lucio A. Noto
Mobil 1
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LETTER TO SHAREHOLDERS
Our people will
continue to meet
the challenge.
We'll build on our
strengths, deal
with our weaknesses,
and enter new markets
and countries that
promise good
opportunities for
growth.
indicators to measure our progress. Our compensation will be consistent
with these measurements.
Although we must increase our efficiency by downsizing to stay
competitive, people remain our greatest strength. One thing that makes
us so strong is the diversity of our work force. We've rededicated
ourselves to fostering that diversity. We're removing from our
workplaces any impediments that may still stand in the way of fully
utilizing the strengths of all our employees, and we're redoubling our
efforts to achieve greater internationalization at all levels of
management.
Each of our business segments performed well in 1994:
In Exploration & Producing, our production levels increased again
as we set records in the U.K. and Nigeria and brought several new fields
on stream. Plus we were able to replace 117% of our production with new
proved reserves, excluding purchases and sales. Our long-term target is
to increase production at about the 2% pace of recent years and replace
at least 100% of production. Development projects now under way in
Canada, Nigeria, Qatar and other countries should allow us to accomplish
this. And we will continue to build on our leadership position in
liquefied natural gas.
In Marketing & Refining, many of our refineries set production
records, and our sales grew. A wide range of business initiatives are
blunting the impact of poor refining margins. By year-end we had
achieved the changeover to cleaner-burning reformulated gasoline for
more than 50% of our U.S. sales. We're making investments for growth-in
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the lubricants business, for example, and in the emerging Asia-Pacific
region and Latin America. At the same time, we are reviewing the
performance of some of our assets in more-mature markets in the U.S. and
Europe.
It was the best year since 1990 for Mobil Chemical's operating
income. Margins improved, especially for petrochemicals. All our
chemical businesses showed early benefits from ongoing re-engineering
programs. We've begun plans to build a paraxylene plant in Texas and
expand ones in Singapore and Louisiana, doubling our capacity to make
this key building block in the manufacture of polyester.
Both Marketing & Refining and Mobil Chemical were helped by the new
refinery units and aromatics complex at our manufacturing facility in
Singapore. Just a few months after the aromatics plant was brought on
stream early in the year, it was functioning beyond design capacity,
turning out paraxylene and other intermediate products to meet the fast-
· Enlarge/Download Table
Earnings
(Millions of dollars) 1993 1994 Change
-----------------------------------------------------------------------------------------------
Petroleum
Upstream $1,530 $1,324 $ (206)
Downstream 1,088 964 (124)
Chemical 44 224 180
Corporate and Other (139) (72) 67
Net Financing Expense (299) (209) 90
-----------------------------------------------------------------------------------------------
Operating income $2,224 $2,231 $ 7
-----------------------------------------------------------------------------------------------
Special items $ (140) $ (472) $ (332)
-----------------------------------------------------------------------------------------------
Income Before Change in Accounting Principle $2,084 $1,759 $ (325)
-----------------------------------------------------------------------------------------------
Cumulative Effect of Change in Accounting Principle(1) - $( 680) $ (680)
-----------------------------------------------------------------------------------------------
Net income $2,084 $1,079 $(1,005)
-----------------------------------------------------------------------------------------------
(1) Reflects adoption effective January 1, 1994, of a change in the accounting
method used to apply the lower of cost or market test for crude oil and product
inventories.
Mobil 2
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LETTER TO SHAREHOLDERS
MOBIL AT A GLANCE
What we do: Mobil Corporation is a major oil, gas and petrochemical
company with operations in more than 100 countries. Our other businesses
include plastics, mining and land development.
Major strengths: An international company for over a century, our
people, our asset base, our worldwide presence, our financial
flexibility and our technology have helped us build shareholder value
and maintain a steadily rising dividend. We have a solid, growing
customer base and a record of environmental excellence.
How we did in '94: Our operating earnings were flat with 1993
despite a drop in crude-oil prices, U.S. natural-gas prices and
worldwide refinery margins. Earnings were helped by improved chemical
and international marketing margins, expense reductions, higher sales
and new investments coming on stream.
What's ahead: Growth opportunities, cost reductions and
restructurings will continue to strengthen Mobil. Investing is
increasing, particularly in the international area.
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growing demand in the region for plastic fibers.
So we have many reasons to feel good about our future. The world
needs oil and natural gas. Oil demand is growing, particularly in the
Pacific Rim, where Mobil is the most leveraged among the majors, with
more than 30% of our worldwide refining capacity. Natural-gas demand is
also growing, especially for liquefied natural gas, in which Mobil has a
leading position. We have an expanding position in petrochemicals.
And our 1994 results showed once again that our people will
continue to meet the challenge. We'll build on our strengths, deal with
our weaknesses, and enter new markets and countries that promise good
opportunities for growth.
During 1994 we said goodbye to two directors. Allen E. Murray
retired after 41 years, the last eight as chairman, president and CEO.
Robert G. Weeks, senior vice president and chief financial officer,
retired after 40 years. We thank them both for their long and
distinguished careers and the many successes they brought to Mobil.
We're also grateful to William J. Kennedy III, who will be retiring at
the end of April. He has served with excellence as a non-employee
director since 1979.
Our employees and board will work together to make Mobil a company
that, in the words of our Vision statement, "sets the standard for
excellence. A company that brings value to our customers, provides
superior returns to our shareholders and respects the quality of life in
every one of our communities."
/S/LUCIO A. NOTO
----------------
Lucio A. Noto
Chairman, President and Chief Executive Officer
February 24, 1995
Mobil 3
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VISION, MISSION, VALUES
VMV
Vision, Mission and Values
Our Vision:
To be a GREAT, global company. A company, built with pride by all our
people, that sets the standard for excellence. A company that brings
value to our customers, provides superior returns to our shareholders
and respects the quality of life in every one of our communities.
Our Mission:
To be a dynamic company that will continually find and develop
opportunities for profitable growth in our core businesses, and that
will realize the greatest value from our existing assets while keeping
tight control of our costs.
We Value:
People To value, trust and empower all of our people to be mutually
accountable for Mobil's success; to provide opportunities in a changing
environment without boundaries, where each person can develop to be the
best that he or she can be. Customers To understand and satisfy our
customers' needs better than anyone and to offer products and services
that provide them with the best value. Shareholders To reward our
shareholders by providing a superior long-term total return, which
exceeds that of our peers. Ethics To conduct our business to the
highest ethical standards and in compliance with all applicable laws and
regulations. Technology To develop or acquire and then rapidly apply
appropriate technology to obtain and sustain competitive advantage.
Environment, Health & Safety To protect the environment and the health
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and safety of our people and the communities in which we work.
Mobil 4
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EXPLORATION & PRODUCING
EXPLORATION & PRODUCING
AT A GLANCE
What we do: E&P searches for and produces oil and gas. Total proved
reserves are 6.6 billion barrels of oil equivalent. Production is 1.7
million barrels a day. Gas accounts for roughly half of reserves and
production.
Major strengths: Advanced technologies and focused strategies have
helped boost oil and gas production around the world. We've increased
activities in emerging areas and continue to apply reservoir-management
technologies to extract more from mature areas.
How we did in '94: Operating earnings were down 13%, due to lower
prices and higher exploration expense. Worldwide production rose 2%. We
replaced 117% of production with proved reserves, excluding asset sales
and purchases. The Griffin field in Australia, and Scott and Hudson
fields in the U.K. were on stream for a full year.
What's ahead: Replacement of reserves and new field developments in
established areas such as the U.K., Nigeria, Qatar and Hibernia will
increase near-term production. For the long term, exploration and
producing ventures we are pursuing in Kazakhstan, Peru, Italy, Southeast
Asia and other emerging areas could expand our reserve base and provide
new production.
The Hibernia project offshore Newfoundland took a big step forward when
the lower section of the production platform was towed from dry-dock to
its deepwater construction site. The platform, covering an area the size
of two football fields, will be installed at its site, 200 miles
southeast of St. John's, in 1997. Production will reach 125,000 barrels
a day by 2000.
Mobil 5
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EXPLORATION & PRODUCING
Exploration & Producing's 1994 operating earnings of $1.3 billion (U.S.,
$306 million; International, $1,018 million) were down $206 million, or
13%. Reduced operating expenses, reflecting the benefits of
restructuring and continuous improvement initiatives, offset to some
degree the lower worldwide crude and natural-gas prices and higher
exploration expenses, the result of a more extensive drilling program.
Our worldwide oil and gas production level increased in 1994 for
the eighth time in the last 10 years, reaching a record of 1.7 million
barrels of oil or its equivalent per day. This is up 2% from 1993 and
22% since 1985. We accomplished this in spite of asset sales and the
natural decline of mature fields.
Excluding purchases and sales, we added 117% of our production for
the year to our proved reserves. Development projects now under way that
will come on stream before 2000 will contribute about 600,000 barrels a
day of new production. They will more than offset production declines in
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existing fields.
We have developed strategies and tactics to help us extract
as much value from our existing resource base as possible and to
enable us to select new opportunities with the best chance of
success. In addition to our worldwide experience, we offer potential
partners and host countries a highly competitive portfolio of
strengths in technology, capital formation, project management and
environmental protection.
As the political climate changes around the world, E&P is
prepared to move quickly to evaluate and acquire interests in
high-potential exploration and development projects in emerging
areas. Mobil is active in many countries in areas such as the Pacific
Rim, the Middle East, the former Soviet Union and South America that
are emerging as important players in oil and gas exploration and
development, having recently opened their borders to international
oil companies.
In the Asia/Pacific/Middle East region, work continues on
several mega-projects:
In Qatar, the continued development of the Qatargas project
added the equivalent of 61 million barrels of proved reserves in
1994. Plans for the Qatargas venture (Mobil share 10%) expanded to
three trains when an agreement was completed for the sale of an
additional two million tons of liquefied natural gas (LNG) annually
to supply seven Japanese gas and electric utilities. Engineering and
construction of the first two trains are on schedule to begin LNG
deliveries in 1997. The third train is due on stream in 1999.
The Ras Laffan venture (Mobil share 30%) drilled its first North
field appraisal well in early 1994. This well confirmed a prime block
consisting of more than 35,000 acres for initial project development.
Engineering for the design of the plant and field facilities was
substantially completed in 1994. Deliveries from Ras Laffan are expected
to begin around 2000.
Collection of seismic data began in the northeastern Caspian Sea,
where Mobil is the only U.S.-based company selected by the Kazakhstan
government to participate in the exploration of the country's highly
prospective and environmentally sensitive offshore area. We are
involved in negotiations to secure exploration acreage onshore as
well.
In 1994, we were active in several of the joint ventures we
entered in 1993. We began drilling a well in Vietnam and drilled an
unsuccessful well in New Zealand. Seismic tests were conducted
offshore Malaysia.
In the Europe/Russia/Africa region, we acquired both new
development and new exploration plays, and we evaluated existing
licenses.
We acquired new exploration areas in Egypt, Italy, Algeria and
Equatorial Guinea, and
In a first for Germany, Mobil combined horizontal drilling with a
technique called "hydraulic fracturing" to recover gas economically
from an extremely tight sandstone reservoir. Our operating people
make effective use of technology to get more from the resource base.
Mobil 6
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EXPLORATION & PRODUCING
In Nigeria, Mobil's
equity production
is expected to rise
to more than
240,000 barrels a
day by 1998.
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a potential development opportunity in Italy. The first wells in Egypt
and Equatorial Guinea were unsuccessful. A well is currently drilling at
a second location off Equatorial Guinea. Additionally, enormous
exploration potential lies in the yet-to-be-drilled deep-water Nigerian
acreage block we were awarded in 1993. Plans are to drill in the block
in 1996.
Our Americas region drilled two unsuccessful wildcat wells in the
2.5-million-acre Madre de Dios concession in northern Bolivia and one in
Peru. Negotiations are also under way for exploration acreage adjacent
to the large undeveloped Camisea gas and condensate discovery in Peru.
Mobil opened a venture office in Caracas, Venezuela, and signed a letter
of intent with Lagoven, an affiliate of the state oil company, to
evaluate the feasibility of developing heavy crude in the Orinoco
region.
Internationally, we continued to invest in hydrocarbon reserves and
production in mature areas with proven track records where the potential
remains high. In Germany, the Netherlands, Norway, Nigeria and the U.K.,
we continued to add reserves. Internationally, Mobil replaced 152% of
production with proved reserves.
U.K. fields produced at a record rate in 1994, yet we replaced 111%
of production with new reserves. The Excalibur field in the U.K.
Southern Gas Basin was brought on stream in mid-1994. We increased our
equity interest in the producing Pickerell field and had a successful
appraisal drilling program in the Jupiter area. Ten new fields are due
on stream by 1996, included among them Nevis South, Galahad,
Ganymede/Callisto and Gawain.
In the Norwegian North Sea, production started from the Statfjord
East satellite field. Statfjord North, a second satellite to the giant
Statfjord field, came on stream in early 1995. Development plans are
being finalized for the giant Smorbukk field, scheduled to come on
stream in 2000. Mobil began drilling on one of its awards from the 14th
Norwegian licensing round and was preparing to test others. Mobil
acquired an interest in the Njord field, where development will begin in
1995, with first production in 1997.
In Western Europe, drilling in the Netherlands' North Friesland
area added reserves totaling 136% of 1994 production. The offshore
Netherlands is a maturing gas province with limited future potential.
Mobil has reached tentative agreement to sell its P-Quad exploration and
producing assets. In Germany, two development wells were drilled in the
new Walsrode gas field. Overall, German reserve replacement was 177% of
production in 1994.
In Nigeria, where we are the second-largest producer, we reached a
new equity production record of 175,000 barrels a day, a seventh
straight year of record production. Production increases during 1994
were primarily from horizontal drilling in the Ubit field, development
wells in the Enang field, regional workovers and optimization of
producing practices. We initiated development of the Oso natural gas
liquids recovery project. Work continued on expansion of production at
Ubit, the Ekpe gas compression project and Edop field development. With
these and other developments, Mobil's equity production is expected to
rise to more than 240,000 barrels a day by 1998. In addition, Mobil had
three exploration discoveries in 1994 in Nigeria.
In Canada, the highlight of 1994 was the float-out of the gravity
base structure for the Hibernia development project. This
615-million-barrel field off the coast of Newfoundland is scheduled for
production start-up in 1997. In addition, Mobil and partners, along with
a consortium of pipeline companies, are preparing plans to develop and
bring Sable Island natural gas to markets in eastern Canada and the U.S.
Northeast. Onshore, advanced technologies kept production in mature
western Canadian fields near 1993 levels.
In the Pacific Rim, full-year production from the Australian
Griffin/Scindian/Chinook complex averaged 25,000 barrels of oil
equivalent a day. We expanded our exploration activity to a total of 10
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permits covering 8.1 million acres. Mobil relinquished its interest in
The Ras Laffan LNG venture drilled its first appraisal well early in
1994, confirming a prime block consisting of over 35,000 acres. This
venture, plus the Qatargas project, are expected to add more than a
billion barrels of oil equivalent to our reserves and more than 125,000
barrels a day to our production over the years ahead.
Mobil 7
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EXPLORATION & PRODUCING
Worldwide demand
for LNG is expected
to more than double
in the next 15 years.
Papua New Guinea when gas discovered failed to meet levels that would
support development. Evaluation activities continue in Vietnam,
including drilling the Blue Dragon prospect on acreage acquired in 1994.
In the U.S., we continue to extract more from maturing assets,
relying heavily on the increased use of sophisticated enhanced-recovery
technologies and reservoir-management practices. Comparing 1994's
results with 1993's, production held steady, with a slight decline in
oil production offset by an increase in natural gas production.
Production of California heavy oil set another record at 87,000 barrels
a day and is projected to rise to 91,000 barrels a day in 1995. The
increase in natural-gas production was led by the Mary Ann and Mobile Bay
823 fields offshore Alabama, which were up 15% to 140 million cubic feet
a day. In the U.S., only 51% of hydrocarbons produced in 1994 were
replaced with new proved reserves. Initiatives to reduce operating costs
and divest nonstrategic assets continued in 1994, and 30 fields were
sold. Mobil is continuing to reduce production costs, which have
declined 21% since 1991.
Natural gas accounts for roughly half of our worldwide production
and reserves. Demand for this clean-burning fuel is expected to grow
faster than for oil as gas increasingly becomes the fuel of choice in
many applications, including electrical generation. That means
opportunities for leading gas companies like Mobil. Integrated from the
gas field to the end user, we produce, transport and process gas and
distribute it directly to customers. And now we've adopted a goal of
expanding that customer base by participating in the development and
operation of power-generation facilities.
In North America, we're a leader among natural-gas producers and
direct marketers. Mobil Natural Gas Inc. was created in 1987 to
independently market Mobil's U.S. gas production and third-party gas to
customers in the U.S., Canada and Mexico. We're expanding this
successful business.
In Europe, Mobil Gas Marketing has taken advantage of the opening
of the British gas market and is now the largest independent direct
marketer of gas in the U.K., supplying gas for power generation and to a
wide variety of industrial and commercial customers. In addition to
marketing Mobil's equity gas production, we have purchased for resale
our partners' gas from the Scott and Beryl fields. U.K. gas sales
averaged 562 million cubic feet per day. Mobil will also purchase gas
from the Britannia field starting in 1998. In 1994, we established the
Mobil Europe Gas group to coordinate all our European affiliate
gas-marketing activities and to seek new markets for gas. German gas
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sales of 465 million cubic feet a day held steady. Gas sales in Norway
also held steady, while sales in the Netherlands fell slightly.
The capacity of the Mobil-operated Scottish Area Gas Evacuation
system (Mobil share 22.5%) was doubled to 1.2 billion cubic feet a day
in 1994, and treating facilities were enhanced to accommodate the
higher-sulfur gas from the Brae and Scott fields that is now being
processed. In 1994, the Excalibur field (Mobil share 100%) began
delivering gas through the Lancelot Area Pipeline System at a rate of 85
million cubic feet a day. A future Lancelot area satellite, the Galahad
field (Mobil share 72%), is currently under development for a planned
production start-up in late 1995.
Deliveries of LNG from the Arun field in Indonesia now total more
than 2,400 cargoes since 1978, with a record 224 cargoes shipped in 1994
to markets in the Asia-Pacific region. Each cargo is about 58,000 tons,
or enough to supply all the electricity needs of a city the size of
Washington, D.C., for about two weeks. Worldwide demand for LNG is
expected to more than double in the next 15 years. Mobil's PT Arun joint
venture is the largest marketer of LNG in the region, supplying some 20%
of the LNG delivered to Asia-Pacific markets. While the Arun field will
continue to produce at its current rate for some time, we are actively
developing discovered fields such as South Lhok Sukon, Pase and NSO and
are exploring for new ones to supplement supplies to the PT Arun
processing plant after Arun production decline begins in the late 1990s.
Mobil 8
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MARKETING & REFINING
MARKETING & REFINING AT A GLANCE
What we do: The downstream sector processes crude oil into fuels,
lubricants, petrochemical feedstocks and other products at 21
refineries. It also includes supply, trading and transportation
activities that help optimize our worldwide system. Some 20,000 service
stations sell Mobil products around the world.
Major strengths: We have a strong presence in the high-growth
Pacific Rim region, and our U.S. refineries are among the best at
processing heavy, lower-cost crude oils into premium products. Operating
costs have been slashed and facilities upgraded to enhance their
competitiveness and meet the latest environmental standards.
How we did in '94: Operating income declined 11% from 1993. Expense
reductions and other business initiatives partially offset weaker
manufacturing margins. Product sales rose 5%.
What's ahead: Upgrades to refineries in Japan and Australia and new
marketing facilities in China will help meet Pacific Rim demand growth.
Organizational changes in Europe and the U.S. will enhance our ability
to find growth opportunities and reduce costs. Market entry programs in
Latin America are positioning us for further growth.
With a brighter, more open look, "On-the-Run" stores at Mobil service
stations carry new merchandise and a new strategy aimed at keeping
customers coming back. By the end of 1996, we expect to have franchised
more than 500 of these new convenience stores.
Mobil 9
EX-1319th Page of 70TOC1stPreviousNextBottomJust 19th
MARKETING & REFINING
Marketing & Refining had a successful year in 1994 despite difficult
business conditions. The impact of a lingering recession and continued
growth in industry refining capacity caused worldwide refining margins
to soften, falling as much as 30% in some markets. Improved marketing
margins, particularly outside the U.S., partially offset weaker
manufacturing results.
While the business climate was difficult, operating income in 1994
was $964 million-only 11% below 1993's strong earnings performance-for
Mobil's downstream portfolio, which includes Middle East, Marine
Transportation, and Supply & Trading as well as Marketing & Refining. In
contrast, many of our competitors reported a drop in downstream income
of 20% to 30% or more.
Mobil's growing competitive strength reflects the impact of ongoing
strategies designed to make us a top global competitor-a company strong
enough to weather difficult times and positioned to prosper in the good
times. These strategies cover a wide range of business initiatives that
can be summarized in two broad objectives:
Obtain the maximum value from our existing assets through more
productive operating practices and lower costs.
Identify and develop opportunities for growth in selected
high-potential markets as well as in existing, mature markets.
Getting the most out of what we have starts with an intention to
become a true market-driven organization delivering unprecedented
customer satisfaction. To accomplish this, we need to understand our
customers, know what they want, reinvent our business to deliver it, and
do all of this at the lowest possible cost.
Starting with Mobil's refineries, our people are focusing on
sharing best practices and developing initiatives to improve operating
reliability, increase premium product yields and reduce expenses.
At our 315,000-barrel-a-day Beaumont, Texas, refinery, Mobil's
largest, records were set in 1994 for the production of Super Unleaded
gasoline, jet fuel and low-sulfur diesel. In addition, net cash
operating costs have been reduced by more than $80 million per year
since 1992. Production records were set and operating expenses reduced
at many of our U.S. and overseas refineries.
In Europe, a breakthrough was achieved in the use of multi-plant
computer models to exploit operational synergies between refineries. Our
successes there are helping Mobil refineries in other regions.
We are backing up these efforts with key investments designed to
improve our refineries and keep them in the top tier of competition. In
the early 1990s, many of these investments were in the U.S. and were
needed to meet product specifications imposed by the 1990 Clean Air Act
Amendments. As a result, all five of Mobil's U.S. refineries are capable
of producing cleaner-burning reformulated gasoline for today's markets.
In the last few years, our focus has shifted to the Pacific Rim and
the region's growing demand for quality petroleum and petrochemical
products. In Australia, construction is about to begin on a $180 million
upgrading unit for our Altona refinery, and we are expanding lubricant
base-stock production at our Adelaide refinery. In Singapore, the major
gasoline and petrochemical complex that started up at our Jurong
refinery in early 1994 is already operating above design capacity.
In Japan, our joint-venture refinery in Chiba (50% Mobil) brought
on stream two major upgrading projects costing a total of $270 million
during 1994, and approval was granted for the construction of a $370
million upgrading unit at another joint-venture refinery in Kawasaki
(25% Mobil). These facilities will upgrade lower-value products, such as
high-sulfur fuel oil, into higher-valued gasoline and low-sulfur
distillate for the Japanese market.
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