ExxonMobil To Sell Key French Assets To North Atlantic France
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 28 2025
0mins
Should l Buy XOM?
Source: Benzinga
ExxonMobil's Sale of Esso SAF: ExxonMobil has entered exclusive negotiations to sell its 82.89% stake in Esso SAF to North Atlantic France SAS, with the deal expected to close by the end of 2025, while continuing to supply crude and license the Esso brand.
Impact on Employment and Strategic Shift: The transaction ensures job security for approximately 1,350 employees in France and reflects ExxonMobil's strategy to streamline its global operations, as North Atlantic aims to expand its energy presence.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy XOM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on XOM
Wall Street analysts forecast XOM stock price to fall
19 Analyst Rating
12 Buy
7 Hold
0 Sell
Moderate Buy
Current: 155.560
Low
114.00
Averages
132.17
High
158.00
Current: 155.560
Low
114.00
Averages
132.17
High
158.00
About XOM
Exxon Mobil Corporation is an energy provider and chemical manufacturer. The Company’s principal business involves exploration for, and production of, crude oil and natural gas; the manufacture, trade, transport and sale of crude oil, natural gas, petroleum products, petrochemicals and a wide variety of specialty products; and pursuit of lower-emission and other new business opportunities, including carbon capture and storage, hydrogen, lower-emission fuels, Proxxima systems, carbon materials, and lithium. Its Upstream segment explores for and produces crude oil and natural gas. The Energy Products, Chemical Products, and Specialty Products segments manufacture and sell petroleum products and petrochemicals. Energy Products segment includes fuels, aromatics, and catalysts and licensing. Chemical Products segment consists of olefins, polyolefins, and intermediates. Specialty Products segment includes finished lubricants, basestocks and waxes, synthetics, and elastomers and resins.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Sales Milestone: Amazon achieved nearly $717 billion in revenue for 2025, surpassing Walmart to become the world's largest company by sales, marking a significant shift in retail leadership.
- Sustained Growth: Despite its massive size, Amazon continues to report double-digit sales growth, with online store sales up 10% year-over-year, advertising sales up 23%, and AWS sales up 24%, showcasing the strength of its diversified business model.
- Strategic Shift: Amazon has closed all its Amazon Go and Amazon Fresh stores while planning a new big-box store format that combines retail and distribution, aiming to optimize its physical store presence to meet market demands.
- Competitive Outlook: Walmart is set to report its fiscal fourth-quarter results next week, and to catch up with Amazon, it would need an additional $14 billion in revenue; given its recent sales growth, the competitive outlook appears bleak, further solidifying Amazon's market position.
See More
- Significant Sales Growth: Amazon achieved a 14% increase in sales during the fourth quarter, reaching nearly $717 billion, successfully surpassing Walmart to become the largest company in the world by sales, demonstrating its strong competitive position in the market.
- Diversified Investment Strategy: Amazon is investing not only in artificial intelligence but also planning to launch a new type of big-box store that combines retail and distribution, aiming to further expand market share and enhance operational efficiency.
- Strong Performance Across Segments: Online store sales grew by 10% year-over-year, advertising sales increased by 23%, and AWS sales rose by 24%, indicating robust growth across multiple sectors, which strengthens Amazon's market leadership.
- Changing Market Competition Landscape: Walmart would need an additional $14 billion in sales growth to surpass Amazon, highlighting that Amazon is likely to maintain its leading position in future market competition, further solidifying its market advantage.
See More
- Investor Patience: Investors focusing on reliable dividend payers have needed to be patient recently.
- Market Performance in 2026: In 2026, this patience is rewarded as companies like Caterpillar, Exxon Mobil, and Clorox achieve returns exceeding 25%.
See More
- Investment Concentration: Norges Bank Investment Management's latest 13F filing reveals that despite holding 1,577 U.S. stocks, nearly one-third of the fund's capital is concentrated in just seven companies, indicating a high level of market leadership concentration.
- Dominance of Giants: Nvidia commands a staggering $62 billion stake, making it the fund's largest single position, while both Apple and Microsoft exceed $50 billion, showcasing the dominance of these tech giants within the investment portfolio.
- Weak Impact of Smaller Holdings: Even with over 1,500 positions, many smaller holdings are valued at only a few million dollars, contributing negligibly to the overall portfolio performance, which reflects a stark market imbalance.
- Investor Insights: This trend of concentration suggests that, although diversification may appear broad, investment performance increasingly relies on a few key stocks, particularly driven by the influence of AI, cloud, and platform giants, prompting investors to reassess their strategies.
See More
- Strategic Collaboration Expansion: Infosys is expanding its partnership with ExxonMobil to develop and deploy immersion fluids for data centers, aimed at improving energy efficiency and maximizing available power, reflecting the growing demand for high-performance digital infrastructure.
- Technology Integration: The collaboration combines ExxonMobil's thermal management technology with Infosys' Topaz and Cobalt platforms, aiming to deliver high-efficiency cooling systems that support workloads tied to artificial intelligence and high-performance computing, thereby enhancing overall infrastructure performance.
- Market Focus: Infosys stated that the collaboration will target scalable solutions for hyperscalers, global enterprises, and public sector organizations across industries such as financial services, telecommunications, manufacturing, energy, and government, addressing the need for energy-efficient computing capacity.
- Stock Price Movement: Infosys shares fell 2.86% to $15.31 in premarket trading, hitting a new 52-week low, indicating market concerns regarding its future growth potential.
See More
- Earnings Volatility Analysis: Chevron's upstream profits plummeted from $18.6 billion in 2024 to $12.82 billion in 2025 primarily due to falling oil prices, yet downstream profits surged by 75%, demonstrating the company's ability to maintain profitability across varying market conditions.
- Cash Flow and Capital Expenditures: The company generated an additional $2.4 billion in cash flow from operations, supporting larger capital expenditures, stock buybacks, and its growing dividend, indicating a strong financial position that allows for continued investment even in adverse conditions.
- Acquisition and Market Expansion: Chevron's acquisition of Hess enhances its production capabilities in Guyana, forming a consortium with ExxonMobil and CNOOC, which further solidifies its market position in South America and is expected to drive future growth.
- Dividend Growth and Investment Appeal: Management announced a 4% increase in dividends on January 30, marking the 38th consecutive year of dividend growth, showcasing the company's ability to provide stable returns in a volatile oil price environment, thus attracting investors seeking reliable income.
See More







