Exxon Activist Battle Turns Climate Angst Into Referendum on CEO (1)

May 24, 2021, 1:15 PM UTC

An unprecedented fight over who should sit on the board of Exxon Mobil Corp. is turning into a referendum on Chief Executive Officer Darren Woods as a decades-long struggle by climate campaigners comes to a head.

Activist investor Engine No. 1 LLC wants to replace one-third of Exxon’s board in an effort to force the Western world’s largest oil explorer to embrace a transition away from fossil fuels and end a decade of what it calls “value destruction.” Shareholders are set to gather — virtually — for their annual meeting on May 26.

The stakes are high. Under Exxon’s bylaws, a ...

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