I think Exxon was talking about Europe especially—but generally places away from north America.
This is not news. Watch what the big players do and not what the morons in the media say. More lies have been spread about oil and gas since this Ukraine crisis started than Satan himself could conjure up.
Exxon has withdrawn from Ukraine, where the geology is similar to Poland, which has been a bust, but they are going all in in Russia. The big money in America is in on Russian energy stocks. Anyone actually think these people are going to flush that vast stream of future revenue down the toilet over Crimea? This is all a dog and pony show.
The NW Siberian fields are next and then in the long term, the remote and vast Lena river basin in NE Siberia. Look it up on satellite maps. That’s where the gas Asia needs will come from in a few decades. The Vladivostok LNG export terminal will be like a Niagara Falls of cash. No worries about local property owners or environmentalists in northern Siberia.