Rob Koh's questions to Woodside Energy Group Ltd (WDS) leadership • H1 2025
Question
Rob Koh of Morgan Stanley asked about the potential to use innovative financing structures, like the Stone Peak deal, for other assets. He also inquired about restoration provisions, specifically regarding contingencies for pipeline removal and any royalty refund arrangements.
Answer
CEO & Managing Director Meg O’Neill responded that such financing models are complex for existing joint venture assets and the current focus is on the Louisiana LNG HoldCo sell-down. Regarding provisions, she confirmed they include a risked cost for potential pipeline removal and that Woodside's abandonment expenses are creditable against PRRT and income tax, not via royalty refunds.