Sign in

    Tom Allen

    Senior Analyst at UBS Group AG

    Tom Allen is a Senior Analyst at UBS Group AG, specializing in Australasian energy equities with a particular focus on leading companies such as Santos and Woodside Energy. He provides in-depth coverage and forecasts for major deals and asset developments, including multi-billion dollar transactions and LNG sector dynamics, often cited for quantitative analyses of company synergies and production outputs. Allen has built his career at UBS, contributing valuable sector insights and timely market commentary over several years, with his reports regularly referenced in industry publications and investment platforms. In addition to his analyst experience, he holds professional finance credentials and maintains active securities registrations required for research roles at major banks.

    Tom Allen's questions to WOODSIDE ENERGY GROUP (WDS) leadership

    Tom Allen's questions to WOODSIDE ENERGY GROUP (WDS) leadership • H1 2025

    Question

    Tom Allen of UBS Group AG asked about the Louisiana LNG equity sell-down, questioning if competition, EPC differences, or the political environment have altered expectations. He also inquired about the schedule slip for the Beaumont ammonia project and the status of potential partner and offtake agreements.

    Answer

    CEO & Managing Director Meg O’Neill stated that Woodside is being disciplined in seeking the right partner and fair value for Louisiana LNG, noting that the post-FID environment has allowed more potential partners to engage. For the Beaumont project, she clarified the schedule delay is due to construction issues managed by their partner OCI, with no cost impact to Woodside. The company's focus is on marketing the ammonia, and there is no active process to sell down equity in Beaumont.

    Ask Fintool Equity Research AI