Research analysts who have asked questions during WOODSIDE ENERGY GROUP earnings calls.
AM
Adam Martin
E&P Financial Group
1 question for WDS
Dale Koenders
Barrenjoey
1 question for WDS
Gordon Ramsay
RBC Capital Markets
1 question for WDS
HM
Henry Meyer
Goldman Sachs
1 question for WDS
Mark Wiseman
Macquarie Group
1 question for WDS
Nick Morgan
JPMorgan Chase & Co.
1 question for WDS
NB
Nik Burns
Jarden Australia Pty Limited
1 question for WDS
Rob Koh
Morgan Stanley
1 question for WDS
SK
Saul Kavonic
MST Financial
1 question for WDS
TA
Tom Allen
UBS Group AG
1 question for WDS
Recent press releases and 8-K filings for WDS.
Woodside signs nine-year LNG deal with BOTAS
WDS
New Projects/Investments
- Woodside has finalized a binding agreement to supply Turkiye’s state-owned BOTAS with approximately 0.5 million tonnes per year of LNG for up to nine years, commencing in 2030.
- The majority of the LNG volumes will be sourced from Woodside’s under-construction Louisiana LNG project in the United States, supporting the commercial case for its Final Investment Decision (FID).
- The Louisiana LNG project received its FID on April 30, with a projected gross capital spend of $17.5 billion for Phase 1, which includes three liquefaction trains with a combined capacity of 16.5 million tonnes per annum (MMtpa).
- The financial terms of this long-term LNG supply agreement were not disclosed.
Dec 28, 2025, 11:48 PM
Woodside Energy Group's Beaumont New Ammonia Facility Achieves First Ammonia Production
WDS
New Projects/Investments
Product Launch
- The Beaumont New Ammonia (BNA) facility in southeast Texas has achieved first ammonia production following systems testing, marking the initial phase of operations commissioning.
- Commercial production of ammonia from the BNA facility is anticipated to commence in early 2026, with lower-carbon ammonia production targeted for the second half of 2026.
- Woodside has finalized agreements with global customers to supply significant volumes of conventional ammonia from BNA, with deliveries scheduled to begin in 2026.
- The BNA facility has a production capacity of 1.1 million tonnes per annum and is projected to approximately double US ammonia exports once operational.
Dec 28, 2025, 11:31 PM
Woodside Energy's Beaumont New Ammonia Facility Produces First Ammonia
WDS
New Projects/Investments
Product Launch
Guidance Update
- Woodside Energy's Beaumont New Ammonia (BNA) facility in southeast Texas achieved its first ammonia output on December 29, 2025, initiating the commissioning phase for the 1.1 million tonnes-per-annum (mtpa) plant.
- Commercial production for the BNA facility is expected in early 2026, with lower-carbon (blue) ammonia targeted for the second half of 2026.
- Once fully operational, the BNA facility has the potential to approximately double U.S. ammonia exports.
- This project, along with a separate 1.2 mtpa Gulf Coast Ammonia project (targeting Q1 2026 commercial operations), contributes to a combined ~2.3 mtpa regional capacity increase.
Dec 28, 2025, 11:26 PM
Woodside Energy Group Ltd Announces CEO Succession
WDS
CEO Change
Management Change
Executive Compensation
- Meg O'Neill has resigned as CEO and Managing Director of Woodside Energy Group Ltd to accept the role of Chief Executive Officer at bp p.l.c..
- Liz Westcott has been appointed as Acting CEO, effective December 18, 2025.
- The Board expects to announce a permanent CEO appointment in the first quarter of 2026.
- Ms. O'Neill will continue to receive benefits until March 30, 2026, but will not be eligible for any incentive for FY2025, and all unvested performance rights and restricted shares for prior years will lapse.
- As Acting CEO, Ms. Westcott will receive an annual salary of A$1,803,000, which includes a higher duties allowance of A$600,000 gross per annum.
Dec 18, 2025, 11:03 AM
Woodside Energy Announces CEO Succession and Acting CEO Appointment
WDS
CEO Change
Management Change
Executive Compensation
- Woodside Energy's CEO and Managing Director, Meg O’Neill, has resigned to become Chief Executive Officer at bp p.l.c.
- Liz Westcott, previously Executive Vice President and Chief Operating Officer Australia, has been appointed Acting CEO, effective December 18, 2025.
- The Board expects to announce a permanent CEO appointment in the first quarter of 2026.
- Regarding compensation, Ms. O'Neill will not be eligible for any incentive for FY2025, and all unvested performance rights and restricted shares will lapse. Ms. Westcott's annual salary as Acting CEO will be A$1,803,000, which includes a higher duties allowance of A$600,000.
Dec 17, 2025, 10:48 PM
Woodside Energy Expected to Seal Major US LNG Supply Deal with Saudi Aramco
WDS
New Projects/Investments
- Woodside Energy is set to finalize a significant liquefied natural gas (LNG) supply agreement with Saudi Aramco, which includes securing up to 2 million tons per annum (mtpa) of LNG from Woodside's $17.5 billion Louisiana LNG project.
- Woodside's Louisiana LNG project is a three-train, 16.5 million tonnes per year facility that is expected to begin production in 2029.
- The company demonstrates a strong financial profile with a 44.96% operating margin and a 21.44% net margin.
Nov 14, 2025, 2:27 PM
Woodside Energy Group Ltd. Provides Q3 2025 Update and Long-Term Outlook
WDS
Guidance Update
New Projects/Investments
Dividends
- Woodside projects a significant increase in net operating cash flow to approximately $9 billion by 2032 and sales volumes exceeding 300 million barrels of oil equivalent by 2032, representing over a 6% compound annual growth rate for both metrics.
- The company expects an approximate 50% increase in dividends from 2024 to 2032, maintaining a dividend policy of 50% to 80% of underlying profit and a target gearing range of 10% to 20%.
- Major growth projects are progressing, with the Scarborough Energy Project 91% complete and on track for first LNG in the second half of 2026, and Louisiana LNG 19% complete after achieving Final Investment Decision (FID) in April 2025.
- Operational performance remains strong, with the Pluto LNG plant achieving 100% reliability in Q3 2025 and operated LNG assets averaging 98% reliability over the last four years.
Nov 5, 2025, 1:20 PM
Woodside Energy Group Ltd Outlines Growth Strategy and Financial Targets at 2025 Capital Markets Day
WDS
Guidance Update
Dividends
New Projects/Investments
- Woodside Energy Group Ltd (WDS) projects net operating cash to rise to approximately US$9 billion by the early 2030s, reflecting a more than 6% compound annual growth rate in sales and cash flow from 2024, and anticipates a pathway to a 50% increase in dividend per share from 2032.
- The company has distributed approximately US$11 billion in dividends since 2022 and holds investment grade credit ratings of Baa1/BBB+.
- Major growth projects include the Beaumont New Ammonia project targeting first ammonia in late 2025, the Scarborough Energy Project for LNG shipments in the second half of 2026, the Trion field for first oil in 2028, and Louisiana LNG for start-up in 2029.
- Annual sales are forecast to grow from 203.5 MMboe in 2024 to over 300 MMboe by 2032, with operated LNG liquefaction capacity increasing from ~19 Mtpa to ~40 Mtpa over the same period.
Nov 5, 2025, 11:02 AM
Woodside Energy Outlines Strategy and Growth Projections at Capital Markets Day 2025
WDS
Guidance Update
New Projects/Investments
Dividends
- Woodside Energy presented its strategy at its 2025 Capital Markets Day, focusing on thriving through the energy transition and delivering long-term shareholder value by meeting global demand for affordable, reliable, lower-carbon energy.
- The company anticipates net operating cash to rise to approximately US$9 billion by the early 2030s, representing a more than 6% compound annual growth rate in sales and cash flow from 2024, and providing a pathway to a 50% increase in dividend per share from 2032.
- Major growth projects include the Beaumont New Ammonia project expecting first ammonia this year, the Scarborough Energy Project on track for LNG shipments in the second half of next year, the offshore Mexico Trion field targeting first oil in 2028, and Louisiana LNG targeting start-up in 2029.
- This strategy is underpinned by a forecast of 60% growth in global LNG demand by 2035.
Nov 4, 2025, 10:53 PM
Woodside Outlines Growth Targets and Project Progress at 2025 Capital Markets Day
WDS
Guidance Update
New Projects/Investments
Dividends
- Woodside projects significant growth, with total sales volumes expected to increase by 50% to over 300 million barrels of oil equivalent by 2032, representing over 6% compound annual growth rate.
- Net operating cash flow is anticipated to rise from approximately $5 billion today to $9 billion by 2032, also reflecting over 6% compound annual growth rate.
- The company has paid approximately $11 billion in dividends since 2022 and consistently maintained an annualized dividend yield averaging more than 8% since 2022. It expects an approximately 50% increase in dividends from 2024 to 2032.
- Major growth projects, including Louisiana LNG (over 19% complete, expected internal return above 13%, and a seven-year payback) and Scarborough (91% complete, on track for first LNG in H2 2026, and expected to deliver approximately $1.8 billion per year in cash flow), are key drivers for future value.
Nov 4, 2025, 10:30 PM
Quarterly earnings call transcripts for WOODSIDE ENERGY GROUP.
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