Woodside Energy Group Ltd (WDS)

Woodside Energy Group Ltd (NYSE:WDS ) Q2 2025 Earnings Conference Call August 18, 2025 8:00 PM ET Company Participants Graham Clifford Tiver - Executive VP & CFO Marguerite Eileen O'Neill - CEO, MD & Executive Director Conference Call Participants Adam Martin - E&P, Research Division Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division Gordon Alexander Ramsay - RBC Capital Markets, Research Division Henry Meyer - Goldman Sachs Group, Inc., Research Division Mark Andrew Wiseman - Macquarie Research Nicholas Morgan - JPMorgan Chase & Co, Research Division Nik Burns - Jarden Limited, Research Division Robert Koh - Morgan Stanley, Research Division Saul Kavonic - MST Financial Services Pty Limited, Research Division Tom Allen - UBS Investment Bank, Research Division Operator Thank you for standing by, and welcome to the Woodside Energy Group Limited Half Year Results 2025 Conference Call. [Operator Instructions] I would now like to hand the conference over to Ms.

Woodside CEO Meg O'Neill discusses first-half results, balance sheet strength, investment partnerships with Stonepeak and ongoing LNG collaboration talks, as Woodside seeks more partners for its $17.5 billion Louisiana project.

PERTH, Australia--(BUSINESS WIRE)--Strong global portfolio delivers value and growth for Woodside Energy.

Australia's Woodside Energy recorded a 24% slump in its first-half profit on Tuesday, pressured by lower realised prices and depreciation costs in its Sangomar oil project in Senegal.

Australia's Woodside Energy said on Tuesday it will take over operatorship of the Bass Strait oil and gas assets from ExxonMobil , unlocking an estimated $60 million in synergies.

PERTH, Australia--(BUSINESS WIRE)--Woodside Energy Group (ASX: WDS) (NYSE: WDS): Woodside CEO Meg O'Neill said the company continued to demonstrate operational excellence and world-class project execution over the second quarter, with a focus on driving future growth and value. “We delivered strong production of 50 million barrels of oil equivalent for the quarter from our diverse portfolio of high-quality assets. At the same time, ongoing focus on cost control has enabled us to lower our unit.

Australia's Woodside energy on Wednesday said it has entered an agreement with a unit of Petroliam Nasional to supply of 1 million tonnes of liquefied natural gas annually to Malaysia starting in 2028 for 15 years.

I rate Woodside Energy a Strong Buy after its bold U.S. LNG expansion, attractive valuation, and sector-leading 7.48% dividend yield. The acquisition of Tellurian's Driftwood project (now Louisiana LNG) positions Woodside as a global LNG powerhouse with significant long-term cash flow potential. Woodside's rapid progress, strategic partnerships, and access to low-cost U.S. gas de-risk the project and offer a competitive edge in the LNG market.

Woodside Energy floated the possibility of Saudi Arabian Oil Co., known as Aramco, buying a stake in its newly approved Louisiana LNG project after signing a collaboration agreement with the giant producer.

HOUSTON--(BUSINESS WIRE)--Woodside Energy Ltd (Woodside) and Aramco entered into a non-binding collaboration agreement to explore global opportunities, including Aramco's potential acquisition of an equity interest in and LNG offtake from the Louisiana LNG project. Additionally, both companies are exploring opportunities for a potential collaboration in lower-carbon ammonia. Woodside CEO Meg O'Neill welcomed the collaboration agreement. “We are excited to explore new opportunities with Aramco.

PERTH, Australia--(BUSINESS WIRE)--In accordance with the Listing Rules, please see attached announcement relating to the above, for release to the market. This announcement was approved and authorised for release by Woodside's Disclosure Committee. Forward-looking statements This announcement contains forward-looking statements with respect to Woodside's business and operations, market conditions, results of operations and financial condition, including, for example, but not limited to, statem.

Woodside Energy's share price has dropped 23% since July 2024, but the recent pullback presents a buying opportunity due to its promising future. The Louisiana LNG project, a $17.5 billion investment, is expected to double Woodside's LNG production and significantly boost operating cash flows by the end of the decade. Woodside has secured necessary offtake and investment partners, leading to the final investment decision for the Louisiana LNG project and ensuring its progress.

Australian oil and gas major Woodside Energy said on Wednesday it had signed a supply deal with BP , under which the British energy giant would supply natural gas to its Louisiana liquefied natural gas (LNG) project.

Woodside Energy approved the $17.5 billion development of the Louisiana LNG project, betting on strong ongoing demand for traditional fuels and the U.S. as a key natural gas supplier to the global market.

PERTH, Australia--(BUSINESS WIRE)--Woodside Energy Group (ASX: WDS) (NYSE: WDS): Woodside CEO Meg O'Neill said the company continued its focus on operational excellence and project delivery over the first quarter of 2025, while laying the foundation for Woodside's next phase of value creation. “We maintained world-class operational performance across our portfolio of high-quality assets, with Sangomar further boosting quarterly revenue through exceptional production of 78 thousand barrels per d.

Louisiana LNG, which Woodside acquired last year, is within a so-called Foreign-Trade Zone that enables the project to defer the payment of tariffs until the completion of each gas processing unit.