Woodside Energy

WDS

Market cap $31.1B

Woodside Energy Group Ltd ( WDS ) Analyst/Investor Day November 4, 2025 5:30 PM EST Company Participants Vanessa Martin Marguerite O'Neill - CEO, MD & Executive Director Graham Tiver - Executive VP & CFO Elizabeth Westcott - Executive VP & Chief Operating Officer of Australia Daniel Kalms - Executive VP & Chief Operating Officer of International Mark Abbotsford - Executive VP & Chief Commercial Officer Conference Call Participants Gordon Ramsay - RBC Capital Markets, Research Division Dale Koenders - Barrenjoey Markets Pty Limited, Research Division Tom Allen - UBS Investment Bank, Research Division Henry Meyer - Goldman Sachs Group, Inc., Research Division Robert Koh - Morgan Stanley, Research Division Mark Samter Mark Wiseman - Macquarie Research Nik Burns - Jarden Limited, Research Division Baden Moore - CLSA Limited, Research Division Presentation Vanessa Martin Well, good morning, everyone. It's a pleasure to welcome you to Woodside Energy's 2025 Capital Markets Day here in Sydney.

Australia's Woodside Energy expects its sales of oil and gas to climb by 50% by 2032 to meet rising demand for energy, particularly in Asian markets, company CEO Meg O'Neill said on Wednesday.

PERTH, Australia--(BUSINESS WIRE)--At its 2025 Capital Markets Day today, Woodside outlined its strategy to thrive through the energy transition and deliver long-term shareholder value by meeting rising global demand for affordable, reliable, lower-carbon energy. Chief Executive Officer Meg O'Neill said she is excited by the opportunities ahead of Woodside. “Woodside is a compelling investment opportunity supported by world-class assets, an integrated value chain, long-term customer relationshi.

Woodside Energy said U.S.-based Williams would invest in its Louisiana LNG project, reducing its share of development costs and securing a partner with deep knowledge of U.S. pipeline networks and natural-gas markets.

U.S.-based Williams will spend $1.9 billion on the development of LNG facilities and a pipeline for Australian gas producer Woodside Energy's $17.5 billion liquefied natural gas project in Louisiana, the companies said.

PERTH, Australia--(BUSINESS WIRE)--Woodside Energy Group (ASX: WDS) (NYSE: WDS): 2025 full-year guidance   Prior Current Comments Production MMboe 188 - 195 192 - 197 Continued strong performance across assets Unit production cost $/boe 8.0 - 8.5 7.6 - 8.1 Continued strong performance from Sangomar and US assets Property, plant and equipment depreciation and amortisation $ million 4,700 - 5,000 4,800 - 5,100   Exploration expenditure $ million 200 No change   Payments for restoration $ million.

Australia's Woodside Energy raised its production forecast for fiscal 2025 on Wednesday, citing continued strong performance across its assets, while reporting a 9.4% fall in third-quarter revenue.

Australia's Woodside Energy said on Wednesday it has clinched an agreement to supply about 5.8 billion cubic metres of liquefied natural gas, to Turkish state-owned petroleum company BOTAS.

I rate Woodside Energy a BUY for active investors, targeting $20.55–$26.05 in 12 months and $28.97 in 36+ months. The market is undervaluing Woodside's long-term LNG growth pipeline and de-risking from the Stonepeak deal, despite near-term balance sheet concerns. Major risks include high gearing, decommissioning costs, and project execution delays, but these appear priced in at current levels.

Australia's Woodside Energy said on Wednesday it had entered an agreement with Malaysia's state-owned Petronas to supply 1 million metric tons of liquefied natural gas per annum for 15 years, starting 2028.