Press Release|Public Finance, Corporates

KBRA Affirms A+ Rating, Stable Outlook on State of LA Deepwater Horizon Economic Damages Revenue Bonds (TIFIA)

20 Nov 2025   |   New York

Contacts

KBRA affirms its long-term rating of A+ on the State of Louisiana Economic Damages Revenue Bonds. The Outlook is Stable.

Through the Louisiana State Bond Commission (the “Commission”), and to provide partial funding for the I49 S and LA1/LA415 Projects, the State of Louisiana (the "State") borrowed approximately $86.63 million and $88.34 million, respectively, as the final of seven parity TIFIA loans for Act 443 (the "Act") projects. The cumulative maximum TIFIA borrowing under the Act is approximately $277.3 million. The projects represent three of ten specific transportation projects financed, in part, with approximately $689 million of Damages allocated by the Act. This allocation is drawn from the $1 billion in Economic Damages Claims that BP p.l.c. (BP) is obligated to pay the State through CY 2033 under the aforementioned 2015 Settlement Agreement.

Act 443 obligations are secured solely by approximately $53.3 million of annual Damages through CY 2033. The State does not lend its general obligation pledge as additional security for the Economic Damages Revenue Bonds, and its governmental units are not obligated to levy taxes or make appropriations for payment of debt service. BP Corp North America (“BPCNA”) provides the Primary Guaranty and BP provides the Secondary Guaranty, and final backstop, for payment of Damages (these entities, together with BPXP, are the “BP entities”).

Key Credit Considerations

The rating actions reflect the following key credit considerations:

Credit Positives

  • Magnitude of BP’s revenue, cash flow, and liquidity sources relative to BP’s obligation to pay the Damages and other Deepwater Horizon settlements, as well as BP’s vertical integration and ability to shift cash internally.
  • Material protection of debt service payments after receipt of Damages by the legal and debt structure, including the first lien pledge and relatively short tenor of the Bonds.
  • Public purpose of the Damages to fund key improvements to the State’s transportation infrastructure.

Credit Challenges

  • Narrow source of repayment (Damages), which is inextricably linked to the financial wherewithal of BP.
  • BP’s financial exposure to decarbonization, somewhat offset by the Bonds’ short tenor and excess debt service coverage based on the currently expected Act 443 debt total and debt service schedule.

The Stable Outlook reflects the well-structured, prescribed nature of the Act 443 revenues and KBRA’s expectation that BP’s large financial scale and flexibility will give it above average capacity to make full payments through the CY 2033 term of the obligations

Rating Sensitivities

For Upgrade

  • Sustained improvement in BP’s financial profile – for example, due to successful conversion to cash flow-generating renewable energy.

For Downgrade

  • Sustained deterioration in BP’s financial profile, highlighted by inconsistent or weakening cash flow as a result of commodity market volatility, unsatisfactory management of decarbonization, environmental incidents, and/or other factors.

To access ratings and relevant documents, click here.

Methodologies

Disclosures

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA), one of the major credit rating agencies (CRA), is a full-service CRA registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a Designated Rating Organization (DRO) by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized as a Qualified Rating Agency by Taiwan’s Financial Supervisory Commission and is recognized by the National Association of Insurance Commissioners as a Credit Rating Provider (CRP) in the U.S.

Doc ID: 1012435