0021 GMT - Origin Energy's recent tightening of production guidance from its Integrated Gas business may not be its last, reckons Jarden. Origin now expects between 645 and 680 petajoules of natural gas in FY 2026 from Integrated Gas, which includes its flagship Australia Pacific LNG project. That's a narrower range than earlier guidance of 635-680 petajoules. "The revised range leaves room for further upgrades in 2H FY26, in our view," says analyst Nik Burns. "We think Origin is still being very conservative in its APLNG guidance revision." Jarden expects output of 667 petajoules, ahead of consensus expectations. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

February 02, 2026 19:21 ET (00:21 GMT)

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