Woodside Has More Exposure to Rising Gas Prices Than Santos -- Market Talk

Dow Jones

03/06

2250 GMT - Further supply disruptions stemming from the Iran conflict are likely to benefit Woodside Energy more than Santos when driving prices of liquefied natural gas higher, Citi says. Asian LNG prices have surged since hostilities began. The Japan Korea Marker, a key pricing benchmark, has risen above US$20/mmbtu as incentive pricing attempts to attract cargoes to replace impacted volumes, analyst Tom Wallington highlights. "We estimate Woodside's hub-linked LNG exposure to be 27% in 1H, seasonally lower than the 30% guided for 2026 but still higher than Santos's 17% gas hub exposure," Citi says. Woodside's share price ended Thursday at A$30.45, hovering close to a two-year high. Santos ended at A$7.32.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 05, 2026 17:50 ET (22:50 GMT)

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Asian LNG prices have surged since hostilities began. The Japan Korea Marker, a key pricing benchmark, has risen above US$20/mmbtu as incentive pricing attempts to attract cargoes to replace impacted volumes, analyst Tom Wallington highlights. \"We estimate Woodside's hub-linked LNG exposure to be 27% in 1H, seasonally lower than the 30% guided for 2026 but still higher than Santos's 17% gas hub exposure,\" Citi says. Woodside's share price ended Thursday at A$30.45, hovering close to a two-year high. Santos ended at A$7.32.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2026 17:50 ET (22:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Woodside Has More Exposure to Rising Gas Prices Than Santos -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWoodside Has More Exposure to Rising Gas Prices Than Santos -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-06 06:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2250 GMT - Further supply disruptions stemming from the Iran conflict are likely to benefit <a href=\"https://laohu8.com/S/WDS.AU\">Woodside Energy</a> more than Santos when driving prices of liquefied natural gas higher, Citi says. Asian LNG prices have surged since hostilities began. The Japan Korea Marker, a key pricing benchmark, has risen above US$20/mmbtu as incentive pricing attempts to attract cargoes to replace impacted volumes, analyst Tom Wallington highlights. \"We estimate Woodside's hub-linked LNG exposure to be 27% in 1H, seasonally lower than the 30% guided for 2026 but still higher than Santos's 17% gas hub exposure,\" Citi says. Woodside's share price ended Thursday at A$30.45, hovering close to a two-year high. Santos ended at A$7.32.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2026 17:50 ET (22:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"STO.AU","symbol_name":"SANTOS LIMITED","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2617572372","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2617572372","pubTimestamp":1772751000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2250 GMT - Further supply disruptions stemming from the Iran conflict are likely to benefit Woodside Energy more than Santos when driving prices of liquefied natural gas higher, Citi says. Asian LNG prices have surged since hostilities began. The Japan Korea Marker, a key pricing benchmark, has risen above US$20/mmbtu as incentive pricing attempts to attract cargoes to replace impacted volumes, analyst Tom Wallington highlights. \"We estimate Woodside's hub-linked LNG exposure to be 27% in 1H, seasonally lower than the 30% guided for 2026 but still higher than Santos's 17% gas hub exposure,\" Citi says. Woodside's share price ended Thursday at A$30.45, hovering close to a two-year high. Santos ended at A$7.32.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"STO.AU":"SANTOS LIMITED","WDS.AU":"WOODSIDE ENERGY GROUP LTD","BK7142":"石油与天然气的勘探与生产","BK4213":"石油与天然气的勘探与生产","WDS":"Woodside Energy Group Ltd","BK7507":"资源股"},"translate_title":"伍德赛德比桑托斯更容易受到天然气价格上涨的影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"STO.AU":0.9,"WDS":0.9,"WDS.AU":0.9},"content_text":"2250 GMT - Further supply disruptions stemming from the Iran conflict are likely to benefit Woodside Energy more than Santos when driving prices of liquefied natural gas higher, Citi says. Asian LNG prices have surged since hostilities began. The Japan Korea Marker, a key pricing benchmark, has risen above US$20/mmbtu as incentive pricing attempts to attract cargoes to replace impacted volumes, analyst Tom Wallington highlights. \"We estimate Woodside's hub-linked LNG exposure to be 27% in 1H, seasonally lower than the 30% guided for 2026 but still higher than Santos's 17% gas hub exposure,\" Citi says. Woodside's share price ended Thursday at A$30.45, hovering close to a two-year high. Santos ended at A$7.32.(david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 05, 2026 17:50 ET (22:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}