Oil Rally Could Unwind Quicker Than LNG -- Market Talk

Dow Jones

03/09

0141 GMT - Oil-price gains could unwind quickly when the Strait of Hormuz eventually reopens, says Macquarie. Spot LNG may take longer to drop, as it will take time to restart suspended operations in Qatar, the bank says. Among Australian stocks, Macquarie names Santos as its top pick. It reiterates an outperform rating, although notes that "upside to our valuation is now becoming more limited." It keeps a neutral rating on Woodside, which it says its now trading well above long-term discounted cash flow. Santos is up 2.7% at A$7.66. Woodside is up 0.7% at A$30.97. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

March 08, 2026 21:41 ET (01:41 GMT)

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Spot LNG may take longer to drop, as it will take time to restart suspended operations in Qatar, the bank says. Among Australian stocks, Macquarie names Santos as its top pick. It reiterates an outperform rating, although notes that \"upside to our valuation is now becoming more limited.\" It keeps a neutral rating on Woodside, which it says its now trading well above long-term discounted cash flow. Santos is up 2.7% at A$7.66. Woodside is up 0.7% at A$30.97. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 08, 2026 21:41 ET (01:41 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>Oil Rally Could Unwind Quicker Than LNG -- 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\">\nOil Rally Could Unwind Quicker Than LNG -- 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\">2026-03-09 09:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0141 GMT - Oil-price gains could unwind quickly when the Strait of Hormuz eventually reopens, says <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>. Spot LNG may take longer to drop, as it will take time to restart suspended operations in Qatar, the bank says. Among Australian stocks, Macquarie names Santos as its top pick. It reiterates an outperform rating, although notes that \"upside to our valuation is now becoming more limited.\" It keeps a neutral rating on Woodside, which it says its now trading well above long-term discounted cash flow. Santos is up 2.7% at A$7.66. Woodside is up 0.7% at A$30.97. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 08, 2026 21:41 ET (01:41 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":"BK4213","symbol_name":"石油与天然气的勘探与生产","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2618618522","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618618522","pubTimestamp":1773020460,"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":"0141 GMT - Oil-price gains could unwind quickly when the Strait of Hormuz eventually reopens, says Macquarie. Spot LNG may take longer to drop, as it will take time to restart suspended operations in Qatar, the bank says. Among Australian stocks, Macquarie names Santos as its top pick. It reiterates an outperform rating, although notes that \"upside to our valuation is now becoming more limited.\" It keeps a neutral rating on Woodside, which it says its now trading well above long-term discounted cash flow. Santos is up 2.7% at A$7.66. Woodside is up 0.7% at A$30.97. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4213":"石油与天然气的勘探与生产","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","STO.AU":"SANTOS LIMITED","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","WDS.AU":"WOODSIDE ENERGY GROUP LTD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2449327464.USD":"HSBC GIF GLOBAL INFRASTRUCTURE EQUITY \"AC\" (USD) ACC","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","LU0345780950.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) ACC","IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","LU0788109394.HKD":"BGF WORLD ENERGY \"A2\" (HKDHGD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","WDS":"Woodside Energy Group Ltd","LU0122376428.USD":"贝莱德世界能源基金A2","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","BK4144":"石油与天然气的储存和运输","LU0345781412.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) INC","BK7142":"石油与天然气的勘探与生产","LNG":"Cheniere Energy","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0630314457.HKD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (HKD) ACC","BK7507":"资源股","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H"},"translate_title":"市场传言，石油涨势可能比液化天然气更快结束","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"STO.AU":0.9,"LNG":1.5,"WDS.AU":0.9,"WDS":0.9},"content_text":"0141 GMT - Oil-price gains could unwind quickly when the Strait of Hormuz eventually reopens, says Macquarie. Spot LNG may take longer to drop, as it will take time to restart suspended operations in Qatar, the bank says. Among Australian stocks, Macquarie names Santos as its top pick. It reiterates an outperform rating, although notes that \"upside to our valuation is now becoming more limited.\" It keeps a neutral rating on Woodside, which it says its now trading well above long-term discounted cash flow. Santos is up 2.7% at A$7.66. Woodside is up 0.7% at A$30.97. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 08, 2026 21:41 ET (01:41 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}