Market Chatter: Santos, Others Likely to be Negatively Impacted by Australia's Gas Reservation System Plan, MST Marquee Says

MT Newswires Live

Dec 24, 2025

Santos (ASX:STO), Beach Energy (ASX:BPT), and Amplitude Energy (ASX:AEL) are likely to be negatively impacted by the Australian government's domestic gas reservation system plans, MST Marquee analyst Saul Kavonic said in a research note, according to the Australian Financial Review's Wednesday report.

If the planned system push down gas prices, Beach Energy, Amplitude Energy, and those with gas available in the period 2027 to 2028 would be the most affected if revenue and new projects take a hit from lower prices, the report said, citing Kavonic.

In addition, Santos' valuation could be impacted by up to AU$0.20 per share if the company's Gladstone liquefied natural gas project in Queensland is forced to help maintain supply in the east coast domestic market once the reservation system is implemented, the report said.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BPT.AU","symbol_name":"BEACH ENERGY LTD","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2593758440","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2593758440","pubTimestamp":1766543271,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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