The Menadue article vastly overstates the disruption to US LNG and the benefits to Australian LNG. What it forgets is that if the Chinese don't buy US LNG and buy from others like Woodside instead, then the US LNG will largely be supplying those who were originally buying from others like Woodside, particularly as the market was not in LNG surplus.
We are talking commodities here and the key issue for any commodity producer like Woodside is to ensure that you are cost competitive. In a surplus market, the losers are the high cost producers.
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Last
$23.72 |
Change
-0.130(0.55%) |
Mkt cap ! $45.03B | |||
| Open | High | Low | Value | Volume |
| $23.93 | $24.08 | $23.68 | $108.7M | 4.556M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 7475 | $23.70 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $23.73 | 652 | 1 |
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| Last trade - 16.19pm 27/06/2025 (20 minute delay) ? |
| WDS (ASX) Chart |