Woodside Energy

WDS

Market cap $44.8B

Woodside Energy is well positioned amid Strait of Hormuz disruptions. The company has strong Asian exposure and new U.S. assets.

I rate Woodside Energy (WDS) a buy, driven by higher-for-longer LNG and oil prices amid ongoing Middle East disruptions. WDS's conservative strategy limits near-term upside, with 75% of LNG contracted through 2028 at ~$11/BTU, but spot exposure benefits from elevated prices. My out-of-consensus forecast sees 2026 EBITDA at $11bn and FCF over $4bn, supporting dividends, debt reduction, and potential reinvestment.

Oil, LNG, refining, shipping, and fertilizer companies could benefit from ongoing disruptions. U.S.-based producers and exporters are among those positioned to outperform due to supply chain shifts.

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 20 and March 26, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

Australian oil and gas producer ​Woodside Energy said on Thursday it ‌assumed operational control of the Beaumont New Ammonia facility in Texas following the completion of ​performance testing and handover from OCI ​Global.

The lack of crude oil and LNG flows through the Strait is severely affecting global energy markets. Refining crack spreads are soaring as gasoline prices rise.

Geopolitical risks in the Persian Gulf are impacting energy and fertilizer markets. LNG and fertilizer supply chains are vulnerable to disruptions and also could see potentially long-term damage to the energy infrastructure that produces them.

New Woodside boss ​Liz Westcott said ‌one of her key priorities ​in the ​next few months would ⁠be working ​on the Louisiana ​LNG project, after being named as the ​Australian gas ​producer's permanent CEO on ‌Wednesday.

Australia's ​Woodside ‌Energy ​named ​Liz ⁠Westcott ​as ​its new ​chief ​executive officer ‌and ⁠managing ​director ​on ⁠Wednesday.

PERTH, Australia--(BUSINESS WIRE)--At Woodside's Sustainability Briefing 2026 today, Acting Chief Executive Officer Liz Westcott outlined the central role of sustainability in Woodside's strategy and delivery of long-term shareholder value. Ms Westcott said the briefing highlights how Woodside's sustainability priorities drive business performance and deliver value for shareholders and the communities in which Woodside operates. “Our performance is supported by strong governance and risk manage.