Woodside's 3Q24 results show that its future is heavily anchored in LNG, with limited flexibility to expand beyond gas + CCS hydrogen in its New Energy portfolio.

Woodside’s 2Q24 results indicate the Tellurian acquisition will sustain oil and gas sales into the 2030s. 1H24 results show the company is seeking investor input on its struck down transition plan.

Woodside released its 1Q24 results last week with no disclosure provided for its New-Energy segment.

Santos released its FY23 results and Sustainability and Climate Change report this week. While there was more disclosure on Santos Energy Solutions, its emission targets and its transition strategy remain unchanged