에 대한 최신 뉴스 Woodside Energy Group (NYSE:WDS) 주식

Woodside Energy Group

Incorporated in 1954 and named after the small Victorian town of Woodside, Woodside's early exploration focus moved from Victoria's Gippsland Basin to Western Australia's Carnarvon Basin. First LNG production from the North West Shelf came in 1984. BHP Billiton and Shell each had 40% shareholdings before BHP sold out in 1994 and Shell sold down to 34%. In 2010, Shell further decreased its shareholding to 24%. Woodside has the potential to become the most LNG-leveraged company globally.

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블록에 신규 등장 하니웰(NASDAQ:HON)은 다시 큰 계획과 이사회 브레인스토밍으로 돌아왔다. 이번에는 노스캐롤라이나주 샬럿에 본사를 둔 이 회사가 항공우주 사업을 독립시키는 방안을 검토 중이다. 최근 하니웰은 2025년 말 또는 2026년 초까지 자사 첨단소재 사업부를 독립된 상장회사로 분할할 계획을 발표했다. 또한, 개인 보호 장비(PPE) 사업부를 프로텍티브 인더스트리얼 프로덕츠(Protective Industrial Products)에 현금 13억 2,500만 달러에 매각하기로 하였다.

딜 디스패치: 하니웰, 텍스트론, 디로컬 및 소호 하우스가 M&amp;A 움직임 중

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올해 초부터 S&amp;P 500 내에서 상위 10위 안에 에너지 기업이 3곳 포함되어 있으며, 이는 2023년 에너지 부문의 하향 성과에 비해 상당한 패러다임 전환을 나타낸다.올해 초부터 에너지 주식의 과세익을 이루어낸 가장 중요한 요인 중 하나는 원유 가격의 급격한 상승이다.

2024년 유가가 $90에 도달함에 따라 3개의 에너지 주식이 S&amp;P 500의 상위 10개 주식에 포함

Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share

Woodside Energy Group Ltd

WORLD SCAN PROJ INC by WORLD SCAN PROJ INC

World Scan Project Inc

WIIM

Woodside Energy Group shares are trading lower. The company reported Q4 financial results and provided FY25 guidance.

Production
<ul>
<li>Woodside's full-year 2025 production guidance is 186 – 196 MMboe (510 – 537 Mboe/day). This excludes volumes from Beaumont New Ammonia.</li>
<li>The approximate split by product type is:</li>
</ul>
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">LNG</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~40%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Pipeline gas</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~20%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Crude and condensate</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~35%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Natural gas liquids</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~5%</td>
</tr>
</tbody>
</table>
</figure>

Earnings

Guidance

Woodside Provides 2025 Guidance: Sees 186–196 MMboe Production And $4.5B–5B Capex Allocation

Operations
<ul>
<li>Outstanding production from Sangomar with 75 Mboe/day produced in the quarter, driving record full-year production of 194 MMboe (530 Mboe/day), at the top end of the 2024 full-year production guidance range.</li>
<li>Quarterly production of 51.4 MMboe. (559 Mboe/day), down 3% from Q3 2024 due to lower seasonal demand at Bass Strait and an unplanned shutdown at Pluto, partly offset by increased production at Sangomar.</li>
<li>Quarterly revenue of $3,470 million, down 6% from Q3 2024 primarily due to lower seasonal demand at Bass Strait, partly offset by higher third-party LNG trades.</li>
<li>Sold 33.6% of produced LNG at prices linked to gas hub indices in the quarter (12.8% of total equity production), realising a 31% premium compared to oil-linked pricing.</li>
</ul>
Projects
<ul>
<li>The Scarborough Energy project was 78% complete at the end of the quarter, with the final Pluto Train 2 modules arriving at the Pluto LNG site in December. The project remains on target for first LNG cargo in 2026.</li>
<li>The Trion project was 20% complete at the end of the quarter, with construction of the floating production unit commencing in November. First oil is targeted for 2028.</li>
<li>Continued construction of the Beaumont New Ammonia project with Phase 1 of the project on track for start up in the second half of 2025.</li>
</ul>

Reported Earlier, Woodside Energy Q4 Revenue $3.47B Up From $3.355B YoY

Chart Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>) secured an order from Bechtel to supply its Integrated Pre-Cooled Single Mixed Refrigerant liquefaction technology and cold boxes for Phase 1 of Woodside Energy Group&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/g42739186/bechtel-and-woodside-place-woodside-louisiana-lng-phase-1-order-to-chart-industries" rel="noreferrer noopener">Louisiana LNG project.</a>
The project, managed by Bechtel and owned by Woodside, was previously known as the Driftwood LNG project.
Under the order awarded this month, Chart Industries will support Phase 1 of the Louisiana LNG project by providing two LNG plants with 16 cold boxes for 11 MTPA of production.
Each plant will include four Heavies Removal Cold Boxes and four LNG Liquefaction Cold Boxes.
Chart&#8217;s IPSMR process, known for its energy efficiency and reliability, will be a key component in Woodside Energy&#8217;s efforts to deliver cleaner energy solutions.
Jill Evanko, CEO and President of Chart Industries, said, &#8220;Our IPSMR technology and associated equipment will play a key role in supporting Woodside&#8217;s LNG production on schedule, delivering both efficiency and sustainability to meet global energy needs.&#8221;
As of September 30, Chart Industries held cash and equivalents <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/g41679040/chart-industries-reports-third-quarter-2024-financial-results" rel="noreferrer noopener">of $312.5 million</a>.
Price Action: GTLS shares are up 1.25% at $192.98 at the last check Tuesday.
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Image via Shutterstock.

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GTLS

Chart Industries Lands LNG Deal: Powering Woodside Energy's Louisiana Expansion

Chart Industries Received The Order From Bechtel For The Supply Of Our Integrated Pre-cooled Single Mixed Refrigerant  Liquefaction Technology And Cold Boxes For Phase 1 Of Woodside Energy Group's Louisiana LNG Development Opportunity

The Scarborough Energy Project has passed another significant milestone with the final Pluto Train 2 modules arriving at the Pluto LNG facility in Karratha, Western Australia.
The successful completion of the Pluto Train 2 module program advances the Scarborough Energy Project towards the targeted delivery of first LNG in 2026.
Since February 2024, a total of 51 modules, weighing a combined 56,000 metric tonnes, have been shipped to Karratha from the module yard in Batam, Indonesia, where they were built.
Expanding the Pluto LNG facility to include a second LNG processing train provides an efficient way to process gas from the offshore Scarborough field.

Reported Earlier, Woodside's Scarborough LNG Project Reaches New Heights With Delivery Of Final Pluto Train 2 Components

<h2 class="wp-block-heading">New On The Block</h2>
Honeywell (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) is back at it again with big plans and boardroom brainstorms. This time, the Charlotte, North Carolina-based company is considering sending its aerospace business <a href="https://www.benzinga.com/news/asset-sales/24/12/42505835/honeywell-advances-strategic-review-explores-aerospace-business-separation">off to fly solo</a>. Recently, Honeywell unveiled plans to spin off its Advanced Materials business into a standalone public company by late 2025 or early 2026. Additionally, the company is selling its Personal Protective Equipment (PPE) business to Protective Industrial Products for $<a href="https://www.benzinga.com/24/11/42140202/honeywell-to-exit-ppe-business-with-1325-billion-sale-plans-advanced-materials-spinoff">1.325 billion in cash</a>.
Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>) has decided it's time to <a href="https://www.benzinga.com/news/guidance/24/12/42558931/textron-hits-the-brakes-on-powersports-strategic-shift-amid-soft-demand">hit the brakes on</a> its Powersports product line, part of the Industrial segment&#8217;s Textron Specialized Vehicles business. The segment manufactures snowmobiles and off-road vehicles under the Arctic Cat label. Deere &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>) is rumored to be interested in acquiring it. Textron expects to wrap up its restructuring in the first half of the new year.
DLocal, a Latin American payments provider with a market value of about $3.6 billion, is on the auction block. The Montevideo, Uruguay-based company hired Morgan Stanley to gauge takeover offers from bidders. Private equity firm General Atlantic is DLocal&#8217;s largest shareholder.
<h2 class="wp-block-heading">Updates From The Block</h2>
The European Commission <a href="https://www.benzinga.com/government/regulations/24/12/42621868/nvidia-secures-eu-approval-for-runai-deal-us-probes-china-export-breach">granted unconditional approval</a> for Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to acquire Run:ai Labs Ltd, an Israel-based provider of GPU orchestration software. The decision under the EU Merger Regulation concluded the acquisition would not raise competition concerns within the European Economic Area. Nvidia aims to integrate Run: ai&#8217;s software into its ecosystem. Run:ai specializes in software that helps organizations optimize and manage their artificial intelligence compute workloads across various environments, including on-premises and cloud platforms.
Soho House's billionaire chairman Ron Burkle wants to whisk the private members' club away from the U.S. stock market. Burkle and his squad of investors have thrown down a flashy <a href="https://www.benzinga.com/24/12/42597812/soho-house-jumps-over-50-on-receiving-acquisition-offer-with-83-premium">$1.8 billion buyout bid</a>, offering $9 per share—a snazzy 83% premium to the stock&#8217;s closing price on Wednesday, Dec. 18. This isn't Soho House's first flirtation with delisting. Just a few months ago, it turned down a mysterious suitor's offer.
See Also: <a href="https://www.benzinga.com/markets/equities/24/12/42646591/novo-nordisk-rises-5-in-premarket-as-analyst-dismisses-fridays-17-plunge-as-market-overreaction">Novo Nordisk Rises 5% In Premarket As Analyst Dismisses Friday&#8217;s 17% Plunge As Market Overreaction</a>
<h2 class="wp-block-heading">Off The Block</h2>
Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) and Woodside Energy Group Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>) <a href="https://www.benzinga.com/news/contracts/24/12/42584936/chevron-secures-larger-north-west-shelf-stake-in-asset-swap-400m-payment-to-woodside">finalized an asset swap deal</a> on Wednesday. As part of the agreement, Woodside will transfer its 13% non-operated interest in the Wheatstone Project and its 65% operated interest in the Julimar-Brunello Project in Western Australia. In return, Woodside will acquire Chevron&#8217;s 16.67% stakes in the North West Shelf Project and the NWS Oil Project, along with a 20% interest in the Angel Carbon Capture and Storage Project. Additionally, Chevron will make a cash payment to Woodside of up to $400 million. This includes a $300 million payment at completion, and contingency payments of up to $100 million, tied to the handover of the Julimar Phase 3 Project and subsequent production performance.
<h2 class="wp-block-heading">Bankruptcy Block</h2>
Furnishing and retailer Big Lots Inc.&#8216;s Chapter 11 bankruptcy filing in September and impending store closures could benefit rival Ollie&#8217;s Bargain Outlet Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>), JPMorgan analyst Matthew R. Boss says. On Sept. 9, Big Lots filed for Chapter 11 and announced a subsequent sale of its assets to Nexus Capital Management LP. The company&#8217;s stock was subsequently delisted from the New York Stock Exchange. Its third-quarter financial report revealed a company struggling with declining sales, eroding margins and a continual bleeding of cash. On Dec. 19, the Columbus, Ohio-based company said its sale to Nexus Capital fell through, noting it &#8220;continues to work toward completing an alternative going concern transaction with Nexus or another party.&#8221; CEO Bruce Thorn announced a <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42624759/big-lots-holds-liquidation-sales-analyst-pegs-competitor-as-major-beneficiary-market-share-capture-opportunity">going-out-of-business sale</a>.
FTX announced that its<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42151412/bankrupt-crypto-exchange-ftx-to-commence-payments-to-customers-creditors-in-early-2025"> Chapter 11 bankruptcy reorganization plan</a> will become effective on Jan. 3, 2025. Customer and creditor distributions will be facilitated through partnerships with cryptocurrency platforms Kraken and BitGo. The first round of distributions is expected to occur within 60 days of the plan's effective date. The initial distribution will cover holders of allowed claims in the Convenience Classes, while timelines for other claim classes will be announced later.
<h2 class="wp-block-heading">Notes From The Block</h2>
Benzinga recently interviewed Tony Roma&#8217;s CEO Mohaimina (Mina) Haque on a variety of topics, including the restaurant chain&#8217;s capital raising initiatives:
<h3 class="wp-block-heading">BZ: What's the global stage look like?</h3>
There's a lot of interest globally. We are in Dubai and Berlin as well as Kuala Lumpur, Malaysia and Perth, Australia. There is a lot of brand awareness. Stateside, as Gen Z and millennials were growing up, there was a decrease in unit size. So, we are working on building that bridge between those who are nostalgic for Tony Roma's and those who haven't experienced it yet. There are challenges, including the supply chain and ensuring that franchise partners uphold our intellectual property.
<h3 class="wp-block-heading">BZ: Is M&amp;A still on the cards?</h3>
It is a possibility. We have parties interested in helping us to expand our global and national footprint. So, it's still in the cards, with either a venture capital or private equity firm. For anyone interested and who wants to see more explosive growth for the company, we are looking for partners capable of heavy capital infusion.
<h3 class="wp-block-heading">BZ: What size investment do you think would you go to ballpark it?</h3>
If I have to ballpark it, maybe somewhere between $10 million and $20 million
For the <a href="https://www.benzinga.com/general/restaurants/24/12/42553401/comfort-food-comeback-how-mina-haque-plans-to-make-tony-romas-sizzle-again">full Q&amp;A, click here</a>.
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Deal Dispatch: Honeywell, Textron And Soho House Are Making M&A Moves

Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) and Woodside Energy Group Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>) <a href="https://www.benzinga.com/pressreleases/24/12/b42566747/woodside-simplifies-portfolio-and-unlocks-long-term-value" target="_blank" rel="noreferrer noopener">finalized an asset swap deal</a> on Wednesday.
What Happened: Woodside will transfer its 13% non-operated interest in the Wheatstone Project and its 65% operated interest in the Julimar-Brunello Project in Western Australia.
In return, Woodside will acquire Chevron&#8217;s 16.67% stakes in the North West Shelf Project and the NWS Oil Project, along with a 20% interest in the Angel Carbon Capture and Storage Project.
Additionally, Chevron will make a cash payment to Woodside of up to $400 million. This includes a $300 million payment at completion, and contingency payments of up to $100 million, tied to the handover of the Julimar Phase 3 Project and subsequent production performance.
Additionally, cashflows of around $400 million are forecasted from utilizing depreciable tax bases upon completion.
Chevron will also provide Woodside with a $100 million advance payment upon execution of the transaction, which is refundable by Woodside if the transaction is not complete.
The transaction is expected to close in 2026 since it is contingent upon the completion of the Julimar Phase 3 Project execution and handover.
Why It Matters: The Julimar Phase 3 Project is currently in the execution phase. Woodside will continue to manage it until the asset is transferred to Chevron at the project start-up.
Woodside CEO Meg O&#8217;Neill said, &#8220;This transaction simplifies our portfolio, improving our focus and efficiency by consolidating our position in our operated LNG assets. It is immediately cash flow accretive and includes a cash payment upon both execution and completion.&#8221;
&#8220;This year, the North West Shelf Project and its Karratha Gas Plant celebrated 40 years of operations. The Western Australian Government&#8217;s recent decision to extend the environmental approval for the North West Shelf Project supports its ongoing contribution to reliable energy supply for local and global customers.&#8221;
&#8221;This transaction creates greater opportunity to fill emerging processing capacity and maximise value accretive recovery from the North West Shelf Project.&#8221;
&#8220;Additionally, this improves joint venture planning for decarbonization opportunities at Karratha Gas Plant. Our increased equity in the Angel CCS Project also supports future development of this large-scale, multi-user carbon capture and storage hub in Western Australia.&#8221;
Price Action: Chevron shares rose 0.29% at $144.50, while WDS shares are up 1.53% at $14.60  premarket on Thursday.
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Image: Shutterstock

Chevron, Woodside Finalize Asset Swap In $400 Million Deal

Woodside and Chevron have agreed to an asset swap under which Woodside will acquire Chevron's interest in the North West Shelf (NWS) Project, the NWS Oil Project and the Angel Carbon Capture and Storage (CCS) Project, and transfer all of its interest in both the Wheatstone and Julimar-Brunello Projects to Chevron. Chevron will also make a cash payment to Woodside of up to $400 million.
The transaction highlights include:
<ul>
<li>Streamlines Australian portfolio and consolidates focus on operated LNG assets;</li>
<li>Simplifies NWS joint venture ownership, unlocking economic recovery of existing production and future development opportunities; and</li>
<li>Strengthens near-term cash flow to support shareholder distributions and ongoing investments.</li>
</ul>

Reported Earlier, Woodside Reshapes Portfolio With Chevron Asset Swap, Gaining LNG And CCS Project Interests

Reported Earlier, Woodside Energy Signs Revised EPC Contract With Bechtel For Louisiana LNG Project

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Shares of oil and gas companies are lower ahead of OPEC's supply decision on Thursday. The commodity may be falling due to ongoing conflict in the Middle East.

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Shares of energy and oil stocks are trading higher amid a rise in the price of oil, which gained on Russia-Ukraine tensions and a Norway oilfield shutdown.

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Shares of oil and gas companies are trading lower following a build in US crude inventories.

Reported Earlier, Woodside Energy To Delist From London Stock Exchange, Last Trading Day Set For November 19

<ul>
<li>Record quarterly production of 53.1 MMboe (577 Mboe/day), up 20% from Q2 2024 due to ramp-up of Sangomar, increased uptime across operated assets including 99.9% LNG reliability at Pluto and increased seasonal domestic gas demand. Full-year production guidance has been narrowed to 189&ndash;195 MMboe.</li>
<li>Quarterly revenue of $3,679 million, up 21% from Q2 2024 primarily due to Sangomar cargo sales and higher average LNG prices.</li>
<li>Achieved nameplate capacity at Sangomar with gross production rates of 100,000 barrels per day.</li>
<li>Capitalised on increased gas-hub prices by selling 39% of produced LNG cargoes in the quarter on prices linked to gas hub indices.1&nbsp;Full year gas hub guidance has been increased to 33&ndash;37% of produced LNG</li>
</ul>

Woodside Energy Reported Q3 Revenue Of $3.679B Up 13% YoY, +21% Sequentially; Delivered Quarterly Production Of 53.1 MMboe (577 Mboe/day), Up 18% Sequentially

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Shares of energy stocks are trading lower as oil prices fall after Israel reportedly indicated it could target military sites in Iran but not oil or nuclear targets.

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Shares of energy companies are trading lower, pulling back after recently rising amid Middle East tensions. China stimulus uncertainty may also be impacting the demand outlook.

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Shares of energy companies are trading higher amid heightening Middle East tensions. A report suggests Iran is preparing to directly attack Israel, which could create shocks to the global economy.

Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) reportedly ruled out taking an equity stake in Woodside Energy Group Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>) <a href="https://www.benzinga.com//node/39879353">upcoming acquisition of Driftwood LNG in Louisiana.</a>
Colin Parfitt, head of midstream operations, told Reuters that Chevron can effectively monetize its U.S. gas without converting it to LNG.
The decision reflects the company&#8217;s earlier choice to bypass investment in U.S. LNG plant construction and sell its gas directly to the market instead.
In July 2023, Chevron executives said in an interview that the company is confident in its &#8216;buy-rather-than-build&#8217; strategy, which an S&amp;P Global <a target="_blank" href="https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/072023-interview-chevron-prefers-buying-us-lng-to-building-export-projects" rel="noreferrer noopener">report </a>highlighted.
During the interview, the company&#8217;s executives stated that Chevron&#8217;s U.S. LNG offtake contracts support its goal of increasing international sales of Permian Basin production, while the company will primarily leave U.S. midstream infrastructure development to third parties to focus on upstream and downstream investments.
In 2022, Chevron&nbsp;U.S.A. entered into long-term <a href="https://lngir.cheniere.com/news-events/press-releases/detail/253/cheniere-and-chevron-sign-long-term-lng-sale-and-purchase">LNG </a>sale and purchase agreements with Cheniere Energy. Notably, given the current interest rate environment, it&#8217;s interesting that Chevron chose not to invest in the construction of a U.S. LNG plant.
Recently, the Federal Reserve decided to reduce interest rates by 50 basis points leading to <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40937291/bank-stocks-hit-inflection-point-after-feds-50-basis-point-cut-analyst-reveal-top-p" target="_blank" rel="noreferrer noopener">surge in optimism across major sectors</a>.
Further into the future, the Dot Plot signals the fed funds rate will drop to between 3.25% and 3.5% by the end of 2025, implying an additional 100 basis points of cuts. By the end of 2026 and the newly introduced projections for 2027, <a href="https://www.benzinga.com/economics/macro-economic-events/24/09/40926026/federal-reserve-delivers-bold-0-5-rate-cut-signals-further-easing-ahead" target="_blank" rel="noreferrer noopener">interest rates are expected to fall to 2.9%</a>.
It remains uncertain whether the company will alter its stance after future rate reductions as it wants the best use of its capital.
This week, Chevron Shipping Company, in partnership with Wärtsilä, disclosed that it will convert engines on six&nbsp;liquefied natural gas&nbsp;(LNG) carriers from dual-fuel to spark gas operation to cut methane&nbsp;emissions <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40941443/chevron-takes-steps-to-reduce-methane-emissions-from-lng-carriers" rel="noreferrer noopener">and support its carbon reduction goals</a>.
Investors can gain exposure to the Chevron via&nbsp;E.A. Series Trust Strive U.S. Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRLL#NYSE">DRLL</a>) and&nbsp;SPDR Select Sector Fund – Energy Select Sector&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>).
Price Action: CVX shares are up 0.13% at $145.18 at the last check Friday.
Photo by Jonathan Weiss on Shutterstock
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/24/09/40920735/chevron-slams-bidens-lng-export-pause-touts-natural-gas-for-ai-growth-report" target="_blank" rel="noreferrer noopener">Chevron Slams Biden&#8217;s LNG Export Pause, Touts Natural Gas For A.I. Growth: Report</a></li>
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Disclaimer: This content was partially produced with the help of A.I. tools and was reviewed and published by Benzinga editors.

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Chevron Prioritizes Gas Sales Over LNG Plant Investment: Report

BROG

KLXE

Shares of oil and gas companies are trading higher amid a rise in the price of oil after the Fed cut rates, which could lift the demand outlook. Also, ongoing tension in the Middle East could increase supply

Citi raised the firm's price target on Woodside Energy (WDS) to A$23.50 from A$21.50 and keeps a Sell rating on the shares. The firm has marked to ...

Woodside Energy price target raised to A$23.50 from A$21.50 at Citi

In a report released on January 15, Gordon Ramsay CFA from RBC Capital maintained a Buy rating on Woodside Energy Group (WDS – Research Report), wi...

RBC Capital Sticks to Its Buy Rating for Woodside Energy Group (WDS)

Australia's major iron ore export ports in northwest Australia remained closed on Monday as Tropical Cyclone Sean strengthened into a Category 3 st...

Australia's major iron ore export ports closed due to cyclone, Bloomberg says

Morgan Stanley analyst Robert Koh maintained a Hold rating on Woodside Energy Group (WDS – Research Report) today and set a price target of A$27.00...

Morgan Stanley Keeps Their Hold Rating on Woodside Energy Group (WDS)

In a report released yesterday, Nik Burns from Jarden upgraded Woodside Energy Group (WDS – Research Report) to a Buy, with a price target of A$27....

Positive Report for Woodside Energy Group (WDS) from Jarden

UBS analyst Tom Allen maintained a Hold rating on Woodside Energy Group (WDS – Research Report) today and set a price target of A$27.40. The compan...

Woodside Energy Group (WDS) Gets a Hold from UBS

In a report released today, James Byrne CFA from Citi maintained a Sell rating on Woodside Energy Group (WDS – Research Report), with a price targe...

Citi Sticks to Its Sell Rating for Woodside Energy Group (WDS)

Woodside Energy Group reports Q4 results; initiates FY25 outlook

Here are the major earnings after the close today

In a report released today, Robert Koh from Morgan Stanley maintained a Hold rating on Woodside Energy Group (WDS – Research Report), with a price ...

Woodside Energy Group (WDS) Receives a Hold from Morgan Stanley

BHPLF

CACI

CADE

FSUGY

FSUMF

NVEC

STLD

Press Releases

Tellurian Inc. Announces Intention to Delist and Redeem 8.25% Senior Notes Due 2028

Woodside to Delist From the London Stock Exchange

Woodside Releases Quarter Three 2024 Results

Woodside Teams up With Baker Hughes and Bechtel to Pedal for a Purpose

Woodside Signs Agreement for Louisiana LNG

Woodside Simplifies Portfolio and Unlocks Long-Term Value

All aboard for Woodside Energy's Pluto Train 2

Baker Hughes Secures Liquefaction Equipment Order for Woodside Louisiana LNG

Bechtel and Woodside Place Woodside Louisiana LNG Phase 1 Order to Chart Industries

Woodside Releases Fourth Quarter Report for Period Ended 31 December 2024

Antero Resources Corporation Common Stock

Antero Resources

Chord Energy

Civitas Resources

CNX Resources

ConocoPhillips

California Resources Corporation Common Stock

California Resources

Comstock Resources

Coterra Energy

Devon Energy

EOG Resources

Expand Energy

Diamondback Energy

Hess

Magnolia Oil & Gas Corporation Class A Common Stock

Magnolia Oil & Gas

Matador Resources

Murphy Oil

Ovintiv

Permian Resources Corporation Class A Common Stock

Permian Resources

Range Resources

SM Energy

Texas Pacific Land Corporation Common Stock

Texas Pacific Land

Vista Energy S.A.B. de C.V. American Depositary Shares, each representing one series A share, with no par value

Vista Energy

Viper Energy, Inc. - Class A Common Stock

Viper Energy

<h2 class="wp-block-heading">블록에 신규 등장</h2>
하니웰(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>)은 다시 큰 계획과 이사회 브레인스토밍으로 돌아왔다. 이번에는 노스캐롤라이나주 샬럿에 본사를 둔 이 회사가 항공우주 사업을 <a href="https://www.benzinga.com/news/asset-sales/24/12/42505835/honeywell-advances-strategic-review-explores-aerospace-business-separation">독립시키는 방안</a>을 검토 중이다. 최근 하니웰은 2025년 말 또는 2026년 초까지 자사 첨단소재 사업부를 독립된 상장회사로 분할할 계획을 발표했다. 또한, 개인 보호 장비(PPE) 사업부를 프로텍티브 인더스트리얼 프로덕츠(Protective Industrial Products)에 <a href="https://www.benzinga.com/24/11/42140202/honeywell-to-exit-ppe-business-with-1325-billion-sale-plans-advanced-materials-spinoff" target="_blank" rel="noopener" data-google-interstitial="false">현금 13억 2,500만 달러</a>에 매각하기로 하였다.
텍스트론(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>)은 파워스포츠 제품군의 전략적 전환을 <a href="https://www.benzinga.com/news/guidance/24/12/42558931/textron-hits-the-brakes-on-powersports-strategic-shift-amid-soft-demand">중단하기로 결정</a>했다. 이 제품군은 산업 부문의 텍스트론 특수 차량(Textron Specialized Vehicles) 사업에 속하며, 아틱캣(Arctic Cat) 브랜드로 스노모빌과 오프로드 차량을 제조한다. 디어 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>)가 인수에 관심이 있다는 소문이 있다. 텍스트론은 새해 상반기까지 구조조정을 마무리할 계획이다.
디로컬(DLocal)은 약 36억 달러의 시장 가치를 가진 라틴 아메리카 결제 서비스 제공업체로, 현재 매각 중이다. 우루과이 몬테비데오에 본사를 둔 이 회사는 인수 제안을 평가하기 위해 모건 스탠리를 고용했다. 사모펀드인 제너럴 아틀란틱(General Atlantic)이 디로컬의 최대 주주이다.
<h2 class="wp-block-heading">블록의 업데이트</h2>
유럽연합 집행위원회는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)가 이스라엘에 본사를 둔 GPU 오케스트레이션 소프트웨어 제공업체 Run:ai Labs Ltd를 인수하는 것에 대해 <a href="https://www.benzinga.com/government/regulations/24/12/42621868/nvidia-secures-eu-approval-for-runai-deal-us-probes-china-export-breach">무조건적인 승인을</a> 내렸다. EU 합병 규정에 따른 이번 결정은 인수가 유럽 경제 지역 내에서 경쟁 문제를 제기하지 않을 것이라고 결론지었다. 엔비디아는 Run:ai의 소프트웨어를 자사의 생태계에 통합할 계획이다. Run:ai는 조직이 인공지능(AI) 컴퓨팅 작업 부하를 최적화하고 관리할 수 있도록 돕는 소프트웨어를 전문으로 한다.
소호 하우스(Soho House)의 억만장자 회장 론 버클(Ron Burkle)은 이 사교 클럽을 미국 주식 시장에서 철수시키고 싶어한다. 버클과 그의 투자자 팀은 주당 9달러로 주가의 83% 프리미엄을 제공하는 <a href="https://www.benzinga.com/24/12/42597812/soho-house-jumps-over-50-on-receiving-acquisition-offer-with-83-premium">18억 달러 인수 제안</a>을 제시했다. 이는 12월 18일 수요일 주가 종가에 비해 화려한 83% 프리미엄이다. 소호 하우스는 이번이 처음은 아니다. 몇 달 전에는 신원 미상의 인수 제안을 거절한 바 있다.
<h2 class="wp-block-heading">블록에서 제외</h2>
쉐브론(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) 우드사이드 에너지 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>)은 수요일에 <a href="https://www.benzinga.com/news/contracts/24/12/42584936/chevron-secures-larger-north-west-shelf-stake-in-asset-swap-400m-payment-to-woodside">자산 교환 거래를 성사</a>시켰다. 이 협정의 일환으로 우드사이드는 휘트스톤 프로젝트(Wheatstone Project)에 대한 13% 비운영 지분과 호주 서부의 줄리마르-브루넬로 프로젝트(Julimar-Brunello Project)에 대한 65% 운영 지분을 이전한다. 대가로 우드사이드는 쉐브론의 노스웨스트 셀프 프로젝트(North West Shelf Project)와 NWS 오일 프로젝트에 대한 16.67% 지분, 엔젤 탄소 포집 및 저장 프로젝트(Angel Carbon Capture and Storage Project)에 대한 20% 지분을 취득한다. 또한, 쉐브론은 우드사이드에게 최대 4억 달러의 현금 지급을 한다. 여기에는 완료 시 3억 달러 지급과 줄리마르 3단계 프로젝트 인수 및 이후 생산 실적에 따른 최대 1억 달러의 우발적 지급이 포함된다.
<h2 class="wp-block-heading">파산 블록</h2>
가구 및 소매업체인 빅랏츠(Big Lots Inc.)의 9월 챕터 11 파산 신청과 다가오는 매장 폐쇄는 경쟁업체인 올리스 바겐 아웃렛 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>)에게 이익이 될 수 있다고 JP모건의 애널리스트 매튜 보스(Matthew R. Boss)가 말했다. 9월 9일, 빅랏츠는 챕터 11을 신청하고 자산을 넥서스 캐피털 매니지먼트(Nexus Capital Management LP)에 매각하기로 발표했다. 이후 회사의 주식은 뉴욕증권거래소에서 상장폐지되었다. 3분기 재무 보고서는 매출 감소, 이익률 악화, 현금 지속적 유출로 어려움을 겪고 있는 회사의 모습을 드러냈다. 12월 19일, 오하이주 콜럼버스에 본사를 둔 회사는 넥서스 캐피털에 대한 매각이 무산되었다고 발표하며 &#8220;넥서스 또는 다른 당사자와의 대체 지속 거래를 완료하기 위해 계속 노력하고 있다&#8221;고 전했다. CEO 브루스 손(Bruce Thorn)이 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42624759/big-lots-holds-liquidation-sales-analyst-pegs-competitor-as-major-beneficiary-market-share-capture-opportunity">청산 세일</a>을 발표했다.
FTX는 <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42151412/bankrupt-crypto-exchange-ftx-to-commence-payments-to-customers-creditors-in-early-2025">챕터 11 파산 재조정 계획</a>이 2025년 1월 3일에 발효될 것이라고 발표했다. 고객 및 채권자 분배는 암호화폐 플랫폼 크라켄(Kraken)과 비트고(BitGo)와의 파트너십을 통해 이루어진다. 첫 번째 분배는 계획의 효력 발생일로부터 60일 이내에 이루어질 것으로 예상된다. 초기 분배는 편의 클래스의 허용 청구권 보유자를 포함할 것이며, 다른 청구권 클래스에 대한 일정은 나중에 발표될 것이다.
<h2 class="wp-block-heading">블록의 메모</h2>
벤징가는 최근 토니 로마스(Tony Roma&#8217;s)의 CEO 모하이미나 하케(Mohaimina(Mina) Haque)와 다양한 주제에 대해 인터뷰를 진행했다. 여기에는 레스토랑 체인의 자본 조달 이니셔티브가 포함된다:
<h3 class="wp-block-heading">BZ: 글로벌 시장은 어떤 모습인가?</h3>
전 세계적으로 많은 관심이 있다. 우리는 두바이, 베를린, 말레이시아의 쿠알라룸푸르 및 호주의 퍼스에 있다. 브랜드 인지도가 높다. 미국에서는 Z세대와 밀레니얼 세대가 성장하면서 매장 규모가 줄어들었다. 그래서 우리는 토니 로마스를 그리워하는 세대와 아직 경험해 보지 못한 세대 간의 다리를 놓으려고 노력하고 있다. 공급망 문제와 가맹점이 우리의 지적 재산권을 지켜보는 것과 같은 도전 과제가 있다.
<h3 class="wp-block-heading">BZ: M&amp;A는 여전히 계획 중인가?</h3>
가능성은 있다. 우리는 글로벌 및 국내 입장을 확장하는 데 관심이 있는 당사자들이 있다. 따라서 여전히 벤처 캐피털 또는 사모펀드와 함께 카드를 만지고 있다. 회사의 더 폭발적인 성장을 원하고 관심 있는 모든 분들을 위해 우리는 대규모 자본 투자가 가능한 파트너를 찾고 있다.
<h3 class="wp-block-heading">BZ: 예상 투자 규모는 얼마인가?</h3>
대략적으로 1천만 달러에서 2천만 달러 사이로 예상한다.
<a href="https://www.benzinga.com/general/restaurants/24/12/42553401/comfort-food-comeback-how-mina-haque-plans-to-make-tony-romas-sizzle-again">전체 Q&amp;A를 보려면 여기를 클릭하세요</a>.
지난주의 &#8216;딜 디스패치&#8217;에 대한 자세한 내용은 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%94%9C-%EB%94%94%EC%8A%A4%ED%8C%A8%EC%B9%98-%ED%97%88%EC%89%AC%EC%99%80-%EB%AA%AC%EB%8D%B8%EB%A6%AC%EC%A6%88%EC%9D%98-%EC%9D%B8%EC%88%98-%ED%98%91%EC%83%81-%ED%9B%8C%EB%A6%AC%ED%95%9C%EC%9D%B4/" target="_blank" rel="noopener">여기를 클릭하세요</a>.
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딜 디스패치: 하니웰, 텍스트론, 디로컬 및 소호 하우스가 M&A 움직임 중

올해 초부터 S&amp;P 500 내에서 상위 10위 안에 에너지 기업이 3곳 포함되어 있으며, 이는 <a href="https://www.benzinga.com/money/best-energy-stocks">2023년 에너지 부문의 하향 성과</a>에 비해 상당한 패러다임 전환을 나타낸다.
올해 초부터 에너지 주식의 과세익을 이루어낸 가장 중요한 요인 중 하나는 원유 가격의 급격한 상승이다.
U.S. 원유 펀드(United States Oil Fund) (ARCA: <a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/uso" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for USO">USO</a>)가 추적하는 서부 텍사스 중질유(WTI)는 올해 들어 20% 상승했다. 이 상승은 수요 증가, 제한된 OPEC+ 공급 및 중동에서의 긴장 증가(특히 이스라엘과 이란 사이)와 같은 여러 요인의 결합으로 볼 수 있다.
미국 에너지 정보청(EIA)의 최신 예측에 따르면, 2024년 2분기에는 브렌트 원유 현물 가격이 이전 예측보다 2달러 높은 1배럴 당 90달러로 예상된다.
2024년 평균 가격에 대한 예측은 1배럴 당 89달러이다. 이 상승은 이 분기에 국제 원유 재고가 상당히 감소하고 있으며 지속적인 지정학적 불확실성이 예상되기 때문에 EIA가 기대하는 것이다.
또한 소매 휘발유 가격은 2024년에 평균 1갤런 당 3.60달러로 예상되며, 이는 이전 예측인 1갤런 당 3.50달러보다 높다.
2024년 4월 9일 현재, 에너지 선택 섹터 SPDR 펀드(EnergySelect Sector SPDR Fund) (ARCA: <a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/xle" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLE">XLE</a>)는 올해 들어 16% 상승하여 다른 모든 S&amp;P 500 섹터를 능가하고 있다.
<h1 class="wp-block-heading">올해 들어서 S&amp;P 500 10대 수익 기업 중 3곳이 에너지 기업</h1>
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>회사 이름</td>
<td>가격 변동(올해 기준 %)</td>
<td>부문</td>
</tr>
<tr>
<td>슈퍼 마이크로 컴퓨터 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)</td>
<td>215.81%</td>
<td>정보기술</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>70.28%</td>
<td>정보기술</td>
</tr>
<tr>
<td>콘스텔레이션 에너지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)</td>
<td>59.83%</td>
<td>유틸리티</td>
</tr>
<tr>
<td>메타 플랫폼 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>44.88%</td>
<td>통신 서비스</td>
</tr>
<tr>
<td>마라톤 페트롤리움 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>)</td>
<td>42.65%</td>
<td>에너지</td>
</tr>
<tr>
<td>마이크론 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>42.55%</td>
<td>정보기술</td>
</tr>
<tr>
<td>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</td>
<td>39.77%</td>
<td>유틸리티</td>
</tr>
<tr>
<td>웨스턴 디지털 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>)</td>
<td>38.09%</td>
<td>정보기술</td>
</tr>
<tr>
<td>발레로 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>)</td>
<td>36.10%</td>
<td>에너지</td>
</tr>
<tr>
<td>다이아몬드백 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NYSE">FANG</a>)</td>
<td>32.23%</td>
<td>에너지</td>
</tr>
</tbody>
</table>
</figure>
<h1 class="wp-block-heading">2024년 4월 미국 에너지 기업의 수익 발표</h1>
미국 대형 에너지 기업의 2024년 1/4분기 수익 발표 일정은 아래와 같다.
<ul>
<li>2024년 4월 12일 금요일: 킨더 모건 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)</li>
<li>2024년 4월 19일 금요일: 슐룸베르거 N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), 우드사이드 에너지 그룹 ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>)</li>
<li>2024년 4월 23일 화요일: 할리버튼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>)</li>
<li>2024년 4월 24일 수요일: 시노버스 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVE#NYSE">CVE</a>), EQT Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>)</li>
<li>2024년 4월 25일 목요일: 발레로 에너지, 헤스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>)</li>
<li>2024년 4월 26일 금요일: 엑슨모빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), 쉐브론 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>), 필립스 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>), 임페리얼 오일(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMO#NYSE">IMO</a>).</li>
<li>2024년 4월 30일 화요일: 마라톤 페트롤리움, 원오크(ONEOK Inc.) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>), MPLX LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPLX#NYSE">MPLX</a>), 다이아몬드백, 카메코 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)</li>
</ul>
지금 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38164785/bank-of-america-sees-gold-at-3-000-warns-of-a-copper-supply-crisis-metals-dance-to-">은행 금융의 2024년 3월 수입이 1조달러를 돌파</a>
사진: 셔터스톡

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Woodside Energy Group

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일요일, 12월 22, 2024

화요일, 4월 09, 2024

사람들이 또한 지켜본다

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