04/05/2026 09:16

Chart of the Week – Crude and related Stocks

Energy stocks have lagged the move in oil prices, and the reason comes down to how the market prices future earnings. The Iran conflict and disruption to Persian Gulf supply drove a sharp spike in near-term oil prices—a clear windfall for producers, but longer-dated futures moved less aggressively, even though they did rise.

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16/04/2026 09:32

Woodside Energy Group Ltd (ASX:WDS) $33.16

Given its sheer size, it's no surprise that the Woodside (ASX:WDS) chart is virtually indistinguishable from the ASX200 Energy sector - where it goes, the sector largely follows. WDS delivered a strong 1H26 result just before the war broke out.

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31/03/2026 09:39

Woodside Energy Group Ltd (WDS) $35.22

WDS is enjoying strong energy prices, having surged ~50% higher in 2026, and it's starting to slowly get ahead of the oil price. The last time WDS was trading at ~$35 back in 2023, Brent Crude was ~20% lower, suggesting a decent move to the downside when the news improves around the conflict, but at this stage, the oil price is telling us there remains a very real chance that things could get worse before they improve.

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19/03/2026 13:06

Woodside Energy Ltd (WDS) $33

Woodside (WDS) punches to fresh 2-year highs as the Iranian conflict continues to escalate.

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10/03/2026 09:12

Woodside Energy Group Ltd (WDS) $31.36

WDS is likely to surrender a decent portion of its recent gains this morning after oils dramatic reversal overnight. Its hard to a determine a “fair value” on WDS with oil moving more than 30% in one session but a pullback towards $28 wouldn’t surprise, or ~10% lower. Even with oil testing $US120 on Monday, WDS was trading close to 20% below its 2023 high, keeping it in the too basket for MM.

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24/02/2026 17:14

Woodside Energy (WDS) $27.75

WDS +2.4%: A strong day on the back of rising oil prices, Woodside delivered a solid result with record oil production and a better-than-expected dividend catching a market that had been bracing for a more conservative stance given the heavy project spend underway. 

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27/01/2026 09:29

Chart of the Week – Natural Gas Futures ($US/MMBtu) v Woodside Energy (WDS)

Natural gas has surged to its highest level since 2022 helping drive Mobil shares to all time highs this week. However, while global energy stocks have been strong domestic names like Santos (STO) and Woodside (WDS) have struggled even with WDS’s revenue being heavily leveraged to gas/LNG, making it one of the most gas-centric energy companies on the ASX.

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20/01/2026 09:30

Woodside Energy Group Ltd (WDS) $23.75

WDS has held firm for more than a year in the face of a US president whose determined to get the price of oil and gas lower to offset inflationary impacts of stimulus measures. There's no real complicated story per se with WDS, when we see higher oil & gas prices, it will rally, that’s the determining factor, but we think there are too many competing forces at play to see that happen at the moment.

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20/11/2025 11:01

Shawn’s Trade Idea: No change, Woodside remains resolute

WDS is firm this morning, only drifting lower even with oil down more than 2%.

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19/11/2025 15:53

Shawn’s Trade Idea: Sandfire (SFR) position is stopped out

WDS is again strong as the market drifts lower, another encouraging sign for our one open position.

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