Monitor construction milestones and first LNG timing for the Louisiana LNG project, as well as any additional offtake agreements that would further de-risk the project's revenue stream.
Price Chart
Executive Summary
Woodside signed a 20-year LNG supply agreement with QatarEnergy to supply up to 3 million tonnes per annum from its Louisiana LNG project, which is under construction and targeting first LNG in 2029. The agreement provides long-term revenue visibility for a material portion of the project's output, building on a previously announced Uniper contract.
Key Facts
- Woodside signed a 20-year sale and purchase agreement with QatarEnergy for LNG supply of up to 3 Mtpa from the Louisiana LNG Project.
- The Louisiana LNG project includes three trains with a combined capacity of 16.5 Mtpa and targets first LNG in 2029.
- Supply will start from Train 2 and increase to 3 Mtpa from Train 3 startup.
- The agreement builds on a previously announced Uniper contract, providing sustained revenue certainty for a material portion of Louisiana LNG production.
Financial Impact
No specific financial terms disclosed; the agreement provides long-term revenue certainty for a material portion of the Louisiana LNG project's output, but pricing, volume ramp, and total contract value are not stated.
Risk Factors
- Project execution risk: Louisiana LNG is still under construction with first LNG targeted for 2029, and delays or cost overruns could impact the agreement's value.
- No financial terms disclosed: the contract's pricing mechanism and total value are unknown, limiting the ability to assess materiality.
- Forward-looking statements: the filing contains aspirational targets and forward-looking statements that are not guarantees of future performance.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-436871 |
| Document: d183023d6k.htm | 0001193125-26-436871 |
| Document: 0001193125-26-436871-index-headers.html | 0001193125-26-436871 |
| Document: 0001193125-26-436871-index.html | 0001193125-26-436871 |
| Document: 0001193125-26-436871.txt | 0001193125-26-436871 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 6-K | $23.16 | awaiting T+60 | awaiting T+60 | $23.55 (+1.68%) |
Oct 27, 2026 5d ago | 6-K | $23.16 | awaiting T+60 | awaiting T+60 | $23.55 (+1.68%) |
Oct 21, 2026 11d ago | 6-K | $23.62 | awaiting T+60 | awaiting T+60 | $23.55 (−0.30%) |
Oct 8, 2026 24d ago | 6-K | $22.59 | awaiting T+60 | awaiting T+60 | $23.55 (+4.25%) |
Sep 16, 2026 6w ago | 6-K | $23.07 | awaiting T+60 | awaiting T+60 | $23.55 (+2.08%) |
Sep 14, 2026 6w ago | 6-K | $23.74 | awaiting T+60 | awaiting T+60 | $23.55 (−0.80%) |
Sep 2, 2026 8w ago | 6-K | $23.83 | awaiting T+60 | awaiting T+60 | $23.55 (−1.17%) |
Aug 26, 2026 9w ago | 6-K | $22.90 | awaiting T+60 | awaiting T+60 | $23.55 (+2.84%) |
Aug 25, 2026 9w ago | 6-K | $22.86 | awaiting T+60 | awaiting T+60 | $23.55 (+3.02%) |
Jul 23, 2026 14w ago | 6-K | $22.34 $23.27 | ▲ +4.16% | ▼ −0.39% | $23.55 (+5.42%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers