Woodside Finalizes Long-Term LNG Supply Agreement with Turkey's BOTAS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 29 2025
0mins
Should l Buy WDS?
Source: Yahoo Finance
- Long-Term Supply Agreement: Woodside has signed a long-term LNG supply agreement with Turkey's state-owned BOTAS, committing to supply approximately 0.5 million tonnes of LNG annually starting in 2030, totaling about 5.8 billion cubic meters, marking Woodside's entry into the Turkish market and enhancing its competitive position in the global LNG sector.
- Flexible Supply Chain: The LNG will primarily be sourced from Woodside's under-construction Louisiana LNG project, showcasing the flexibility of its supply portfolio and supporting the company's strategy to expand long-term contracted volumes tied to new U.S. export capacity.
- Geopolitical Significance: This agreement reflects closer energy cooperation between Turkey and the United States, with Woodside receiving support from both governments following the initial announcement, highlighting political backing for transatlantic LNG trade and reinforcing Turkey's role as a regional gas hub.
- Market Demand Response: As global LNG demand continues to rise, particularly from Europe and emerging markets, this agreement is viewed as critical for ensuring energy security, price stability, and investment certainty, aligning with Woodside's growth strategy in an increasingly tight global LNG market.
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Analyst Views on WDS
Wall Street analysts forecast WDS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WDS is 26.00 USD with a low forecast of 26.00 USD and a high forecast of 26.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 18.150
Low
26.00
Averages
26.00
High
26.00
Current: 18.150
Low
26.00
Averages
26.00
High
26.00
About WDS
Woodside Energy Group Ltd is a global energy company. Its segments include Australia, International and Marketing. The Australia segment is engaged in the exploration, evaluation, development, production and sale of liquefied natural gas, pipeline gas, crude oil and condensate and natural gas liquids in Australia. International segment is engaged in the exploration, evaluation, development, production and sale of pipeline gas, crude oil and condensate and natural gas liquids in international jurisdictions outside of Australia. Marketing segment is engaged in the marketing, shipping and trading of its oil and gas portfolio. Its projects include Pluto LNG, the North West Shelf Project, Macedon, Sangomar, the lower carbon ammonia project in Texas, and others. It holds an interest in Woodside Louisiana LNG, which is an under-construction LNG production and export terminal in Calcasieu Parish, Louisiana. The Sangomar, containing both oil and gas, is located 100 kilometers south of Dakar.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Innovation Accelerator Support: This collaboration will support the Woodside-Rice Decarbonization Accelerator's Summer Fellow, who will directly engage in technology development aimed at reducing greenhouse gas emissions, highlighting the company's growing significance in Houston's innovation ecosystem.
- Long-term Commitment: Woodside's innovation commitment in Houston includes a $12.5 million investment in the Decarbonization Accelerator, aimed at cultivating high-caliber students to meet the evolving skill demands of the energy industry and promote sustainable development.
See More
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- Acquisitions and Integration: Through three large-scale acquisitions in recent years, Oneok anticipates capturing hundreds of millions in cost savings and commercial synergies, which will not only enhance its financial flexibility but also provide robust support for future dividend growth.
- Kinetik Dividend Increase: Kinetik Holdings recently declared a dividend that is 4% higher than the previous quarter, boosting its yield to 8%, marking the second consecutive year of a 4% dividend increase, demonstrating strong cash flow and ongoing growth potential.
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- Production Capacity Exceeds Expectations: The company achieved a record full-year production of 198.8 million barrels of oil equivalent (MMboe), averaging 545 MMboe/d, surpassing its 2025 production guidance, demonstrating strong performance in resource development.
- Asset Reliability Improvement: Reliability at the Sangomar and Shenzi oil fields reached 99.2% and 98%, respectively, while Pluto LNG and North West Shelf projects achieved 100% and 99.8% reliability for two consecutive quarters, showcasing excellence in operational management.
- Future Outlook: The 2026 production guidance is set at 172-186 MMboe, reflecting a major turnaround at Pluto LNG, and despite challenges, the company remains committed to achieving first LNG delivery from the Scarborough project.
See More
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- Sales Decrease: The quarter's sales volume was 52.4 MMboe, a 3% decline from 54.1 MMboe in the previous year, reflecting weakened market demand and potential adjustments in sales strategies.
- Revenue Drop: Q4 revenue fell to $3.035 billion, down 13% from $3.484 billion year-over-year, putting pressure on the company's financial health and potentially impacting future investment decisions.
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See More
