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Oil

This Month

Woodside’s North Rankin platform.

Woodside, Chevron in WA LNG shake-up

A deal between the pair should pave the way for more gas supplies to flow into the North West Shelf, while supporting dividend payouts to Woodside shareholders.

  • Angela Macdonald-Smith
Niels Troost, a veteran trader of Russian oil, says he was duped into trades by a “monster”. The alleged conman says it was all Troost’s doing.

The oil trader, the alleged con and the crushing sanctions that followed

Niels Troost and one of his directors are the only two Europeans who have been sanctioned for dealing Russian oil. He says he was duped in an elaborate con.

  • Tom Wilson
The Organisation of Petroleum Exporting Countries and its allies face an increasingly fragile picture for oil prices.

OPEC+ delays oil output hike until April, extends cuts into 2026

The cartel’s earlier plan to start unwinding cuts from October this year has been thwarted by a slowdown in global demand and rising output outside the group.

  • Alex Lawler, Olesya Astakhova and Maha El Dahan

November

A Russian oil tanker in Novorossiysk. A scramble to avoid Russian oil has spiked the price.

As Ukraine crisis worsens, big oil and gas see rising share prices

Two major oil benchmarks rose 6 per cent last week, and are expected to continue climbing amid fears the conflict with Russia will intensify.

  • Cecile Lefort
Santos CEO Kevin Gallagher’s promising shareholders a smoother ride.

Santos swears it will end the boom and bust years

It’s one thing to preach discipline, it’s another to practice it.

  • Anthony Macdonald
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Liberty Energy chief executive Chris Wright is a staunch defender of fossil fuel use.

Trump’s new energy secretary linked to Beetaloo Basin gas project

Chris Wright’s Liberty Energy is behind the fracking fleet used for extraction from developing fields in the Northern Territory.

  • Updated
  • Matthew Cranston
State-owned giant Cupet founded the Pina oilfield and retains rights to buy its supply, according to the pitch.

Petro Australis Energy books non-deal roadshow for 2025 IPO

Petro Australis’s IPO preps come after the company raised $24 million by selling 25 per cent at an $84 million post-money valuation in June.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

October

Workers in protective clothing clean up Coogee Beach after it was closed on Wednesday.

Beach bans may last to the weekend in tar ball mystery

Thousands of tennis ball-sized black globules have washed up on some of the city’s most popular beaches, and authorities are worried about a risk to public health.

  • Updated
  • Maxim Shanahan
Ampol CEO Matt Halliday describes the refining market as “challenging”.

‘Material miss’: Ampol refining profits smashed

The petrol and diesel retailer has warned of a $100 million profit hit due to a plunge in refining margins and operational disruptions at its Brisbane plant.

  • Angela Macdonald-Smith
Flame and smoke rise from an Israeli airstrike in Dahiyeh, Beirut.

Oil surges to $US80 a barrel as conflict sparks supply fears

Traders are concerned about a strike on energy infrastructure in the Middle East that could hinder oil supplies after Iran’s missile attack on Israel last week.

  • Matthew Cranston
Oil prices are climbing as investors worry about disruptions to oil supplies.

ASX buffered by oil price bounce as Middle East conflict widens

The ASX 200 is headed for a 0.3 per cent rise on Monday, but heightened tensions from Israel’s strikes on targets in Lebanon could keep investors on edge.

  • Cecile Lefort
An estimated 15 per cent of China’s oil imports come from Iran, according to Andon Pavlov, senior refining and oil products analyst at Kpler, a firm in Vienna that specialises in tracking Iran’s oil shipments.

China buys nearly all of Iran’s oil exports

The roughly $2.9 billion of sales a month to China bankroll the Iranian government and provide the cash that it needs to pay for its own imports.

  • Keith Bradsher
A gas flame at the Salman Oil Field operated by the National Iranian Offshore Oil Co. Traders are anxious that Israel may strike Iranian oil assets.

Petrol price spike threat as Israel ponders hit on Iranian oil fields

The rising threat of a regional war in the Middle East also scuppered the ASX’s three-week winning streak, which had sent the local bourse to record highs.

  • Updated
  • Alex Gluyas and Matthew Cranston
Israeli families take cover on the side of a freeway from Iranian missile strikes.

Middle East escalation rocks bullish markets

Investors have been dealt a swift reality check as tensions between Iran and Israel threaten to bubble over after missile attacks.

  • Alex Gluyas

September

OPEC+, which groups OPEC members and allies such as Russia, is scheduled to raise output by 180,000 barrels per day in December.

Oil falls on report OPEC+ will boost supply in December

Saudi Arabia is committed to dropping its unofficial $US100 a barrel price target to win back market share, the Financial Times also reported.

  • Maha El Dahan, Olesya Astakhova and Alex Lawler
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Woodside CEO Meg O’Neill, an American, is increasing the company’s North American presence.

Is Woodside going American? Probably a good idea, investors say

Australia’s hostile business environment for oil and gas means Woodside’s shift of emphasis to North America, where it has done a string of deals, is a good idea, they say.

  • Angela Macdonald-Smith
For now, the path of least resistance is lower.

Brent oil tumbles below $US70 as oversupply fears deepen rout

The global benchmark briefly shed more than 4 per cent in New York, with US crude plunging more than 4.5 per cent.

  • Antonia Mufarech and Alex Longley
Petrol prices in Melbourne and Sydney had climbed dramatically in the lead-up to Christmas as retailers capitalised on demand from holidaymakers.

Relief for motorists as oil price slides to its lowest point this year

But the decline has wreaked havoc on the ASX energy sector – already one of the worst-performing of the year to date – with Santos and Woodside both down.

  • Joshua Peach

August

Meg O’Neill, CEO Woodside Energy.

Woodside investor relief as payouts to remain ‘strong’

Analysts are expected to lift Woodside’s forecast yield after it clung to an 80 per cent payout ratio for shareholder returns.

  • Updated
  • Angela Macdonald-Smith
New Zealand

New Zealand to push through law to reverse ban on oil and gas exploration

The law would end the ban, in place since 2018, on exploration as the right-of-centre government plans to lure investment to the country’s oil and gas sector.

  • Renju Jose

Original URL: https://www.afr.com/topic/oil-huo