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Key Takeaways Expectations for sustained LNG demand and flawless project execution could be challenged by decarbonization trends, regulatory risks, and potential project delays. Assumptions of stable shareholder returns and cost efficiencies may be threatened by rising carbon costs, ESG pressures, and operational uncertainties.

Key Takeaways Early project execution, capital discipline, and portfolio flexibility position Woodside for outsized returns and revenue growth ahead of peers as global LNG supply tightens. Expansion into clean energy and technology adoption provides cost advantages, margin growth, and de-risked earnings while supporting premium valuations for the energy transition.

Key Takeaways Reliance on LNG and oil leaves Woodside exposed to demand erosion and margin pressure from global decarbonization efforts and cheaper renewable energy alternatives. Stricter regulations, rising funding costs, and increased competition threaten profitability, project execution, and long-term earnings growth.