Browsing Tag
Darwin LNG
9 posts
Santos reports record US$1.07bn operating free cash flow but cuts upper end of 2026 guidance
Santos has reported record quarterly production, stronger LNG revenue and a substantial cash flow increase as Barossa and Pikka contribute, but operational interruptions at the Alaska project have prompted a narrower full-year production outlook.
October 22, 2026
Santos keeps 99-105mmboe guidance as two megaprojects enter cash-generation phase
Santos reported lower first-half profit and subdued free cash flow, but Barossa and Pikka are now ramping simultaneously, setting up a 20%-30% production increase in the second half of 2026.
August 23, 2026
Santos trims FY26 output guidance to 99-105 mmboe as ramp timing slips
Santos paid out 100% of operating cash even as all-in free cash flow turned negative US$119m, a board signal ahead of the Barossa-Pikka H2 ramp inflection.
August 19, 2026
Santos (ASX: STO) loads first Barossa condensate cargo as Q2 delivery narrows the case for H2 cash flow
Santos loaded the first Barossa condensate cargo on 24 July, but the second-half cash flow inflection still hinges on Pikka plateau and the interim dividend.
July 27, 2026
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
May 1, 2026
Santos (ASX: STO) posts $1.27bn in Q1 revenue as Pikka hits mechanical completion and Barossa readies LNG ramp-up
Santos Q1 2026: $1.27B revenue, Pikka near first oil, Barossa resuming. Quokka appraisal confirms Alaska upside. Full analysis for investors. Read more.
April 23, 2026
What the first Barossa LNG cargo signals for Santos, Japan’s JERA, and Australia’s energy playbook
Santos ships first Barossa LNG cargo to Japan, marking a key supply and execution milestone. Find out what this means for Asia, NT growth, and LNG markets.
January 27, 2026
Santos (ASX: STO) Q4 2025: Barossa LNG loading begins, Pikka oil ramp on track for Q1
Find out how Santos is unlocking growth with Barossa LNG and Pikka oil, and what the Q4 results mean for production, cash flow, and 2026 execution risks.
January 22, 2026
Santos stock dips despite Barossa and Pikka milestones as FY25 guidance tightens
Santos narrows 2025 production guidance as Barossa LNG and Pikka phase 1 near completion. Find out what this means for investors and future growth.
October 17, 2025