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    What Woodside Energy Group (ASX:WDS)'s First Beaumont Ammonia Output Means For Shareholders

    Simply Wall St·01/07/2026 00:32:42
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    • Woodside Energy Group announced that the Beaumont New Ammonia (BNA) facility in southeast Texas has produced its first ammonia, marking the initial phase of operations commissioning at a plant capable of 1.10 million tonnes per year.
    • The milestone, together with customer contracts for conventional ammonia and plans for lower-carbon output from 2026, positions BNA as a material contributor to global decarbonisation-linked ammonia demand and US export capacity.
    • Now we will examine how first ammonia production at Beaumont New Ammonia may influence Woodside’s investment narrative and long-term positioning.

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    Woodside Energy Group Investment Narrative Recap

    To own Woodside, you need to believe its LNG and broader energy portfolio can keep generating solid cash flows while it cautiously branches into energy transition products. First production at Beaumont New Ammonia (BNA) signals progress toward that transition theme, but it does not materially change the near term focus on hydrocarbon prices and execution risk across Woodside’s major growth projects.

    Among recent announcements, the Louisiana LNG development stands out alongside BNA. Together, a potential 27.6 Mtpa LNG build out and a 1.1 Mtpa ammonia facility frame Woodside as an energy exporter with optionality across conventional and lower carbon molecules, which could be important for how investors weigh future project delivery, contract performance and capital allocation.

    However, against these growth projects, investors should also be conscious of the risk that...

    Read the full narrative on Woodside Energy Group (it's free!)

    Woodside Energy Group's narrative projects $14.1 billion revenue and $2.3 billion earnings by 2028.

    Uncover how Woodside Energy Group's forecasts yield a A$27.42 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    ASX:WDS 1-Year Stock Price Chart
    ASX:WDS 1-Year Stock Price Chart

    Fair value estimates from 26 Simply Wall St Community members span a wide band, from A$18.99 up to about A$98.18, reflecting very different expectations. You can weigh those views against how projects like Beaumont New Ammonia actually ramp up and contribute to Woodside’s earnings profile over time.

    Explore 26 other fair value estimates on Woodside Energy Group - why the stock might be worth 19% less than the current price!

    Build Your Own Woodside Energy Group Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.