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ORG.AX in “The LNG Wave Breaks Gas Scarcity”

Origin Energy Limited

Bear sideFadingExposure: not rated yet

Origin's stake in Australia Pacific LNG leaves it exposed to weaker Asian LNG realizations on uncontracted cargoes and future contract resets.

ORG.AX impact map — “The LNG Wave Breaks Gas Scarcity”

How this story travels from the headline to ORG.AX’s own business — positive, negative or mixed, direct or indirect, the mechanism, and how strong the exposure is.

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Price history, marked with story events

Oct 19, 2025 – Oct 19, 2026 · 256 sessions

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Full story

The LNG Wave Breaks Gas Scarcity

A surge of export capacity is pulling Asian and European gas prices down while tightening the US feedgas market.

BEAR side — Origin's stake in Australia Pacific LNG leaves it exposed to weaker Asian LNG realizations on uncontracted cargoes and future contract resets.

Read the full The LNG Wave Breaks Gas Scarcity story