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Stockchase Opinions

Darren SissonsWoodside Energy GroupWDS-ASXWEAK BUYJul 20, 2022

Interesting position, as commodities usually respond positively to inflation. Canadian energy faces a significant discount to get into the US. If peace comes to Ukraine, Canadian energy will fall a lot. WDS wouldn't fall as much, and it's a cheaper opportunity, so it may be a better place to be for a long-term, structural position.
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