Darren Sissons
Woodside Energy Group
WDS-ASX
WEAK BUY
Jul 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.