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BRIEFING NOTE ·

Santos Ltd (ASX: STO) has underperformed the market for five years running.

By nearly 20 percentage points.

+7.7%
STO 5-year total return
Source: Yahoo Finance
+27.1%
ASX 200 5-year total return
Source: Yahoo Finance
−19.4pp
Santos's underperformance vs. the broader market
Same period. Same currency. Public data.
STO 5-year price — indicative
STO ASX 200 both indexed to 100 at start
Loading data… Both indices normalised to 100 at start. Not financial advice.
AND THEN THERE'S THE SCIENCE

The International Energy Agency was clear in 2021: “Beyond projects already committed as of 2021, there are no new oil and gas fields approved for development in our pathway” to net zero by 2050.

The IPCC's own carbon budget says current fossil fuel projects already exceed what limiting warming to 1.5°C allows. Santos is opening new ones.

The financial case against Santos is one argument. The other is simpler: today's vote shapes a world the next generation has to inherit.

“Gas is not a transition fuel. It is a stranded-asset risk hiding in plain sight on superannuation balance sheets.”

Market Forces

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