Santos’ 2026 Investor Day is a clear positive read-through for Tamboran, with Beetaloo positioned as a tier-1 basin and one of the key future growth options across Santos’ Australia LNG portfolio. Santos described Beetaloo as a “world-class shale play” targeting 430tcf of basin-wide gas-in-place and the potential for Santos’ acreage to supply up to 10Mtpa of LNG and the east coast market for 50+ years. This implies a very large long-life supply case, indicatively ~50tcf if ....
