What to watch in 2024 Offshore regulation The trials and travails of Santos’ Barossa project are well known, with legal challenges from Traditional Owners causing over a year of delays to the drilling program and also impacting pipeline laying. Woodside’s Scarborough LNG project saw approval for a seismic program rescinded due to similar issues; however, so […]
Australian LNG Monthly Report – November
Big and biggerThe big news of the month was the confirmation by Woodside and Santos that both were in discussion on a potential merger. The company resulting from a merger (we call MergeCo) would certainly be a significant company and become the world’s fourth largest listed LNG producer after Shell, Exxon, and Chevron. MergeCo would […]
EnergyQuarterly Report – December 2023
EnergyQuest has just released its December 2023 EnergyQuarterly report with comprehensive analysis and data for the September Quarter, 2023 together with comments and data of breaking news. Ready for the downhill run? For the past nine calendar years, every year, Australia has seen a new production record, but the streak will end in 2023, and […]
East Coast Gas Outlook 2023
EnergyQuest has released its fifth annual analysis of the east coast gas industry. The outlook for the east coast gas industry is one of great uncertainty. The potential for large swings from balanced supply/demand, to tight supply, to the long term possibility of over supply foretells an industry roller coaster ride ahead. At 314 pages […]
West Coast Gas Outlook 2023
EnergyQuest’s West Coast Gas Outlook 2023 brings together the most comprehensive data, forecasts, and analysis available on the Western Australian domestic gas market. This 188-page report examines the historical, current, and potential future state of a market which has been accustomed to low prices and plentiful supply but is now seeing the opposite. We assess […]
Australian LNG Monthly Report – June 202
Hoping for good weatherThe ACCC latest ‘interim’ report landed 30 June 2023 and the key findings were: Mandatory Gas Code of Conduct Full financial year figure Some of the statistical highlights in this report are: Information about the EnergyQuest Australian LNG Monthly is available by clicking here.
Australian LNG Monthly Report – May 2023
Winter is comingThe cold weather approaches, and with it the second decision from Minister King on whether to activate the Australian Domestic Gas Security Mechanism (ADGSM) due at the end of June. The ACCC’s March 2023 interim gas inquiry report indicated a shortfall of 11 PJ in the third quarter of 2023 and a surplus […]
Australian LNG Monthly Report
LNG has revolutionised the Australian natural gas sector with ten LNG projects in operation. Australia is one of the world’s largest LNG exporters. However there is a dearth of timely and reliable information on LNG exports: What volumes are each of the LNG projects exporting? Are projects operating above contract and nameplate levels, exporting spot […]