Coal rescues gas The Australian Energy Market Operator (AEMO) has just released the Gas Statement of Opportunities (GSOO) 2025, its annual review of the gas supply/demand balance on the east coast of Australia. In the latest GSOO, AEMO pushes back its estimate of when gas shortfalls for the southern states will occur from 2026 to 2028. A […]
LNG and energy essentials – February 202
Information about EnergyQuest’s ‘LNG and energy essentials’ report is available by clicking here. Will the LNG glut turn into a trickle?Back in 2023 the IEA’s annual World Energy Outlook forecast there would soon be a ‘glut’ of LNG supply, which would start in 2025 and run to 2030. The IEA estimated the new capacity would be […]
EnergyQuarterly Report – March 2025
EnergyQuest has released its March 2025 EnergyQuarterly report with comprehensive analysis and data for the December Quarter, 2024 together with comments and data of breaking news. The real energy culprit is demand The theme of this report is that with the energy transition, the residual and hard to displace demand for fossil fuels, including gas, […]
LNG and energy essentials – January 2025
Information about EnergyQuest’s ‘LNG and energy essentials’ report is available by clicking here. China responds to US LNG tariffs with a wet featherThe global LNG market was rumbled this month with the announcement by the US of a 10% tariff on a range of imports from China, including LNG. In response, China announced it would […]
LNG and energy essentials – December 202
Information about EnergyQuest’s ‘LNG and energy essentials’ report is available by clicking here. Waving the white flag on price caps?The ACCC’s latest instalment of its ongoing inquiry into gas supply arrangements was released in December. To parse the commentary in the report, the Gas Market Code and associated price cap is not materially impacting price […]
Australian LNG Monthly Report – November
Information about the EnergyQuest Australian LNG Monthly is available by clicking here. Year in review2024 was an eventful year for the LNG industry, though thankfully less so than previous years which saw a series of major and unexpected government interventions. This month’s LNG report covers some of the major events in 2024 and some points to […]
EnergyQuarterly Report – December 2024
EnergyQuest has just released its December 2024 EnergyQuarterly report with comprehensive analysis and data for the September Quarter, 2024 together with comments and data of breaking news. Cascading consequences EnergyQuest recently completed a detailed month-by-month analysis of the east coast and Northern Territory gas markets, compared to previous annual versions. This gives insights into seasonal […]
East Coast Gas Outlook 2024
East Coast Gas Outlook 2024 – uncharted energy frontiers The sixth and latest annual East Coast Gas Outlook, finds that the outlook for east coast gas is now entering ‘uncharted energy frontiers’. The new report of more than 310 pages, is EnergyQuest’s annual in-depth analysis of the long-term outlook for the east coast gas market, […]
Australian LNG Monthly Report – October
Information about the EnergyQuest Australian LNG Monthly is available by clicking here. Does the world need more LNG projects?The International Energy Agency (IEA) recently released its annual World Energy Outlook (WEO) for 2024. The IEA says that for markets to absorb all the new LNG supply and continue to grow past 2030 would require a combination […]
Unlocking the Potential of Carbon Captur...
EnergyQuest is pleased to announce the release of its detailed, independent review of Australia’s carbon capture, utilisation and storage industry. The report, Unlocking the Potential of Carbon Capture, examines why CCUS is necessary, the key factors for successful project execution, and the current status and outlook of CCUS (including CCS) projects for Australia. Australia is falling behind […]