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A short history of Australian east coast...

The Oxford Institute of Energy Studies has recently published a useful paper by Visiting Research Fellow, Nikolai Drahos: Australia’s gas trilemma: prices, exports and emissions. https://www.oxfordenergy.org/wpcms/wp-content/uploads/2021/09/Insight-100-Australias-gas-trilemma-prices-exports-and-emissions-.pdf The paper cites work over the years by EnergyQuest, including a contribution to a report presented to the World Gas Conference in Washington in June 2018, Exhibit 7 Australia’s […]

$100 million LNG cargoes?

Two weeks ago, on 16 September, we released our August Australian LNG Monthly report, which noted the surge in global gas prices. Significant growth in gas demand post COVID-19 in both North Asia and Europe has created competition for LNG cargoes, particularly from the US and Qatar, pushing up gas spot prices to record levels for […]

EnergyQuarterly September 2021. Mega-dea...

The September 2021 EnergyQuarterly report has just been released, with comprehensive Australian energy data for the June Quarter 2021 and the 2021 Financial Year plus analysis of the latest developments.  The cover story is the proposed Woodside-BHP Petroleum and Santos-Oil Search deals. The report analyses the  drivers for both Woodside and Santos and BHP’s rationale in disposing of a business which they have had […]

Australian biofuels currently subdued

by APAC Biofuel Consultants Joint CEO and EnergyQuest Senior Associate, Mike Cochran. Australia’s biofuels industry is very subdued at present – COVID aside.  The industry has contracted with more plant closures and no new investment of significance over the past 10 years. BIOENERGY ROADMAP However, Australia is awaiting the release of the Federal Government’s Bioenergy […]

New report highlights growing divide in ...

EnergyQuest’s latest East Coast Gas Outlook to 2040, Balanced on the Edge, reveals a widening long-term divide between gas supply and prices in Queensland/NT and the southern states – with the industry balanced on the edge of not meeting demand in just a few years. The new report is the leading energy consultancy’s first in-depth […]

New Report: East Coast Gas Outlook to 20...

Conditions in the east coast gas market continue to challenge producers, buyers, pipeliners, retailers and governments. The industry is balanced on the edge, grappling with high-risk global forces and domestic constraints. In Queensland the gas supply position has improved but offshore Victoria it has deteriorated further, with reserve write-downs. In this environment it is important […]