EnergyQuest has just released its Australian LNG Monthly for June 2020. Some of the highlights are as follows: Australian projects exported 79.4 Mt in the 12 months to June 2020, up 5.7% from 75.1 Mt a year earlier. Total LNG export revenue is estimated to be $47.9 billion in FY 2020, down $1.5 billion from […]
EnergyQuest Australian LNG Monthly May 2...
EnergyQuest has just released its Australian LNG Monthly for May 2020. Some of the highlights are as follows: Australian LNG shipments appear to be starting to see the impacts of the COVID-19 pandemic and the global oversupply of LNG. Australian LNG shipments in May were down by eight cargoes compared with April, primarily due to […]
EnergyQuarterly June 2020
The June 2020 EnergyQuarterly report has just been released, with comprehensive Australian oil and gas data for the March Quarter plus analysis of the latest developments. In the Observations Section we have a number of articles commenting on topical issues: COVID-19 up-ends business-as-usual East coast gas outlook: all agreed? How much gas does the […]
EnergyQuest Australian LNG Monthly April...
EnergyQuest has just released its Australian LNG Monthly for April 2020. Some of the highlights are as follows: Notwithstanding the global surplus of LNG and slowdown in economic activity due to COVID-19, Australian LNG shipments are holding up well. In April Australian projects shipped 6.9 million tonnes (Mt) (101 cargoes). Deliveries to China are also holding up. Australian projects delivered 40 cargoes to China […]
EnergyQuest Australian LNG Monthly March...
EnergyQuest has just released its Australian LNG Monthly for March 2020. Some of the highlights are as follows: The world has changed dramatically in the last six weeks as COVID-19 has spread world-wide. In the energy sector, abandoning oil production cuts at the OPEC+ meeting in early March turned out to be the worst possible decision for […]
East Coast Gas Outlook to 2040: Keeping ...
The rise of COVID-19 and the outcome of the OPEC+ meeting on 5-6 March have seen one of the biggest disruptions the gas industry has ever seen. What is the outlook for the gas industry in these turbulent times? How does a company manage supply and market risk in this volatility? What do Boards and […]
EnergyQuest Australian LNG Monthly Febru...
EnergyQuest has just released its Australian LNG Monthly for February 2020. Some of the highlights are as follows: Australian LNG is starting to experience a double-whammy of lower volumes and lower prices. The disruption to trade with China and Japan from the coronavirus is starting to become evident in cargoes, not yet substantial but most […]
EnergyQuarterly March 2020
The March 2020 EnergyQuarterly report has just been released, with comprehensive Australian oil and gas data for 2019 and the December Quarter plus analysis of the latest developments. In the Observations Section we have a number of articles commenting on topical issues: Did Carbon Kill the Bight? Covid-19. Is Australia a Minor Contributor to Global […]
EnergyQuest Australian LNG Monthly for J...
EnergyQuest has just released its Australian LNG Monthly for January 2020. Suddenly the LNG market is being buffeted from all directions. The market was already soft with a warm winter in North Asia and rapidly growing US production. Now the outbreak of the coronavirus has hit oil prices (to which Australian LNG prices are indexed) and spot LNG prices. Brent […]
EnergyQuest December 2019 LNG Report
EnergyQuest has just released its December2019 LNG Report. Some of the highlights are: Higher LNG exports and lower east coast gas prices. Australia has officially become the world’s largest exporter of LNG on an annualised basis with the record performance for last year being 1.5 Mt above the Platts estimate (6 January) of Qatar 2019 […]