A coalition of the willing?In this report we detect a cautious optimism creeping back into the industry. Western Australia, the Northern Territory, South Australia and Queensland have been consistent and long-term supporters of the industry, which we have identified as a ‘coalition of the willing’. These states, through consistent policy settings and support, do not […]
LNG and energy essentials – April 2025
Information about EnergyQuest’s ‘LNG and energy essentials’ report is available by clicking here. The only way is upWhile the US increased tariffs substantially on 2 April 2025, an earlier salvo in the trade war with China came on 4 February this year when the US Government imposed an additional 10% tariff on all Chinese imports into […]
LNG and energy essentials – March 2025
Information about EnergyQuest’s ‘LNG and energy essentials’ report is available by clicking here. Does the east coast market still need LNG imports?This month, the Australian Energy Market Operator (AEMO) released its east coast market Gas Statement of Opportunities (GSOO) for 2025. The most notable finding in this year’s edition is that forecast shortfalls in east […]
Media Release 23 March 2025 – Coal rescu
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 […]