Sydney Morning Herald 14 May https://www.smh.com.au/business/companies/next-in-beijing-s-crosshairs-lng-worries-surface-amid-china-stoush-20210514-p57rwn.html
Victoria ignoring looming gas squeeze
AFR 7 April https://www.afr.com/companies/energy/victoria-ignoring-looming-gas-squeeze-20210401-p57g1a
Retire the LNG netback comparison: EQ
https://www.energynewsbulletin.net/outlook-analysis/news/1406108/retire-the-lng-netback-comparison-eq
Gas power down but not out
https://www.afr.com/companies/energy/gas-power-down-but-not-out-20210309-p57905
Is it the end for gas in the power mix?
https://www.energynewsbulletin.net/outlook-analysis/news/1406192/is-it-the-end-for-gas-in-the-power-mix
There is no market failure in Australia’
Op-ed in Australian Financial Review 18 June 2020 It is good to see a focus on the future of Australian manufacturing by the high-powered National COVID-19 Coordination Commission chaired by Mr. Nev Power. However, the leaked draft report of the NCCC’s Manufacturing Taskforce is an odd document. Gas has apparently dominated the Taskforce’s discussion even […]
Australia-China row unlikely to ensnare ...
Platts 19 May https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/051920-australia-china-row-unlikely-to-ensnare-lng-trade-but-risks-have-grown
China still hungry for Australian LNG
Australian Financial Review 15 May 2020 The global glut in natural gas and a growing frostiness in trade relations with China have so far failed to dent Australia’s LNG exports to China, with a big jump in cargoes delivered in April… Australian Financial Review coverage of EnergyQuest April 2020 Australian LNG Monthly report. https://www.afr.com/companies/energy/china-still-hungry-for-australian-lng-20200514-p54stl
Shell and PetroChina’s Arrow gas venture
Another large write-down for Arrow but potentially turning the corner now the reserves book has been cleaned up and development is getting underway. Quoted in The Australian https://www.theaustralian.com.au/business/mining-energy/shell-and-petrochinas-arrow-gas-venture-in-520m-writedown/news-story/1dd35caef9b4de5aecd5f79b0f33463a?utm_source=The%20Australian&utm_medium=email&utm_campaign=editorial&utm_content=BusinessReviewAM&utm_source=Email&utm_medium=&utm_campaign=&utm_content=
Equinor abandons plans to drill in the G...
Equinor’s decision to abandon drilling in the Bight is disappointing but not surprising. Disappointing because Australia imports one million barrels of oil per day to meet its thirst for petrol, diesel and jet fuel. Disappointing also because of the loss of potential economic benefits for South Australia. Not surprising because of the cost of drilling […]