Given the interest in possible east coast prospective domgas reservation (assuming there is any gas to prospectively reserve) we have been asked what percentage of east coast LNG is sold domestically and how does this compare with Western Australia? In WA 15% of LNG has to be supplied domestically under the domestic gas reservation policy. Based on our September 2020 EnergyQuarterly report, the equivalent of 9.2% of WA LNG was sold domestically in WA in 2019-20, from the North West Shelf, Gorgon, Wheatstone and Pluto. So much less than 15%. (The difference has to be banked for future domestic supply.) Over the same period on the east coast, the equivalent of 7.0% of LNG from APLNG, GLNG and QCLNG was sold domestically. So the percentages are much closer than might be expected.
Postscript (31 October): While 15% is the typical way the WA policy is described, one our WA friends has pointed out that there are separate agreements for each WA LNG project. The indicative total domestic commitment indicated by the WA Department of Jobs, Tourism, Science and Innovation (JTSI) is 705 TJ/d or 257 PJ/a, the equivalent of 4.6 Mtpa of LNG. The total nameplate capacity of WA LNG projects is 46.3 Mtpa so the effective domestic commitment is 10%, much lower than commonly cited, closer to actual domgas supply from the projects, which averaged 636 TJ/d in 2019-20. This strengthens the point made in the original post.