Commodity market report
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14 Pages

Global gas markets long-term supply outlook - Australia - H1 2017


Global gas markets long-term supply outlook - Australia - H1 2017

Report summary

Australian LNG export capacity is set to grow at an unprecedented rate, with seven LNG projects in operation and a further three under construction. Export capacity will increase from 87bcm in 2017 to 120 bcm by the end of 2020. With nearly US$240bn of investment through the value chain between 2010 and 2019, project delivery and cost control remain a focus.

There remains potential for additional export capacity to be developed. We expect the next wave of development to involve the debottlenecking of plants, backfill of projects coming off plateau production and lower cost brownfield expansions, where capital investment can be reduced. With LNG prices forecast to remain depressed through to early next decade, the ability of operators to reduce costs will be key to any new project sanctions as Australia competes with other low cost regions, including North America, for an increasingly limited market in the 2020s. 

What's included?

This report includes 2 file(s)

  • Global gas markets long-term supply outlook - Australia - H1 2017 PDF - 762.27 KB 14 Pages, 3 Tables, 6 Figures
  • Global gas markets long-term outlook - Australia - H1 2017.xls XLS - 442.50 KB

Description

Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Long Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this long term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
  • Supply
    • LNG export projects
    • Domestic gas production
    • Tight gas & shale potential
    • Prospects for additional investment
  • Infrastructure
    • LNG
      • Operational plants
      • Plants under construction
      • Pre-FID plants
  • Supply-demand balances
  • Contracts
    • Export Potential
  • Trade
    • Market access
    • Strategy
    • Recent trends
      • Medium term
      • Long term
  • Risks and uncertainties
    • Ramp up risks
    • Cost outlook
    • Marketing
    • Carbon pricing
    • Local opposition
    • Domestic gas shortage
    • Backfill of plants as reserves depleted

In this report there are 9 tables or charts, including:

  • Executive summary
    • Map - key domestic and export infrastructure - Australia west
    • Map - key domestic and export infrastructure - Australia east
  • Supply
    • Indigenous production potential*
  • Infrastructure
    • Export capacity
    • Infrastructure: Table 1
    • Infrastructure: Table 2
    • Infrastructure: Table 3
  • Supply-demand balances
    • Available export volumes vs available export capacity
  • Contracts
    • Contracted exports vs export potential
  • Trade
  • Risks and uncertainties
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