Commodity Market Report

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

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26 September 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. 

Table of contents

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

Tables and charts

This report includes 9 images and tables including:

  • Map - key domestic and export infrastructure - Australia west
  • Map - key domestic and export infrastructure - Australia east
  • Indigenous production potential*
  • Export capacity
  • Available export volumes vs available export capacity
  • Contracted exports vs export potential
  • Infrastructure: Table 1
  • Infrastructure: Table 2
  • Infrastructure: Table 3

What's included

This report contains:

  • Document

    Global gas markets long-term outlook - Australia - H1 2017.xls

    XLS 442.50 KB

  • Document

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

    PDF 762.88 KB

  • Document

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

    ZIP 908.55 KB

  • Document

    Executive summary

    PDF 505.87 KB

  • Document

    Supply

    PDF 87.03 KB

  • Document

    Infrastructure

    PDF 131.40 KB

  • Document

    Supply-demand balances

    PDF 81.23 KB

  • Document

    Contracts

    PDF 85.45 KB

  • Document

    Trade

    PDF 81.18 KB

  • Document

    Risks and uncertainties

    PDF 81.72 KB