Insight
CSG-LNG supply breakevens: develop or defer?
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Report summary
High cost Australian CSG-LNG projects are reaching first production in a low price environment, within an Asia-Pacific market long in LNG supply. With operators looking to slash capital costs across their portfolios, how safe are these developments in this perfect storm? We believe margins have been squeezed but are still positive and development activity will continue.
Table of contents
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Executive summary
- Margins are positive at US$50/bbl oil
- The cost of upstream supply
- Supply diversity and cost will increase over time
- Focus on cost reduction
- Economic assumptions and methodology
Tables and charts
This report includes 6 images and tables including:
- Supply breakevens by area vs FOB LNG price at US$50/bbl oil*
- CSG play breakevens by operated acreage*
- Weighted average cost of supply, by operated acreage
- Breakeven prices and volumes
- Production by CSG play (2015-25)
- CSG-LNG supply breakevens: develop or defer? : Image 6
What's included
This report contains:
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