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An uncertain outlook for Australian CSG-to-LNG
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Report summary
Australia’s three Coal Seam Gas-to-LNG projects are the largest unconventional gas projects outside of North America, with a capital investment of over US$60 billion. First LNG is expected by year-end, and will signal the end of the first stage in what has been a difficult journey to date. A number of primary issues remain: The logistical challenge of ramping-up to peak production; additional high-quality 2P reserves may be required; and further cost overruns remain an ongoing risk.
Table of contents
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Executive summary
- The big three
- Risks in the ramp-up
-
Opportunities from the shortfall
- Arrow Energy
- Other players
- Expansion on the horizon?
- An uncertain path ahead
Tables and charts
This report includes 8 images and tables including:
- Company CSG positions and pipelines
- Key project facts - Wood Mackenzie estimates
- An uncertain outlook for Australian CSG-to-LNG: Image 2
- An uncertain outlook for Australian CSG-to-LNG: Image 3
- Reserves required for each LNG project, versus 2p reserves, resources and third-party supply
- Publicly announced third-party gas contracts for each LNG project
- Total project production, by quality of acreage, and percentage that consists of Tier 3 coals
- Top 10 CSG acreage holders in the Surat-Bowen region, Queensland
What's included
This report contains:
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