Insight
Making the Carnarvon basin great again: Collaboration
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Australian LNG industry has a long track record of corporate ego thwarting logical collaboration, resulting in billions of dollars of value destruction. But big plans are now afoot to open up upstream and LNG infrastructure across the Carnarvon basin to third-party gas. Will it be different this time? Wood Mackenzie has reviewed and quantified the benefits associated with collaboration across the following infrastructure: 1. Pluto LNG's offshore facilities 2. An interconnector between the Pluto LNG and the North West Shelf LNG plants 3. Third party use of a Trans-Carnarvon Pipeline
Table of contents
- Can big players lose the ego and create value by playing nice?
- What is driving the pipeline proposals?
-
Modelling assumptions and methodology
- Opportunity 1
- Opportunity 2
- Assumptions:
- Field details
- Which wet gas fields are most likely to benefit from the development of third-party infrastructure access?
- Which dry gas fields are most likely to benefit from the development of third-party infrastructure access?
- Beneficiaries from collaboration
- What else is required for collaboration in the Carnarvon to become a reality?
- What is next?
Tables and charts
This report includes the following images and tables:
-
NWS ullageCarnarvon BasinWet gas fields
-
Dry gas fieldsWet gas valuationsThe additional value created from Clio-Acme collaborationNWS ullage scenario, where Browse start-up is delayed by three yearsDry gas valuationsAdditional value created by dry gas collaborationPluto Project remaining PV10 post collaboration
What's included
This report contains:
Other reports you may be interested in
Asset Report
Gorgon LNG - upstream
The Gorgon project is a 15.6 mmtpa LNG development off the northwest coast of Australia, operated by Chevron.
$6,900
Asset Report
Pluto LNG - upstream
Pluto LNG is a 4.3 mmtpa, single train LNG plant fed by the Pluto and Xena fields, both located offshore Western Australia.
$6,900
Asset Report
Stag
The Stag heavy oil field is located in the Dampier sub-basin, part of the Carnarvon Basin, offshore Western Australia.
$3,720
