石油和天然气行业的首要任务 – 国家视角.pdf

1、OFFICIALIndustry prioritiesDelivering the natural gas needed for energy security and emissions reductionsSAMANTHA MCCULLOCH|CHIEF EXECUTIVE1OFFICIALNatural gas is a key pillar of the Australian economyThe Australian oil and gas sector continues to deliver for all Australians$300+billion dollarsinves

2、ted in Australian LNG projects since 2010$17.1 billion dollarspaid in taxes,royalties and charges in 2023/2480,000peopleemployed by the gas industry supply chain5 million+homesconnected to the gas network37%of energyused by Australian manufacturing in 2023OFFICIAL010002000300040005000600070008000900

3、0202420302035204020452050Total demand for Australian natural gas EY net zero scenarios(PJ)2023 demand for Australian gasElectrify scenarioBlended scenarioCapture scenarioThe role of gas in AustraliaIndependent analysis from EYKey determinants of demand for Australian natural gasDemand for Australian

4、 gasIncreased Australian manufacturing and critical mineral processingRapid phase-out of coalChallenges with renewable roll-outChallenges with hydrogen roll-outOFFICIALPolicy uncertainty is hampering investmentSignificant regulatory changes and market interventions4December 2022$12 price cap imposed

5、 on east coast wholesale gas marketSeptember 2022Heads of Agreement for east coast gas supplyMarch 2023Safeguard Mechanism Reforms target LNG May 2023Reforms to Petroleum Resource Rent Tax(PRRT)October 2023Offshore approval uncertainty peaks:backlog of 42 environmental plans and approval times avera

6、ging 400-562 daysMay 2024Offshore approvals reforms shelved in deal with GreensFebruary 2023Australian Domestic Gas Security Mechanism(ADGSM)reformsJuly 2023Mandatory Code of Conduct imposed on east coast marketMay 2024Future Gas Strategy released“I really hope the government understands what we are