东澳大利亚天然气供需市场最新情况 – 迈向 2027 年.pdf

1、Rick WilkinsonCEO EnergyQuest 22 October 2024East coast peak angst:energy is getting even more complexEnergy analysis and strategy|Copyright 2024 EnergyQuest 2OFFICIAL:SensitiveEast coast peak angst:energy is getting even more complexEast coast and NT gas supply/demand dominated by Queensland produc

2、tionSouthern region supply is not likely to meet demandMore supply and major upgrades to infrastructure are needed to meet peak and seasonal swingsAustralia is falling behind and could lose a golden opportunity in carbon captureIntroductionEnergyQuestan advisory firm,providing independent energy mar

3、ket analysis and strategy for energy companies,energy buyers,investors and governments around Australia and the world.Founded in Adelaide in 2005 by Graeme and Susan Bethune.Regular reports include the EnergyQuarterly,Australian LNG Monthly,East Coast Gas Outlook,and Western Australian Gas Outlook.E

4、nergy analysis and strategy|Copyright 2024 EnergyQuest 3OFFICIAL:SensitiveEast coast and NT gas supplySource:EnergyQuest analysis Gas supply to the east coast and NT markets is dominated by Queensland production Energy analysis and strategy|Copyright 2024 EnergyQuest 4OFFICIAL:SensitiveSouthern Regi

5、on:last three years*Indicative and preliminarySource:AEMO,EnergyQuest analysis Gippsland/Bass continues substantial decreaseOtway projects increase supplyCooper continues declineQueensland to become a substantial supplier to the Southern RegionSouthern Region:Demand and Supply Gas supply to the Sout

6、hern Region is changing quickly Energy analysis and strategy|Copyright 2024 EnergyQuest 5OFFICIAL:SensitiveSouthern supply challengesSource:EnergyQuest 2024 East Coast Gas Outlook modelling(preliminary)Gas supply to the Southern Region is changing quickly and unable to meet expected demand 1.Lower G