Apa Group · ASX:APA
Apa — UBS Utilities Conference 2012
16 slides from Apa's conference presentation, Jun 15, 2012
Slide 1: Growth over the long term
Growth over the long term Ross Gersbach Chief Executive Strategy and Development UBS Utilities Conference 15 June 2012
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Australian Pipeline Limited (ACN 091 344 704) the responsible entity of the Australian Pipeline Trust (ARSN 091 678 778) and APT Investment Trust (ARSN 115 585 441) (APA Group). Summary information: This presentation contains summary information abou
Slide 3: APA is well positioned in a growing industry
APA is well positioned in a growing industry Australia’s largest natural gas pipeline owners Unrivalled gas asset footprint – Largest transporter of natural gas across Australia DUET 1,480 km – 80% Dampier Bunbury Pipeline Singapore 1,800 km – Eastern Gas Pipeline , Queensland Gas Pipeline , Jemen
Slide 4: Developing a national energy infrastructure footprint
Developing a national energy infrastructure footprint June 2000 June 2012 Transporting 25% of gas used Transporting 50% of gas used Over 12 years … Increasing ownership of key assets APA has developed an Acquiring interconnected assets interconnected energy Constructing new pipelines and energ
Slide 5: Future growth
Future growth APA’s growth opportunities over the … satisfying APA’s key investment next decade … criteria Pipeline infrastructure for Strategic – investment fit and ability to power generation and mining projects extract synergies with APA’s assets, expertise and customer relationships Infras
Slide 6: Increasing demand for gas, driven by electricity generation
Increasing demand for gas, driven by electricity generation 3,000 Outlook for gas consumption 36% 2,500 Primary consumption (PJ) 30% Growth in gas volumes (1) 2,000 Share of total (%) 24% – Average annual growth rate of 3.4% pa over the next 20 PJ 1,500 18% years (compared with 1.4% for primary en
Slide 7: Good reasons for gas-fired generation
Good reasons for gas‐fired generation Reduced carbon emissions – Produces 30% to 50% of the emissions produced by current coal technologies in generating electricity Quick start generation – Suitable for managing peak demand – Provides ‘natural hedge’ for electricity retailers Capital cost ‐ ele
Slide 8: Well positioned infrastructure for gas-fired generation
Well positioned infrastructure for gas‐fired generation APA infrastructure benefit for generators – Incrementally expand pipeline capacity – Deliver gas from multiple sources – Supply security Eastern WA & NT Generation (MW) market market Gas generation Existing ‐ network 9,824 3,812 Existing ‐ no
Slide 9: Developing energy infrastructure
Developing energy infrastructure Developing energy infrastructure that leverages APA’s existing infrastructure, expertise and customer relationships Strong energy infrastructure service provision Understanding the market and our customers to develop a suite of tailored services Investing in po
Slide 10: Diamantina Power Station – a low-risk investment
Diamantina Power Station – a low‐risk investment An APA and AGL Energy power generation development to supply energy users in Mt Isa and surrounding regions Energy efficient – 242 MW combined cycle plant, with high energy efficiency of 55% (compared with 35% for coal fired) – Local generation, wit
Slide 11: Infrastructure provider in WA energy precinct
Infrastructure provider in WA energy precinct Emu Downs wind farm acquisition Acquired at attractive multiples – FY12 EBITDA multiple of approx. 8.5 times – Includes 130 MW wind farm development rights on an adjacent site Delivering secure earnings – Long term revenue contracts for black and gre
Slide 12: Developing gas storage - Mondarra expansion
Developing gas storage ‐ Mondarra expansion Interconnected gas storage provides for supply and demand balancing, as well as supply security Mondarra Gas Storage Facility (Western Australia) Underground gas storage (depleted gas reservoir) connected to Parmelia Gas Pipeline (APA) and Dampier Bunbur
Slide 13: Developing APA's energy investment business
Developing APA’s energy investment business APA’s energy investments leverage internal capabilities, both people and systems Co‐investing in secure, relatively low growth energy infrastructure assets and businesses, together with … Providing a mix of asset management, operations and maintenance an
Slide 14: Conclusion
Conclusion APA is well positioned in a growing market – Continuing to expand and enhance our energy infrastructure portfolio across Australia in line with increasing demand for gas and energy Focused growth for the long term – Developing opportunities that leverage APA’s infrastructure, expertis
Slide 15: APA asset and investment portfolio
APA asset and investment portfolio APA Group: UBS Utilities Conference, June 2012 15
Slide 16: Delivering Australia's energy
For further information contact Delivering Australia’s energy Chris Kotsaris Investor Relations, APA Group Tel: +61 2 9693 0049 E‐mail: [email protected] or visit APA’s website www.apa.com.au