APA Group · ASX:APA
APA — Australian Domestic Gas Outlook Conference 2015
16 slides from APA's conference presentation, Mar 26, 2015
Slide 1: Connecting opportunities
Connecting opportunities Linking Australia’s gas markets for improved energy security Rob Wheals, Group Executive Transmission Australian Domestic Gas Outlook Conference, Sydney 26 March 2015
Slide 2: About APA Group
About APA Group APA is Australia’s largest gas infrastructure business APA overview Market A$10.2 billion Core business areas: capitalisation(1) S&P/ASX 50 – top 30 Gas transmission pipelines and storage MSCI All World Index; – Owning and operating two thirds of Australia’s onshore pipelines FTSE
Slide 3: APA – Australia’s largest gas infrastructure business
APA – Australia’s largest gas infrastructure business Latest acquisition: QCLNG Pipeline APA Group, March 2015 3
Slide 4: APA in the Northern Territory and east coast
APA in the Northern Territory and east coast East coast grid > 7,000 km across 5 states/territories Configuring pipelines to operate as a single network system Multiple receipt and delivery points Northern Territory 2,000 km gas pipelines Long term presence in the Northern Territory – sinc
Slide 5: East coast gas market - changing dynamics
East coast gas market - changing dynamics Significant changes happening in the market right now Increased LNG demand World commodity prices Changing/variable sources of gas ? Access to multiple receipt and delivery points Shorter gas sales agreements Market trade and arbitrage opportun
Slide 6: East coast gas market – supply challenges
East coast gas market – supply challenges More than tripling of east coast demand due to LNG exports Supply sufficient for east coast demand for ~ 20 years BUT does not allow for any increase in demand, or any decline in reserves, or any demand beyond 20 years East Coast Australia-Gas Reserves
Slide 7: Gas supply - where is it coming from?
Gas supply - where is it coming from? NT >200 TCF(1) of gas resources (1TCF ≅1,000 𝑃𝐽) Producing assets and unconventional gas QLD Surat-Bowen - CSG (41,891 PJ) - conventional (118 PJ) SA Cooper - conventional (1,463 PJ) - unconventional (5 PJ) - other (118 PJ) VIC Conventional - Gippsland (3,327…
Slide 8: Gas market - what has APA been doing?
Gas market - what has APA been doing? APA responds to what the market wants One GTA - seamless service and flexibility Improved and new services are being offered – Hub services – Capacity-trading – In-Pipe trades – Bi-directional flow – Increased compression / capacity – Storage Greater trans
Slide 9: NT link background and government process
NT link background and government process Darwin Strategic initiative to connect NT to APA’s east coast gas grid Flexible energy supply across the system, regardless of input/exit points Timetable Feb 2014 - APA announced feasibility study for NT Link project and $2m commitment Gladstone Oct 2
Slide 10: APA Feasibility study update
APA Feasibility study update Infrastructure Preliminary assessment of several possible pipeline routes – evaluating environmental considerations – determining whole of project construction cost estimates – route flyovers commenced (August 2014) Detailed engineering – 3 pipeline routes modelled –
Slide 11: Pipeline route options
Pipeline route options Darwin Option A Option B Option C Location to: Mount Isa Moomba CGP Length: 600 km 1,175 km 700 km Water Gladstone 6 11 9 crossings: Flood: (1) 25,000 352,000 117,000 Moomba Brisbane Rock/ 35-45km 25-35km 50-60km outcrops: Sydney Adelaide (1) Susceptibility to flooding – km2 c
Slide 12: NT Link challenges
NT Link challenges Commercial Physical Competitive delivered gas price Water crossings and floodplains Bankable gas reserves Rock / outcrops Time frame Environmental and cultural considerations “Critical mass” market volume Logistics of remoteness Gas specification - People, commun
Slide 13: Conclusion – Connecting Opportunities
Conclusion – Connecting Opportunities Dynamic east coast gas market Interconnected grid gives APA ability to respond to market needs APA has a long history of successful infrastructure development APA’s unique offering APA can deliver a whole of system approach, leveraging the network capabi
Slide 14: Questions
Questions APA Group, March 2015 14
Slide 15: 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 16: Delivering Australia’s Energy
For further information contact Delivering Australia’s Energy Rob Wheals Group Executive Transmission APA Group Tel: +61 2 9693 0000 E-mail: [email protected] or visit APA’s website www.apa.com.au APA Group, March 2015 16
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