East coast gas still at historic lows

East coast gas still at historic lows

Prices still higher than LNG netbacks, however

Outlook & analysis

15 JUNE 2020
COVID-19 hitting Oz LNG exports 

COVID-19 hitting Oz LNG exports 

Worse to come as prices to fall further: EQ 

Outlook & analysis

15 JUNE 2020
LNG exports to hit $50B

LNG exports to hit $50B

But LNG import terminal needed on east coast by 2025: EQ

Outlook & analysis

05 JUNE 2020
NEM gas powered generation falls in April

NEM gas powered generation falls in April

Netback prices also dropped

Outlook & analysis

14 MAY 2020
OZ LNG exports up in April: EQ 

OZ LNG exports up in April: EQ 

More value, more volume, more cargoes to China 

Covid-19

14 MAY 2020
Gas prices, use, down in March: EQ

Gas prices, use, down in March: EQ

Prices half compared to 2019 

Outlook & analysis

17 APRIL 2020
Prepare for a $20B hit to LNG revenue: EQ

Prepare for a $20B hit to LNG revenue: EQ

Low prices could see revenue fall in FY21

Covid-19

16 APRIL 2020
Gas prices down and renewable generation up in Feb: EQ

Gas prices down and renewable generation up in Feb: EQ

Renewables quickly catching up to gas generation

Outlook & analysis

16 MARCH 2020
LNG exports down February: EQ

LNG exports down February: EQ

Earnings already hit, expect more as lagged oil price hits LNG contracts

Production

16 MARCH 2020
Fuel security deal signed for Oz

Fuel security deal signed for Oz

Access to US SPR confirmed

Policy

10 MARCH 2020
Taylor to ink fuel stock deal in Washington

Taylor to ink fuel stock deal in Washington

Access to US' Strategic Petroleum Reserve to count to fuel stocks 

Policy

09 MARCH 2020
More gas and renewables drove down 2019 energy prices 

More gas and renewables drove down 2019 energy prices 

Gas-fired generation rising again as coal drops below 70% share of NEM in first 

Outlook & analysis

06 MARCH 2020