China moves against Oz commodities

China moves against Oz commodities

LNG unscathed but is it vulnerable?

Covid-19

22 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
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
Power of Siberia ramping up

Power of Siberia ramping up

840MMcu.m sent since December 

Outlook & analysis

28 FEBRUARY 2020
China/US trade truce postpones the day when cheap US gas floods the market

China/US trade truce postpones the day when cheap US gas floods the market

Could an unhittable target still squeeze other LNG projects out? 

Slugcatcher

28 JANUARY 2020
US to double gas exports from 2019-2021: EIA

US to double gas exports from 2019-2021: EIA

LNG the driver, followed by pipe gas to Mexico 

Outlook & analysis

24 JANUARY 2020
Will US LNG replace Oz LNG in soaring Chinese market?

Will US LNG replace Oz LNG in soaring Chinese market?

Hard call when 25% is added to the Henry Hub price 

Outlook & analysis

17 JANUARY 2020
US and China sign trade deal 

US and China sign trade deal 

$50B buy of US energy by China signed into force 

Finance & Legal

16 JANUARY 2020
Oz LNG sees record-breaking December: EQ

Oz LNG sees record-breaking December: EQ

West coast LNG at 96% nameplate in last month of year 

Outlook & analysis

16 JANUARY 2020
It's official: Oz now world's largest LNG exporter

It's official: Oz now world's largest LNG exporter

Forget nameplate or 'annualised basis', Australia number one by volume 

Outlook & analysis

06 JANUARY 2020
LNG leads Oz major project pipeline: REQ

LNG leads Oz major project pipeline: REQ

Browse the biggest of all 

Outlook & analysis

20 DECEMBER 2019
REQ revises down LNG export earnings for 2020-21

REQ revises down LNG export earnings for 2020-21

Also finds Oz LNG in third place by mid-2020s 

Outlook & analysis

19 DECEMBER 2019