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Stocks of CanAus energy companies
Citation preview
Dr Graeme BethuneCEO, EnergyQuest
28 February 2012
Australia LNG hotspot
Energy analysis and strategy | Copyright 2012 EnergyQuest 2
EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 3
Land of oil and gas opportunity
Australia set to become the worlds largest LNG producer $180 billion of projects under construction More projects on the drawing board More gas potential. Great CBM already and potential for shale gas and
oil
Extensive onshore acreage under exploration Shortage of skills Foreign investment welcomed Canadian involvement already: ATCO, Enerflex, Talisman, Vermillion,
Ensign Drilling, Savanna Drilling, E&P companies etc
Energy analysis and strategy | Copyright 2012 EnergyQuest 4
Australian oil
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 5
Australian gas
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 6
Strong international gas demand
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 7
Australian gas production to triple
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 8
Chevrons Gorgon
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 9
Chevrons Wheatstone
Energy analysis and strategy | Copyright 2012 EnergyQuest 10
Shells Prelude Floating LNG
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 11
INPEXs Ichthys
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 12
BGs CBM QCLNG
Energy analysis and strategy | Copyright 2012 EnergyQuest 13
Santos/Petronas/Totals CBM GLNG
Energy analysis and strategy | Copyright 2012 EnergyQuest 14
ConocoPhillips & Origins CBM APLNG
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 15
CSG challenges/opportunities
World first LNG from CSG Upstream
Sufficient gas deliverability to fill the trains Land access Water treatment and salt disposal Environmental/community issues Opportunities in gas storage
Downstream Labour and skills Industrial relations Environment
Energy analysis and strategy | Copyright 2012 EnergyQuest 16
Extensive exploration potential
Source: EnergyQuest
Energy analysis and strategy | Copyright 2012 EnergyQuest 17
Conclusion
Australia full of oil and gas opportunities Conventional, CSG, shale Mega LNG projects Active junior exploration sector Welcoming companies from around the world From the worlds majors to junior start-ups
Energy analysis and strategy | Copyright 2012 EnergyQuest 18
Thank you