Bph Energy Limited · ASX:BPH
Bph Energy — Broker Briefing Investor Webinar 2021
17 slides from Bph Energy's conference presentation, Aug 26, 2021
Slide 1: Broker Briefing Investor Webinar announcement cover letter
26 August 2021 For personal use only Companies Announcement Office ASX Limited Exchange Centre Level 4, 20 Bridge Street Sydney, NSW 2000 Dear Sir/Madam BPH ENERGY LIMITED (ASX: BPH) BROKER BRIEFING INVESTOR WEBINAR BPH Energy (ASX: BPH) (“BPH” or the “Company”) is pleased to advise shareholders and
Slide 2: BPH Energy Ltd - Company Presentation on Advent, PEP11 Offshore Sydney Basin
For personal use only BPH Energy Ltd -Company Presentation on Advent PEP11 – Offshore Sydney Basin 26 August 2021 1
Slide 3: Media commentary on rising energy prices and gas shortfall
• Daily Telegraph 23 08 2021- Clarissa Bye “As Energy Prices Rise the heat For personal use only is on for NSW to find its own sources of gas ““Opening up new sources of gas will be critical to preventing price hikes over the next two years” •“East Coast Gas shortfall imminent “Annabelle Powell Ener
Slide 4: PEP11 gas and proposed CCS project at Baleen (Sea Blue-1)
For personal use only The PEP 11 Gas and proposed CCS Project at Baleen ( Seablue1 well) in the Offshore Sydney Basin has potential national significance. It addresses both forecast gas shortages and the objective of Net Zero Emissions. Advent has committed all gas from the project to Australia dome
Slide 5: Crucial gas supply issues NSW
CRUCIAL GAS SUPPLY ISSUES NSW For personal use only NSW GAS “Running on empty -NSW Business Chamber” • NSW imports 98 per cent its gas gas requirements from other states • A constrained national gas market will see further price rises for every household and business in NSW • Inaction on gas and ene
Slide 6: Cooper Energy Presentation August 2021 - Gas Market Extract
For personal use only COOPER ENERGY PRESENTATION 23 August 2021 -Gas Market Extract-Source Energy Quest 5
Slide 7: Increasing reliance on Queensland gas to meet southern demand
COOPER ENERGY Increasing reliance on Queensland gas to meet southern demand Growing influence of LNG pricing on domestic gas prices as southern supply declines Queensland gas flow south South West Queensland Pipeline Flows (QSN Link)" 404TJ/day pipeline capacity constraint ==== during winter subject
Slide 8: Forecast southern gas supply shortages reflected in price outlook
DVENT ENERGY LIMITED COOPER ENERGY Forecast southern gas supply shortages reflected in price outlook LING netback pricing an emerging influence Forecast gas prices ($/GJ)' Forecast + LNG netback an emerging benchmark for domestic price ex-Wallumbilla Victorian spot market 10 + Transport to Victoria
Slide 9: Recognition of value and need - CCS and Gas
Recognition of value and need –CCS and Gas For personal use only • In January 2020, the NSW and Australian governments signed a MOU to jointly fund $2 Billion to increase energy supply and reduce emissions in NSW. This includes a specific target to bring an additional 70 PJ/yr. into the NSW market b
Slide 10: PEP11 - Offshore Sydney Basin, 85% Interest
PEP11-85% Interest For personal use only PEP11– Offshore Sydney Basin: • The Sydney Basin is a proven hydrocarbon basin with excellent potential for further discovery of natural gas / significant multi-Tcf natural gas project • PEP11 covers 4,649 km2 on the doorstep of Sydney- Newcastle & extensive
Slide 11: Offshore Sydney Basin inferred maturity and migration pathways
For personal use only “The late Permian coal measures could provide a viable ,mature ,gas /condensate source along the length of the Offshore Uplift with simple migration pathways updip to the crest of the uplift.…” “This model results in all of the Late Permian Coal Measures being in the gas window
Slide 12: For personal use only
For personal use only km )* (25 sq
Slide 13: Geophysical Gas Indications
For personal use only Geophysical Gas Indications TOPAS Sub bottom profiles from SS10 / 2006 2011 PEP11 Permit Boundary Shown
Slide 14: Heggland - Fluid Migration - Gulf of Mexico
Heggland -Fluid Migration-Gulf of Mexico (Statoil Model) Chimneys and pock marks indicating focus areas of fluid flow above the top reservoir For personal use only •“seismic chimneys are visible in 90% of all Mesozoic and Tertiary basins.” •Gas chimneys have been observed to tie in to features assoc
Slide 15: Offshore Sydney Basin - Direct Hydrocarbon Indicators PEP11
Offshore Sydney Basin – Direct Hydrocarbon Indicators PEP11 For personal use only Figure 69: Display of Line B4-15. The continuity of high amplitude reflector has been mapped. Figure 70: Reflection Strength plot of the high amplitude reflector “Strong energy reflections present on seismic section ca
Slide 16: In Conclusion
IN CONCLUSION For personal use only • Advent Energy proposes to drill a gas exploration well, Sea Blue-1, in the offshore Sydney Basin. • The exploration lease (PEP 11) is located close to the Newcastle-Hunter region - and major emission sources which will need to be cut if NSW is to meet its target
Slide 17: Disclaimer and Important Information
Disclaimer and Important Information For personal use only This company presentation (the “Company Presentation”) of Advent Energy Limited (the “Company”) has been prepared by the Company solely for information purposes and for the sole use of the person to whom it is delivered. The Presentation i