Agl Energy Limited · ASX:AGL
Agl Energy — Taylor Collison 2019 East Coast Gas Day
11 slides from Agl Energy's conference presentation, Apr 11, 2019
Slide 1: AGL Gas Strategy Update
AGL Gas Strategy Update Phaedra Deckart General Manager, Energy Supply and Origination Taylor Collison 2019 East Coast Gas Day 11 April 2019 •• ::::© 11 11 �
Slide 2: Major retailer of gas in the East Coast gas Market
Major retailer of gas in the East Coast gas Market Total gas sales volume - FY18 180 PJ QLD 60 PJ 32 PJ 88 PJ 53 PJ CONSUMER BUSINESS WHOLESALE Existing Contracted Developed projects Potential projects SA Gas supply 37 PJ NSW/ACT Gas storage 36 PJ Gas fired power generation Pipeline VIC 54 PJ AGL pr
Slide 3: Market reliant on the development of 2C contingent & prospective resources
Market reliant on the development of 2C contingent & prospective resources PJ/a 2,000 Update for 2019 report AEMO 2019 Gas Statement of Opportunities Tight gas market remains with limited development of 1,500 2P reserves Forecasting gas shortfalls by 2024 in Victoria and 1,000 maybe earlier dependin
Slide 4: Queensland Gas may not meet the needs of the South-East Australian market
Queensland Gas may not meet the needs of the South-East Australian market The South West Queensland Pipeline (SWQP) connects Queensland to the southern states. With decline in Gippsland/Otway supply, additional supply from Queensland will likely hit pipeline capacity constraints of 384 TJ/day during
Slide 5: LNG imports to southern markets is a new competitive gas source to largest domestic demand centre
LNG imports to southern markets is a new competitive gas source to largest domestic demand centre PJ/a Diverted Qld LNG LNG imports addresses supply 700 currently providing shortfall and pipeline balance constraints LNG Import Terminal 600 QLD LNG Diverted 500 QLD Domestic Supply Cooper 400 Sydney 3
Slide 6: Western Australia Asia Europe, Middle East and Africa
Western Australia Prelude Darwin Asia Ichthys Gorgon Aplng Wheatstone NWS Qclng Pluto Gladstone Europe, Middle East and Africa USA AGL presentation | Taylor Collison 2019 East Coast Gas Day | 11 April 2019 6 Source: AGL Analysis
Slide 7: LNG import to Crib Point vs Diversion of QLD gas to Melbourne
Provides lower Southern commodity price compared to Queensland alternative LNG import to Crib Point Diversion of QLD gas to Melbourne Price Gap Gas diverted AUD1.78 AUD2.98 to Melbourne pipeline LNG: DES from QLD Crib Point AUD11.89/GJ LNG price Netback price AUD/USD AUD10.11/GJ at Wallumbilla in As
Slide 8: AGL's LNG import to southern markets is a new competitive gas source
AGL’s LNG import to southern markets is a new competitive gas source to largest domestic demand centre New supply source: Victorian gas market reliant on production from declining Gippsland basin New East Coast gas market restricted to four main producers, not all of which are actively selling to ot
Slide 9: LNG import at Crib Point; Pipeline transportation
Supply re-gasified LNG A Floating Storage & to the market from LNG import at Crib Pipeline transportation Regasification Unit FY21 – LNG supply Point; agreement in place (FSRU) contracted discussion ongoing Environmental, HSE and Pipeline to connect Crib regulatory risks are Point jetty to Pakenham
Slide 10: The information in this presentation
The information in this presentation: Statutory Profit and Underlying Profit: Is not an offer or recommendation to purchase or Statutory Profit is prepared in accordance with the subscribe for securities in AGL Energy Limited or to retain Corporations Act 2001 and Australian Accounting any securitie
Slide 11: James Hall, Chris Kotsaris, Blathnaid Byrne
James Hall Chris Kotsaris Blathnaid Byrne General Manager, Capital Markets Senior Manager, Investor Relations Group Treasurer Phone: +61 2 9921 2789 Phone: +61 2 9921 2256 Phone: +61 2 9921 2255 Mobile: +61 401 524 645 Mobile: +61 402 060 508 Mobile: +61 424 644 947 Email: jbhall@agl.com.au Email: c