Apa Group · ASX:APA
Apa — UBS Australian Utilities Conference 2010
16 slides from Apa's conference presentation, Apr 29, 2010
Slide 1: ASX Release cover letter
For personal use only ASX RELEASE 29 April 2010 The Manager Company Announcements Office Australian Securities Exchange 4th Floor, 20 Bridge Street Sydney NSW 2000 Electronic Lodgement Dear Sir or Madam Company Announcement I attach the following announcement for release to the market: • APA Group P
Slide 2: The changing role of gas transmission organisations
For personal use only The changing role of gas transmission organisations Mick McCormack, APA Group Managing Director UBS Australian Utilities Conference 29 April 2010
Slide 3: APA Group overview
APA Group overview For personal use only Australia’s leading gas transmission and distribution business. Listed on the ASX – June 2000; entered S&P/ASX 100 index – October 2009 Infrastructure owner and operator, over $8 billion assets owned or managed – 12,000 km of transmission pipelines – Interest
Slide 4: Drivers of future growth and change
Drivers of future growth and change For personal use only Increasing gas reserves and production Increasing demand for natural gas Climate driven legislative changes Growing demand for storage Services tailored to shipper/customer requirements 3
Slide 5: Growth of gas transmission pipelines (pre 1995)
Growth of gas transmission pipelines For personal use only Gas pipelines pre 1995 Total 10,500 km Point-to-point pipelines Majority government owned Pipelines – pre 1995 Gas producing regions 4
Slide 6: Growth of gas transmission pipelines (post 1995)
Growth of gas transmission pipelines For personal use only Gas pipelines post 1995 Total 20,000 km – 9,000 km added in the last 15 years Interconnected pipelines Producer competition Privatised industry Pipelines – pre 1995 Pipelines – since 1995 Gas producing regions 5
Slide 7: Increase in gas volumes
Increase in gas volumes For personal use only Growth in gas volumes (1) – Average annual growth rate – 3.4% (compared with 1.4% for primary energy) – 1,240 PJ in 2007-08, doubling to 2,570 PJ in 2029-30 Factors influencing gas demand increase – Population growth of 1.3% pa – GDP growth of 2.9% pa –
Slide 8: Increase in gas fired power generation
Increase in gas fired power generation For personal use only Location of new and proposed gas fired generation Reflects the shift to less carbon intensive fuels. Growth in electricity generated from gas (1) APA assets and investments – Average growth rate – 5% pa Other pipelines Proposed/ recently c
Slide 9: Relationship between gas storage assets and services
Relationship between gas storage assets and services For personal use only 8
Slide 10: Short Term Trading Market (STTM)
Short Term Trading Market (STTM) For personal use only STTM for Sydney and Adelaide hubs from 4 June 2010 Introduced to provide transparency in pricing of delivered gas supply Daily wholesale market where shippers and retailers “trade” gas New penalties for market trading participants for daily fore
Slide 11: Shipper consolidation and requirements
Shipper consolidation and requirements For personal use only Small number of retailers across east Australian gas and electricity markets – Sell both fuels to multiple markets – Have diversified gas portfolios across gas basins and producers – Involved upstream in electricity generation, gas product
Slide 12: East Australian gas grid benefits
East Australian gas grid benefits For personal use only … for all market participants Flexibility of supply Security of supply Gas affordability Simpler and potentially lower cost transportation service Enhancement of related services APA assets and investments Other natural gas pipelines 11
Slide 13: Developing the east Australian gas grid
Developing the east Australian gas grid For personal use only A seamless sales and service experience for all our shippers across all our assets – A single commercial and operations interaction with shippers to coordinate transport quickly and seamlessly, including transport on 3rd party assets Sout
Slide 14: Conclusion
Conclusion For personal use only Dynamic gas industry, particularly in East Australia – facilitates competition, flexibility and efficiency Significant drivers of change and growth over the next 10 years Infrastructure in place to deliver gas to all major east coast markets – and capacity expansion
Slide 15: Disclaimer
Disclaimer For personal use only The information contained in this presentation is given without any liability whatsoever to Australian Pipeline Trust or APT Investment Trust or any of its related entities (collectively “APA Group”) or their respective directors or officers, and is not intended to c
Slide 16: Delivering Australia's energy
For personal use only Delivering Australia’s energy For further information contact Chris Kotsaris Investor Relations, APA Group Tel: +61 2 9693 0049 E-mail: chris.kotsaris@apa.com.au or visit APA’s website www.apa.com.au