Apa Group · ASX:APA
Apa — Australian Domestic Gas Outlook Conference 2015
17 slides from Apa's conference presentation, Mar 26, 2015
Slide 1: APA Group Presentation ASX Announcement
ASX ANNOUNCEMENT 26 March 2015 For personal use only APA Group (ASX: APA) (also for release to APT Pipelines Limited (ASX: AQH)) APA Group Presentation The APA Group Australian Domestic Gas Outlook Conference presentation is attached for release. Mark Knapman Company Secretary Australian Pipeline Li
Slide 2: Connecting opportunities
For personal use only Connecting opportunities Linking Australia’s gas markets for improved energy security Rob Wheals, Group Executive Transmission Australian Domestic Gas Outlook Conference, Sydney 26 March 2015
Slide 3: About APA Group
About APA Group For personal use only APA is Australia’s largest gas infrastructure business APA overview Market A$10.2 billion Core business areas: capitalisation(1) S&P/ASX 50 – top 30 Gas transmission pipelines and storage MSCI All World Index; – Owning and operating two thirds of Australia’s o
Slide 4: APA – Australia's largest gas infrastructure business
APA – Australia’s largest gas infrastructure business For personal use only Latest acquisition: QCLNG Pipeline APA Group, March 2015 3
Slide 5: APA in the Northern Territory and east coast
APA in the Northern Territory and east coast For personal use only East coast grid > 7,000 km across 5 states/territories Configuring pipelines to operate as a single network system Multiple receipt and delivery points Northern Territory 2,000 km gas pipelines Long term presence in the Nor
Slide 6: East coast gas market - changing dynamics
East coast gas market - changing dynamics For personal use only Significant changes happening in the market right now Increased LNG demand World commodity prices Changing/variable sources of gas ? Access to multiple receipt and delivery points Shorter gas sales agreements Market trade
Slide 7: East coast gas market – supply challenges
East coast gas market – supply challenges For personal use only More than tripling of east coast demand due to LNG exports Supply sufficient for east coast demand for ~ 20 years BUT does not allow for any increase in demand, or any decline in reserves, or any demand beyond 20 years East Coast
Slide 8: Gas supply - where is it coming from?
Gas supply - where is it coming from? NT For personal use only >200 TCF(1) of gas resources (1TCF ≅1,000 𝑃𝐽) Producing assets and unconventional gas QLD Surat-Bowen - CSG (41,891 PJ) - conventional (118 PJ) SA Cooper - conventional (1,463 PJ) - unconventional (5 PJ) - other (118 PJ) VIC…
Slide 9: Gas market - what has APA been doing?
Gas market - what has APA been doing? For personal use only APA responds to what the market wants One GTA - seamless service and flexibility Improved and new services are being offered – Hub services – Capacity-trading – In-Pipe trades – Bi-directional flow – Increased compression / capacity – S
Slide 10: NT link background and government process
NT link background and government process For personal use only Darwin Strategic initiative to connect NT to APA’s east coast gas grid Flexible energy supply across the system, regardless of input/exit points Timetable Feb 2014 - APA announced feasibility study for NT Link project and $2m commit
Slide 11: APA Feasibility study update
APA Feasibility study update For personal use only Infrastructure Preliminary assessment of several possible pipeline routes – evaluating environmental considerations – determining whole of project construction cost estimates – route flyovers commenced (August 2014) Detailed engineering – 3 pipe
Slide 12: Pipeline route options
Pipeline route options For personal use only Darwin Option A Option B Option C Location to: Mount Isa Moomba CGP Length: 600 km 1,175 km 700 km Water Gladstone 6 11 9 crossings: Flood: (1) 25,000 352,000 117,000 Moomba Brisbane Rock/ 35-45km 25-35km 50-60km outcrops: Sydney Adelaide (1) Susceptibili
Slide 13: NT Link challenges
NT Link challenges Commercial Physical For personal use only Competitive delivered gas price Water crossings and floodplains Bankable gas reserves Rock / outcrops Time frame Environmental and cultural considerations “Critical mass” market volume Logistics of remoteness Gas specific
Slide 14: Conclusion – Connecting Opportunities
Conclusion – Connecting Opportunities For personal use only Dynamic east coast gas market Interconnected grid gives APA ability to respond to market needs APA has a long history of successful infrastructure development APA’s unique offering APA can deliver a whole of system approach, leverag
Slide 15: Questions
For personal use only Questions APA Group, March 2015 14
Slide 16: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Australian Pipeline Limited (ACN 091 344 704) the responsible entity of the Australian Pipeline Trust (ARSN 091 678 778) and APT Investment Trust (ARSN 115 585 441) (APA Group). Summary information: This presentation contains su
Slide 17: For further information contact
For personal use only For further information contact Delivering Australia’s Energy Rob Wheals Group Executive Transmission APA Group Tel: +61 2 9693 0000 E-mail: rob.wheals@apa.com.au or visit APA’s website www.apa.com.au APA Group, March 2015 16
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