Investor Presentaiton
Creating Value
Creating value as the partner of choice, delivering infrastructure solutions for the energy transition
A customer-focused strategy...
Resource
Industry
Energy Supply
and Wholesale
Government
...meeting the needs of our customers where we have a competitive advantage...
Resource companies are decarbonising
- majority have CO2 reduction goals
Reliability of energy supply with a
trusted operator / partner
Levelised cost of energy remains key for
global competitiveness
Significant opportunity exists in
North West Minerals Province, Pilbara,
Goldfields
Mt Isa and Gruyere showcases
our capability
Ability to provide flexible and responsive
services to changing market demands
Reliability of supply with a trusted
partner
Requiring innovative ways to respond to
the energy transition
Opportunity across both East and West
coasts
Core operating business with a proven
track record
Require trusted partner to support
accelerating transition
Reliability and social license are key
Cost is important, but timely delivery
drives outcomes
Opportunity estimated to be $54bn
including REZs and subsea cables with
a focus on NSW, Victoria, Tasmania
Basslink, Murraylink, Directlink
illustrates our capability
...across various asset classes.
•
Large Commercial
and Industrial
Levelised cost of energy remains key
Flexibility to respond to changing supply
sources
Reliability of service remains high
Opportunity across both East and West
coasts
Leverage current assets along with
incremental learning and execution
A
Asset class and total estimated addressable market size 1
.T.
T
$25bn Remote grid -
Contracted VRE and firming
$206bn On grid - Contracted
VRE and firming (NEM)
$54bn Electricity Transmission
(including Subsea Cables)
$8bn Gas Pipelines
$13bn CO2 Transmission
$260bn Hydrogen
apa
20
APA FY23 Results Investor Presentation
1. Estimated addressable market sizes in Australia. Estimates are based on a number of key assumptions, including in relation to macroeconomic factors, future technology advancements and costs, market demand, regulatory requirements and government policies and there can
be no assurance the estimates are accurate. The actual addressable market sizes may differ materially from the estimates because events frequently do not occur as projected.View entire presentation