Investor Presentaiton
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Sep-10
Gas prices rising, LNG exports driving demand
SA Daily Gas Consumption for Power (TJ) and Price ($/GJ)
SA
Gas Price (RHS)
Jan-11
May-11
Sep-11
Jan-12
May-12
Sep-12
Jan-13
May-13
Sep-13
Jan-14
May-14
Sep-14
Jan-15
May-15
Sep-15
Jan-16
May-16
Sep-16
Jan-17
May-17
10.00
5000
8.00
6.00
4000
4.00
2.00
3000
0.00
2000
1000
Average Daily Gas Production (TJ)
■Roma
■ Other
■Moomba
Otway
Gas demand for electricity generation has
fallen (until recently), but prices have more
than doubled since 2014 to A$9/GJ in
Adelaide.
Other States are limiting supply of new gas.
South Australia is the exception.
о
Jan-13
May-13
Sep-13
Jan-14
May-14
Sep-14
Jan-15
May-15
Sep-15
Jan-16
May-16
Sep-16
Jan-17
May-17
■Longford
Further gas shortfalls are anticipated as the 3 LNG
plants in QLD ramp up.
5,300TJpd is approx. 2,000PJpa - the Gladstone
LNG terminals need that much on their own.
LCK
LEIGH CREEK ENERGY
SOUTH
ASX: LCK
AUSTRALIA
www.lcke.com.auView entire presentation