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Investor Presentaiton

0 40 200 160 120 80 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.au
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