Without a connection to the east coast network and anything like microLNG or extra gas fired power stations & new customers on the MGP you've only got one metric, and that's output from Townsville power station, as the other gas customers are basically static loads. But there's also not infinite growth there either, TPS running at nameplate 24/7 is the upper limit currently.
If you see more customers connect to the MGP then the upper limit shifts to include their consumption.
to the point piwi is making, if the new gas wells only offset the decline from the current wells then the consumption stays static.
QPM Price at posting:
4.2¢ Sentiment: Buy Disclosure: Not Held
