As someone who has spent the best part of the last decade...

As someone who has spent the best part of the last decade working on a large QLD based project where thousands of kilometres of HDPE pipeline have been installed I can certainly see the merit in longer pipeline lengths, longer the better within reason. Each join is an expense as well as a time constraint and in the oil and gas industry time is certainly money.

For activity hives such as Eastern Queensland or the Cooper Basin these mobile plants could be heavily utilised. If they are able to increase the pace of the pipeline construction then it's not only the money saved by reducing the welding etc, in fact likely far more significant is reducing the machinery hours. For every pipeline being constructed you have the machines digging the trenches, placing the pipe and backfilling. While the pipelines are being laid many of these machines are sitting idle yet still raking up hours for the job. Speeding up the job also means that the assets that will utilise the pipeline can be bought into service faster reducing the timeline between investment and return.

When you look at the picture below of a QLD CSG development each clearing is a well pad, from each well at around 1km spacing you generally need to run 2 pipelines, one for water and one for gas. They are something like a fish bone with the main backbone running back to a processing facility and the smaller ribs running to the individual wells. The gathering networks are generally moderate pressure therefore HDPE is well suited. The water once desalinated at a central location is normally piped to an irrigation, again at modest pressure where HDPE is ideal. The QLD development is ongoing with hundreds of wells drilled yearly and thousands of km's of pipeline installed. If Tubi can get a foot in the door here and in other similar locations then they can reduce the cost to complete these mega projects and cement themselves as an essential link in the chain.