EXR Researchers,
The following papers may assist you in beginning to comprehend the enormous domestic supply/demand imbalance we face potentially as soon as 2027, the nature and significance of the LNG export market and the role natural gas will play in the great energy transition.
Reading these papers (and in particular for me, the AEMO-Gas Statement of Opportunities) has reinforced my conviction in investing in well run explorers to potentially deliver outsized alpha returns. (not advice, DYOR etc etc).
Here's a bit of an overview of the "Future Gas Strategy" a process the Feds have opened to industry & the public a Consultation process that closed for submissions today, 27th November (was extended from the 13th Nov).
https://consult.industry.gov.au/future-gas-strategy
On this webpage you'll find a link to this:- A MUST read IMO.
Also today, Australian Energy Producers- The peak body of the explorers, developers and producers of essential energy – oil, gas and lower-emission fuels, produced this media release:https://energyproducers.au/all_news/media-release-new-gas-supply-needed-in-all-net-zero-pathways-ey-report/
in it- a link to the EY paper- again, a MUST read, IMO
And from back in April 2023,https://aemo.com.au/en/energy-systems/gas/gas-forecasting-and-planning/gas-statement-of-opportunities-gsoo
EXR Researchers,The following papers may assist you in beginning...
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