Gas, Growth, and Green: Australia's Energy Transition Dilemma
Channel: Digital Oil and Gas
Date: 03/04/2024

#lng  #energytransition #naturalgas #regulatory 
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Australia is the lucky country when it comes to energy transition. The country is blessed with ample non-renewable energy resources, including gas, coal, uranium, lithium, and oil. In addition, the country is bathed in sunshine, surrounded by coastlines and tides, and is largely empty, suitable for wind farms. 

The LNG sector is now incredibly important to the national economy. Australia is 20-25% of global LNG production, one of the top 3 largest producers, and operates 10 gigantic plants serving mostly Asian markets. 

However, the country's energy resources are struggling with energy transition challenges. The historic basins that provided the populous southeast with natural gas are drying up and the country hasn't been able to mobilise a suitable replacement. The demand for Australia's energy products is creating upward price pressure on the domestic market. The country is at risk of not growing its LNG trade past its current size 

In this interview, I speak with Jody Rowe, a commercially-focused specialist who has a strategic view of the broader Australian market. Jody has worked in agriculture, mining, and oil and gas industries in roles that span commercial, contracts and procurement at a number of multinationals including Barrick Gold and Rio Tinto, in both Gold and Uranium commodities. Her work has included executive roles on one of Australia's pioneering coal seam gas to LNG projects.

Timestamps:
0:00 Opening
2:28 - Overview of the Industry in Australia
5:09 - Importance of the industry to the country
8:26 - Australia’s inherent gas advantage
10:54 - Demand outlook 
13:45 - Impact of Ukraine war on Australian gas
17:05 - Impact of US pause in LNG project approvals on Australia
20:12 - Biggest challenges facing Australia’s LNG future
24:44 - Australia’s reliance on renewables
29:09 - Australia and nuclear

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You might find these related articles of interest!
👉 https://digitaloilgas.substack.com/p/is-canada-a-competitive-lng-supplier-for-europe/
👉 https://digitaloilgas.substack.com/p/canadas-lng-projects-another-year-another-delay/
👉 https://digitaloilgas.substack.com/p/digital-is-finally-impacting-the/

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Disclaimer: 
The views expressed in this video are my own and do not constitute professional advice.

Contacting the Guest
Jody Rowe
📧email : jody@roweadvisory.com.au
📇 LinkedIn: https://www.linkedin.com/showcase/tough-talk-with-jody-rowe/
👨‍💻http://www.roweadvisory.com.au/