Gas crisis Those with gas molecules are positioned for success Blue has gas Blue has LNG scale gas Blue has resource growth potential
Blue Well Positioned Company Sector 2P (PJ) Contingent Requirement (PJ) Resources (PJ) BLUE LNG/Dom 55 4,392 uncontracted APLNG LNG 14,091 2,679 10,800 GLNG LNG 5,603 1,202 9,780 QCLNG LNG 10,326 13,700 10,200 Blue well…
East Coast Australian setting 20 yr demand 40,000 PJ Future dom gas demand QCLNG 2 trains online GLNG APLNG Reliably and safely exporting clean gas to the worlds developing economies is a win/win/win More gas supply…
I t s a b o u t p r i c e a n d v o l u m e Future dom gas demand QCLNG GLNG APLNG Source: Macquarie Research April 2015
and also cost what will it cost to convert contingent resources to proved reserves Blue Energy 10 Local small cap gas explorer LNG producer/exporter Cost of production* /Gj 5 Blue Energy 1 10,000 20,000 30,000 40,000…
Strategic Gas trends Fuel switching is gaining momentum - broad scale move away from coal - gas powered vehicles - balance of trade/energy security implications - infrastructure development opportunities Big to Small mini LNG/CNG…
Gas Reserves & Resources PJ 36% CAGR for Contingent Resources Reserves and Resources certified by Netherland, Sewell and Associates Inc Low cost and unique reserve and resource growth mechanism
State of Play Uncontracted 2P & 3P Reserves ASX Code BUL 2P Reserves (NSAI) 55 Pj/Bcf Operatorship and majority equity 3P Reserves (NSAI) 200 Pj/Bcf Diverse portfolio oil and gas 3C Contingent Resource 4,392 Pj/Bcf (NSAI) Material…
The B lue Por tfolio 4.4 TCF Resource Base
Eastern Gas Province Bowen Basin Blues 3.4TCF Gas Resource Bowen Basin Producing basin Coal Seam Gas and Shale Gas Plays Shell/Petrochina Project (Arrow Energy) gas supply for QCLNG (Shell/BG) in Gladstone Export gas pipeline…
Eastern Gas Province Bowen Basin Blues 3.4TCF Gas Resource Permian CSG play fairway Bowen Basin ATP814P Bowen Basin 100% Blue - Owned and Operated Uncontracted 2P and 3P Reserves (200 Pj) Large Contingent Resource base 3.4 TCF…
Eastern Gas Province Blues 4.4TCF Gas Resource Bowen Basin ATP814P Blues acreage has the same plays as current Arrow project Significant upside exists in coal and shale below 650 metres Bowen Basin
Eastern Gas Province Bowen Basin Blues 3.4TCF Gas Resource online ATP814P 2018 Up to 4000 wells to be drilled with 450 Tj/d gas production expected adjacent to Blues areas Arrows domestic customers currently not receiving…
Developing plays Greater McArthur and Georgina Basins
D e - risking process - N T 2015 drilling season activity Origin: 3 wells in EP98 & 117 Kalala S 1 spudded 14th July Amungee NW 1 Beetaloo W 1 Pangaea: up to 4 wells in EP 167/168 Tarlee 1 & 2 Wyworrie 1 Birdum Creek 1…
Corporate run rate Total Overhead 5,000 Continual line item review 4,500 4,000 3,500 '000 Nominal Running costs continue to 3,000 be cut 2,500 2,000 1,500 1,000 500 - 12/13 13/14 14/15 15/16 Shareholders funds go…
Summary Short, medium and long term east coast gas supply opportunities in both export and domestic markets Fuel switching is gathering momentum Priority is to monetise east coast gas province assets Maintain low corporate run…
Loading...
