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2Q 2019 Earnings Presentation – Origin Energy Ltd.

Origin Energy Ltd. · Jul 31, 2019 · 16 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 1
    Origin Energy Quarterly Report June 2019
  2. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 2
    Overview of quarterly result Unit Jun-19 Mar-19 % Mvt Jun-18 % Mvt FY2019 FY2018 % Mvt Integrated Gas Share of APLNG Production PJ 64.0 63.3 1% 64.0 - 254.7 253.6 - Sales PJe 62.3 63.4 (2%) 62.8 (1%) 253.6 254.9 (1%) Commodity…
  3. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 3
    Oil and LNG markets Japan Customs-Cleared LNG Spot (US/mmbtu) FX (AUD/USD) Crude (US/bbl) 90 Q4 12 Q4 0.76 Q4 11 80 0.74 10 70 9 0.72 8 60 7 0.70 50 6 0.68 5 40 4 0.66 JCC Effective oil price (quarterly) Source: Petroleum…
  4. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 4
    Integrated Gas 37.5% share of APLNG Unit Jun-19 Mar-19 % Mvt Jun-18 % Mvt FY2019 FY2018 % Mvt Total production (ORG share) PJ 64.0 63.3 1% 64.0 - 254.7 253.6 - LNG (ORG share) Production kt 799.8 834.1 (4%) 711.9 12% 3,244.7 3,204.7 1%…
  5. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 5
    Integrated Gas Capex Unit Jun-19 Mar-19 % Mvt Jun-18 % Mvt FY2019 FY2018 % Mvt Origin only capex Capex m 2 4 (50%) 3 (33%) 11 9* 33% E&A m 6 6 - 4 50% 17 12 42% APLNG capex (100%) E&A m 14 27 (48%) 18 (22%) 102 65 57% Sustain and…
  6. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 6
    Electricity and Gas markets Electricity (/MWh) 300 Q4 Q4 Average NEM spot electricity price for (Jun-18) Jun-19 quarter was 86.8/MWh, 250 compared to 127.4/MWh in the prior 200 quarter and 83.6/MWh in Jun-18: A/MWh Lower…
  7. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 7
    Energy Markets operations Unit Jun-19 Mar-19 % Mvt Jun-18 % Mvt FY2019 FY2018 % Mvt Sales volumes Electricity Retail TWh 4.4 4.5 (2%) 4.4 - 17.4 17.7 (2%) Electricity Business TWh 4.3 4.8 (10%) 4.7 (9%) 18.8 19.8 (5%) Natural gas…
  8. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 8
    Corporate update Legacy site remediation provisions Origin holds rehabilitation provisions for a number of legacy sites that historically operated as gasworks. The FY2019 non-cash provision is expected to increase by 160 180 million…
  9. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 9
    Data tables 9 30 July 2019 December 2018 Quarterly Report
  10. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 10
    APLNG sources of gas Jun-19 Mar-19 Jun-18 FY2019 FY2018 Units Origin Share Origin Share % Change Origin Share Origin Share Origin Share Production volumes 37.5% 37.5% 37.5% 37.5% 37.5% Operated Spring Gully PJ 9.7 9.6 1% 10.0 39.4…
  11. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 11
    APLNG uses of gas Jun-19 Mar-19 Jun-18 FY2019 FY2018 Uses of gas Units Origin Share Origin Share % Change Origin Share Origin Share Origin Share 37.5% 37.5% 37.5% 37.5% 37.5% LNG feed gas PJ 47.9 49.9 (4%) 42.7 194.1 192.2 Domestic…
  12. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 12
    APLNG Sales Jun-19 Mar-19 Jun-18 FY2019 FY2018 Share of APLNG commodity revenue Units Origin Share Origin Share % Change Origin Share Origin Share Origin Share 37.5% 37.5% 37.5% 37.5% 37.5% LNG m 553.7 688.8 (20%) 456.4 2,420.0 1,708.1…
  13. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 13
    Operated drilling & production APLNG Operated Production Wells Development Wells Avg daily Wells production Wells drilled commissioned (APLNG share) Jun-19 QTR 3 - Spring Gully 283.7 TJ/d FY2019 6 1 Jun-19 QTR - - Bowen Peat…
  14. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 14
    Non-Operated drilling & production APLNG Non-Operated Production Wells Development Wells Avg daily Wells production Wells drilled commissioned (APLNG share) Jun-19 QTR 13 16 Fairview 99.4 TJ/d FY2019 54 70 Jun-19 QTR 24 22…
  15. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 15
    Energy Markets sales volumes Electricity sales volume (TWh) Jun-19 QTR Mar-19 QTR FY2019 FY2018 Volumes sold (TWh) Retail Business Retail Business Retail Business Retail Business New South Wales 2.2 2.2 2.1 2.4 8.4 9.4 8.4 9.2…
  16. 2Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 16
    Conversion factors and abbreviations Conversion factors LNG 0.0554 PJ/ktonnes LNG 1.0532 GJ/mmbtu Abbreviations Australian dollars, unless stated otherwise APLNG Australia Pacific LNG an incorporated Joint Venture between Origin,…

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