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3Q 2019 Earnings Presentation – Origin Energy Ltd.

Origin Energy Ltd. · Oct 31, 2019 · 14 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. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 1
    Origin Energy Quarterly Report September 2019
  2. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 2
    Overview of quarterly result Unit Sep-19 Jun-19 % Mvt Sep-18 % Mvt Integrated Gas Share of APLNG Production PJ 66.5 64.0 4% 64.3 3% Sales PJe 63.1 62.3 1% 63.7 (1%) Commodity Revenue m 687.9 643.4 7% 640.5 7% Energy Markets…
  3. 3Q 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 Q1 0.74 12 Q1 Q1 80 10 0.72 70 8 0.70 6 60 0.68 4 50 2 0.66 40 - 0.64 JCC Effective oil price (quarterly) Source: Petroleum…
  4. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 4
    Integrated Gas 37.5% share of APLNG Unit Sep-19 Jun-19 % Mvt Sep-18 % Mvt Total production (ORG share) PJ 66.5 64.0 4% 64.3 3% LNG (ORG share) Production kt 828.7 799.8 4% 766.7 8% Sales kt 811.8 793.5 2% 762.1 7% Commodity Revenue m…
  5. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 5
    Integrated Gas Capex Unit Sep-19 Jun-19 % Mvt Sep-18 % Mvt Origin only capex Capex m 5 2 150% - n/a E&A m 10 6 67% 2 400% APLNG capex (100%) E&A m 23 14 64% 27 (15%) Sustain and Other m 276 307 (10%) 333 (17%) Origin only capex E&A…
  6. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 6
    Electricity and Gas markets Electricity (/MWh) 300 Average NEM spot electricity price for Q1 Q1 (Sep-18) Sep-19 quarter was 79.9/MWh, 250 compared to 86.8/MWh in the prior A/MWh quarter and 83.7/MWh in Sep-18: 200 Lower…
  7. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 7
    Energy Markets operations Unit Sep-19 Jun-19 % Mvt Sep-18 % Mvt Sales volumes Electricity Retail TWh 4.4 4.4 0% 4.7 (6%) Electricity Business TWh 4.4 4.3 2% 4.8 (8%) Natural gas Retail PJ 16.7 12.8 30% 16.3 2% Natural gas Business PJ…
  8. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 8
    Data tables 8 30 October 2019 December 2018 Quarterly Report
  9. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 9
    APLNG sources of gas Sep-18 Sep-19 Origin Jun-19 Origin Units % Change Origin Share % Change Share 37.5% Share 37.5% Production volumes 37.5% Operated Spring Gully PJ 9.8 9.7 1% 10.0 (2%) Peat PJ 0.3 0.3 0% 0.2 50% Denison PJ - -…
  10. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 10
    APLNG uses of gas Sep-19 Origin Jun-19 Origin Sep-18 Origin Uses of gas Units % Change % Change Share 37.5% Share 37.5% Share 37.5% LNG feed gas PJ 49.6 47.9 4% 45.8 8% Domestic sales PJ 18.1 18.3 (1%) 21.4 (15%) Total uses of natural…
  11. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 11
    APLNG sales Sep-19 Origin Jun-19 Origin Sep-18 Origin Share of APLNG commodity revenue Units % Change % Change Share 37.5% Share 37.5% Share 37.5% LNG m 601.6 553.7 9% 527.0 14% Domestic Gas m 86.3 89.6 (4%) 113.5 (24%) Total…
  12. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 12
    Operated drilling & production APLNG Operated Production Wells Development Wells Avg daily Wells production Wells drilled commissioned (APLNG share) Sep-19 QTR 7 4 Spring Gully 283.6 TJ/d Sep-19 QTR - - Bowen Peat 7.9 TJ/d…
  13. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 13
    Energy Markets sales volumes Electricity sales volume (TWh) Sep-19 QTR Jun-19 QTR Sep-18 QTR Volumes sold (TWh) Retail Business Retail Business Retail Business New South Wales 2.2 2.2 2.2 2.2 2.3 2.3 Queensland 0.9 0.8 1.1 0.8 1.1 0.9…
  14. 3Q 2019 Earnings Presentation – Origin Energy Ltd. – slide 14
    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 Pty Limited an incorporated joint venture between…

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