Skip to main content Q1 2020 Earnings Presentation – Origin Energy Ltd. | Shale Experts
Loading...
Pm

Q1 2020 Earnings Presentation – Origin Energy Ltd.

Origin Energy Ltd. · Apr 30, 2020 · 21 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. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 1
    Origin Energy Quarterly Report March 2020
  2. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 2
    Integrated Gas 2 30 April 2020 March 2020 Quarterly Report
  3. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 3
    Oil and LNG markets Japan Customs-Cleared Crude LNG Spot (US/mmbtu) FX (AUD/USD) (US/bbl) 12 0.74 Q3 80 Q3 Q3 10 0.72 8 0.70 70 6 0.68 60 4 0.66 2 0.64 50 - 0.62 JCC Effective oil price (quarterly) Source: Petroleum…
  4. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 4
    APLNG continues to deliver strong production Quarterly Production (Origin Share) FYTD Production (Origin Share) 80 250 67.6 66.8 190.6 200.8 200 60 15.7 15.2 46.2 43.8 9.9 9.9 150 29.9 29.5 40 PJ PJ 100 26.4 25.0 77.5…
  5. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 5
    APLNG revenue down 12% from prior quarter Mar-20 QTR vs Dec-19 QTR (Origin Share) FYTD-20 vs FYTD-19 (Origin Share) 800 2,500 717 700 2,145 47 (109) (80) (31) 12 11 629 (20) (30) 2,033 600 2,000 500 1,500 m 400 m 300…
  6. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 6
    APLNG capital expenditure (Origin share) Quarterly APLNG Capex (Origin share) FYTD APLNG Capex (Origin share)1 100 400 364 80 76 77 57 6 300 11 33 244 60 23 m m 200 40 65 71 274 100 221 20 - - Dec-19 QTR Mar-20 QTR…
  7. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 7
    Integrated Gas - Other Quarterly Integrated Gas - Other Capex FYTD Integrated Gas - Other Capex 35 80 71 30 29 70 27 2 8 2 60 25 50 20 m 40 m 15 27 30 63 25 20 10 20 8 5 10 12 - - Dec-19 QTR Mar-20 QTR…
  8. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 8
    Beetaloo update Activity paused due to COVID-19 As announced on 26 March 2020, due to COVID-19, Beetaloo activity has been safely and temporarily paused. This is expected to delay Kyalla stimulation and the extended production…
  9. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 9
    Energy Markets 9 30 April 2020 March 2020 Quarterly Report
  10. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 10
    Electricity and natural gas markets Electricity (/MWh) Natural Gas (/GJ) 12 250 Q3 Q3 Q3 Q3 (Mar-19) (Mar-20) (Mar-19) (Mar-20) 10 200 8 150 6 100 4 50 2 - - Oct-17 Jan-18 Apr-18 Jul-18 Oct-18 Jan-19 Apr-19 Jul-19 Oct-19…
  11. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 11
    Energy Markets Electricity sales Mar-20 Quarter vs Mar-19 Quarter FYTD-20 vs FYTD-19 (TWh) (TWh) 9.4 28.0 9.2 9.3 27.5 27.5 (0.5) 27.0 (0.9) 9.0 26.5 8.8 (0.1) 26.0 (0.9) 8.6 8.7 25.5 25.7 8.4 25.0 8.2 24.5 8.0 24.0…
  12. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 12
    Energy Markets Natural gas sales Mar-20 Quarter vs Mar-19 Quarter FYTD-20 vs FYTD-19 (PJ) (PJ) 60 210 60 0.1 2.3 59 205 0.6 206.2 59 (1.5) 200 58 58.5 (22.4) 58 195 57.7 57 57 190 192.0 5.9 56 185 56 55 180 Mar-19…
  13. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 13
    Energy Markets Capital expenditure Quarterly Energy Markets capex and FYTD Energy Markets capex and investments investments 350 318 150 137 301 10 300 5 63 99 250 100 2 200 m m 150 308 132 238 50 97 100 50 - -…
  14. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 14
    Data tables 14 30 April 2020 March 2020 Quarterly Report
  15. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 15
    Integrated Gas APLNG 100% APLNG Unit Mar-20 Dec-19 % Mvt Mar-19 % Mvt FYTD-20 FYTD-19 % Mvt Total production PJ 178.1 180.2 (1%) 168.8 6% 535.6 508.4 5% Total sales PJe 166.0 174.4 (5%) 169.1 (2%) 509.0 510.1 (0%) LNG Production kt…
  16. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 16
    APLNG sources of gas APLNG 100% Production volumes Units Mar-20 Dec-19 % Change Mar-19 FYTD-20 FYTD-19 Operated Spring Gully PJ 26.3 26.3 - 25.7 78.7 79.2 Peat PJ 0.9 0.7 29% 0.7 2.3 1.7 Denison PJ - - - 0.1 - 0.5 Talinga PJ 17.7…
  17. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 17
    Operated drilling & production APLNG Operated Production Wells Development Wells Avg daily production Wells drilled Wells commissioned (APLNG share) Mar-20 QTR 6 6 Spring Gully 289 TJ/d FYTD-20 15 18 Mar-20 QTR - - Bowen Peat…
  18. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 18
    APLNG uses of gas APLNG 100% Uses of gas Units Mar-20 Dec-19 % Change Mar-19 FYTD-20 FYTD-19 LNG feed gas PJ 129.1 145.1 (11%) 133.1 406.6 390.0 Domestic sales PJ 47.6 39.7 20% 41.7 135.9 146.2 Total uses of natural gas PJ 176.7…
  19. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 19
    Integrated Gas Origin share APLNG (ORG share) Unit Mar-20 Dec-19 % Mvt Mar-19 % Mvt FYTD-20 FYTD-19 % Mvt Total production (ORG share) PJ 66.8 67.6 (1%) 63.3 6% 200.8 190.6 5% Total sales (ORG share) PJe 62.3 65.4 (5%) 63.4 (2%) 190.9…
  20. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 20
    Energy Markets Unit Mar-20 Dec-19 % Mvt Mar-19 % Mvt FYTD-20 FYTD-19 % Mvt Sales volumes Electricity Retail TWh 4.0 3.7 7% 4.5 (11%) 12.1 13.0 (7%) Electricity Business TWh 4.7 4.5 4% 4.8 (3%) 13.6 14.5 (6%) Natural gas Retail PJ 5.9…
  21. Q1 2020 Earnings Presentation – Origin Energy Ltd. – slide 21
    Conversion factors and abbreviations Conversion factors LNG 0.0554 PJ/ktonnes LNG 1.0551 GJ/mmbtu Abbreviations Australian dollars, unless stated otherwise APLNG Australia Pacific LNG Pty Limited an incorporated joint venture…

From the store

Browse maps, data & reports in the Shale Experts store