BrightSource Consulting provides a monthly gas market summary for interested clients. The summary includes a review of gas supply and gas demand data for the previous month (courtesy of the gas bulletin board), an analysis of commercial trends (including price levels) and policy development relevant to the gas market.
The Outlook includes insightful analysis of market data while being informed from an extensive network in the WA gas market. Some of the market ‘deep dives’ have included…
- The rolling reliability concerns at the new supply projects and possible causes – will this continue?
- The role of gas storage over the December / January gas shortage period – why Mondarra and Tubridgi played different roles
- The inflection point in 2022 when short term / spot gas prices finally exceed medium term gas prices – why this happened and what next?
- A review of the domestic gas policy – what we can expect going forward?
- The nexus between coal reliability (lack of) and gas demand
- The Perth Basin as a future supply option – what / when / how?
The Outlook aims to balance a commentary of current market events with a keen eye for future supply options. It targets major gas users – existing and developing – in building market knowledge to inform ongoing and future gas supply decisions. The outlook is coming up for its one year anniversary since launch and grows more incisive and informative with each edition. Contact BrightSource to secure your annual subscription.