CTP 1.92% 5.1¢ central petroleum limited

This may well have been posted before but I was looking at the...

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  1. 242 Posts.
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    This may well have been posted before but I was looking at the ACCC  Gas Enquiry Interim Report July 2018 Interim Report.

    I use the ACCC info to help me evaluate the alternative gas pipelines  proposals being of  any help to CTP.


    https://www.accc.gov.au/system/files/Gas%20inquiry%20July%202018%20interim%20report.pdf

    https://www.accc.gov.au/regulated-infrastructure/energy/gas-inquiry-2017-2020/lng-netback-price-series

    And FYI
    upload_2018-10-12_12-52-27.png



    The following are some extracts from my notes:-

    ACCC_Gas_Enquiry_Interim_Report_July_2018.pdf
    ACCC Extract....

    "After significantly exceeding export parity prices last year, gas prices for 2019 have now converged with expected LNG netback prices at Wallumbilla"

    Which is why my models work everything back to Wallumbilla.


    Revised Mereenie Montage with a few tweaks.

    NGP_Montage.pdf

    I have just come back from Northern China and there are official announcements today that indicate that China will be looking for a lot of gas in the not too distant future.


    Regards


    OGP
 
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