NewsBite

Angela Macdonald-Smith

This Month

Gas buyers want conditions in any approval to force Santos’ GLNG  venture to cut purchases of domestic gas.

Contrarian Barrenjoey says Santos’ $36b sale won’t hit FIRB barrier

The investment bank’s analysts told clients there was too much scepticism about the likelihood an Abu Dhabi-led consortium would be able to pull off the deal.

Victoria is turning to LNG imports as a solution to its gas supply problems.

Gas import plan in limbo as states’ meeting delayed

A scheduled mid-July meeting of state and federal ministers to sign off on the plan to use imported LNG will no longer go ahead.

Peter Coates, the then Santos chairman, speaking at an annual shareholder meeting in 2016.

Former Santos chairmen warn gas giant’s suitors face FIRB wall

Peter Coates and Stephen Gerlach say it will be difficult to place weight on assurances from the Abu Dhabi-led consortium that it will keep investing locally.

Adnoc’s Sultan Ahmed Al Jaber, Treasurer Jim Chalmers and the AWU’s Paul Farrow.

AWU says Chalmers must put big conditions on $36b Santos takeover

The influential union wants the ASX-listed oil and gas producer’s Abu Dhabi suitor to sell more gas in Australia in exchange for foreign investment approval.

Treasurer Jim Chalmers and Santos chairman Keith Spence.

Will the third time be a charm for ADNOC’s $36b plans for Santos?

With advisers at ten paces, Project Emerald has been a complicated one to pull off. This is how the proposed takeover came together over months of discussions.

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The pumped hydro project is planned for Lake Lyell near Lithgow in NSW.

French energy giant backs multibillion-dollar NSW pumped hydro project

Government-owned EDF, better known for its large nuclear power fleet, is buying into an EnergyAustralia plant and wants to acquire more.

The Barossa gas project in the Timor Sea is nearing the start of production.

Bidder XRG says it wants ‘100pc’ of Santos amid break-up speculation

In an attempt to pre-empt Canberra’s concerns, the Middle Eastern-led bid group says it plans to invest in Santos’ domestic energy production.

Climate Change and Energy Minister Chris Bowen.

Power price crackdown to aid households: Bowen

The system used to cap standing offer prices for household electricity isn’t working and will be overhauled, the energy minister says.

Santos’ new Barossa gas project in the Timor Sea will allow the resumption of exports from Darwin LNG.

Energy security is driving Abu Dhabi’s tilt at overlooked Santos

The pull of LNG is proving strong in the Middle East, driving the surprise takeover bid for an Australian producer that others have looked at and left.

Sultan Ahmed Al Jaber, head of Adnoc, was the president of the COP28 climate summit in Dubai.

Market debates whether Abu Dhabi will help or hinder Santos’ ambitions

While some brokers said a well-funded backer would accelerate projects in Narrabri and Beetaloo, others are concerned they will suffer as focus drifts elsewhere.

Santos chairman Keith Spence pictured after the oil and gas producer’s 2024 AGM in Adelaide.

Santos directors bought shares ahead of Abu Dhabi takeover bid

Four board members including the company’s chairman acquired the shares in March in the weeks before the first, unsuccessful takeover offer was tabled.

Abu Dhabi sets up test for Labor with $36b Santos takeover bid

But the offer for the ASX’s second-largest oil and gas producer has been met with a lukewarm reception from investors, who say the price could be higher.

The single-digit temperatures have arrived.

Double-digit power price hikes coming just in time for winter

Retailers are telling customers they will be hit with increased electricity prices of up to 14 per cent – well above the rises in the regulated default market.

Victoria is facing a gas supply crisis.

‘Bailing out bad decisions’: Queensland slams Victoria over gas supply

Any hopes of pulling more gas from the north was shot down by the Liberal-National government in Brisbane, which is fed up with southern energy policies.

The Golden Plains wind farm in Victoria, the country’s largest, was developed by WestWind.

Shell to sell WestWind stake, target new opportunities in wind

The multinational’s surprise move comes after strong growth in the wind development business, driven by the government’s 82 per cent renewables target.

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Victoria’s gas budget is under strain.

Victoria uses 13pc of entire year’s gas budget in just three days

Breakdowns at a major coal power plant and weak renewable energy generation have left the state running down its stores faster than expected in a cold winter.

Data centres need huge amounts of power to process information used in artificial intelligence.

Runaway energy build-out costs threaten data centre opportunity

Australia’s hopes of an outsized share of the data centre market will come to nothing unless it can rein in the cost of the clean energy expansion.

There is no shortage of gas.

Billions of dollars and plenty of jobs at stake in Labor’s gas plans

Long-suffering east coast gas users justifiably want access to more affordable supplies, but putting domestic needs ahead of exports would come at a big cost.

The disruption at EnergyAustralia’s Yallourn generator in Victoria comes as renewables generation in the Melbourne region is subdued.

Outage at power station broadens Victoria’s energy crisis

The disruption at EnergyAustralia’s Yallourn coal power station comes as Victoria is already facing the risk of winter gas shortfalls on peak-demand days.

April

The offshore wind industry will require significant supporting infrastructure for transporting and installing large turbines.

Victoria walks back timetable for key Gippsland wind infrastructure

In a delayed update, the state removed references to when a marine supply base was expected to be operational and dropped details of offtake contract auctions.

Original URL: https://www.afr.com/by/angela-macdonald-smith-j7gcz