Studies
Core offers a range of multi-client studies to ensure that our clients have access to the depth of energy industry and sector specific analysis required to support effective business decisions. These studies/reports have gained recognition as the most in-depth commercially relevant and practical analysis available in Australia.
Existing and soon to be released reports include:
Australian Gas Outlook
(Separate East and West Coast Editions)
A detailed analysis of all material elements of the gas sector, from exploration and production activity, reserves, contracts, retailer/ wholesaler profiles, demand, supply and competition dynamics (including interaction between domestic gas, electricity and LNG markets) - to cost and price outlook.
For more information please contact Kristin at ks@coreenergy.com.au
Australian Coal Seam Gas Outlook
A comprehensive technical, operational and commercial analysis and overview of the rapidly emerging CSG sector on the east coast of Australia including industry, asset and company level analysis. The study also addresses the important interplay between CSG and future requirements for gas fired electricity generation. Areas addressed in detail include extraction cost, reserve/ resource potential, deliverability capacity, infrastructure issues, existing and potential markets (electricity, domestic gas and LNG) and pricing outlook. Proposed CSG - LNG projects and economics are also analysed in detail.
For more information please contact Kristin at ks@coreenergy.com.au
Australian Electricity Outlook - NEM
This study series provides a deep and practical overview of the existing state of the National Electricity Market (NEM) and a comprehensive analysis of the NEM’s mid to longer term outlook. The study is undertaken by a highly experienced team and utilises Australia’s most advanced electricity simulation system, GENERSYS, to design a range of scenarios of future electricity demand, supply, fuel mix, cost, prices and emissions, including an analysis of the impact of the carbon pricing.
For more information please contact Kristin at ks@coreenergy.com.au
CSG Outlook - Valuation Compendium
In addition to a major CSG sector wide strategic study, Core has recently completed DCF based valuations of the CSG assets of a range of companies active in the sector including: Santos, Origin, QGC and Arrow.
For more information please contact Kristin at ks@coreenergy.com.au
LNG Outlook – Australia, PNG, Darwin, Timor, Bonaparte
This study analyses the global LNG demand and supply balance, development cost and price trends and investment economics to identify risk/uncertainty and likely timing of LNG projects across Australia (west and east coast), Timor, Bonaparte and PNG. Macro/ strategic level analysis is complimented by detailed valuations and analysis of approved and proposed LNG projects and valuation of major companies exposed to this sector, including Woodside, Oil Search, Santos, QGC, Origin and Arrow.
For more information please contact Kristin at ks@coreenergy.com.au
Renewable and Clean Electricity Outlook
This study develops scenarios for future growth in renewable and clean energy (electricity focus) in the context of changing Government policy at the domestic and international level. The growth outlook for Australia is compared with historical experiences and projections of demand and energy mix (wind, solar, geothermal, ocean, hydro and other emerging sources) internationally. A key area of focus is the cost and economics of alternative renewable and clean energy sources relative to conventional coal and gas sources, having regard to carbon and MRET credit pricing scenarios.
For more information please contact Kristin at ks@coreenergy.com.au
