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Energy Retailer Complexity from perspective of CEO (Domestic Gas Retail…
Energy Retailer Complexity from perspective of CEO
Upstream gas exploration and production
including Coal Seam Gas Business Unit
Pipeline (Shipping) Market
Profitability
Oil Price Based LNG Market, impacting gross margins due to fluctuating Oil Price
Significant long term investment to meet LNG export volumes required $billions of debt facillities
Well site development
Regulations
Native title
Technology
Fracking
Public Perception
Political Manipulation
Exploration limitations due to political acceptance in various states
Domestic Gas Retail
Increased demand due to LNG export industry
Exploration limitations due to politics impacting available supply of gas - Increasing cost
Reputation due to increased cost of gas
Pipeline transport agreements
Gas supply and distribution market
LPG for non pipeline gas supply
Electricity Retail
Politics
New Prime Minister
Change of Ministers
Changes in Support of types of renewable and non renewable electricity generation
Domestic Electricity Household affordability
Potential to regulate wholesale prices in market (eliminate free trade)
Royal Commission in energy price
ACCC investigation
3 recommendations taken to improve affordability (unknown if there are any changes to come)
Production of Electricity
Non Renewable Generation
Gas fired power stations
Cost of Gas impacted by supply associated with exploration limitations, and growing LNG export market
Pipeline supply costs
Coal fired power stations
Long term fixed costs
Low cost of coal
Abundant resource
Political variations impacting long term view of profitability
Gas fired peak (on and off depending on demand) power stations
More frequent use and value to market due to fluctuations caused by renewable energy
Renewable Generation
Solar
High production during peak sun
Wind
Weather dependence
High variability in supply due to renewable energy
New Tech and Non Network infrastructure
Rooftop Solar
Supply from houses to network during middle of day
Batteries
Unknown levels of demand due to various levels of storage embedded in the network
Unknown technology changes