Australia

Australia is set to require LNG exporters to reserve a share of east coast gas for domestic use starting in 2027, a move that could reshape export volumes, pricing dynamics and future supply decisions.

Stonepeak has agreed to acquire Allgas, a Queensland-based gas distribution network serving about 120,000 customers, expanding its footprint in Australia’s regulated gas infrastructure market.

Subsea7 has secured a $150–$300 million subsea installation contract from Chevron Australia for the Gorgon Stage 3 development offshore Western Australia. The scope covers deepwater engineering, fabrication, transportation, installation and pre-commissioning of subsea pipelines and associated infrastructure at water depths of approximately 1,350 meters, with offshore execution planned for 2028.

T.D. Williamson has expanded its Australian operations with the acquisition of Pro Pipe Services, enhancing its regional pipeline maintenance, hot tapping, and isolation capabilities. The move strengthens TDW’s ability to deliver faster mobilization, advanced technologies, and expanded support to pipeline operators across Australia.

Australia’s Waitsia gas project, jointly owned by Beach Energy and Mitsui, has begun sending gas to Woodside’s North West Shelf LNG facility—one of only two onshore projects in Western Australia allowed to export LNG.

Chevron and its partners have approved a $2 billion investment for the Gorgon Stage 3 project offshore Western Australia, linking new gas fields to the Barrow Island LNG complex to sustain long-term exports and domestic supply.

Unions representing workers at Woodside’s Pluto 2 LNG expansion have formally applied for approval to strike, threatening to disrupt construction of the 5-MMtpy Train 2 project in Western Australia. A walkout could delay first LNG cargoes planned for the second half of 2026.

APA has started construction on Australia’s Sturt Plateau Pipeline, a 23-mile link that will move Beetaloo Basin gas into the Northern Territory’s power grid beginning in 2026.

CEO Stephen Harty said the company is investing about $650 million annually to develop its own fields, easing supply pressure on Australia’s east coast market.

Tamboran Resources has sanctioned its Shenandoah South Pilot Project in Australia’s Beetaloo Basin, targeting first gas in mid-2026. The project includes a sales deal with the Northern Territory, pipeline transport via APA Group, and financing for the new Sturt Plateau Compression Facility.

Vopak has secured an exclusive deal with Seapeak to provide an FSRU for its planned LNG import terminal in Victoria, Australia, bolstering efforts to supply gas from 2029 amid warnings of shortages by 2027.

Woodside, Japan Suiso Energy and KEPCO signed an MoU to create a liquid hydrogen supply chain linking Western Australia’s H2Perth project with Japan, advancing cross-border hydrogen trade and infrastructure.

Türkiye’s BOTAŞ signed a Heads of Agreement with Woodside to receive 5.8 Bcm of LNG over nine years starting in 2030, primarily from the Louisiana LNG project.

The decision comes with strict emissions limits to protect UNESCO-listed Murujuga rock art, but critics warn the project remains a “carbon bomb.”

The deal, which would give the consortium control of key LNG assets in Australia and Papua New Guinea, faces regulatory hurdles and rising investor skepticism.