Australia’s Beach Energy, BP finalize LNG supply deal

Australia’s Beach Energy said it has finalized a deal revealed last year under which it will supply LNG to a unit of energy giant BP.

Under the sales and purchase deal, BP Singapore will buy about 3.75 million tonnes of Beach’s expected LNG volumes from the second stage of the Waitsia gas project in Western Australia.

As previously reported, Japan’s Mitsui & Co and Beach have in December 2020 taken a final investment decision on the expansion project. Prior to that, the partners signed third-party tolling deals with Australia’s Woodside and its North West Shelf LNG venture participants.

BP is also a partner in the NWS LNG project.

Under the deal with Beach, BP would start receiving supplies from the NWS LNG plant on a free on board basis in the second half of 2023 and would continue for about five years, according to a statement by Beach.

Terms include flexibility around the start of supply, ensuring alignment with Waitsia
Stage 2 construction and commissioning activities, it said.

Moreover, the LNG SPA contains a hybrid pricing structure linked to both Brent and Japan Korea Marker (JKM) indices.

Pricing parameters agreed support Beach’s exposure to the current commodity cycle prices and do not restrict upside price participation. The SPA also includes a downside price protection mechanism, Beach said.

“Signing of the LNG SPA with BP is a significant milestone in our delivery of material growth and another step closer to Beach becoming a supplier of LNG to the global market,” CEO Morné Engelbrecht said.

“Once LNG sales commence, Beach will have further diversified its commodity pricing exposure. Beach’s oil and gas portfolio will provide exposure to Brent oil prices, spot LNG prices, east coast, west coast and New Zealand domestic gas prices, and oil-linked gas prices,” Engelbrecht said.

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