Origin: APLNG revenue continues to rise on high prices

The Australia Pacific LNG project continues to boost revenue due to surging prices and higher spot sales, according to shareholder Origin Energy.

ConocoPhillips has a 47.5 percent share in the project and operates the 9 mtpa LNG export facility on Curtis Island near Gladstone, while Origin owns a 22.5 percent stake and is the upstream operator. China’s Sinopec owns a 25 percent share in APLNG as well.

Origin recently said in its quarterly report that APLNG revenue for the March quarter had increased 15 percent on the prior corresponding period, and financial year to date revenue increased 104 percent, driven by higher spot LNG prices and realized oil prices.

APLNG revenue reached about A$2.57 billion ($1.81 billion) in the January-March period and A$6.51 billion in the financial year to date.

The APLNG average realized LNG price, including contracted and spot sales, reached $14.36/MMBtu, compared to $11.80/MMBtu in the prior quarter and $6.45/MMBtu in the same quarter last year.

Origin said that the plant has shipped seven JKM-linked spot cargoes in the March quarter, while North Asian LNG market prices delivered in the quarter averaged $31/MMBtu.

In addition, the partners sold a further four JKM-linked spot cargoes for delivery in the June quarter, making a total of 14 spot cargoes sold to date for fiscal 2022, the firm said.

APLNG production dropped 4 percent to 170.6 PJ in the January-March period when compared to the prior quarter and two percent when compared to the same quarter in the year before.

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