2026 Agenda

This masterclass is designed for professionals across the gas industry who need to understand how price movements, supply-demand dynamics, and decarbonisation policies will shape Australia’s energy future. Attendees will gain a comprehensive, data-driven understanding of Australia’s gas market outlook and practical insights to inform strategy, investment, and risk management decisions.

Key learning outcomes:

• Analysing gas price trends and demand shifts across industrial, residential, and power generation sectors
• Evaluating new supply options, LNG regasification projects, and constraints impacting east coast market stability
• Understanding the implications of federal and state policy reforms, including price caps and decarbonisation targets
• Assessing the evolving role of gas, hydrogen, and renewable gases in Australia’s energy transition
• Interpreting international LNG pricing and carbon offset market trends influencing domestic gas economics
  

08:30     Registration and coffee

09:00     Interpreting price movements to inform market and investment strategy

• Analysing international LNG price shifts and the effects of the European energy crisis to anticipate domestic volatility
• Considering gas price escalations and consumption changes across industrial, residential and generation sectors to assess elasticity and competitiveness
• Accounting for key but underestimated determinants — investment frameworks, timing and financing — to improve forecasting accuracy
• Understanding east coast market structure and liquidity constraints to identify market exposure and opportunity

10:30     Morning tea

11:00     Balancing supply and demand to maintain security and affordability

• Predicting domestic supply–demand balances and the timing of LNG regasification projects to forecast future stability
• Evaluating whether supply shortfalls are dire or manageable to guide planning and risk management
• Identifying where the gas that is needed but not wanted will come from to ensure continuity of supply
• Overcoming barriers to LNG importation and regasification to secure flexible capacity

12:30     Lunch

13:30     Navigating policy reform to manage cost and compliance impacts

• Evaluating the impacts of federal and state reforms — including price caps, reservation policies and decarbonisation targets — to understand cost and compliance implications
• Interpreting policy direction on gas and hydrogen to anticipate shifts in investment and operational priorities
• Understanding policy timing and regulatory frameworks to manage exposure and plan responses

15:00     Afternoon tea

15:30     Positioning gas in the energy transition to capture emerging opportunities

• Analysing the evolving role of gas, hydrogen and renewable gases to identify viable pathways through the transition
• Tracking the international development of renewable methane to benchmark Australia’s potential growth rate
• Assessing export versus domestic use of renewable methane to ensure local market resilience
• Evaluating carbon offset trends across APAC beyond ACCUs to gauge the impact on domestic gas economics

17:00     Masterclass concludes

• Delivering Scarborough: Western Australia’s major new domestic gas and LNG supply source
• Extending North West Shelf operations for long-term energy security
• Opportunities for new Bass Strait volumes to meet industrial and household demand
• Delivering reliable, affordable domestic supply alongside a thriving LNG export industry
• Policy settings to support new investment in Australian gas supply

• Developing new domestic gas projects to secure east coast supply and restore market confidence
• Structuring flexible offtake and contract models to reduce investment risk and provide certainty for producers and buyers
• Managing costs of execution in a lengthy planning process and financing mechanisms to manage this complexity
• Implementing ESG and carbon-neutral strategies to strengthen social licence and attract long-term investment
• Analysing how much gas is left in the Otway/Gippsland basin and how much of east coast gas demand it will meet

• How would linking LNG export approvals to domestic supply obligations reshape the commercial strategies of Australia’s three Queensland LNG projects?
• What impact could a tradable credit scheme have on production incentives, third-party gas purchases, and domestic price outcomes?
• How should government balance the need for affordable domestic supply with maintaining Australia’s reputation as a reliable LNG exporter to Asia?
• What risks and opportunities does this policy shift create for future project investment, particularly in developments like Narrabri?

• Importing LNG to overcome looming east coast supply shortfalls and capacity restraints, and increase competition and restore market confidence
• How important is an offtake agreement to underwrite the Port Kembla Energy Terminal?
• Diversifying contracting models to give producers and buyers greater flexibility in managing price and volume risk
• Deploying firming and dual-fuel technologies to maintain reliability while transitioning towards lower-carbon fuels
• Why gas and decarbonisation are unorthodox bedfellows

• Leveraging integrated gas to power projects to deliver firming capacity alongside renewables
• Drawing lessons from WA’s capacity market to attract investment in dispatchable generation
• Overcoming weak investment signals to ensure long term gas-fired generation viability
• Comparing east and west coast market design to strengthen energy security and affordability
• When can the market expect South Erregulla gas resources to come online?
• Reviewing the conclusions of Western Australia’s inquiry into decarbonisation

• How will Chevron’s new Australian gas developments impact domestic supply, pricing, and potential future gas reservation policies?
• How does Chevron view the balance between LNG exports and meeting domestic gas obligations in Western Australia and on the east coast — and what mechanisms do you see as most effective to maintain that balance without distorting investment signals?
• Given cost pressures, carbon targets and regulatory uncertainty, what investment conditions or contract structures does Chevron need to sanction further gas development in Australia?
• Looking at much beyond WA projects like Gorgon and Wheatstone, does Chevron plan to revisit eastern Australia?

• Impact of policy and regulatory frameworks on project competitiveness and attracting investment
• Achieving an efficient domestic market and a thriving LNG export industry 
• Unlocking the next gas frontiers 

• Assessing how gas market reform could reshape domestic supply opportunities
• Understanding implications of proposed EPBC changes for project approvals and timelines
• What will regulatory reform mean for independent producers seeking to expand supply?

• What is delaying/preventing adequate infrastructure to support domestic gas from being built?
• Developing east coast grid and new connections to improve gas availability and reliability for industry
• Securing Indigenous agreements to enable timely project delivery and maintain community support
• Investing in new pipelines (eg Beetaloo) to reduce LNG imports and stabilise domestic gas prices
• If more gas flows south from Queensland (as a result of gas market reform) what is the impact for APA’s pipeline gas plans?

• Managing environmental and regulatory risk to unlock domestic gas supply
• Aligning community acceptance to secure project social licence
• Coordinating seismic, drilling and logistics to optimise project execution

• Connecting new northern basin supply to southern markets to stabilise domestic availability and pricing
• Lowering emissions intensity and development costs through innovation in drilling, electrification and infrastructure sharing
• Building social licence and regulatory confidence to accelerate responsible large-scale production

• Demonstrating commercial flows from tight sandstone formations to unlock new, lower-cost domestic supply
• Integrating advanced stimulation and drilling techniques to accelerate field development and reduce appraisal risk
• Translating basin-wide geological insights into clearer investment signals

• Which emerging gas projects are most commercially viable for the domestic market and why?
• What critical infrastructure is required to transport gas from remote basins to domestic industrial and household users?
• How are policy and regulatory settings shaping investment certainty and government support for new domestic gas developments?

The official ADGO dinner is the perfect opportunity to network, unwind and socialise with industry peers during your time in Sydney. Tickets are $230 - Includes drinks and dinner.

Venue: Glass Brasserie - 2/88 George Street (The Hilton)

• How can the industry address the gap in qualified women entering the gas sector and attract new talent?
• What mentoring and career development strategies have proven effective in retaining women in the sector?
• How can organisations tackle pay gaps, sexism and workplace culture issues that discourage women from staying in the industry?

Not just for women, this is another great networking opportunity. Join us for breakfast and a powerful panel discussion. Tickets are only available to ADGO attendees. Entire booking fee is donated to Women & Children First. Women & Children First is a not-for-profit, community-based service for women and vulnerable families, including women and children escaping domestic and family violence.

Venue: Sheraton - Grand Ballroom

• Clarifying upcoming regulatory changes to give producers and buyers certainty for long-term contracting and investment decisions
• Aligning market reforms with supply adequacy goals to prevent shortfalls and stabilise domestic pricing
• Streamlining approvals and policy settings to accelerate new gas developments and enhance market liquidity

• Supporting reservation policy with clear rules to enable investment certainty and supply growth
• Streamlining approvals and incentivising exploration to boost domestic security and economic resilience
• Applying reservation rules prospectively to new gas projects, preserving investment certainty
• Examining the potential and progress of the Cooper Basin JV with Santos

• Signalling serving the domestic market first to earn social licence and build trust
• Backing reservation rules and regulatory reform to unlock supply and reduce price volatility
• Improving transparency and accountability to align producer incentives with user outcomes

• What approaches can improve demand forecasts to support long-term supply and infrastructure investment?
• In what ways could sharing cost pressures shape competitive and sustainable contract structures?
• Which strategies help align decarbonisation goals to create collaborative pathways to lower emissions?
• How realistic is the target of $9-$10/GJ for domestic gas pricing?

• Highlighting gaps in royalties to recover value from gas exports for public benefit
• Analysing lost revenue from untaxed gas to inform more equitable taxation policies
• Advocating a 25 percent export tax to fund public services and reduce domestic shortages

• What technologies and approaches are most effective for reducing emissions across gas production and distribution?
• How can producers and users collaborate to accelerate the transition to lower-carbon gas solutions?
• Which policy and investment frameworks are needed to support decarbonisation while maintaining reliable supply?

• Benchmarking Australia’s CCS progress against leading international projects to identify strengths, gaps and emerging best practice
• Translating global lessons on cost, policy and commercial models to improve the competitiveness and bankability of Australian CCS investments
• Integrating capture, transport and storage insights from international hubs to shape more efficient, large-scale Australian CCS networks

• Securing policy certainty and funding commitments to reduce investor risk
• Leveraging commercial revenue models to build a viable business case
• Integrating capture, transport and storage to lower capital costs and ease financing

• How can high capital and operating costs be managed to remain competitive with international LNG?
• What government support mechanisms effectively share cost burdens and reduce investor risk?
• How can commercial revenue models be leveraged to make CCS financially viable?
• What integration strategies lower capital costs and simplify financing for large-scale projects?

• Demonstrating secure CO₂ storage in depleted reservoirs and saline formations to validate scalable CCUS deployment
• Developing cost-effective monitoring and verification (MMV) technologies to boost regulatory and community confidence
• Translating lessons from Otway’s research into policy, commercial and engineering practices for large-scale carbon storage

• Meeting buyer demand for low carbon LNG to protect market share
• Addressing NGO and investor criticism to reduce reputational risk
• Balancing CCS with broader decarbonisation to maintain credibility

• Assisting Australian manufacturing to decarbonise by displacing coal with gas alongside CCS abatement
• Potential for industrial hubs near large scale CCS to optimise CO₂ transport and storage efficiency
• How the Cooper Basin could be the launch pad for a new import/export industry for Australia

• Diagnosing injection performance to optimise throughput and reliability
• Adapting reservoir and pressure management to maintain safe storage conditions
• Incorporating technology for monitoring and long-term operations

• How can infrastructure integration across multiple projects reduce costs and accelerate CCS deployment?
• What lessons can we draw from current projects for coordinating transport and storage planning?
• How can early injection and operational experience inform future large-scale CCS networks?
• What strategies best manage technical and operational uncertainty while scaling CCS infrastructure?