EMD084 - Geographic Feature: Australia

Wednesday, December 24, 2025 — Geographic Feature: Australia. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Australia: LNG at $9.01/MMBtu. Thermal coal at $108/tonne. Met coal resilient at $215/tonne.

Show Notes

Welcome to Energy Markets Daily. Wednesday, December 24, 2025 — Geographic Feature: Australia. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Merry Christmas Eve. Today: Australia — the Pacific energy powerhouse. **LNG MARKETS** Gladstone LNG prices at $9.01 per MMBtu, down from $12.90 in March 2025. Treasury forecasts recovery to $10 by end of 2026. China's energy policy is shifting — prioritizing pipeline and domestic gas over LNG imports. But Japan, South Korea, Vietnam, and Malaysia are picking up the slack, increasing purchase volumes. **COAL DYNAMICS** Thermal coal at $108.46 per tonne as of December 16. Treasury forecasts a decline to $70 per tonne by end of 2026 — a 35% reduction. Exports to China have decreased but shipments to Japan, South Korea, Vietnam, and Malaysia are increasing. Metallurgical coal — premium hard coking coal at $215.10 per tonne. Projected to decline to $140 by end of 2026. But Australia's position as a leading exporter of high-quality met coal provides resilience. India remains a crucial support for met coal demand. **THE STRUCTURAL SHIFT** Coal-fired power generation gradually declining as renewables and LNG grow. The composition of Australian coal output shifting toward metallurgical coal — from 34% in 2025 to 38% by 2030. South Korea has pledged to phase out unabated thermal coal by 2040. **WHY AUSTRALIA MATTERS** For investors looking at LNG offtake, met coal exposure, or Asia-Pacific energy infrastructure — Australia is essential. We connect qualified opportunities with institutional and family office capital. Reach out: [e-mail]. Subject: Energy Capital. This is Energy Markets Daily. Happy holidays. Thursday: Geographic Feature — Newfoundland.

What is Energy Markets Daily?

Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions.

Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas executives, energy investors, and institutional capital allocating $100M+ in the energy sector.

Contact: [e-mail]

Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.