Original article by Perry Williams
The Australian – Page: 13 & 19 : 24-Dec-25

RBC Capital Markets analyst Gordon Ramsay says the federal government’s proposed domestic gas reservation scheme will have more impact on GLNG than its two rival Gladstone-based gas export projects. Ramsay notes that the GLNG project is highly reliant on third-party gas to meet its export contracts, while it also has lower gas reserves compared with the Australian Pacific LNG and Queensland Curtis LNG projects; Santo has a 30 per cent stake in GLNG. Meanwhile, Hamish McKenzie from the Grattan Institute contends that shipping extra gas from Queensland to the southern gas market will be challenging given that the existing pipeline between the states is already near full capacity.

CORPORATES
RBC CAPITAL (AUSTRALIA) LIMITED, GLADSTONE LNG PTY LTD, SANTOS LIMITED – ASX STO, AUSTRALIA PACIFIC LNG LIMITED, QUEENSLAND CURTIS LNG PTY LTD, GRATTAN INSTITUTE