Session 21. Oral Presentation for: The geostrategic value of Australian LNG

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

🔬研究者:エネルギー安全保障とLNG市場の研究者にとって、地政学的プレミアムの評価手法と将来の供給不足予測が有用。

🏢実務担当者:エネルギー企業や調達担当者にとって、豪州LNGの戦略的価値と価格設定の理解に寄与。

🏛政策担当者:日本のエネルギー政策立案者にとって、LNG調達の多様化と地政学的リスク管理の重要性を示唆。

Presented on 20 May 2026: Session 21 This paper will evaluate the importance of continued Australian liquefied natural gas (LNG) exports to the energy security markets of the Asia-Pacific, namely Japan, South Korea, and Taiwan. We assert that despite the general discussions around regulatory difficulties, Australian LNG holds a crucial ‘geostrategic’ position in their energy procurement strategies, ‘- from a like-minded rules-based regime, at less than 10 days’ sailing distance, and without chokepoints or transits through disputed territory. This makes Australia one of the few geostrategic sources of LNG around the world all of which must be incentivized to sustain production in this era of energy security. The paper will discuss the outlook for LNG demand in Japan, South Korea, and Taiwan in the context of their own energy transition amidst climbing power demand from AI and associated industries. With existing contracts rolling off in the 2030s, these markets will have a supply deficit of over 74 Million tonnes in 2035, demonstrating ample capacity to absorb more production from Australia. We will also present our methodology of evaluating the ‘geostrategic’ premium of Australian LNG which allows producers here to extract higher-than-market prices due to the certainty of supply and proximity to key demand centres. To access the Oral Presentation click ‘Supplementary data’ below. To read the full paper click here

• openalex https://doi.org/10.1071/ep26413first seen 2026-07-09 04:59:19