Friday, September 4, 2026

Australia's shale producers say they have learned from the LNG boom.

September 4, 2026

The Northern Territory's shale-gas developers say they want to duplicate the boom of liquefied gas in Queensland without the overspending and?duplication in infrastructure? that happened in the 2010s.

Tamboran Resources’ Shenandoah project, which is located in the Beetaloo subbasin of the territory, shipped its first commercial quantities of shale-gas this week.

Beetaloo's shale ambitions have been met initially with skepticism by industry observers. Sunshine State is now the second largest LNG exporter in the world, and supplies more than a third of Australia's exports.

Beetaloo's output is currently a modest 40 Terajoules per day. However, producers envision a future where the industry will be on par with LNG.

Alex Underwood, CEO of Beetaloo Energy, said that the coal seam project has taught them that they cannot 'go their own way'. This was stated at the South East Asia Australia Offshore & Onshore Conference.

Shale developers are hoping that their gas can be sold to multiple buyers, such as the LNG plants owned by Santos or Inpex in Darwin. They may also sell it to LNG plants on the east coast.

They are also keen to avoid the 'duplication of effort' that occurred in the Queensland LNG industry due to the lack collaboration.

Underwood stated that there has been a "massive excess" of spending on LNG infrastructure. This includes Gladstone, Queensland, which is home to?three LNG facilities.

He said that "ideally Gladstone would only have one large LNG?plant, with one pipe leading into it. But there are multiple pipes and multiple LNG plants. This is not particularly capital-efficient."

Despite concerns about duplication, the major?pipeline companies of Australia -- Australian Gas Infrastructure Group AGIG, APA Group and Jemena - have stated that they believe there is enough space in Beetaloo for them all.

(source: Reuters)

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