Day Two: Wednesday, 2 April

08:40
Opening remarks from the Chair

Clyde Russell
Asia Commodities and Energy Columnist
Thomson Reuters

08:50
Policy perspectives

Senator Susan McDonald
Shadow Minister for Resources
Australian Senate

Intersection of international pressures on Australian gas
09:20
INTERNATIONAL ADDRESS: Balancing decarbonisation and the need for gas in a modern industrialised country
  • Plugging the gap between carbon-neutrality ideals and a harsher reality where gas remains a vital component of security and productivity
  • Revising and reviewing strategic energy plans in light of evolving international conditions – what policies are being changed and why?
  • Accommodating increased demand for energy in a country short on decarbonised generation capacity

Ryusuke Shida
Research Director, Ph.D
Mitsubishi Research Institute (Japan)

09:45
PANEL DISCUSSION: How are international conditions impacting Australian domestic gas?
  • To what extent are international prices impacting the Australian market?
  • How has increasing global conflict changed the way gas is traded?
  • What international regulatory developments does the Australian gas sector need to be wary of?
  • What measures (if any) have LNG buyers been putting in place in response to the ADGSM?

Moderator:

James Hood
Senior Energy Analyst
Regal Funds Management

Panellists:

Stephen Harty
Chief Executive Officer, GLNG Operations
Santos GLNG

Samantha McCulloch
Chief Executive
Australian Energy Producers

Ryusuke Shida
Research Director, Ph.D
Mitsubishi Research Institute (Japan)

Liz Westcott
Executive Vice President & Chief Operating Officer Australia
Woodside Energy

Evaluating domestic gas policy
10:25
AEMO’s view of gas’s role in maintaining Australia's energy security through demand volatility
  • Defining the changing role of gas in the energy system and changing patterns of consumption, and what this means for gas users
  • Assessing the impact of the growth in the projected need for gas-fired generation on gas demand across the National Electricity Market and Northern Territory
  • Reviewing the adequacy of gas supply infrastructure capacity and constraints during extreme conditions and outages

Matthew Clemow
Group Manager, Gas Market and System Operations
Australian Energy Market Operator (AEMO)

10:50
Morning Tea
11:20
Woodside presentation

Liz Westcott
Executive Vice President & Chief Operating Officer Australia
Woodside Energy

11:45
Examining the effectiveness of the Future Gas Strategy, one year on
  • Evaluating the Future Gas Strategy's effectiveness in increasing supply and restoring investor confidence
  • Assessing the risk – and consequences – of the ADGSM being triggered
  • Analysing the impact of the Gas Market Code and what the review of the Code should address
  • What the Future Gas Strategy needs to deliver in the next 12 months

Samantha McCulloch
Chief Executive
Australian Energy Producers

12:10
Will natural gas save winter? The role of gas in Australia’s energy security
  • Review of the seasonal behaviour of energy market.
  • Investigation into renewable droughts and floods.
  • The implications of rooftop solar on the operations of the coal fleet
  • How will natural gas manage peak electricity and domestic gas requirements?

Josh Stabler
Manager Director
Energy Edge

Game-changers that could re-write the future of domestic gas
12:35
Networking Lunch
13:35
Bringing on more WA domestic gas supply to meet rising demand
  • Delivering State economic benefits and supporting security of supply
  • Applying the proposed changes to WA’s Domestic Gas Policy to prioritise domestic supply
  • Addressing environmental challenges to enable successful new gas projects
  • Developing new gas supplies in a timely manner to prevent a shortfall crisis

Hon Bill Johnston
Former WA Minister for Energy

14:00
Securing and developing WA gas supply
  • Exploring domestic gas availability to stabilise the region's energy market
  • Building a $137 million gas plant at the South Erregulla field to support the South West Interconnected System

Stuart Nicholls
Chief Executive Officer
Strike Energy

14:25
Weighing the significance of the Narrabri gas project for the east coast
  • Update on Narrabri project status, and its current challenges
  • Examining Narrabri’s opponents’ playbook
  • Defining the impact of Narrabri on gas supply on the east coast
  • If not Narrabri, then what are the alternatives?

Rick Wilkinson
Chief Executive Officer
EnergyQuest

14:50
Partner presentation
15:10
PANEL DISCUSSION: Gas phase out: impossible or inevitable?
  • How can we explore the phase-out of gas from both a climate change perspective and an energy security perspective?
  • What are the international precedents and what are realistic timelines to ending domestic gas use?
  • What will happen to the transition to renewable generation without the support of gas peaking?
  • What is Australia’s role as an exporter in energy security and geopolitics?

Moderator:

David Close
Director, Gas & Energy Transition Research Centre
University of Queensland

Panellists:

Dani Alexander
Chief Executive Officer, UNSW Energy Institute
UNSW Sydney

Kevin Morrison
Energy Finance Analyst, Australian Gas
IEEFA Australia

Steve Davies
Chief Executive Officer
Australian Pipelines & Gas Association (APGA)

Stephanie McGregor
Australian Energy Lead
TSA Riley

15:50
Afternoon tea
Decarbonisation in action - strategies for producers and users
16:20
INTERNATIONAL ADDRESS: Implications of the EU’s Net Zero Industry Act for carbon management in Australia
  • Reviewing the unprecedented obligation on EU oil and gas producers to contribute toward a target of 50 million tonnes of annual CO2 injection capacity by 2030
  • Examining other EU developments and CCS policy in the UK and US for a broad update on carbon mitigation regulation trends
  • Drawing out lessons, implications, and opportunities for Australia to inform and guide future strategies for carbon management

Alice Evatt
Research Fellow, Net Zero for the Fossil Fuel Sector
University of Oxford

16:45
PANEL DISCUSSION: What are the most viable pathways to decarbonise for the gas sector and gas users?
  • How can existing gas infrastructure be adapted or repurposed to support the transition to low-carbon or zero-carbon energy sources?
  • What are the most significant technological and financial challenges facing the gas sector in its journey towards decarbonisation, and how can they be addressed?
  • How might policy frameworks and government incentives accelerate the adoption of decarbonisation strategies within the gas industry and among gas users?

Moderator:

Jordan McCollum
National Policy Manager
Australian Pipelines and Gas Association (APGA)

Panellists:

Alice Evatt
Research Fellow, Net Zero for the Fossil Fuel Sector
University of Oxford

Matt McKenzie
Head of Energy & Carbon
BlueScope

Owen Kelp
Director
ACIL Allen

Jarrod Irving
General Manager - Renewable Gas and Fuels
LMS Energy

17:25
Concluding remarks from Chair
17:30
End of ADGO 2025