Impact of gas exports on Australian energy prices

Allowing unrestricted gas exports from the east coast of Australia has resulted in domestic wholesale gas prices more than tripling and electricity prices doubling.
by Mark Ogge, Matt Saunders and Rod Campbell

Until the mid-2010s, wholesale gas prices in eastern Australia were low.

Prices were substantially below those paid in other countries, due to the ample supply, modest demand and, crucially, gas companies’ inability to transport Australian gas to international markets.

All this changed with the decision to build gas export terminals in Gladstone, Queensland, that began shipments in January 2015.

Suddenly, gas companies were able to sell into higher-paying markets.

As was clear at the time, the effect of linking the east coast of Australia to international gas markets was to increase prices for Australian consumers.

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