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Pacific · AUS

Australia

A quarry with a rooftop-solar fleet. Export coal and LNG pay the current account; the NEM is retiring coal in public.

exporter

Oil production

0.4 mb/d

1.1 mb/d demand

Net oil

-0.7 mb/d

Export surplus

Gas production

160 bcm

Net +112 bcm

O&G rent

2.2%

Share of GDP

Oil balance

Production versus demand, 2025, million barrels per day.

Production0.4 mb/d
Consumption1.1 mb/d

Gas balance

Production versus demand, 2025, billion cubic metres.

Production160 bcm
Consumption48 bcm

Proven oil

2 bn bbl

Gas reserves

2.4 tcm

Refining

0.5 mb/d

LNG

81 bcm export

Hydrocarbon mix

Oil versus gas in this country’s oil-and-gas demand (oil-equivalent).

  • Oil39%
  • Gas61%

Inflows and outflows

What leaves. What arrives.

AUCNJPKR
OutflowInflowCrudeLNG

Australia outflows 0 kb/d crude, 75 bcm LNG. Inflows 0 kb/d crude, 0 bcm LNG.

Local crude

Priced off the waterborne tape.

No local futures contract on this board. Brent, Dubai and WTI still set the netback. Open the flows desk for the markers that moved when Maduro was ousted and when the Iran war started.

Crude flows

Mapped crude

Barrels per day.

This economy is not on the mapped seaborne board. The corridors that rewired in 2026 are on Flows.

LNG out

  • China34 bcm+6 bcm
  • Japan26 bcm+4 bcm
  • South Korea15 bcm+3 bcm

LNG in

None mapped.

Open the flow map

Economy

State royalties track Newcastle and JKM. A Chinese steel slump is a budget event. Domestic gas reservation fights with LNG netbacks every winter.

GDP
$1.8 tn
Population
27.0 m
Oil intensity
0.2 bbl /$1k
Oil & gas rent
2.2% GDP
Hydrocarbon trade
-6.4% GDP
Fiscal breakeven
$30 oil shock
-4.1 pp GDP
Club
Independent

Projected oil demand

Regional IEA WEO 2025 oil pathways applied to this country’s 2025 baseline. STEPS 2035 demand 1.0 mb/d (net -0.7) versus NZE 0.6 mb/d (net -0.4).

Scenario2025203020352050
Stated Policies1.11.11.00.8
Net Zero 20501.10.90.60.2
Current Policies1.11.11.00.9

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