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View Full Version : $20 trillion shale oil find surrounding Coober Pedy 'can fuel Australia'



Halle Terry
24-01-2013, 01:03 PM
SOUTH Australia is sitting on oil potentially worth more than $20 trillion, independent reports claim - enough to turn Australia into a self-sufficient fuel producer.

Brisbane company Linc Energy yesterday released two reports, based on drilling and seismic exploration, estimating the amount of oil in the as yet untapped Arckaringa Basin surrounding Coober Pedy ranging from 3.5 billion to 233 billion barrels of oil.

At the higher end, this would be "several times bigger than all of the oil in Australia", Linc managing director Peter Bond said.

This has the potential to turn Australia from an oil importer to an oil exporter.

"If it comes in the way the reports are suggesting, it could well and truly bring Australia back to (oil) self-sufficiency," Mr Bond said.

State Mineral Resources Development Minister Tom Koutsantonis said there were exciting times ahead for SA's resources industry.

Linc has hired Barclays Bank to find an investment partner for the next stage of the project, costing $150-$300 million.

The company aims to drill up to six horizontal wells to further confirm its figures, but Mr Bond is confident the region will be home to oil production.

The need to build another oil and gas hub, like the Santos production facility at Moomba, depends on the size of the discovery.

"If it really takes off, that's when you start to look at Moomba-type pipelines."

Mr Bond said there was the potential for a US-style "shale oil" boom in SA.

The Wall Street Journal reported last week the US could pass Saudi Arabia as the world's largest oil producer this year, thanks to the shale oil explosion.

Shale oil extraction involves using new technologies to drill vertically and then horizontally for distances of more than one kilometre through shale rocks that contain oil.

The process was once prohibitively expensive but advances have created a new oil boom in the US.

Mr Koutsantonis said: "We have seen the hugely positive impact shale projects like Bakken and Eagle Ford have had on the US economy.

"There is still a long way to go, but investment in unconventional liquid projects in South Australia will accelerate as more and more companies such as Linc Energy and Altona prove up their resources."

Mr Bond said the potential in SA was "massive", but even at the lower end of estimates - about 3.5 billion barrels - it was still very large.

"If you look at the upper target, which is 103-233 billion barrels of oil, that's massive," he said.

"The opportunity of turning this into the next shale boom is very real.

"If the Arckaringa plays out the way we hope it will, and the way our independent reports have shown, it's one of the key prospective territories in the world at the moment." Mr Bond said each well could flow at 1000-2000 barrels per day.

"You put in 50 of them and that's a lot of oil," he said. "We have a very good idea that this will be an oil-producing asset."

Mr Bond said Linc had so far spent about $130 million in the Arckaringa Basin, drilling four deep wells and "a couple of dozen" shallower wells.

British company Altona Energy was scheduled to start drilling this month to discover more resources for a proposed coal to liquids and power project also in the Arckaringa Basin.

That project, which could cost up to $3 billion, would involve an open-cut coal mine and possibly a 560 megawatt power plant.

The Linc Energy reports, from consultants DeGolyer and McNaughton and Gustavson Associates, are available on the Australian Securities Exchange website.




http://www.news.com.au/business/companies/trillion-shale-oil-find-surrounding-coober-pedy-can-fuel-australia/story-fnda1bsz-1226560401043

skidkid
24-01-2013, 01:08 PM
Could be a great thing, but i'd put money on it turning out to be massively expensive to produce per barrel, and most likely towards the low end of the predictions.. good way of increasing share prices though.

skidkid
24-01-2013, 01:11 PM
Also

http://www.smh.com.au/business/20-trillion--not-reality-check-for-linc-oil-find-20130124-2d8zf.html

not $20 tril.


Linc Energy is distancing itself from estimates in today’s media that it may be sitting on a $20 trillion worth of oil in South Australia’s Arckaringa Basin.
Linc’s shares rocketed more than 30 per cent to an 18-month high of $2.82 today after it told the stock exchange yesterday that two independent consultants estimated there was an ‘‘unrisked prospective resource’’ of up to 223 billion barrels of oil equivalent in three shale formations within its 100 per cent-held Arckaringa exploration permits.
Media outlets including the Adelaide Advertiser appear to have multiplied the resource estimate by the prevailing oil price - above $US95 a barrel - to arrive at the $20 trillion figure.
But Linc chief executive Peter Bond told BusinessDay: ‘‘That’s not our valution. I don’t know who did that but someone’s got a calculator out and come up with that number ... but we wouldn’t put a valuation on it at this stage. It’s too hard.
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‘‘Obviously if you want to stand up there and come up with $US100 times 100 billion barrels, you’ll come up with a big number. That’s not how you value oil resources anyway.’’
Petroleum resources are classified into booked reserves - proven, probable and possible - or resources which may be contingent or prospective.
The estimates released by Linc on Wednesday were classified by the consultants as unrisked prospective resources - the lowest category of certainty - because of their ‘‘lack of commerciality or sufficient drilling’’.
As the consultants wrote: ‘‘There is no certainty that any portion of the prospective resources estimated herein will be discovered. If discovered, there is no certainty that it will be commercially viable to produce any portion of the resources.’’
Mr Bond explained that industry rules of thumb guided valuation of reserves, with good quality 2P (proven or probable) or 3P (proven, probable or possible) reserves valued at between $US1-$US2 a barrel.
‘‘Once you get to 1P (proven reserves) you get to $US10/barrel, or $US100,000 per flowing barrel.’’
Shale plays tended to be valued on an acreage rate, ranging from $US1000-$US2000 an acre at the low end, to $US20,000 an acre at the high-end.
But Mr Bond did not walk away from the potential of the shale play at Arckaringa, where Linc has 16 million acres of which 2-3 million acres could be ‘‘sweet spot’’ territory.
‘‘No matter how you look at it, it’s big,’’ he said.
Mr Bond said Linc paid $104 million for its exploration acreage at Arckaringa four years ago, and spent $30 million on drilling 15-16 holes, of which half targetted shales, and 1000 kilometres of 3D seismic.
But Linc is now looking for a ‘‘farm-in’’ partner to spend up to $300 million to develop the resource and prove up reserves.
Mr Bond said Linc’s consultants estimated there was a minimum of 3.5 billion barrels of oil equivalent at Arckaringa.
‘‘It’s a multi-billion barrel opportunity, and that’s a good news story. OK it’s not $20 trillion. But 3, 4, 5 billion barrel resources are virtually unheard of these days, so even stressing this number down to the minimum number the experts stress it down to, it’s still a big story.’’

Buckets
24-01-2013, 01:12 PM
Don't get too excited Terry.

The 20 trillion dollar figure won't ever be seen as the reserves won't amount to the upper estimates. Shale oil is a pingpingpingping of a thing, huge advances have occured as a result of the US wanting to reduce their foreign oil dependency but it's still fucking expensive, dirty as fuck, and isn't a great solution.

The best thing we have at our disposal is LNG, we've got fuckloads of it. Why we don't use more of it ourselves is beyond me. A combined cycle gas fired power plant is every efficient, hippy friendly and cheap to run on a cost per unit basis.

Like Brett said on FB it's a major resources development project in Australia. Take their development budget, double it, add some more for good measure, double it again; do the same with the project time line and that will give you a realistic idea of what it will take to actually get that up and running.

V70R
24-01-2013, 01:19 PM
Jon, having said, finding more natural resources on home soil is always good news.
Providing the project is managed correctly and with minimal government interference.

TJ
24-01-2013, 01:24 PM
Cant wait to be invaded by America so they can stop the terrible human rights issues going on

Brockas
24-01-2013, 01:35 PM
lol @ discrepancy in barrel estimates.


So there could be 3.5 billion barrels of oil, or 6657% more than that.

Jase
24-01-2013, 01:38 PM
I feel native tittle dispute coming on

Be good if it is a viable amount/site, more oil & gas means more potential work for me :)

Damo 69
24-01-2013, 01:39 PM
Cant wait to be invaded by America so they can stop the terrible human rights issues going on

they only do that when we choose to trade in anything but US Dollars.

skidkid
24-01-2013, 01:53 PM
http://i.qkme.me/3soyc9.jpg

Skitzo
24-01-2013, 02:04 PM
No local E85 refinery, No Care.

Stealthed
24-01-2013, 02:20 PM
No local E85 refinery, No Care.

Didn't I read some months ago, some Chinese company was going to start growing sugar cane up north?

If so, maybe ethanol in WA bowsers will be closer than we think! But who am I kidding.. it's WA.

Damo 69
24-01-2013, 02:25 PM
http://i1154.photobucket.com/albums/p530/strap69/were-gonna-free-the-shit-out-of-you_zps359cebae.jpg

Madhav
24-01-2013, 02:26 PM
Fuel prices will still go up no doubt

Dagon
24-01-2013, 02:33 PM
lol @ discrepancy in barrel estimates. So there could be 3.5 billion barrels of oil, or 6657% more than that.The difference in the "amount of recoverable barrels" isn't inaccuracy in the estimate of oil, it's inaccuracies in the economics.

Shale oil can be more or less expensive depending on difficulty to get to, which can change with many factors along the course of the operation, as well as the saleable price of oil, which fluctuates.

End price is measured in $/barrel.
At $30/barrel it's economically unfeasible to produce oil there, so the estimate would be zero recoverable.
At $90/barrel, maybe there are 180 billion barrels worth recovering. At $200/barrel it could be 250 billion barrels.
edit: And all this is AFTER they take into account inaccuracies in the original estimate, which is never an exact science to begin with...

Brett_J
24-01-2013, 02:36 PM
But who am I kidding.. it's WA.

Even Adelaide has several petrol stations that provide E85 !

Buckets
24-01-2013, 02:37 PM
WA ran hydrogen powered buses for a while and a Perth business man was planning to develop a hydrogen fuel station here in WA allowing us access to hydrogen fuel cell powered cars, The GFC nixed that idea however it shows Perth isn't as behind the times as possible.

The reason the east coast is ethanol crazy stems from the sugar industry in QLD. Make money from an easily accessible byproduct that would otherwise be wasted, why not. WA doesn't grow much sugar or corn so there's no ethanol for us.

Yes Madhav fuel prices will go up pretty much regardless, well done top of the class for you.

TJ
24-01-2013, 02:44 PM
Also western Australian law needs to change before e85 is a reality in wa.

Stealthed
24-01-2013, 02:48 PM
I've not looked extensively into it, I wasn't aware we had a law preventing the production/sale of it here?

One would hope that would change, given it's a clean viable fuel (If you're producing a shit load of sugar cane.. or Corn as Buckets said)

TJ
24-01-2013, 02:52 PM
It fails to meet the numbers required in volatility testing.

Changing the law seems to the smart option... doesnt it?

Anyhow.

Bomber
24-01-2013, 04:06 PM
It fails to meet the numbers required in volatility testing.
Spot on. Does not meet current laws regarding the underground storage and vapours E85 produces.

volt_bite
24-01-2013, 04:16 PM
Haha. This thread turned from a thread about Oil in SA into an E85 in WA thread.

SircatmaN
24-01-2013, 05:26 PM
It would be good if we could set up a system like int he middle east where residents get cheap oil/fuel/whatever.

But no we are Australia, we will sell it to China for cheap and then pay double that at our bowsers when we buy it back off them.

Evman
24-01-2013, 05:35 PM
Saw the figures earlier today. Saudi pays US$0.45/US gal :(

Phyber
24-01-2013, 06:38 PM
Explains all the v8 sand thrashing videos

mehow2g
24-01-2013, 06:52 PM
We're fucked.

S_E
24-01-2013, 09:59 PM
It would be good if we could set up a system like int he middle east where residents get cheap oil/fuel/whatever.

But no we are Australia, we will sell it to China for cheap and then pay double that at our bowsers when we buy it back off them.

This.

We'll pay the same as normal or more in the name of being 'globally competitive', with no real advantage for the average joe, other than maybe oil lasting a few more years.

protecon
24-01-2013, 10:25 PM
*says people who probably pay for cigarettes, alcohol and government provided services like power, water and gas.

Want to know what stinks?
They'll even tax you 30-odd cents in the litre for making your own biodiesel. Because that's where road cost revenue is raised from.

Dagon
29-01-2013, 07:59 AM
They'll even tax you 30-odd cents in the litre for making your own biodiesel.Only a crime if you're caught.

Jumanji
29-01-2013, 08:37 AM
So whens the U.S going to find out were hiding weapons of mass destruction and we need to be 'Stopped'.