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High materiality8/10

Beetaloo gas flows to Darwin; contract to 40 TJ/d by 2026

Sep 7, 2026, 7:28 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Milestones validate Beetaloo commercialization; potential upside from increased gas sales and LNG export potential via INPEX; near-term catalysts (first gas, 2026 contraction, 2027 rig) can drive sentiment.

AI summary

What happened, with direct paths to the underlying reporting

Beetaloo’s Shenandoah South Pilot achieved first gas sales to the Northern Territory network, with volumes scheduled to reach 40 TJ/d by 2026 under a take-or-pay agreement. The Sturt Plateau Facility (50 TJ/d capacity) and INPEX backing support a move from appraisal to development, including a second H&P rig arriving in 2027 and Daly Waters Energy assuming operator duties in the next phase.

First Beetaloo gas sold to Darwin gas network.
Volumes set to reach 38.8 MMcf/d (40 TJ/d) by end-2026.
DWE to become operator; second H&P rig arrives 2Q2027.
INPEX partnership to accelerate large-scale Beetaloo development and LNG exports.

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