Dr Alexandra Heath, Head of Economic Analysis at the Reserve Bank of Australia

Nothing on the economic outlook nor on monetary policy. Text is here: The Future of Energy Demand and Implications for Australia

-

Nevertheless, some observations from Heath:

  • China growth shifting to being less energy intensive
  • A lot of demand growth would be needed for growth in exports of thermalcoal, prospects for thermal coal exports limited
  • Low oil prices a challenge for viability of future LNG projects, Australian LNG exports are likelt to grow for some time