The Australian Gas and LNG Tracker is an interactive data tool developed by the Institute for Energy Economics and Financial Analysis (IEEFA), updated bi‑annually. It visualises Australia’s gas and LNG infrastructure, export capacity, demand outlook and trade flows using data from sources like Kpler, AEMO and IEEFA analysis.
Targeted at policymakers, analysts and finance professionals, the tool supports informed decision‑making. It highlights key metrics such as high export‑facility utilisation, shifts in major export markets (China overtaking Japan in 2024), and the growing share of spot‑market exports.
For finance professionals, the Tracker offers vital insights into LNG project performance, market exposures and emerging supply‑demand dynamics. It assists with risk assessment, forecasting contract renewals, spot‑price exposure and domestic versus export gas allocation. This makes it a practical resource for modelling investment returns, stress‑testing portfolios and tracking regulatory or market changes affecting gas asset valuations.