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
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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
