East Coast Gas Grid Expansion Plan

Stages 1 and 2 of the ECGG expansion plan have been completed. These works included construction of additional compressor stations on the South West Queensland Pipeline (SWQP) and the Moomba to Sydney Pipeline (MSP) and have increased gas transportation capacity to the east coast grid.

Stage 3A

APA is investing $260 million to deliver Stage 3A, including three new gas compressors along its existing infrastructure to increase north to south capacity for winter 2028:

Together this will expand:

• South-West Queensland Pipeline (SWQP) capacity by ~58 terajoules (TJs) per day
• Moomba to Sydney Pipeline (MSP) mainline capacity by ~10 TJs per day
• Young-Culcairn lateral capacity by ~39 TJs per day.

Stage 3B

APA is investing $220 million to progress Stage 3B to enable continued early works and procurement of long lead items for the Bulloo Interlink, including purchase of 342km of line pipe and further pre-FID works. This maintains a 2028 delivery for this critical project.

These investments, along with future planned expansions, make it clear that pipeline capacity will not be a constraint to solving projected east coast gas supply shortfalls.³

Furture stages (storage) focus on delivering new southern market gas storage to support AEMO’s forecast need for peaking gas-powered generation, as more variable renewable energy is added to the National Electricity Market.

This stage involves the delivery of the proposed new Riverina Storage Pipeline (RSP) in New South Wales (NSW), along with new compression and pipeline infrastructure. Access and approvals and concept design is progressing as part of early works funding.

If progressed, it would add new storage capacity in winter 2028 and 2029. The storage project can be delivered in stages, with ~200TJ of storage online as early as 2028, with the potential to expand to ~500 TJ as early as 2029.

Future stages (expansion) add flexibility and amplifies the investments made in previous stages, delivering capacity upgrades into the Victorian Transmission System (VTS). The potential project will expand APA’s MSP and VTS systems to 350 TJ/day from Young, NSW to Wollert, Victoria through the addition of new compressors, reconfiguration works and new metering and pressure regulation infrastructure.

The ~84% increase in transport capacity into Wollert, Victoria could be delivered as early as winter 2029 as the Victorian market becomes more reliant on northern gas basins.

APA has reached FID for the full scope of the below related projects, with project delivery now in progress.

Moomba to Sydney Ethane Pipeline (MSEP) conversion project

The Moomba to Sydney Ethane Pipeline (MSEP) conversion project, targeting completion in 2025. APA will invest ~$25 million to deliver this project to provide an additional ~20 TJ/day from Moomba to Victoria or ~25 TJ/day to Sydney. After conversion to natural gas, the incremental MSEP capacity will increase the total southbound capacity from Moomba to Sydney from 565 TJ/day to 590 TJ/day.

Moomba to Sydney Pipeline (MSP) off-peak capacity expansion project

Moomba Sydney Pipeline (MSP) off-peak capacity expansion project, which will deliver two pressure regulation skids to increase capacity in summer months when pipeline maintenance is being undertaken. APA will invest ~$15 million to deliver this project, with new capacity to come online in summer 2025 and 2026. Total new MSP summer capacity on completion will be 80-120 TJ/day, delivering additional earnings in off-peak months and supporting storage refill ahead of peak winter months.