AEMO Gas Bulletin Board · daily grain · rebuilt 2026-09-12 15:14 UTC
Destinations stack; production is the line. Every unit of gas is produced once and consumed once. The bars show where it went — LNG export, gas-fired generation, large industry — and the line above them is total production. Where the stack sits below the line, the state is a net exporter to its neighbours; where it rises above, a net importer.
Each number counts one layer only. The same gas is reported many times as it moves: at the wellhead, along each pipeline, at the delivery point. Supply is taken at the production layer and demand at the end-use layer; pipeline rows never enter a total.
End-use series start later than production, and not on a round date. Gas-fired generation, industrial and LNG facilities began reporting after the Bulletin Board scope expanded on 15 March 2023, but they did not all arrive at once — coverage built up over months. Plotting that ramp would show demand "growing" when only the reporting was growing. So each region's end-use series begins at the date its reporting reached full coverage, measured from facility counts and shown under the region selector. Production and storage run from September 2018.
The last two weeks are incomplete. Facilities report with a median lag of 1.5 days and some revise for a fortnight. Recent periods carry an orange edge and are excluded from totals. They revise upward — a dip at the right edge is missing data, not falling supply.
Demand here is not total gas demand. The Bulletin Board reports gas-fired generators and large industrial users individually, and those are what the demand bars show. Residential and commercial gas — the heating load that dominates southern winter demand — arrives through distribution networks and is reported against pipeline delivery points, which are excluded here to avoid counting the same gas twice. For Victoria in particular, actual demand is several times what these bars show. Treat the demand panel as "reported large users", not "the market".
Gas burn is not electricity output. Gas-fired generation here is daily fuel in TJ, published a day or more late. For dispatch see the generation pages, which use 5-minute SCADA. Storage is a stock, so period figures take the level at period end, never a sum. Data: public AEMO Gas Bulletin Board archive; nothing on this page is a forecast.
Gas-fired generators and large industrial users, on their own scale — a few per cent of production, and invisible if plotted against it. This is not total demand. Residential and commercial gas is delivered through distribution networks and reported against pipeline points, excluded here to avoid counting the same gas twice. In Victoria that missing slice is the majority of consumption.
Levels are not comparable between facility types. Upstream basin storage sits inside producing gas fields and balances production; demand-side storage sits near load and covers winter peaks. Turnover — a year's withdrawals as a share of average level — separates them: a facility being used cycles its volume, one being run down does not. Read it alongside the level, though: a peak-shaving LNG tank is deliberately held near full and drawn only on extreme days, so it shows low turnover AND a flat level. Low turnover with a falling level is the one that means something.
A falling storage level alone cannot tell you whether a facility was drained deliberately or simply never refilled. These two legs can. Withdrawals holding steady while injections collapse means gas could not be sourced to refill; both legs falling together means the asset is idle.
The long series. Production bars from September 2018 (the Bulletin Board was rebuilt then; earlier data sits in a separate archive on a different schema). Storage level on the right axis.