"Gas is the future" - Blue Energy's plan to unlock 15,000 PJ

In this ASX small-cap analysis, James Whelan sits down with Blue Energy MD and CEO John Phillips (BLU.ASX) to unpack the company’s plans to bring gas to market in Queensland and the Northern Territory. We cover Blue Energy’s Moorumbah/central Queensland assets, the Sapphire PL 1034 licence unlocking drilling and production, and the offtake agreements with AGL, Origin Energy and QPM that underpin a future pipeline approach. The discussion also delves into pilot wells, environmental controls, and the steps required to connect production to market through a central Queensland gas pipeline and related infrastructure. Timestamps: 00:01 Intro with James Whelan and John Phillips 00:28 Market backdrop: gas vs renewables in Australia 01:30 Blue Energy overview: Moorumbah, reserves, and offtake 02:15 Sapphire PL 1034 licence: what it unlocks 03:45 Environmental studies and approvals 04:50 Pipeline context: central Queensland pipeline 05:55 Cap raise and capital allocation 06:40 Pilot wells: status and next steps 07:50 Moorumbah vs 854 drilling strategy 09:10 ATP 854 progress and near-term milestones 10:45 Northern Territory exploration and seismic data 11:30 JV and farming-in strategy 11:50 SPP oversubscription and investor sentiment 12:45 Corporate governance and milestone tracking 14:00 Market context and government energy roadmap 15:40 What to watch next: 3-4 key milestones 17:30 Summary and why BLU matters 19:00 Outro and next updates If you found this analysis helpful, please subscribe for more ASX small-cap insights and share your view in the comments. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/blue-energys-oversubscribed-spp-investor-confidence-gas-future https://smallcaps.com.au/blue-energy-restarts-sapphire-gas-production-petroleum-lease-discussions-continue https://smallcaps.com.au/blue-energy-fast-track-sapphire-gas-favourable-queensland-court-ruling https://smallcaps.com.au/blue-energy-granted-go-ahead-sapphire-gas-developments-queensland https://smallcaps.com.au/blue-energy-sapphire-pilot-gas-wells-back-online 🔎 More on this company: https://smallcaps.com.au/stocks/asx-blu/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/