“An abundance of opportunities” as APA’s $3 billion pipeline targets the AI power boom скачать в хорошем качестве

“An abundance of opportunities” as APA’s $3 billion pipeline targets the AI power boom

APA Group (ASX: APA) sits at the centre of Australia’s energy transition, moving gas across the east coast and building power assets that support grid reliability as coal-fired stations are phased out. In this interview, CEO Adam Watson discusses the company’s latest result, margin expansion and upgraded $3bn growth pipeline. He outlines APA’s role in east coast gas expansion and rising data centre power demand, and explains how the business is positioning for its next phase of capital-intensive growth. Time codes: 00:00 - Introduction 00:26 - Key highlights from APA's 1H result & what investors should focus on 01:20 - Quality and sustainability of performance 02:11 - EBITDA margins and cost discipline 03:12 - The $3 billion growth pipeline 04:24 - Key milestones - East Coast Gas Grid expansion 05:55 - Competitive advantage and industrial gas demand 06:56 - Future growth opportunities 08:08 - Data centre demand and behind-the-meter solutions 09:42 - Areas of the business to improve moving forward