APA plays a pivotal role in Australia’s energy transmission and infrastructure network, sitting right in the “middle layer” between generation and consumption. It owns and operates over 15,000 km of gas transmission pipelines, along with electricity transmission assets, renewable energy farms, and emerging battery storage projects.
APA’s gas networks act as a stabilising backbone, keeping power reliable while renewables ramp up, and its new investments in electricity interconnectors and grid-scale batteries extend that role into the low-carbon era. As the world evolves, it should come as no surprise that APA is pivoting toward multi-fuel transmission, planning to repurpose some gas pipelines for hydrogen transport in the future.
Following a strong report in August and growing confidence by the market that they can fund their development pipeline without cutting the dividend, the share price has continued to accelerate higher.
- We hold APA across two Market Matters Portfolios, believing they will play one of the most important transition facilitator rolls over the next 20 years.
- APA is forecast to yield more than 6% part franked
MM is long and bullish APA
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