Understanding the next commodity price cycle - can Indonesia adapt?
Nicholas Browne, Research Director, Gas & LNG, presented at our 13th Indonesia Energy Forum in Jakarta on 13 March 2019. - The global fundamentals of oil, coal and LNG are diverging. This paper assesses the long-term drivers and outlooks for these commodity prices to 2040. - Meanwhile, the Indonesian energy market will become increasingly reliant on energy commodity imports for LNG and oil. - Will the growing costs of importing these commodity outweigh the revenue generated from coal exports? - What are the implications for the Indonesian economy of the transition from being an energy commodity exporter to importer? - What policies could mitigate this transition?