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Malaysia gas and LNG: 2016 long-term regional outlook

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25 July 2016

Malaysia gas and LNG: 2016 long-term regional outlook

Report summary

Domestic supply projects continue to progress. Additional gas from the North Malay basin and MTJDA B17 has started supplying the gas market in Peninsular Malaysia. In East Malaysia, the Sabah-Sarawak gas pipeline resumed operations in early 2016, delivering gas from Sabah to Bintulu LNG. The MLNG Train 9 and PETRONAS FLNG 1 projects are progressing as planned, targeting late-2016 start-up. We expect LNG output to be maintained at 32 mmtpa in the long term. On the demand side, Peninsular Malaysia's power sector is shifting toward coal, causing a drop in gas demand for power in the short to medium term. The RAPID integrated industrial projects will help offset this decline. In June 2016, the Malaysian parliament approved the Gas Supply (Amendment) Act 2016, allowing third party access (TPA) to be implemented. This will introduce competition in the LNG import sector. Gas price reform continue to progress, with another price increment for TNB and Gas Malaysia in July 2016.

Table of contents

    • Market overview
    • The Malaysian parliament approved third party access
    • Upside on domestic supply availability
    • No growth in Peninsular Malaysia's gas demand
    • Oversupply situation through to 2022
    • Domestic gas prices are moving closer to market benchmark
    • Data summary
      • Malaysia gas demand by sector
      • Malaysia gas demand by region
      • Malaysia gas market balance
      • Key changes to analysis from H2 2015 publication
    • GDP forecast - Malaysia
    • Economic Indicators
    • Energy policy
      • Key stakeholders
      • Malaysia's energy policy and regulatory structure
      • Peninsular Malaysia gas market value chain*
      • Policy drivers
      • Gas market
      • Fuel mix
      • Pricing
      • Major energy legislation
    • Gas market regulation
      • Upstream
      • Transmission
      • Distribution
      • LNG trading incentives
    • Upstream
    • Midstream / downstream
      • PETRONAS Gas
      • Gas Malaysia
    • Total potential gas supply available - Malaysia
    • Gas maps
      • Peninsular Malaysia
      • Sabah
      • Sarawak
    • Gas infrastructure – existing
      • Offshore
      • Onshore
      • Transport Tariffs
    • Gas infrastructure – under development and proposed
      • Offshore Peninsular Pipeline Infrastructure
      • Peninsular GPPs Expansion
      • Sabah to Sarawak Gas Pipeline
    • LNG infrastructure
    • Appendix
    • Further details on gas infrastructure can be found in the Malaysia Gas Data.xls excel sheet, Appendix - Gas Infrastructure tab under the download section.
    • Peninsular Malaysia gas demand
    • Peninsular Malaysia gas balance
      • Peninsular Malaysia gas market balance
    • Sabah gas balance
      • Sabah gas market balance
    • Sarawak gas balance
      • Sarawak balance
    • LNG supply
      • Domestic volumes
        • Bintulu LNG
        • Sarawak FLNG 1
        • Sabah FLNG 2
      • International supply
    • LNG demand
      • Historical consumption
        • Monthly seasonality
      • Future outlook
        • Malaysia LNG demand outlook
        • LNG supply-demand balance
          • Malaysia LNG supply - demand balance outlook
        • LNG prices
          • International volumes
          • Bintulu export prices
            • LNG contract prices*
            • LNG regas infrastructure
              • Existing projects
              • Proposed and under development projects
    • Current gas pricing trends

Tables and charts

This report includes 42 images and tables including:

  • Executive summary: Image 1
  • Economic outlook: Image 1
  • Economic outlook: Table 1
  • Malaysia gas reserves – top 20 reserve holders*
  • PETRONAS key financial figures
  • Split of revenues by segment (2015)
  • Supply: Image 1
  • Potential gas supply available - Peninsular Malaysia*
  • Potential gas supply available - Sabah and Sarawak*
  • Peninsular Malaysia total gas demand
  • Demand: Table 1
  • Demand: Table 2
  • Demand: Table 3
  • Demand: Table 4
  • Demand: Table 5
  • Demand: Table 6
  • Local supply demand gap
  • Peninsular Malaysia balance
  • Gas separation plant output
  • Local supply demand gap
  • Supply-demand balances: Image 5
  • Local supply demand gap
  • Sarawak balance
  • Malaysia wholesale gas prices
  • Wellhead gas price in Peninsular (2016)
  • Wellhead gas price in Sabah and Sarawak (2016)
  • Executive summary: Table 1
  • Executive summary: Table 2
  • Executive summary: Table 3
  • Executive summary: Table 4
  • Policy and regulation: Image 1
  • Policy and regulation: Image 2
  • Policy and regulation: Table 1
  • Peninsular Malaysia gas pipelines and fields
  • Sabah gas pipelines and fields
  • Sarawak gas pipelines and fields
  • Supply-demand balances: Image 8
  • Bintulu LNG and FLNGs*
  • LNG: Image 2
  • LNG: Image 3
  • LNG: Image 4
  • LNG: Image 5

What's included

This report contains:

  • Document

    Malaysia LNG Data.xls

    XLS 562.50 KB

  • Document

    Malaysia Gas Data.xls

    XLS 980.00 KB

  • Document

    Malaysia gas and LNG: 2016 long-term regional outlook

    PDF 3.96 MB

  • Document

    Malaysia gas and LNG: 2016 long-term regional outlook

    ZIP 4.31 MB

  • Document

    Executive summary

    PDF 2.89 MB

  • Document

    Economic outlook

    PDF 95.28 KB

  • Document

    Policy and regulation

    PDF 192.62 KB

  • Document

    Key companies

    PDF 112.48 KB

  • Document

    Supply

    PDF 143.26 KB

  • Document

    Infrastructure

    PDF 677.48 KB

  • Document

    Demand

    PDF 146.10 KB

  • Document

    Supply-demand balances

    PDF 134.12 KB

  • Document

    LNG

    PDF 144.10 KB

  • Document

    Prices

    PDF 143.74 KB

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