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Malaysia Gas Markets long-term outlook H1 2020

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28 August 2020

Malaysia Gas Markets long-term outlook H1 2020

Report summary

Gas markets play different dynamics on Peninsular and East Malaysia. While Peninsular Malaysia sees a soft gas demand growth in the coming years, with the main driver being the industry sector, power generation in Sarawak will create new gas demand in that region. Gas demand growth in Sabah will come from the power sector and industry. While the Sabah-Sarawak Gas Pipeline remains shut, gas from Sarawak feeds into the LNG plants in Bintulu. We expect to see more gas from Sabah destined to export when the SSGP resumes operations in 2021. Gas supply in Peninsular Malaysia is expected to drop more quickly after 2022, when LNG imports will be increasingly needed to fill this gap. Long-term supply growth potential lies in East Malaysia. However, the future supply to Bintulu faces some challenges as many of the undeveloped fields in Sarawak are high on CO2 and H2S. The third-party access framework is already in place but a few obstacles prevent a true gas market liberalisation.

Table of contents

  • Sabah-Sarawak gas pipeline paralysed
  • Uncontracted Bintulu LNG volumes will add flexibility to PETRONAS’ portfolio
  • Gas market liberalisation: most of framework in place but no new players.
  • Other relevant reports on Malaysia
  • Data summary
    • Key stakeholders
    • Policy drivers
    • Competition
    • Gas market
    • Electricity market
    • Fuel mix
    • Pricing
    • Upstream
    • Transmission
    • Distribution
    • PETRONAS Gas
    • Gas Malaysia
    • Possibility of new players
    • Lang Lebah
    • Kasawari
    • Others
    • Contracted supply potential
    • Uncontracted supply potential
    • Yet-to-find potential
    • Contracted supply potential
    • Uncontracted supply potential
    • Yet-to-find supply potential
    • Sabah and Sarawak
    • Offshore
    • Onshore
    • Transport tariffs
    • Offshore Peninsular Pipeline Infrastructure
    • Peninsular GPP Expansions
    • Sabah-to-Sarawak Gas Pipeline
    • Trans Sabah Gas Pipeline Cancelled
  • LNG infrastructure
  • Appendix
    • Power sector
    • Non power sector
    • Large industries
    • Refinery and Petrochemical Integrated Development (RAPID)
    • Small industries
    • Gas separation plants (GSP) for C2+ extraction
    • Power sector
    • Non power sector
    • Power sector
    • Non power sector
    • Peninsular Malaysia gas market balance
    • Sabah gas market balance
    • Sarawak gas market balance
    • End of two-tier gas price for the power sector
    • Current LNG contract prices
  • Gas price forecast
    • Peninsular Malaysia
    • Sabah and Sarawak
  • Midstream gas prices

Tables and charts

This report includes 45 images and tables including:

  • Malaysia gas demand by sector
  • Malaysia gas demand by region
  • Malaysia gas market balance
  • Key changes to analysis from H2 2019 publication
  • Potential gas supply available - Peninsular Malaysia
  • Potential gas supply available - Sabah and Sarawak
  • Peninsular Malaysia total gas demand
  • Power sector gas users - Peninsular Malaysia
  • Industry sector gas users - Peninsular
  • Gas separation plant output
  • Sabah total gas demand
  • Power sector gas users - Sabah
  • Industry sector gas users - Sabah
  • Sarawak total gas demand
  • Power sector gas users - Sarawak
  • Industry sector gas users - Sarawak
  • Gas price outlook to 2040
  • Wellhead gas price in Peninsular (2020)
  • Wellhead gas price in Sabah and Sarawak (2020)
  • Current weighed average gas price - delivered (2020)
  • Malaysia's energy policy and regulatory structure
  • Peninsular Malaysia gas market value chain
  • Regulated gas prices in Malaysia
  • Major energy legislation
  • Third-party gas infrastructure access tariffs
  • Malaysia gas reserves – top 20 reserve holders*
  • PETRONAS key financial figures
  • Split of revenues by segment (2019)
  • Gas Malaysia key financial figures
  • Total potential gas supply available - Malaysia
  • Third-party Gas Infrastructure Access Tariffs
  • Peninsular Malaysia gas pipelines and fields
  • Sabah and Sarawak gas pipelines and fields
  • Peninsular Malaysia supply demand gap
  • Peninsular Malaysia balance
  • Sabah supply demand gap
  • Sabah balance
  • Sarawak supply demand gap
  • Sarawak balance
  • Sabah-Sarawak Gas Pipeline (SSGP)
  • Malaysia wholesale gas prices
  • Natural Gas Tariffs for Gas Malaysia Bhd Customers (2020)

What's included

This report contains:

  • Document

    Malaysia Gas data H1 2020.xlsx

    XLSX 444.51 KB

  • Document

    Malaysia Gas Markets long-term outlook H1 2020

    PDF 1.96 MB