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.