Commodity market report
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44 Pages

Malaysia gas markets long-term outlook H2 2013

Malaysia gas markets long-term outlook H2 2013

Report summary

Despite a forecast of strong gas demand growth, the speed of new gas production over the next few years will outpace this increase.  As a result, the gas shortage environment that has plagued Malaysia over the last few years will reverse and we expect to see surplus gas until 2020.

What's included?

This report includes 4 file(s)

  • Malaysia gas markets long-term outlook H2 2013 PDF - 1.87 MB 44 Pages, 13 Tables, 36 Figures
  • Storyboard Malaysia gas and power markets long-term outlook H2 2013.pdf PDF - 688.76 KB
  • Appendix - Malaysia gas markets long-term outlook H2 2013.pdf PDF - 120.28 KB
  • Malaysia Gas Data.xls XLS - 903.04 KB


Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Long Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this long term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
    • Strong show of LNG imports in 2013
    • However, LNG demand growth over the next few years will be minimal
    • Gas developments in East Malaysia are taking shape
    • Data summary
  • Economic outlook
  • Policy and regulation
    • In this section
    • Policy drivers
    • Competition
    • Fuel mix
    • Renewables
    • Pricing
    • Gas market
    • Upstream
    • Transmission
    • Distribution
    • Regulation
  • Supply
    • In this section
    • Supply from Peninsular Malaysia
    • Supply from Natuna Sea and MTJDA
    • Supply from Sabah and Sarawak
    • Potential uncontracted supply from Peninsular Malaysia
    • Potential uncontracted supply from Natuna Sea and MTJDA
    • Potential uncontracted supply from Sabah and Sarawak
  • Infrastructure
    • In this section
    • Peninsular Malaysia
    • Sabah
    • Sarawak
    • Offshore
    • Onshore
    • Transport Tariffs
    • Offshore Peninsular Pipeline Infrastructure
    • Peninsular GPPs Expansion
    • Sabah to Sarawak Gas Pipeline
    • Liquefaction terminals
    • Current regasification development
    • Future regasification terminal development
  • Demand
    • In this section
    • Peninsular Malaysia gas demand (power)
    • Peninsular Malaysia gas demand (nonpower)
      • Large industries
      • Small industries
      • Gas separation plants (GSP)
      • Sabah gas demand
        • Sabah gas demand (power)
        • Sabah gas demand (nonpower)
      • Sarawak gas demand
        • Sarawak gas demand (power)
        • Sarawak gas demand (nonpower)
  • Supply-demand balances
    • In this section
    • Short term LNG outlook
    • Medium & long term LNG outlook
    • Peninsular Malaysia gas market balance
    • Sabah gas market balance
    • Sarawak gas market balance
  • Prices
    • In this section
    • Gas price reforms have not taken place
    • New mechanisms will be introduced to increase prices in 2014
    • Large industries faces higher prices
    • Small industries shielded through price pooling
    • Current LNG price contracts
    • Peninsular Malaysia
    • Sabah and Sarawak
    • Power sector
    • Non power
    • Exports
  • Risks and uncertainties
    • GDP Sensitivity on Gas Demand (Peninsular Malaysia)
    • Coal Sensitivity on Gas Demand (Peninsular Malaysia)
    • Gas supply sensitivities

In this report there are 49 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
    • Executive summary: Table 2
    • Executive summary: Table 3
    • Executive summary: Table 4
  • Economic outlook
    • GDP forecast - Malaysia
    • Economic outlook: Table 1
  • Policy and regulation
    • Key offices
    • Major energy legislation
    • Malaysia’s energy policy and regulatory structure
    • Policy and regulation: Image 2
  • Supply
    • Total potential gas supply available - Malaysia
    • Supply: Image 2
    • Potential gas supply available - Sabah and Sarawak*
    • Malaysia gas reserves – top 20 reserve holders*
  • Infrastructure
    • Peninsular Malaysia gas pipelines and fields
    • Sabah gas pipelines and fields
    • Sarawak gas pipelines and fields
  • Demand
    • Peninsular Malaysia total gas demand
    • Demand: Table 1
    • Demand: Table 2
    • Sabah total gas demand
    • Demand: Table 3
    • Demand: Table 4
    • Sarawak total gas demand
    • Demand: Table 5
    • Demand: Table 6
  • Supply-demand balances
    • Malaysia LNG demand
    • Local supply demand gap
    • Peninsular Malaysia balance
    • Gas separation plant output
    • Regasification terminal utilisation
    • Local supply demand gap
    • Sabah balance
    • Regasification terminal utilisation
    • Local supply demand gap
    • Sarawak balance
    • Sabah Sarawak gas pipeline
    • East Malaysia Liquefaction Capacity
  • Prices
    • Malaysia wholesale gas prices vs. subsidised diesel
    • Gas price outlook to 2031
    • Wellhead gas price in Peninsular (2013)
    • Wellhead gas price in Sabah and Sarawak (2013)
    • Current gas price - delivered (2013)
  • Risks and uncertainties
    • Summary of high impact scenarios
    • GDP growth assumptions for high and low case
    • Power demand sensitivity on gas
    • Coal growth assumptions for high and low case
    • Coal demand sensitivity on gas in the power sector
    • Peninsular LNG Sensitivity
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