Malaysia's LNG feedgas shortage: who will feed the plants?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
Executive Summary
- Ongoing Sabah-Sarawak pipeline troubles causing shortage
- Legacy producers pushed to produce above planned rate – what are the implications?
-
The future of MLNG feedgas supply
- MLNG will be short until 2025
- Medium term: sufficient feedgas supply from 2026 to 2030
- Longer term: opportunities open up from 2030, but only for the most competitive
- 1. Economic constraints
- 2. Facility constraints
- 3. Environmental constraints
- Where will long-term feedgas come from?
- Impact on PETRONAS LNG position
Tables and charts
This report includes the following images and tables:
- The Sarawak commercial gas supply-demand gap
- Pre-FID supply potential by breakeven
- Pre-FID supply potential by company working interest
- MLNG value chain revenue calculation
- PETRONAS LNG Supply-Demand balance
What's included
This report contains:
Other reports you may be interested in
Laibin Yinhai aluminium smelter
A detailed analysis of the Laibin Yinhai aluminium smelter.
$2,250Dahej copper smelter
A detailed analysis of the Dahej copper smelter.
$2,250Regulatory approvals and commercial agreements advance: Q1 2017 North America LNG projects update
We highlight the progress and any delays to proposed North American LNG projects.
$1,050