Myanmar's energy outlook: one year later

Twelve months after the military seized power, we assess the latest outlook for the Myanmar energy outlook. The withdrawal of investors from Myanmar's upstream, gas, LNG and renewable sectors will have grave implications for energy supply and demand. - Upstream oil and gas: reduced investment and the end of offshore exploration will impact short and long term supply outlook - Gas and LNG markets: reduced domestic demand will have knock on implications for regional gas dynamics - Renewables: new investments on hold, but a potential opportunity for Chinese investors