IAI-东南亚天然气：主要趋势和长期展望（英文）-2021.5正文版.pdfVIP

I A I Natural Gas in South-east Asia: 1 2 0 2 © Key Trends and Long-term Outlook 4 - 6 9 by Luca Franza and Beni Suryadi 1 - 8 6 3 9 - 8 8 - 8 7 9 N B S I | 3 0 ABSTRACT 6 9- Given the increasing gas demand and declining domestic 0 1 supply, countries in South-east Asia are bracing themselves to 6 2 become net gas importers and are studying ways to enhance N S their security of supply. LNG will be the preferred source of S I gas, thanks to its flexibility and widespread availability at competitive prices in global markets. However, concerns related to excessive gas import dependency might reduce appetite for additional gas usage in South-east Asia. This could mean that coal would have a larger role, which is bad news for climate change. Countries in the ASEAN region need policies to achieve balanced, reliable, secure and cost-effective energy supply, a pre-requisite for the region’s ambitious economic development plans. A combination of solid local policies, 1 investment by international players in the region and stability 2 0 2 in global gas markets would enable gas to play a positive Y role in South-east Asia, which is a fast-growing region and A M an increasingly important catalyst of global energy market - 2 developments. 2 | 1 2 S R E P A P I South-east Asia | ASEAN | Natural gas