24 October 2026 | Sector: Oil and Gas, Power | Country: Indonesia
Key points
- Indonesia cut pipeline gas exports to Singapore by 31 BBTUD from 24 October 2026, equal to roughly 15% of the 200 MMSCFD pipeline flow reported in 2025.
- The diverted gas goes mainly to power generation in Batam. It does little for the shortage facing industry in West Java, where demand exceeds regulated-price supply by about 1,100 MMSCFD.
- The cut came three days after statements by the President and the Energy Minister linking energy exports to national “survival” and to countries that “disrespect” Indonesia, during a regional dispute over forest fire haze.
- Singapore’s exposure is manageable, since pipeline gas from Malaysia and Indonesia supplies about 40% of its gas and no single country supplies more than 30%.
- The main investor risk lies upstream. Mixing export policy with diplomacy raises uncertainty for gas projects that depend on export markets to justify investment.