S’pore gas importer says it is hit by ‘temporary reductions’ in supply from Indonesia

Natural gas currently accounts for about 95% of Singapore’s electricity generation mix.

ST PHOTO: KUA CHEE SIONG

Published Oct 24, 2026, 06:13 PM

Updated Oct 24, 2026, 06:13 PM

SINGAPORE - One of Singapore’s largest gas suppliers said on Oct 24 that its delivery of gas to customers here has been affected by “temporary reductions” in supply from its supplier in Indonesia.

Responding to queries from The Straits Times, t he company Gas Supply said it has been in direct communication with customers who are impacted and appreciate their patience and understanding during this period.

“(The company) continues to engage closely with our upstream supplier to manage the situation,” said the importer wholly owned by Temasek.

The firm was responding to requests for comment, following comments made by the chief of Indonesia’s upstream oil and gas regulator SKK Migas Djoko Siswanto.

He had said on Oct 23 that the country will be cutting natural gas exports to Singapore by 31 billion British thermal units per day (BBTUD) from Oct 24.

His comments were carried in Indonesian media outlets, and comes after remarks made on Oct 22 by the country’s Energy and Mineral Resources Minister Bahlil Lahadalia. Bahlil, who is also Coordinating Minister for Downstreaming and Energy Transition, said that Indonesia could stop exporting energy to countries that failed to show it mutual respect .

Energy analyst David Broadstock estimated that the cuts could amount to about 2.25% of Singapore’s gas usage. He was citing December 2025 data from global macroeconomic data and analytics platform CEIC.

According to media reports, the cuts affected only Singapore because the pipelines from Natuna and Sumatra were connected directly to the city-state.

Exports from Natuna would be reduced by 15 BBTUD, while another 16 BBTUD would be cut from the Jambi Merang gas in Sumatra.

This had been framed in Indonesian media reports as part of the President Prabowo Subianto’s government’s moves to prioritise domestic energy needs amid growing concerns over energy security.

Checks by ST found that natural gas from Sumatra is exported to Gas Supply.

Meanwhile, gas from Indonesia’s Natuna Sea is transported through a direct subsea pipeline to a receiving facility operated by Sembcorp Gas.

According to Sembcorp Industries’ 2023 annual report, the company entered into a sales agreement valued at about $1.9 billion to import piped natural gas from the West Natuna gas fields.

Both agreements were expected to last until 2028.

ST has contacted Sembcorp with queries.

Indonesia has been planning to reduce gas exports to Singapore for several years to meet growing domestic demand. In 2022, Jakarta agreed to extend gas supplies to Singapore until 2028, but at lower volumes than under the previous contract.

While the volume represents a small fraction of Singapore’s overall usage, Broadstock, who is from economic and strategy consultancy Lantau Group, called the abrupt cut a “surprising event” for Singapore’s energy supply chain.

But he noted the Republic is well-prepared to handle it.

The economist who monitors the energy sector pointed out the timing of the cuts, just before the Singapore International Energy Week commencing on Oct 26 , and during a period of increased complexity between the two nations over transboundary haze enforcement.

Said Broadstock: “There is a question mark over whether there is a political element tied to this action, potentially making it a reaction to the haze issue.

“I wouldn’t say for sure that it is a definitive driving factor, but it certainly cannot be ruled out.”

Broadstock expects that buyers of natural gas will immediately look to secure alternative contracts, potentially drawing from the US or the Middle East to fill the gap.

Despite the need to source presumably more expensive alternatives for the shortfall, he does not foresee a major price surge for consumers.

He said: “We shouldn’t expect massive market disruptions.

“It isn’t the global market taking a shock, but rather a preferred supplier taking a step back.”

ST has contacted the Ministry of Energy, Trade and Industry for comment.

Singapore-Indonesia ties

目前，天然气约占新加坡发电结构的95%。

《海峡时报》摄影：郭志雄

发布于 2026 年 10 月 24 日下午 6:13

更新于2026年10月24日下午6:13

新加坡——新加坡最大的天然气供应商之一于10月24日表示，由于其在印度尼西亚的供应商“暂时减少”供应，该公司向新加坡客户输送天然气受到了影响。

针对《海峡时报》的询问，燃气供应公司表示，他们已与受影响的客户直接沟通，并感谢他们在此期间的耐心和理解。

“（公司）将继续与上游供应商密切合作，以应对这种情况，”淡马锡全资拥有的这家进口商表示。

该公司是在回应有关印尼上游油气监管机构 SKK Migas 负责人 Djoko Siswanto 发表评论的请求时做出回应的。

他曾在 10 月 23 日表示，该国将从 10 月 24 日起每天削减对新加坡 310 亿英热单位 (BBTUD) 的天然气出口。

他的言论被印尼媒体报道，此前，印尼能源和矿产资源部长巴赫利尔·拉哈达利亚于10月22日发表了讲话。巴赫利尔同时也是下游能源转型协调部长，他表示，如果印尼国家不给予印尼应有的尊重，印尼可能会停止向其出口能源。

能源分析师大卫·布罗德斯托克估计，此次减产可能相当于新加坡天然气使用量的约2.25%。他引用的是全球宏观经济数据和分析平台CEIC提供的2025年12月数据。

据媒体报道，此次输油管道切断仅影响新加坡，因为来自纳土纳和苏门答腊的输油管道直接与新加坡相连。

纳土纳天然气田的出口量将减少 150 亿吨/日，而苏门答腊占碑梅朗天然气田的出口量也将减少 160 亿吨/日。

印尼媒体报道称，这是普拉博沃·苏比安托总统领导的政府在日益增长的能源安全担忧下，优先考虑国内能源需求的举措之一。

ST 的调查发现，苏门答腊的天然气出口到 Gas Supply 公司。

与此同时，来自印度尼西亚纳土纳海的天然气通过海底管道直接输送到胜科天然气公司运营的接收设施。

根据胜科工业2023年年度报告，该公司签订了一项价值约19亿美元的销售协议，从西纳土纳气田进口管道天然气。

这两项协议预计都将持续到2028年。

ST已就相关问题联系胜科集团。

印尼多年来一直计划减少对新加坡的天然气出口，以满足不断增长的国内需求。2022年，雅加达同意将对新加坡的天然气供应延长至2028年，但供应量低于之前的合同规定。

虽然这一用量仅占新加坡整体用量的一小部分，但来自经济和战略咨询公司 Lantau Group 的 Broadstock 称，此次突然削减对新加坡的能源供应链来说是一个“令人惊讶的事件”。

但他指出，共和国已做好充分准备应对此事。

关注能源行业的经济学家指出，此次减产的时机颇为蹊跷，正值新加坡国际能源周（10 月 26 日开幕）之前，而且正值两国在跨境雾霾执法方面关系日益复杂之际。

布罗德斯托克说：“这一行动是否带有政治因素尚存疑问，这可能是对雾霾问题的一种反应。”

“我不能肯定地说这是决定性因素，但也不能排除这种可能性。”

Broadstock 预计天然气买家将立即寻求获得替代合同，可能会从美国或中东寻求填补缺口。

尽管需要寻找价格可能更高的替代品来弥补缺口，但他预计消费者不会面临价格大幅上涨的情况。

他说：“我们不应该预期会出现大规模的市场动荡。”

“这不是全球市场遭受冲击，而是某个首选供应商退缩了。”

《海峡时报》已联系能源、贸易和工业部征求意见。

新加坡与印度尼西亚的关系