东盟石油和天然气更新2025

Contents 23 Acknowledgments3 Energy Security and InvestmentTrends Abbreviations 4 28 ASEAN Oil Companies:Pathways to Net Zero 2024 Highlights 5 32 Reserves, Production, andConsumption 6 Regional Initiatives39 Trade13 References40 Acknowledgements ThesuccessfulcompletionoftheASEANOilandGasUpdate2025isattributedtothecollaborativeeffortsoftheASEANCentreforEnergyandallindividualsinvolved.Theircombinedexpertise,steadfastsupport,anddedicatedcontributionshavesignificantlyenhancedthequalityand SpecialrecognitionisextendedtoDato’Ir.Ts.RazibDawood,ExecutiveDirectoroftheASEANCentreforEnergy,forhisguidance,andtoSuwanto,HeadoftheFossilFuels,Hydrocarbons,andMinerals(FOM)Department,ASEANCentreforEnergy,forhissupervision.Theirdirectionand RecognitionisgiventotheACOPEandREPP-SSN,whoseexpertiseandcommitmentplayedapivotalroleinshapingthecontentanddirectionof ThanksareextendedtoAPAEC,MPP,andthevariousdepartmentswithintheASEANCentreforEnergy,fortheircollaborativesupportinfacilitatingtheresearch,writing,andpublicationprocess. ThispublicationwaspreparedbyASEANCentreforEnergy.TheleadauthorisDaniaParamita,withcontributionsfromMuhammadZaidan,LintangAmbarPramesti,andRaysieoDuakin. AcknowledgmentisgiventoMuhammadBayuPradanaEffendyandFadhielHandiraIshaqfortheircreativecontributionstothedesignandlayout SpecialrecognitiongoestoFirdausFadhlullahDesignerindyandAmaraZahraDjamilfortheireffortsinpreparingthecommunicationsstrategyandfinalstagesofpreparingthispublicationfordistribution. Thiscollaborativeeffortreflectsthededicationofadiversegroupoforganisations,andtheirvaluablecontributionsaretrulyappreciated. Abbreviations AMSASEAN Member StatesBBOBillion Barrels of OilBBOEBillion Barrels of Oil EquivalentBCFDBillion Cubic Feet per DayBOEBarrel of Oil EquivalentBSCFDBillion Standard Cubic Feet per DayGDPGross Domestic ProductGWGigawattKBPDThousand Barrels per DayMBPDThousand Barels per Day 2024 Highlights ASEAN’s oil reservesdeclinedby0.57%and natural gas reservesfellby3.49%in 2024 ASEAN countries remainednet importers of crude oilin 2024, with the trade deficitwidening to-144.2 Mt, while stillnet exporters of natural gas, though net exports fell No new infrastructurewas added in 2024, althoughseveral newandupgradeprojects continuedto progress through development. ASEAN national oil companies are pursuing net-zero emissions through CCS,hydrogen, electric mobility, operational improvements, and leak detection, with alltargeting zero routine flaring by 2030. At the regional level, ASEAN has launched Reserves, Production, and Consumption Proven Reserves ASEAN’s proven reserves declined in 2024, amid maturing fields and limited new discoveries. ASEAN’sprovenreservesdeclinedin2024from023levels,withcrudeoilfallingby0.57%from11.98to11.91BBO,andnaturalgasby3.49%from4.14to4.00TCM.Crudeoilreserveshadgrownuntil2021,beforeeasinginrecentyears.Bothoilandgasreservesdeclinedin2024,duetomaturefieldsandlimitednewdiscoveriesacrosstheregion.BruneiDarussalamandthePhilippinesrecordedrespectiveoilreserveincreasesof2.80%and27.27%,whileIndonesiaandMyanmardeclinedby5.39%and0.71%.Fornaturalgas,BruneiDarussalam,Myanmar,andThailandgrewby Production Oil output remained steady, while natural gas production rose across ASEAN. Incontrast,naturalgasproductionsincreasedby4.50%,reaching20.52BSCFDfrom19.64BSCFDthepreviousyear.Thegrowthwasdrivenby modest production increases in several countries,includingtheregion’stopthreeproducers:Malaysia,whichroseby10.82%;Indonesia,which increased by1.67%;and Thailand, ASEAN’scrudeoilproductionheldrelativelysteadyin2024,at1.48MBOPD,showingonlyaslightdeclineof0.12%from2023.The stableoutputreflectscontinuedupstreaminvestment,EnhancedOilRecovery(EOR)efforts,andfieldredevelopmentacrosstheregion. ASEAN oil and gasproductionstabilises,with aging reservoirs shaping 2024 Oiloutputstabilisedwithstrongerrecoveryefforts,whilegasroseonnewdevelopmentsanddemandgrowth. OilandgasproductionacrossASEANin2024enteredaphaseofconsolidation,reflectingboththelimitsofmaturefieldsandrenewedpolicyattentiontosustainingupstreamoutput.Whilediscoveriesremainlimited,operationalimprovementshelpedstabiliseproduction.Continuedgovernmentengagementwillbeessentialinmaintainingthisbalance,asenergy Othermemberstatesfocusedonaddingnewresourcestosecurefuturesupply. Acrosstheregion,acriticalshiftisunderwaytoprioritiseexistingfields.InIndonesia,thegovernmentsharplyreducedoilandgasexplorationpermitsfrom320to140in2024,shiftingfocusfromfrontierdrillingtomaximisingoutputfromexistingwells.This Malaysiareported strong upstream momentum,building on the 19 discoveriesPetronasmadein2023,mainlyinSarawakandSabah,whichaddedover1billionbarrelsofoilequivalenttonationalreserves.Thesediscoveriesledtoincreaseddrillingactivity,withover25wellsexpectedtobedrilledannuallyfrom2024to2026.Brunei EnhancedOilRecovery(EOR)projects.Similarly,inThailand,productionrecoveredmodestlyafter successful operationalfixes,withoutputs from theErawanandTantawanFieldsreboundingafte