东盟能源安全洞察

ASEAN Centre for Energy (ACE)April 2026 ASEAN energy profile remains dependent on oil and gas, with the transport (~90% ofconsumption) and electricity sector (~31% of generation fuel) as the two most dependent ASEAN continues to import oil and gas, including from the Middle East, creating both anenergy supply shock and adding pressure to the Member State’s fiscal capacity in 2026 Importing oil and gas at currentpricesincrease ASEAN importcosts by $3.36 billion/month(▲3.4%from 2026 expectation)Oil ProductsNatural Gas The impact of the supply shock can be felt across the board3. Prices at the pumpimmediately affect our communities, as other shortages are slower to reach consumers Short-term fiscal policy and demand management remain as the most applied short-termintervention3as diversifications and monetary policy require longer time to reach markets ASEAN’s dependence on oil imports affects its energy security in the current situationin the Middle East, with up to 28% of our final consumption set to be directly disrupted Recovery takes time even with an ambitious reopening assumption. Demand measures willsalvage some losses. Rerouting out-of-ASEAN exports for ASEAN can help, but gaps remain Around 17% of ASEAN’s natural gas supply comes from the Middle East,translating to3% Daily movement of natural gas Demand measureswillregain some losses. ASEAN export morenatural gas than we consume, butrerouting export is fiscally Medium-and long-term actions can reduce dependence. Most energy-use dependencesare replaceable with electrification and biofuels, leaving non-energy use as the last frontier Immediately replaceable Advancing electrification and grid reliability through,e.g., ASEAN Power Grid (APG),allowing for more adoptionof electric vehicles and cooking andfacilitating regional Replaceable with more investment Substituting fuel requirements for medium-and heavy-duty vehiclesthrough expanded biofuel provisionandelectrification, including for freight, buses, domestic Non-replaceable, but redesign-able Redesigning hard-substituting industries, includingaviation and petrochemical towards better efficiency and Structurally non-replaceable Managing demand from the no-substitution sectorsincluding on ammonia for agriculture, lubricants, bitumen,and medical-grade plastics Thank you Stay up to date with our latest news Download all of our publications atgo.aseanenergy.org/ACEReport For further information and inquiries, please contactsecretariat@aseanenergy.org aseanenergy.org