Typical propaganda Perusahaan asing besar utk mendapat porsi lebih besar
dalam bagi hasil..hehehe
cadangan terbukti kita masih besar, hanya saja, belum dikembangkan...,
Laporan MIGAS menunjukkan di seantoro Nusantara masih ada 170an TCF gas
alam yang bisa dikembangkan, if the price is right...
memang cadangan gas di kalimantanm timur menipis, itu kan hukum lam yang
telah diantisipasi,...karena penemuan baru yang ekonomis tidak terjadi
Chevron sleama ini juga bukan gas player di Indonesia, kehadiran di KalTim
hanya karena akuisisi Unocal tahun 2005. Kontribusi Unocal di Kaltim juga
tidak sampai 30% dari total producers yang ada..
Soal harga, memang Indonesian domestic gas adalah over subsidied, dimana
harga dunia sekitar $7/MMBTU, market oriented dan domestik sekitar
$2-3.5/MMBTU flat long term contract.. Emang insentif investasi lokal
tidak begitu tinggi sih, kecuali cadangan yang sangat besar.
re.
hmm supply limited, gas price might surge. but kalo gas abis,
perusahaan yg berhubungan dgn gas bakalan apa yg mau di dagangin lagi??
--- In obrolan-bandar@yahoogroups.com, jsx_consultant
[EMAIL PROTECTED] wrote:
Indonesia's LNG Supremacy Wanes as Chevron's Fields Run Short
Aug. 9 (Bloomberg) -- Indonesia may lose its dominance of the world's
liquefied natural gas market because fields operated by producers
such as Chevron Corp. are running out of gas faster than expected.
San Ramon, California-based Chevron, which supplies gas to the
world's largest liquefaction plant on the Indonesian part of Borneo
Island, told Indonesia's government on July 17 there isn't enough gas
to meet commitments to customers in Japan, South Korea and Taiwan.
Indonesia's LNG sales will fall 19 percent this year, according to
government shipment plans.
Indonesia, the world's top LNG supplier for three decades, is failing
to find new supplies of gas just as prices and demand for the cleaner-
burning fuel have surged to records. Buyers such as Osaka Gas Co. are
seeking supplies from countries such as Qatar, cutting revenue for
Southeast Asia's most populous nation and denting the government's
efforts to curb a budget deficit.
``If we can't attract investment in the gas industry for new
reserves, then there will be a decline as a major global supplier,''
Anton Gunawan, an economist for Citibank in Jakarta, said by
telephone Aug. 3. ``There will be a reduction in the foreign exchange
reserves.''
Indonesia started exporting LNG in 1977. It shipped 23 million tons
in 2005, more than Malaysia's 20.8 million or Qatar's 19.8 million,
according to figures from London-based BP Plc, the world's second-
largest publicly traded oil company.
Indonesia will probably fall to third place next year based on its
plans to cut cargoes. LNG is natural gas that has been cooled to
liquid form for transportation by ship to markets beyond the reach of
pipelines. Import terminals return the LNG to gas form so that it can
be sent through pipelines to customers such as factories, power
stations and households.
Russia, Australia
Utilities in Japan, the world's second-largest economy, are turning
to other markets for their future LNG needs.
Tokyo Electric Power Co. and Tokyo Gas Co., Japan's largest power and
gas suppliers, have signed up for LNG from Royal Dutch Shell Plc's
Sakhalin project in Russia to diversify supplies. Osaka Gas, Japan's
second-biggest gas distributor, is in talks with Tokyo-based oil and
gas producer Inpex Corp. about joining a $6 billion liquefied natural
gas project in Australia.
Japan buys 40 percent of the world's LNG and depends on Indonesia for
a quarter of its LNG imports, according to Japan's Ministry of
Finance. The gas is part of a strategy to reduce the country's
reliance on Middle East oil.
Local Political Pressure
``The Japanese must be pretty worried about what's happening in
Indonesia,'' Andy Flower, a former BP executive who now works as an
independent LNG consultant, said in a July 20 phone interview from
Surrey, England. ``There's no way they can renew the contracts and
fill the pipe.''
Calls from politicians including Vice President Jusuf Kalla to divert
Borneo gas to other parts of Indonesia have fanned concern about the
country's reliability as a supplier.
A contract to supply 12 million metric tons a year to Japan may not
be renewed when it expires in 2010 because gas production are being
earmarked for delivery to Java by pipeline, Energy Minister Purnomo
Yusgiantoro said in February.
Buyers are ``already outraged by our failure to meet commitments,''
Ari Soemarno, the head of the state oil company, PT Pertamina, which
negotiates Indonesia's LNG sales contracts, said. ``We're still
studying the impact of Chevron's statement.''
While buyers are seeking alternatives, suppliers in Indonesia such as
Chevron have become reluctant to invest in fields that may have to
supply markets in Java at lower prices than Japan, Indonesian
Petroleum
