Indonesia has finalised its liquefied natural gas (LNG) supply for domestic use in September. According to confirmation from a spokesperson for the national regulator SKK Migas, nine to ten cargoes will be delivered to meet local demand, through optimisation of upstream production and commercial talks with export buyers.
Maintaining international commitments
The allocated volumes partly come from uncommitted cargoes, without deferments or cancellations of long-term contracts with international buyers. Existing export contracts, notably from the Tangguh and Donggi Senoro projects, therefore remain unchanged. No disruption of international deliveries is expected, according to several sources familiar with the matter.
Distribution among public entities
The state-owned company PT Perusahaan Gas Negara Tbk (PGN) is expected to receive one to two cargoes from the Donggi Senoro and Tangguh projects. The remaining seven to eight cargoes will be allocated to the national electricity company Perusahaan Listrik Negara (PLN Persero) to meet its contractual needs. One cargo originally scheduled for October from Donggi Senoro has been brought forward to early September at PGN’s request.
Outlook until the end of the year
Market data indicates that PLN’s LNG demand for September to December deliveries could reach up to 16 cargoes. In August, two to three uncommitted cargoes were also redirected to the domestic market, bringing the monthly total to seven or eight units. This approach aims to ensure the stability of local supply without compromising overseas contractual obligations.
Available data as of September 2 shows that Indonesia has exported 11.24 million tonnes of LNG in 2025. The Japan Korea Marker (JKM) benchmark price, used for cargoes to Northeast Asia, was assessed at $11.407 per million British thermal units (MMBtu) for October.
