Pasokan Gas Alam Turun, LNG Jadi Solusi Industri

IDXchannel

Penurunan pasokan gas pipa dari sejumlah lapangan minyak dan gas bumi (migas) perlu disiasati dengan pemanfaatan sumber gas bumi lain untuk memenuhi kebutuhan industri dalam negeri. Salah satunya, seperti gas alam cair atau liquefied natural gas (LNG). Belakangan ini, pasokan gas pipa di Indonesia bagian barat yang mencakup Sumatra bagian tengah, Sumatra bagian selatan, dan Jawa bagian barat dilaporkan mengalami defisit. Hal ini seiring produksi gas dari sejumlah lapangan migas mengalami penurunan alami (natural decline) lantaran kondisi lapangan yang sudah tua.  Menteri Energi dan Sumber Daya Mineral (ESDM) Arifin Tasrif mengakui adanya defisit pasokan gas di wilayah barat. Pemerintah pun tengah mendorong percepatan pembangunan infrastruktur pipa gas untuk dapat mengalirkan pasokan gas di Jawa Timur yang berlebih ke wilayah Indonesia bagian barat. Untuk itu, alternatif yang paling memungkinkan saat ini guna menambal defisit pasokan gas untuk industri di wilayah barat adalah dengan memanfaatkan LNG. Rencananya, pemerintah akan menambah pasokan LNG sebanyak 11 kargo untuk memenuhi kebutuhan industri di wilayah barat. Tambahan gas alam cair itu bakal ditarik dari kilang LNG di lapangan gas Tangguh, Teluk Bintuni, Papua Barat.

Transcript

00:00 [Music]

00:15 Hello viewers, how are you today?

00:17 Back again with me, Prasetyo Ibo

00:19 in the Market Review program

00:21 and let's start the full Market Review.

00:24 [Music]

00:32 Minister of Energy and Mineral Resources

00:35 admitted that the pipe gas supply in West Indonesia

00:38 which covers Central Sumatra,

00:40 then South Sumatra,

00:42 West Java,

00:44 reported to be in deficit.

00:46 The condition needs to be investigated

00:48 by using other natural gas sources

00:50 to meet the needs of domestic industry.

00:53 One of them is natural gas or liquefied natural gas.

00:58 [Music]

01:02 The decline of the pipe gas supply

01:04 from a number of oil and natural gas fields

01:06 needs to be investigated by using other natural gas sources

01:09 to meet the needs of domestic industry.

01:12 One of them is natural gas or liquefied natural gas.

01:16 Recently, the pipe gas supply in West Indonesia

01:20 which covers Central Sumatra,

01:22 South Sumatra,

01:23 and West Java,

01:24 reported to be in deficit.

01:26 This is due to the gas production

01:28 from a number of natural gas fields

01:30 experiencing natural decline

01:31 due to the old field conditions.

01:34 Minister of Energy and Mineral Resources, Alif Fintasrif,

01:38 admitted that there is a deficit of gas supply in the West.

01:41 The government is also pushing for the acceleration

01:44 of the construction of a gas pipeline infrastructure

01:46 to be able to flow gas supplies in East Java

01:48 which exceeds the West Indonesia region.

01:52 For that, the alternative that most likely

01:54 to increase the deficit of gas supplies

01:56 for the industry in the West

01:58 is by using LNG.

02:00 The government plans to add LNG supplies

02:03 as many as 11 cargo

02:05 to meet the needs of the industry in the West.

02:07 The addition of natural gas is pulled from LNG pipeline

02:11 in the Tanggu gas field,

02:12 Teluk Bintuni, West Papua.

02:14 [music]

02:22 Okay, the chairman wants to discuss

02:23 what we are interested in today,

02:25 the LNG natural gas team

02:26 as an industry solution.

02:28 Yes, it has been connected through

02:29 with Mr. Ahmad Wijaya,

02:30 Deputy Chairman of the Forum for the Industry of Earth Gas.

02:33 Yes, hello, good morning, Mr. Awe.

02:35 Good morning, everyone.

02:38 Okay, good morning too, Mr. Awe.

02:39 It has been said earlier

02:40 that there are indeed obstacles

02:41 such as gas supply.

02:43 There is a slight decrease or deficit

02:46 of alternative use

02:48 from the natural gas side,

02:51 which will be added

02:53 by the government or the operator.

02:55 How is your review of the condition

02:58 of the industry using gas?

03:00 Mr. Awe, please.

03:02 Good morning, everyone.

03:06 And for us as users,

03:10 we are not surprised

03:12 about the lack of business.

03:14 Because the SSWG wells

03:16 from several years ago

03:19 have also been known

03:21 that there will be a decrease

03:24 in the main supply of SSWG

03:27 for all industries in Java and Sumatra.

03:29 Okay.

03:30 Now, this management pattern

03:32 has always been an internal problem

03:35 of the government,

03:37 namely upstream, midstream, and downstream.

03:40 The upstream position

03:42 is always considered

03:44 by the government

03:46 as always losing, always having problems,

03:50 always doing things

03:52 that are very heavy in investment.

03:55 But in the midstream,

03:57 it is also not carried out properly.

04:00 Such as liquid faction,

04:02 then CNG,

04:04 and pipanization in terms of infrastructure

04:07 to small industrial industries,

04:10 in the middle, everything hasn't gone well.

04:12 This is the midstream.

04:13 Then downstream,

04:15 all this time, we know

04:17 that what the industry gets

04:19 for the price of the SSWG

04:22 has contributed to the government

04:25 according to the report of the 7th DPRRI Commission

04:28 around 27 trillion.

04:31 But in the upstream, it was -45.

04:34 So this is a management error,

04:37 meaning in the upstream to downstream.

04:42 As I said earlier,

04:44 the condition of the HGPT has been running for years.

04:48 Studies have been carried out.

04:51 So the government should not say

04:54 that there is surplus, there is deficit,

04:56 or there is a mistake in gas allocation

04:59 from where to where,

05:01 until in the end,

05:03 must bring LNG,

05:05 the transportation is so expensive

05:07 from the end of this republic

05:12 to the industrialization in Java and Sumatra

05:16 to be added to the surplus,

05:20 the position that we will use.

05:23 But the economy is supported by the industry.

05:27 The government cannot do things

05:30 that are only ad hoc,

05:33 which is called one or two years, it cannot.

05:36 It has to be done in a total comprehensive way.

05:41 That is also unfortunate,

05:43 when this press conference was not explained

05:47 in detail and comprehensively

05:50 about the issue of Indonesia's energy security,

05:54 especially in the future of land gas or LNG.

05:58 The natural gas condition that we already know

06:01 will not be able to support it in the long run.

06:06 While we have Bontang, we have Tanggu,

06:11 and we have Marcela on the way

06:13 and several strategic projects

06:15 that have been informed by the SDM.

06:17 But how far has the exploration gone?

06:20 The original goal and position

06:24 rather than a good comprehensive plan

06:28 for Indonesia's energy.

06:30 We have not conditioned the entire industry

06:33 of PLN to use it.

06:35 Because PLN still has a mixed use of several energies,

06:39 such as coal, gas, solar.

06:44 If you say everyone wants to be gas,

06:46 it's not enough.

06:48 Mr. Wei, if we talk about gas,

06:54 it was said that the eastern region is more abundant.

06:57 Is the transmission itself actually already

07:00 a network that is quite adequate

07:03 for the transmission from the area

07:05 where there is an oversupply

07:07 to the area that needs gas supply for the industry?

07:11 That's the PR of Pertamina as a holding

07:16 and the sub-holding is PGN.

07:19 If the PGN itself does nothing,

07:22 only as a transmitter in the west,

07:26 it means it must come from the midstream of Pertamina

07:31 or the holding of Pertamina.

07:33 Because PGN has always considered itself

07:37 as a transmitter, not doing anything.

07:40 But the pipanization provided until PGN today

07:45 as much as the TBK, as much as the investors are there,

07:50 the pipanization also comes from the investment of APBN

07:54 a long time ago.

07:56 So, if this condition is already a transmitter,

08:00 what strategy does the holding have in the future

08:03 to keep it midstream until the PGN side?

08:09 The use of other natural gas such as LNG,

08:16 will it finally meet the needs?

08:20 Or is there anything else that might have an impact on the LNG use?

08:25 LNG, as far as we know,

08:29 we have heard it in a big way,

08:32 that it was brought from Tangguh to Aceh

08:35 or Arun for regasification,

08:37 then it was used,

08:39 only at a glance, but there was no total plan.

08:43 There was no good plan

08:46 whether it becomes a supporter, a successor,

08:49 or a substitute, or whatever.

08:53 We as users,

08:55 we do not have any guideline that we accept,

08:59 what is next?

09:01 If there is no natural gas,

09:03 next for LNG, we will do regasification,

09:06 then it will be injected or injected into

09:10 or substituted by natural gas pipanization.

09:14 This is totally no plan,

09:16 if you want to tell it in a big way.

09:21 The government itself also through ESDM,

09:24 there is SKK Migas, there is Dujan Migas,

09:26 they also have to have total planning

09:28 that must be communicated to the PGN side.

09:33 Because we are not directly related to SKK

09:38 or ESDM,

09:40 we are related by the condition.

09:44 So the HGBT that will be determined is

09:47 whether the HGBT affects the APBN,

09:50 income tax, or the reduction of the country.

09:53 All of this is a total political decision

09:57 that we cannot say that the distributor is wrong

10:02 or comes from ESDM.

10:05 This is a total package.

10:07 Total Pertamina Holding

10:09 which is part of the Energy Company

10:13 as a BUMN total.

10:15 Because it is impossible for us as users,

10:18 if we enter into a discussion,

10:20 we have to be in touch with BUMN,

10:23 which is called PGN.

10:25 We have to be in touch with ESDM,

10:27 the Minister of Energy.

10:28 Our domain is the Minister of Industry.

10:32 Then, back to Pertamina,

10:35 Pertamina is holding 500 international companies

10:40 that are so huge.

10:42 So where are we going to discuss?

10:45 We don't have a guideline.

10:48 Okay, any strategy that we can think of

10:50 to overcome the energy needs for the industry,

10:55 we will discuss in the next segment.

10:57 We will take a break.

10:58 And we will be back soon with the next conversation.

11:02 (Music)

11:17 Thank you for joining us in Market Review.

11:20 In the next segment, we will present a number of data

11:22 related to the value of LNG export products

11:24 and gas pipeline in Indonesia.

11:26 As you can see on your television screen,

11:29 we will compare the value of LNG export products

11:33 in 2021 and 2022.

11:36 Then, the value of gas pipeline in Indonesia

11:38 is 4.6 billion US dollars.

11:40 In 2021, it increased to 6.6 billion US dollars

11:44 in the following year.

11:46 And then, projection of energy consumption

11:49 per barrel of oil per day.

11:53 In 2025, it reached 7.49 million barrels of oil per day.

12:01 Then, in 2050, it reached 18.74 million barrels of oil per day.

12:11 Those are some data related to the value of LNG export products

12:13 and also projection of energy consumption in Indonesia.

12:16 Let's continue our discussion with Mr. Ahmad Wijaya.

12:19 Mr. W, we will continue this.

12:22 We have talked about some data.

12:24 It seems that the value of LNG export products

12:26 has increased and the projection of energy consumption

12:28 has also increased.

12:30 If we look at the needs that are still in need,

12:36 what do you think about the potential for the industry,

12:39 and the gas supply in Indonesia in the future?

12:45 If the consumption of LNG, energy consumption,

12:52 in general, especially in solar,

12:55 if the industry is like ours,

12:57 it is impossible for us to go back to LNG or solar.

13:01 We have a total planning,

13:05 hoping that if the gas supply in the nature has declined,

13:11 in terms of natural resources,

13:14 it will have a total planning for LNG.

13:18 The transportation of LNG main materials from east to west,

13:24 all of them cannot be transported by vehicles,

13:28 it has to be by ships.

13:30 The ships that transport LNG,

13:34 until now, it is not yet seen that

13:36 the government has a total planning in the SDM

13:39 or in the holding of Pertamina

13:41 to provide vessels for LNG to be regasified.

13:49 So the infrastructure is what is a hindrance,

13:54 maybe in the future, if one day we don't have things like this,

13:59 the opportunity to import must be opened.

14:02 It means that as a country that produces energy

14:07 in two places that have been in the gutter and in the tank,

14:12 brought to Java, what next?

14:16 That's the English language, right?

14:18 While the infrastructure to meet

14:21 comprehensively in the industrialization

14:26 in Sumatra, Java,

14:28 we use about 3,000 to 4,000 mmscfd.

14:36 This condition has guaranteed outside the PLN industry.

14:41 It means 7,000-8,000 mm is definitely there.

14:45 This calculation will definitely increase,

14:48 and the industry, although PLN cannot be ordered to use solar,

14:52 more than gas forward.

14:54 While the number we saw earlier,

14:57 that the number or table shown in the graphics,

15:01 it seems that our oil is constantly growing,

15:04 constantly increasing, not the gas.

15:06 It means that in the future we expect it to be blue sky or dark.

15:12 That's it.

15:13 While in the future we have to hope for more blue and more go green, right?

15:19 If there is no PLN, it means we will return as the Republic of Indonesia

15:24 back to solarization,

15:27 not in the solar panel, solar industry, that means.

15:32 While the solar panel is go green.

15:35 That's the condition of our LNG that really needs to be demanded

15:39 to immediately implement a total comprehensive plan.

15:43 For us to move forward in 5 years,

15:45 we know that gas will be finished,

15:49 it will be a substitute for LNG.

15:52 The infrastructure is not our responsibility as users,

15:55 the government has to lay down and inform us.

15:59 So that we are ready,

16:02 "Oh, HGPT can't do it anymore, the price is so high because there is a substitute for LNG."

16:06 This is not clear,

16:08 the industry will still demand that HGPT that has been done,

16:12 6 dollars, go.

16:14 Mr. Awe, if we talk about energy use itself,

16:18 do you see the effectiveness of natural gas or LNG

16:22 is actually the same or not, based on the production process in the industry itself?

16:27 For us, the end user,

16:32 we don't need to know that it's mixed,

16:35 or where it comes from.

16:37 What we know is that when we turn on the pipe,

16:41 like we use a pump,

16:43 we only know that the water source is this, the gas is this, the oil is this, that's it.

16:47 Like we come to a gas station,

16:49 we only know that there is solar,

16:51 solar is no longer a subsidy,

16:53 solar has entered the tax.

16:55 It's done, we don't need to know where it goes.

16:57 But there is a certainty.

16:59 Just like the industry,

17:01 the industry also hopes that,

17:03 if it happens,

17:05 there is a substitution,

17:07 or a mixture,

17:09 or there is any action in LNG that becomes natural gas,

17:13 or the gas enters the pipe,

17:15 we don't need to know.

17:19 We don't need to ask,

17:21 but we need to know that the government's total planning,

17:25 in the future,

17:27 what will really be the total usage like we use.

17:31 Like we go to a gas station,

17:33 we already know that now we change the deck, it's done.

17:35 We don't need to know that it will be from a certain bio to a certain bio.

17:40 Mr. Awey, from the strategy of businessmen,

17:44 especially the industry that uses natural gas,

17:47 what is the condition like this?

17:49 That's the answer, Mr. Awey. We will be back in a moment.

17:51 And the audience, stay with us.

17:53 Okay, we will continue this interesting discussion with Mr. Ahmad Widjaya,

18:13 the vice chairman of the forum of the industry that uses natural gas.

18:16 Mr. Awey, this is interesting. So, what strategy will be found

18:20 from the industry friends that uses natural gas to deal with the current condition?

18:25 Is the most important thing is that the team is there,

18:29 the need for the production process can also see the industry activity again?

18:34 The first strategy that we expect from the government is,

18:40 first, certainty.

18:42 Second, or later it will be NLNG to natural gas,

18:48 we don't need to know that,

18:50 but we need to know that the fixed price that will be determined after blending,

18:55 how much is it really,

18:57 if the HGBT is lost, it can't be part of the industry's incentive.

19:03 That's number two.

19:04 Number three, the real condition of the HGBT that still enters the SSWJ,

19:11 or natural gas that we have been using for so long,

19:16 is it still part of the subsidy price that does not burden the APBN?

19:22 Let's not burden the country,

19:25 but on the one hand, the industry's contribution to the economy is also increasing,

19:30 but not as much as, we need to know that strategically.

19:33 Will it not be 6 in the future,

19:36 it will be 7 or 8 or whatever,

19:40 we need to know the condition,

19:42 as long as, with the note that we have to use it again,

19:47 so many thousands of MM must be granted.

19:51 Number four, we really hope that we, as users,

19:57 please be called and invited by the government,

20:01 let us know in total,

20:05 from this year, entering the new political year,

20:09 to the next 5 years, until the president is appointed,

20:13 in the future, we have fixed what will be the energy in the future that will not change.

20:18 Don't let there be any changes later,

20:21 because there will be an appointment in October,

20:24 after the appointment, the next 5 years,

20:27 according to our budget for 5 years,

20:30 even in investment, industry expansion,

20:34 macroeconomic contribution, or the government's micro,

20:38 we need to go along with the government in this energy position,

20:44 not changing,

20:46 don't let it be made a campaign again,

20:49 the campaign continues to be discussed,

20:52 and the study is not clear,

20:54 that's it, Mr. Ji, the conditions we expect.

20:58 Because ESDM and other domains are not in sync,

21:04 because our MNKO has to do these things,

21:08 the conditions that have not yet happened.

21:11 Okay, that's it, certainty, then fixed price,

21:14 and also how the condition or continuation of HGBT itself.

21:17 What do you think,

21:19 are the previous incentives still needed by the industry,

21:22 if we talk about the use of gas as a production engine?

21:27 Well, if the HGBT incentive is needed to be continued,

21:33 because our inflation is quite high right now,

21:37 actual inflation, not index inflation,

21:40 so our actual inflation,

21:43 like BBM, we already know that we have risen from 7,000, 10,000,

21:47 now 15,000,

21:49 it has burdened our competitiveness in the industry logistically.

21:54 Now, in terms of producers,

21:57 we are the ones who do all the manufacturing production,

22:01 there needs to be an incentive that is indeed continuous,

22:04 if given by the government,

22:06 it can help,

22:08 because the gas prices or LNG in the world do not rise,

22:13 until today it has not risen so much,

22:17 it is stable, just stable, overall.

22:20 So, the LNG price internationally or gas internationally,

22:25 does not continue to rise like the oil.

22:30 So, especially we have a lot of land gas or LNG in Indonesia,

22:38 we should have a big plan to deliver and to inform us as users,

22:45 like total users, the number of users, the number of explorations,

22:50 everything is made into a good plan, we will accept it.

22:53 Don't wait, that's the problem in our republic,

22:59 many people are waiting, then as soon as they wait,

23:02 there is no certainty,

23:04 the best Indonesian language in the government is "Kajian",

23:07 "Kajian" has never been good.

23:09 Okay, that's it,

23:11 there are still challenges that must be solved together,

23:15 and maybe we should sit together to find a solution for the continuation of the industry,

23:20 especially the gas users in Indonesia.

23:22 Mr. Awe, thank you very much for your time and sharing that you have conveyed to the audience today.

23:27 Congratulations on continuing your activities again.

23:29 Good health, Mr. Awe. Thank you.

23:31 Good health.

23:32 Yes, audience, don't hesitate to come to your place,

23:35 because we will be back with other interesting topics,

23:38 about THR, promoting the increase in purchasing power and consumerism.

23:42 Thank you.

23:44 Thank you.

23:46 Thank you.

23:47 (Music)

23:54 (Music)

23:57 [BLANK_AUDIO]

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