Indonesia's LPG import gap is 8.4 million tons in 2026. The US and Middle East covered nearly all of it. Both sources are now disrupted. Russia is the proposed replacement.
Indonesia imports approximately 4.9 million kiloliters of diesel annually. B50 is designed to replace that volume with domestically produced palm-based biofuel.
Both the Philippines and Vietnam are expanding coal output to cover LNG shortfalls while simultaneously needing battery storage to integrate existing renewable capacity.
No construction date, financing terms, or fuel supply agreement has been announced. The March 23 deal establishes only the legal framework for Ninh Thuan 1.
The Lao fuel support fund is now being drawn down at scale. Between LAK 300–600 billion in allocations are being deployed to stabilize prices. The question is how long the fund can hold.
Indonesia targets 500 MW of nuclear power by 2033 and up to 7 GW by 2034. Japan brings post-Fukushima safety experience, advanced SMR technology, and institutional financing capacity to that roadmap.
Global Energy Monitor: USD 107 billion in proposed LNG infrastructure in South Asia is now at risk of cancellation or delay. Two supply shocks in four years are doing what no policy paper could.