Australia is considering a domestic gas reservation scheme to secure east-coast supply and moderate prices. While the law is expected in 2026, the design choices today already raise important questions for LNG markets.
Australia is considering a domestic gas reservation scheme to secure east-coast supply and moderate prices. While the law is expected in 2026, the design choices today already raise important questions for LNG markets.
In the absence of confirmed figures, Global LNG Info Analytics outline three possible scenarios:
* Low reservation (10-15%) → minimal disruption to long-term contracts, but fewer spot cargoes.
* Moderate reservation (15-20%) → tighter flexible exports, seasonal premiums in Asia, and delayed export-growth investments.
* High reservation (20-25%) → significant reduction in spot LNG, stronger domestic assurance, and higher regulatory risk for upstream projects.
💡 For Asian buyers, the key impact will be on spot availability and seasonal pricing, while domestic manufacturers welcome greater supply certainty. For investors, the balance between domestic security and export growth will define project economics.
👉 In 2026, once the law is finalized, we’ll quantify the actual impact on LNG exports and pricing. For now, structured foresight helps industry stakeholders prepare for multiple outcomes.
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