澳大利亚联邦政府对其气体储备政策进行了调整，将强制液化天然气出口商供应国内市场的比例从固定的20%改为"最多"20%，由资源部长根据国内需求每年设定具体数额1。尽管这一改动被外界视为对行业反对意见的让步，但这实际上是该方案最初的设计意图1。澳大利亚气体和石油行业峰会组织称该方案"明智"1。
根据调整后的政策框架，资源部长可根据个别公司的实际情况减少其国内气体供应义务，特别是当履行义务可能导致违反出口合同时1。"过度供应"的范围被界定为需求的0-10%，东海岸市场约450万焦耳，这意味着实际供应义务存在0-45万焦耳的差异1。出口商还可通过生物甲烷供应或利用国内需求下降来满足国内供应义务1。
政策面临的背景是澳大利亚国内用气持续下降——东海岸用气下降了6%，过去十年发电用气下降了三分之二，而澳大利亚80%的产气被出口1。该政策定于2028年开始实施1。
Australia's federal government has modified key elements of its gas reservation scheme, adjusting how much liquefied natural gas exporters must supply to the domestic market 1. Rather than a fixed 20% obligation, the policy now allows for a maximum of 20%, with the Resources Minister setting the specific amount annually based on domestic demand 1. The minister also gained discretion to reduce individual companies' domestic gas obligations if meeting those commitments would breach their export contracts 1.
The scheme encompasses an "oversupply" range of 0-10% above demand, which on the east coast—accounting for approximately 4.5 million terajoules annually—represents a substantial variance of 0-450,000 terajoules 1. Exporters can fulfill their domestic supply obligations through biomethane or by accounting for reduced demand 1. The policy is scheduled to commence in 2028 1.
Despite being perceived as a concession to industry opposition, these adjustments align with the policy's original design intent 1. The modifications come as domestic producers and Western Australia have voiced their objections to the broader scheme 1. Key outstanding design questions remain unresolved, including pricing mechanisms, regional coverage, and incentive structures for renewable energy 1. The east coast has experienced a 6% decline in gas consumption, while power generation gas use has dropped by two-thirds over the past decade 1. Australia currently exports approximately 80% of its domestic gas production 1. The Australian Gas and Petroleum Council has characterized the scheme as "sensible" 1.
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