澳大利亚联邦政府提出的天然气国内预留计划于10月14日提交联邦议会，要求液化天然气出口商向国内客户供应天然气，以保障家庭、制造商和企业的能源需求1。该方案的具体范围成为争议焦点，尤其是围绕豁免条款的设计是否对某些能源公司构成差异化待遇1。政府此前宣布2025年12月22日或之前签订的合同将受预留框架保护1。
能源行业对提案的反应不一。Santos与韩国客户KOGAS的协议涉及约350万吨液化天然气年产量，并包含从2030年开始的潜在五年延期1。Santos首席执行官Kevin Gallagher曾在9月全国新闻俱乐部演讲中呼吁政府制定"明确、透明的规则"而非"广泛的部长自由裁量权"1。与此同时，壳牌公司警告该提案可能成为对未来投资的"大锤"，称其过于限制性或可能使天然气生产无利可图1。
The Australian federal government has introduced a domestic gas reservation plan requiring liquefied natural gas exporters to supply natural gas to domestic customers, ensuring households, manufacturers, and businesses have adequate energy access 1. The bill was submitted to federal parliament on October 14 1, though it remains subject to final approval.
The proposal has triggered substantial controversy, particularly regarding its scope and potential effects on specific energy companies. Santos holds an agreement with South Korean client KOGAS covering approximately 3.5 million tonnes of liquefied natural gas annually, with potential five-year extensions beginning in 2030 1. The government has previously stated that contracts signed by December 22, 2025, or earlier would be protected under the reservation framework 1. Santos Chief Executive Kevin Gallagher called for "clear, transparent rules" rather than "broad ministerial discretion" during a September National Press Club address 1, signaling the company's concerns about regulatory uncertainty.
Shell has cautioned that the proposal could function as a "sledgehammer" against future investment, warning that it may be overly restrictive or render gas production unprofitable 1. These industry responses highlight ongoing tensions between the government's energy security objectives and energy companies' concerns about operational viability and investment predictability.
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