Indonesia Gas Curbs Put Factory Output and Cost Discipline Under Pressure

Jakarta, 25 September 2026 – Indonesian manufacturers are warning that restricted natural-gas deliveries are cutting production and raising costs, particularly in energy-intensive sectors that cannot easily stop and restart their furnaces. The immediate issue is a supply shortfall; the larger investor question is whether it becomes a sustained constraint on industrial output, margins and employment.

Industry users received about 80% of their gas requirements during 1–13 September, according to the Natural Gas Users Industry Forum. For 14–30 September, deliveries were reported at roughly 78% of contracted minimum volumes. Those are industry-group estimates, not a published national production total, but they indicate a material reduction in fuel available to affected plants. State-owned Perusahaan Gas Negara is the supplier at the centre of the complaints.