Oil & Gas
Look beyond the resource, to reliable supply.
Separate upstream projects from fuel imports, storage and distribution. Assess the contract and delivery chain alongside supply.
Explore Myanmar todayMYANMAR INDUSTRY NOW
The industry in MyanmarDeclining gas output. Imported-fuel exposure.
Upstream gas and domestic petrol and diesel face different pressures. Export-field performance and the ability to deliver imported fuel to users need separate assessments.
Mature fields constrain exports
Gas-export volumes fell 10% in H2 FY2025/26, with declining Yadana, Yetagun and Zawtika output (World Bank, PDF p. 30). [3]
Fuel supply depends on imports
The World Bank’s September analysis puts imported fuel at over 90% of domestic demand, exposing supply to external price and transport shocks. [1]
Business implications
Reserves alone are insufficient. Maintenance, supply agreements, delivery and inventory management determine whether a project can keep operating.
What to watch next
Track the stage of new-field announcements, actual output at producing fields and fuel procurement lead times.
Evidence behind the industry.
The World Bank’s September 2026 analysis puts fuel import dependence above 90%. [1]
Understand how the business connects.
Where is value created, and who needs it?
Start with the role, process and customer.
- Supply / extraction
- Transport / receipt
- Storage / quality
- Delivery / collection
Exploration and production differ from imported-fuel distribution. For distribution, map stock ownership and the points where quantity and quality responsibility change.
Different segments, different questions.
ILLUSTRATIVE SEGMENTS| SEGMENT / MODEL | VALUE TO DELIVER | WHAT TO VALIDATE |
|---|---|---|
| Factories & facilities | Combine replenishment for generators or process heat with consumption and quality records. | Confirm peak use, tank capacity and delivery windows before comparing suppliers. |
| Fleet operators | Connect vehicle-level fuel records with dispatch and refuelling plans. | Compare fuel per distance, waiting time and replenishment points by route. |
| Gas equipment & maintenance | Assess specifications, parts and maintenance separately from commodity sales. | Identify asset owners, shutdown windows, qualified technicians and safety responsibilities. |
An editorial comparison framework, not a determination of eligibility, licensing or currently available opportunities.
Look beneath the headline numbers.
Price and timing
Align purchase and billing currencies and pricing dates; test movements during repricing delays.
Volume reconciliation
Agree measurement and temperature conditions at loading, receipt and issue; identify stock differences explicitly.
Working capital
Combine advance payment, stock holding and collection days to identify cash needs as sales grow.
Turn information into specific checks.
Three starting points for checking an individual project.
Counterparty & payment
Identify owners, contracting parties and banks; check applicable restrictions for the specific transaction.
Volume & alternatives
Model consumption, replenishment and storage limits; compare alternatives if the main supplier becomes unavailable.
Quality & delivery
Agree quality tests, quantity measurement, transit responsibility and price-adjustment terms.
A sequence for moving forward.
- Demand
- Supplier
- Permits & payment
- Acceptance
An illustrative planning sequence, not a complete legal procedure or a commitment to a specific scope of work.
Start with evidence. Decide the next step.
Define what to test and what evidence to keep before scaling.
Reconcile consumption and replenishment for one facility.
Receipt variance, stockout hours, delivery delays and collection days.
After storage, handling and permission checks, agree replenishment frequency and contract terms.
SOURCES & DATESSources and reference periods.
Sources and reference periods.
Updated using public sources available and checked through 14 October 2026. Publication dates and reference periods are shown separately.
Read figures within their original scope. Practical checks are editorial guidance, not determinations of permissions or transaction eligibility. This page does not update automatically.
- 01WORLD BANK
Disrupted Connectivity, Disrupted Livelihoods ↗
Published: 2026-09-28September 2026 analysis of fuel and transport. Logistics indicators refer to 2024 observations.
- 02COUNCIL OF THE EUROPEAN UNION
Myanmar: restrictive measures extended until April 2027 ↗
Published: 2026-04-27Extension of targeted EU restrictive measures; not a blanket prohibition on all Myanmar trade.
- 03WORLD BANK
Myanmar Economic Monitor — Shock Amid Fragility, June 2026 ↗
Published: 2026-06Gas, construction, aviation, banking and business technology use. Observation periods and PDF pages accompany the claims; these are not live October statistics.