全球 LNG 液化终端市场 - COVID-19 的增长、趋势、影响和预测（2022-2027 年）

在预测期间（2022-2027 年），全球 LNG 液化终端市场预计将以超过 6% 的复合年增长率增长。

在 COVID-19 大流行期间，封锁和跨境法规限制了劳动力的流动以及全球商品和原材料的供应。此外，由于大流行期间所有设施都关闭，最终用户对液化天然气的需求下降。预计天然气需求显着增加等因素将推动LNG液化终端市场。然而，预计天然气价格的波动将在预测期内成为市场的製约因素。

主要亮点

• 加註、公路运输和离网电力对 LNG 的需求不断增长，预计将推动 LNG 液化终端市场。
• 预计在预测期内，对中小型 LNG 液化终端的投资增加将为 LNG 液化终端市场带来巨大机遇。中小型液化天然气液化终端的投资正在增加，因为这些中小型液化天然气液化终端所需的资本投资明显低于大型液化天然气项目。
• 中东和非洲主导着液化终端市场。全球对液化天然气的需求不断增长，导致该地区对液化天然气液化终端的投资增加。

主要市场趋势

加註、公路运输和离网发电对 LNG 的需求增加。

• 在过去十年中，随着工业化和城市化进程的推进，全球范围内的二氧化碳和温室气体有所增加。因此，为了减少二氧化碳和温室气体的排放，世界各国政府都在提倡使用天然气作为发电和汽车的燃料。
• 为此，世界各国政府提出了各种支持措施来促进 CNG 和 LNG 车辆的普及，例如向汽车製造商和消费者提供补贴和免税。
• 因此，在过去十年中，世界各地的天然气消费量有所增加。例如，2012 年天然气消费量约为 33,194 亿立方米，预计 2021 年将增长 21% 以上，达到约 40,375 亿立方米。
• 根据国际能源署 (IEA) 的数据，亚太地区的液化天然气进口总量预计将从 2019 年的 69% 增长到 2025 年的 77%。预计到 2025 年，仅中国就占液化天然气总需求的 22%，占预测期内进口总量增长的近 40%。印度也将引领液化天然气增长，占贸易总额的 20% 左右，我们预计 2019 年至 2025 年间进口将增长 50%，支持需求的强劲增长。
• 美国已成为 LNG 的重要运营基地。航运业严格的排放法规也在刺激美国和欧洲将液化天然气作为船用燃料。在欧洲和美国，天然气适合作为柴油的替代燃料这一事实是一个主要因素。欧盟有一项重要倡议，即硫排放控制区 (SECA)，美国也有一项平行计划。
• 这些努力预计将在预测期内提振全球对 LNG 液化终端的需求。

预计中东和非洲将主导市场

• 中东和非洲包括卡塔尔、阿尔及利亚、尼日利亚、埃及、阿曼、也门、阿拉伯联合酋长国和安哥拉等国家/地区。卡塔尔、阿尔及利亚和尼日利亚拥有世界上数量最多的液化天然气液化设施。 2021年全球液化能力达到459.9 MTPA。卡塔尔、阿尔及利亚和尼日利亚的总装机容量将在 2021 年达到 128.2 MTPA 左右。
• 在 2019 年之前，卡塔尔一直是最大的液化天然气出口国。然而，2021年卡塔尔的出口量下降至21%，从2020年的7710万吨降至7700万吨，占市场份额的21%。卡塔尔使用其生产的天然气发电。到 2021 年，卡塔尔约 95% 的发电量将来自化石燃料。此外，该国将其生产的天然气用作船舶和航行海洋的船舶的液化天然气。
• 此外，阿尔及利亚是主要的天然气生产国之一。据BP统计评论，2021年阿尔及利亚的天然气产量将超过1000亿立方米，比2020年增长约24%。该国也是天然气净出口国，2021年出口量将增长约10.4%至16.1bcm。其天然气基础设施网络很好地满足了国内天然气需求，通过其现有网络供应所有国内需求。
• 同样，尼日利亚是世界上最大的液化天然气出口国之一。自 1999 年尼日利亚 LNG 第一列火车投产以来，已建成年产 2250 万吨（mtpa）的大型 LNG 出口综合体。到2021年，中国将占据全球液化天然气出口市场6%的份额，成为全球第六大出口国。
• 根据国际天然气联盟的数据，卡塔尔批准的液化能力约为 32MTPA，尼日利亚约为 8MTPA，预计将在几年内开始运营。这些市场发展预计将推动该地区的液化天然气液化终端市场。

竞争格局

全球 LNG 液化终端市场是分散的。主要的市场进入者包括 McDermott、LNG ALLIANCE PTE LTD、Qatargas Operating Company Limited、Bechtel Corporation 和中国海洋石油总公司。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第二章研究方法

第 3 章执行摘要

第 4 章市场概述

• 简介
• 到 2027 年 LNG 液化终端的资本支出预测（单位：十亿美元）
• 最近的趋势和发展
• 政府法规和政策
• 市场动态
  • 驱动程序
  • 阻碍因素
• 供应链分析
• 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东/非洲

第 6 章竞争格局

• 併购、合资、合作、协议
• 大公司采用的战略
• 公司简介
  • McDermott International Ltd
  • LNG ALLIANCE PTE LTD
  • Qatargas Operating Company Limited
  • Bechtel Corporation
  • China National Offshore Oil Corporation
  • TotalEnergies SE
  • Exxon Mobil Corporation
  • Shell PLC
  • Chevron Corporation
  • Petronet LNG Ltd

第7章 市场机会与未来动向

The global LNG liquefaction terminals market is expected to grow at a CAGR of more than 6% in the forecast period (2022-2027). During the COVID-19 pandemic, due to lockdown and cross-border restrictions, there were limitations on the movement of the workforce and the supply of goods & raw materials across the globe. Furthermore, the lockdown resulted in lower demand for LNG from its end user, as all facilities were shut down during the pandemic. Factors such as a significant rise in demand for natural gas are expected to drive the LNG liquefaction terminals market. However, the volatility in natural gas prices is expected to restrain the market during the forecast period.

Key Highlights

• Significant demand for the rising demand for LNG in bunkering, road transportation, and off-grid power is expected to drive the LNG liquefaction terminals market.
• The rising investment in small-scale and mid-scale LNG liquefaction terminals is expected to present a significant opportunity for the LNG liquefaction terminals market during the forecast period. These small-scale and mid-scale LNG liquefaction terminals require significantly lower capital investment than mega LNG projects, resulting in higher investment in small-scale and mid-scale LNG liquefaction terminals.
• Middle-East and Africa dominates the liquefaction terminals market. Due to rising demand for the LGN worldwide, the investment in LNG liquefaction terminals has increased in the region.

Key Market Trends

Rising the Demand for LNG in Bunkering, Road Transportation, and Off-grid Power.

• In the last decade, there has been a significant rise in industrialization and urbanization, which has resulted in a surge in carbon and greenhouse gases worldwide. Thus, to reduce carbon and greenhouse gas emissions, governments are promoting the utilization of natural gas in power generation and fuel in vehicles.
• Thus, governments are developing various supportive policies to increase the adoption of CNG and LNG-based vehicles, including providing subsidies and tax exemptions to automobile manufacturers and consumers.
• Resulting in increased natural gas consumption in the last decade across the globe. For instance, in 2012, the natural gas consumption was around 3,319.4 billion cubic meters which increased by more than 21% in 2021 to about 4,037.5 billion cubic meters.
• According to International Energy Agency, the Asia-Pacific region is expected to increase its total LNG imports from 69% in 2019 to 77% by 2025. China alone is anticipated to account for 22% of total LNG demand in 2025, contributing almost 40% of growth in total imports over the forecast period. India also leads LNG growth, accounting for about 20% of total trade, and sees its imports increase by 50% between 2019 and 2025 to support strong growth in demand.
• The United States is a significant locus of LNG activity. Stringent emission regulations in the marine sector also stimulate LNG as a bunker fuel in the United States and Europe. One of the biggest drivers in Europe and America is diesel replacement, for which natural gas is well suited. The European Union has the significant initiative of Sulfur Emission Control Areas (SECAs), and the United States has a parallel program.
• These initiatives are anticipated to boost the demand for LNG Liquefaction Terminals across the globe during the forecast period.

Middle East and Africa is Expected to Dominate the Market

• The Middle East and Africa include countries such as Qatar, Algeria, Nigeria, Egypt, Oman, Yemen, United Arab Emirates, and Angola. Qatar, Algeria, and Nigeria have the highest LNG liquefication facilities worldwide. Global liquefaction capacity reached 459.9 MTPA in 2021. Qatar, Algeria, and Nigeria had a total installed capacity of about 128.2 MTPA in 2021.
• Qatar continued to be the largest exporter of LNG until 2019. However, in 2021, Qatar's export volume dropped to the second position with a decrease export volume to 77 million tons accounting for 21% of the market share, compared to 77.1 million tons in 2020. Qatar utilizes its natural gas produced for electricity generation. In 2021, around 95% of the electricity generated in Qatar came from fossil fuels. Furthermore, the country utilizes its natural gas as LNG in ships or vessels operating on ocean water.
• Furthermore, Algeria is one of the major natural gas producers. In 2021, according to BP Statistical Review, natural gas production in Algeria surpassed 100 billion cubic meters, an increase of roughly 24% compared to 2020. The country is a net exporter of natural gas, whose export volume increased by around 10.4% to 16.1 bcm in 2021. The domestic natural gas demand is well covered by its gas infrastructure network, supplying all its domestic needs through its existing network.
• Similarly, Nigeria is one of the world's biggest exporters of LNG. Since the first train at Nigeria LNG was commissioned in 1999, the country has built a massive LNG export complex with a capacity of 22.5 million tons per annum (mtpa). In 2021, it held a 6% market share of the global LNG export market and was the world's sixth largest exporter of the commodity.
• According to the International Gas Union, Qatar and Nigeria have l approved liquefaction capacity of about 32 MTPA and 8 MTPA, which is expected to be operational in a couple of years. These developments are expected to drive the LNG liquefaction terminals market in the region.

Competitive Landscape

The global LNG liquefaction terminals market is fragmented. Some of the key players in the market include McDermott, LNG ALLIANCE PTE LTD, Qatargas Operating Company Limited, Bechtel Corporation, and China National Offshore Oil Corporation.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 CAPEX Forecast for LNG Liquefaction Terminals in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Geography
  • 5.1.1 North America
  • 5.1.2 Europe
  • 5.1.3 Asia-Pacific
  • 5.1.4 South America
  • 5.1.5 Middel Eanst and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers & Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 McDermott International Ltd
  • 6.3.2 LNG ALLIANCE PTE LTD
  • 6.3.3 Qatargas Operating Company Limited
  • 6.3.4 Bechtel Corporation
  • 6.3.5 China National Offshore Oil Corporation
  • 6.3.6 TotalEnergies SE
  • 6.3.7 Exxon Mobil Corporation
  • 6.3.8 Shell PLC
  • 6.3.9 Chevron Corporation
  • 6.3.10 Petronet LNG Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS