市场调查报告书
商品编码
1561696
LNG的全球市场的评估:基础设施,各最终用途,各地区,机会,预测(2017年~2031年)LNG Market Assessment, By Infrastructure [LNG Liquefaction Plants, LNG Regasification Facilities, LNG Shipping], By End-use [Power Generation, Industrial, Residential and Commercial], By Region, Opportunities and Forecast, 2017-2031F |
全球液化天然气市场规模预计将从 2023 年的 1,462 亿美元增至 2031 年的 2,166.6 亿美元,2024-2031 年预测期间复合年增长率为 5.04%。为了加强能源安全和项目,世界各国政府都将重点放在液化天然气(LNG)供应上。在液化天然气供应方面,北美,尤其是美国,被誉为全球最大的液化天然气出口国。除了满足国外日益增长的液化天然气需求外,该国还试图解决国内能源价格和环境问题。发电不再使用煤炭,以及地缘政治不稳定(特别是俄罗斯入侵乌克兰之后)对可靠能源供应的需求,是液化天然气出口成长的主要动力。
例如,2024 年 5 月,EIA 宣布美国天然气贸易将随着三个主要液化天然气项目的启动而扩大:Golden Pass LNG、Corpus Christi Stage 3 和 Plaquemines LNG Phase I。美国是最大的出口国,其成长推动了全球(尤其是欧洲和亚太地区)液化天然气需求的成长。
液化天然气出货量的增加显着促进了市场成长
液化天然气运输对世界能源系统至关重要。液化天然气运输保持了安全有效的长距离运输,使天然气能够进入没有管道基础设施的市场。与其他化石燃料相比,液化天然气运输有助于能源多元化,提高能源安全,促进清洁能源消耗。随着战争爆发,俄罗斯在亚太地区的液化天然气出口迅速增加。液化天然气出口预计将进一步增加,以满足不断增长的全球能源需求。
例如,来自俄罗斯亚马尔液化天然气工厂的近 100 批液化天然气和凝析油货物于 2024 年 6 月抵达欧盟 (EU)。其中大部分目的地是比利时、法国和西班牙。这一数量相当于去年俄罗斯输送到欧洲的180亿桶液化天然气中的160亿桶以上。
LNG液化厂的建立将加速全球LNG市场
液化天然气在世界能源供应和脱碳计画中的作用正在增强。液化天然气液化厂对于将天然气转化为紧凑液态至关重要,从而能够将天然气长途运输到没有管道服务的市场。该技术将天然气用量减少约600倍,提高了储存和运输的经济性和效率。与其他化石燃料相比,液化天然气产生的二氧化碳、氮氧化物、二氧化硫和粒状物较少,使其成为最干净的化石燃料。世界各地需要建造更多液化天然气液化厂,以增加天然气供应、减少温室气体排放并支持向低碳能源转型。
例如,2024 年 7 月,Scandinavian Biogas 宣布打算在瑞典 Monsteras 建造一座耗资 7,500 万美元的生物液化天然气设施。该设施每年将 30 万吨当地粪便和绿肥转化为约 120 GWh 的生物液化天然气。此外,芬兰瓦锡兰公司还获得了一份为两艘新液化天然气运输船供应发动机和燃气系统的合同,表明了其对该地区绿色能源解决方案的承诺。
液化天然气产能激增加速市场成长
预计 2024 年至 2028 年间将新增 1.93 亿吨 (MMT) 产能,市场预计将大幅成长。此次扩张旨在稳定价格并加强全球能源安全。此外,这种异常成长预计将促使市场供应过剩并大幅降低成本,预计到 2030 年将降至约 6.9 美元/MMBtu。
本报告提供全球LNG市场相关调查分析,提供市场规模与预测,市场动态,主要企业形势及预测等资讯。
Global LNG market is projected to witness a CAGR of 5.04% during the forecast period 2024-2031, growing from USD 146.20 billion in 2023 to USD 216.66 billion in 2031. To strengthen energy security and projects, geopolitical governments across the world are concentrating on the supply of liquid natural gas (LNG). In the case of LNG supply, North America, especially the United States, is signified as the largest LNG exporter in the world. The country seeks to address domestic energy pricing and environmental issues in addition to meeting the growing demand for LNG abroad. The move away from coal in power generation and the need for dependable energy supplies in the wake of geopolitical unrest, especially after Russia's invasion of Ukraine, are the main drivers of the development of LNG exports.
For instance, in May 2024, EIA announced that the United States natural gas commerce is expected to increase with the opening of three major LNG projects, Golden Pass LNG, Corpus Christi Stage 3, and Plaquemines LNG Phase I. The projects are anticipated to start operations by late 2024 and increase output by 2025, boosting the LNG exports, which are anticipated to escalate by 6% in 2024 and 20% in 2025. The United States, as the largest exporter, is strengthened by the growth that is raising the demand for LNG around the world, especially in Europe and Asia-Pacific.
The Rise in LNG Shipments is Propelling Market Growth Extensively
LNG shipments are essential to the world's energy system. They make natural gas available to markets without pipeline infrastructure by maintaining safety and effective long-distance delivery. Compared to other fossil fuels, LNG shipments aid in energy source diversification, improve energy security, and encourage cleaner energy consumption. Amidst the war, a steep rise in Russian LNG exports has been witnessed in the Asia-Pacific. LNG exports are anticipated to increase further to keep up with the global rise in energy demand.
For instance, nearly 100 LNG and gas condensate cargos from the Yamal LNG plant in Russia reached the European Union in June 2024. The shipments were mostly sent to Belgium, France, and Spain. The amounts made up more than 16 billion barrels out of the 18 billion barrels of Russian LNG that were sent to Europe in the previous year.
The Establishment of LNG Liquefaction Plants is Expediting the Global LNG Market
The role of LNG in the global energy supply and decarbonization initiatives is growing. LNG liquefaction plants are essential to convert natural gas to a compact liquid state and enable long-distance ship transportation to markets not served by pipelines. By reducing the amount of natural gas by almost 600 times, the technique improves the economy and efficiency of storage and transportation. When compared to other fossil fuels, LNG produces less CO2, NOx, SO2, and particulate matter, making LNG the cleanest fossil fuel. More LNG liquefaction plants must be built globally to boost the availability of natural gas, reduce GHG emissions, and aid in the shift to low-carbon energy.
For instance, in July 2024, Scandinavian Biogas announced intentions to construct a USD 75 million bio-LNG facility in Monsteras, Sweden, which will start in late 2024. The plant will transform 300,000 tons of local manure and green matter into around 120 GWh of bio-LNG each year, equivalent to 12 million liters of diesel, principally for heavy transport and shipping. Furthermore, Finland's Wartsila Corporation won contracts to supply engines and fuel gas systems for two new LNG-powered boats, demonstrating the region's commitment to environmentally friendly energy solutions.
A Steep Surge in LNG Capacity is Expediting the Market Growth
The market is poised for significant growth, with an estimated 193 million metric tons (MMT) of new capacity addition expected between 2024 and 2028. The expansion aims to stabilize prices and enhance energy security across the globe. Moreover, the exceptional rise is anticipated to lead to market oversupply, drastically dropping costs, with projections indicating a decrease to approximately USD 6.9/MMBtu units by 2030.
For instance, as per the 2024 World LNG Report by the International Gas Union, the LNG market has achieved a new but fragile equilibrium, owing to a shortage of spare capacity in the forecast period. LNG receiving capacity increase has shaped market development over the last 24 months, reaching an astonishing 1,029.9 MTPA by the end of February 2024 from around 70 MTPA from 2023, marking the biggest year of new additions since 2010.
Government Initiatives Acting as a Catalyst
Government measures are crucial in marketing LNG as a transportation fuel. The activities include changing rules to accommodate LNG in commercial transportation, constructing a network of LNG filling stations, and developing policies to encourage the use of LNG. Strategic investments in infrastructure and public-private partnerships are essential for overcoming early market hurdles and guaranteeing widespread LNG adoption.
For instance, in March 2024, the Union Minister for Petroleum and Natural Gas inaugurated India's first small-scale liquefied natural gas (SSLNG) plant at GAIL's Vijaypur plant in Madhya Pradesh. The effort is a part of the government's policy to increase the use of natural gas in the energy mix. Moreover, the government announced the SSLNG unit to improve the liquefaction and transportation of natural gas, increase environmentally friendly energy, and reduce reliance on conventional hydrocarbons such as coal and oil.
Asia-Pacific to Lead the Global Market Share
Asia-Pacific, especially China, Japan, and India, dominates the global LNG market due to high demand growth, significant investments in regasification infrastructure, and a drive toward cleaner energy. China reclaimed its position as the leading LNG importer in 2023, while India and Japan intend to raise natural gas's part of the energy mix by 2030. Southeast Asian countries are developing as significant participants, with new regasification projects ongoing, cementing Asia-Pacific's status as the uncontested global LNG market leader.
For instance, in July 2024, the Japanese government announced that it is aggressively establishing Asian gas markets to boost LNG trade and energy security in the face of diminishing domestic demand. As Japan's LNG imports fall to a decade-low, owing to a recovery in nuclear energy and renewable sources, Japanese corporations are investing in the regional markets to sell excess LNG. Projects in Vietnam, the Philippines, and Indonesia aim to build a strong Asian gas market, assuring Japan's continued prominence in the global LNG market while addressing energy flexibility as well as supply issues.
Future Market Scenario (2024 - 2031F)
A large number of new LNG projects that are under construction will cause a fundamental shift in the market from 2026, which is likely to change the overall market scenario.
Emerging economies are anticipated to augment LNG demand as they are likely to benefit from lower LNG prices compared to traditional fuels, which in turn is expected to cater to ample opportunities for market growth in the upcoming future.
IEEFA predicts that around 17 MTPA of liquefaction projects will come online around the world in 2025, more than in 2023 and 2024 combined. New capacity increases will peak in 2026, with an anticipated 64 MTPA of capacity coming online in a single year, and continue through 2027, when 37 MTPA of new capacity is expected to go online.
Key Players Landscape and Outlook
The market players are continuously striving for the growth of the LNG sector as it is a highly competitive market. Moreover, there is an intense desire for market players to gain a competitive edge in the industry. Furthermore, they are investing a hefty amount in setting up LNG plants via different collaborative techniques.
In August 2024, QatarEnergy announced that it is in negotiations with Kuwait Petroleum Corporation (KPC) over a new 15-year LNG supply deal that will increase Qatar furnish Kuwait with 3 MTPA of LNG via its North Field project, beginning in 2026. The agreement intends to fulfill Kuwait's rising power in generating demands as the government increasingly relies on imported gas to meet its energy requirements.
All segments will be provided for all regions and countries covered
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.