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市场调查报告书
商品编码
1914612
液化天然气装运船隻市场-全球产业规模、份额、趋势、机会及预测(依储存类型、储存容量、推进方式、终端用户产业、地区及竞争格局划分,2021-2031年)LNG Carrier Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Containment Type, By Storage Capacity, By Propulsion Type, By End User Industry, By Region & Competition, 2021-2031F |
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全球液化天然气(LNG)装运船隻市场预计将从2025年的111.8亿美元成长到2031年的160.6亿美元,复合年增长率(CAGR)为6.22%。这些专用船舶旨在以液化和低温状态运输天然气,从而在缺乏管道基础设施的地区实现国际能源贸易。主要成长要素包括全球能源转型(天然气作为过渡能源)以及日益增长的能源安全担忧(这要求供应链摆脱对区域管道的依赖)。根据国际液化天然气进口商协会(IGLNG)的报告,截至2024年,全球LNG运输船队规模已增加至831艘,其中包括66艘新造船舶的交付。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 111.8亿美元 |
| 市场规模:2031年 | 160.6亿美元 |
| 复合年增长率:2026-2031年 | 6.22% |
| 成长最快的细分市场 | 12万至16万立方米 |
| 最大的市场 | 亚太地区 |
儘管市场具有成长潜力,但由于全球造船能力有限,船队扩张速度受到限制,因此面临许多重大障碍。此外,高昂的技术进入门槛也使得造船业仅限于少数专业船厂,导致生产瓶颈和新船建造前置作业时间过长。这种结构性限制限制了供应,并可能阻碍该行业快速扩大规模,以满足全球液化石油气产量预期成长的需求。
推动市场扩张的关键因素是北美和中东长途出口量的成长。随着地缘政治因素促使各国减少对管线运输的依赖,各国正大力投资液化基础设施,以促进跨洋天然气运输。贸易路线的这种结构性调整需要更长的运输距离才能供应欧洲和亚洲市场,这需要规模更大、更有效率的船队来满足不断增长的吨英里运输需求。因此,运输能力的需求与主要生产中心产量的成长直接相关。根据美国能源资讯署(EIA)2024年4月发布的报告,预计到2023年,美国天然气日均出口量将达到119亿立方英尺,使其成为全球最大的天然气出口国。
同时,日益严格的船舶排放法规迫使船东加快船队更新计画。航运业正向配备先进推进系统的现代化船舶转型,以满足日益严格的环保标准,老旧的蒸气涡轮动力装运船隻正逐步淘汰。这种监管压力刺激了新船建造活动,营运商们追求能够确保长期合规和营运效率的吨位。例如,卡达能源公司在2024年3月的新闻稿中宣布,已签署19艘新船的定期租船合同,以支持其产能扩张和船队现代化。同时,壳牌公司报告称,上一年全球液化天然气(LNG)贸易量4.04亿吨。
全球液化天然气装运船隻市场面临的主要障碍是造船能力有限,这主要是由于高技术准入门槛造成的。由于建造此类船舶需要专门的技术来应对低温环境,因此生产仅限于少数几家造船厂。这种产能集中造成了生产瓶颈,少数具备生产能力的船厂几乎运转率运转。因此,该行业面临新船交付前置作业时间,限制了航运公司快速扩大运力以满足激增的贸易需求的能力。
船队扩张受限导致供需失衡,对整体市场趋势产生负面影响。由于无法快速扩大生产规模,船舶供应往往落后于新建液化计划的运作。根据国际液化天然气进口商协会(ILGNIG)预测,2024年全球订单积压将达到341艘,这庞大的积压需要现有造船厂数年时间才能完成。这项订单凸显了基础设施限制的严重性,因为新船的建造速度无法满足全球能源运输的即时需求。
一项关键的策略趋势是向超大型27.1万立方公尺(QC-Max)船舶过渡,旨在最大限度地发挥规模经济效益。营运商正积极采用这种船舶升级策略,以显着提高单次航行的货物负载容量,从而降低单位运输成本并优化关键出口码头的泊位利用率。这种升级策略在不相应增加船队频率的情况下提高了运输量,有效消除了繁忙贸易航线上的物流瓶颈。 2024年4月,卡达能源公司签署了一项里程碑式的协议,为这项产业转型奠定了基础,承诺建造18艘QC-Max液化天然气装运船隻,每艘船的运力为27.1万立方公尺。
同时,先进数位双胞胎技术的标准化在船队营运管理中变得至关重要。船东正在部署感测器驱动的软体,以创建船上系统的虚拟副本,从而优化航线、即时管理蒸发率并满足严格的环保效率标准。这项技术整合使营运商能够从被动维护模式转向预测性维护模式,最大限度地减少关键低温设备和船体系统的停机时间。为了体现这种向以数据为中心的营运模式的转变,GAZTransport et Technigaz (GTT) 于 2024 年 2 月宣布,该公司已赢得新契约。
The Global LNG Carrier Market is projected to expand from USD 11.18 Billion in 2025 to USD 16.06 Billion by 2031, registering a CAGR of 6.22%. These specialized vessels are designed to transport natural gas in a liquefied, cryogenic state, enabling international energy trade in regions where pipeline infrastructure is not feasible. Key growth drivers include the global energy transition, which relies on natural gas as a bridge fuel, and rising concerns regarding energy security that require diversifying supply chains away from regional pipelines. As reported by the International Group of Liquefied Natural Gas Importers, the global fleet grew to 831 vessels in 2024 following the delivery of 66 new units.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 11.18 Billion |
| Market Size 2031 | USD 16.06 Billion |
| CAGR 2026-2031 | 6.22% |
| Fastest Growing Segment | 120,000-160,000 cubic meter |
| Largest Market | Asia Pacific |
Despite this growth potential, the market faces significant hurdles due to limited global shipbuilding capacity, which restricts the speed of fleet expansion. The substantial technical barriers to entry mean construction is limited to a small number of specialized shipyards, leading to production bottlenecks and long lead times for new vessels. This structural constraint limits supply and may hinder the industry's ability to scale quickly enough to satisfy the forecasted increase in global liquefaction output.
Market Driver
A major catalyst for market expansion is the rise in long-haul export volumes from North America and the Middle East. As geopolitical factors prompt a shift away from pipeline reliance, nations are heavily investing in liquefaction infrastructure to facilitate transoceanic natural gas transport. This structural adjustment in trade routes necessitates a larger and more active fleet to handle increased ton-mile requirements, as cargoes must cover greater distances to supply markets in Europe and Asia. Consequently, the demand for shipping capacity is directly linked to rising output from major production centers, with the U.S. Energy Information Administration reporting in April 2024 that U.S. exports averaged 11.9 billion cubic feet per day in 2023, making the country the world's leading exporter.
Concurrently, the enforcement of strict maritime emissions regulations is pushing shipowners to fast-track fleet renewal initiatives. The industry is shifting toward modern vessels featuring advanced propulsion systems to meet tightening environmental standards, rendering older steam turbine carriers increasingly obsolete. This regulatory pressure is fueling newbuilding activity as operators pursue tonnage that guarantees long-term compliance and operational efficiency. For instance, QatarEnergy announced in a March 2024 press release that it had signed time-charter agreements for 19 additional vessels to support production growth and fleet modernization, while Shell reported that global liquefied natural gas trade reached 404 million tonnes the previous year.
Market Challenge
The primary obstacle facing the Global LNG Carrier Market is limited shipbuilding capacity caused by high technical entry barriers. Constructing these vessels involves specialized engineering to handle cryogenic temperatures, restricting production to a select group of shipyards. This concentration of manufacturing capabilities results in production bottlenecks, as the few capable facilities operate near maximum utilization. As a result, the industry faces prolonged lead times for new vessel deliveries, limiting the ability of shipping companies to swiftly expand capacity to meet rising trade demands.
This restriction on fleet growth creates a supply-demand imbalance that negatively affects the market's overall trajectory. The inability to rapidly scale production means that vessel availability frequently lags behind the commissioning of new liquefaction projects. According to the International Group of Liquefied Natural Gas Importers, the global orderbook reached 341 vessels in 2024, representing a substantial backlog that existing yards will take several years to clear. This volume of unfilled orders underscores the severity of infrastructure constraints, as the rate of new vessel entry cannot keep pace with the immediate global appetite for energy transport.
Market Trends
A key strategic trend is the shift toward super-large 271,000 cubic meter class vessels, known as QC-Max, designed to maximize economies of scale. Operators are increasingly adopting these larger dimensions to significantly boost cargo intake per voyage, thereby reducing unit transportation costs and optimizing berth utilization at major export terminals. This upsizing strategy enables shippers to transport greater volumes without a proportional increase in fleet movements, effectively addressing logistical bottlenecks in congested trade lanes. In April 2024, QatarEnergy confirmed this industrial shift by finalizing a landmark agreement for the construction of 18 QC-Max LNG carriers, each boasting a capacity of 271,000 cubic meters.
Simultaneously, the standardization of advanced digital twin technology is becoming essential for fleet operational management. Shipowners are implementing sensor-driven software to generate virtual replicas of onboard systems, facilitating the optimization of navigation routes, real-time management of boil-off rates, and compliance with strict environmental efficiency standards. This technological integration permits operators to transition from reactive to predictive maintenance models, thereby minimizing downtime for critical cryogenic equipment and hull systems. Reflecting this pivot toward data-centric operations, Gaztransport & Technigaz (GTT) reported in February 2024 that it had secured new contracts for its specialized Smart Shipping solutions covering 68 vessels.
Report Scope
In this report, the Global LNG Carrier Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global LNG Carrier Market.
Global LNG Carrier Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: