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市场调查报告书
商品编码
1965448
液化天然气燃料市场-全球产业规模、份额、趋势、机会与预测:依最终用户、价值链、地区和竞争格局划分,2021-2031年Liquefied Natural Gas, as a Fuel Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By End User, By Value Chain, By Region & Competition, 2021-2031F |
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全球液化天然气(LNG)作为燃料的市场预计将从 2025 年的 431.7 亿美元成长到 2031 年的 719.6 亿美元,复合年增长率为 8.89%。
液化天然气(LNG)是一种冷却液化的天然气,作为一种清洁燃烧的替代燃料,可用于大规模运输和船舶推进。其市场成长主要受以下因素驱动:旨在减少硫氧化物和氮氧化物排放的日益严格的国际环境法规,以及航运业向脱碳转型。此外,天然气的广泛供应及其与传统柴油燃料在船舶燃料成本上的竞争优势,也进一步巩固了其作为全球物流领域成熟能源选择的地位。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 431.7亿美元 |
| 市场规模:2031年 | 719.6亿美元 |
| 复合年增长率:2026-2031年 | 8.89% |
| 成长最快的细分市场 | 液化 |
| 最大的市场 | 亚太地区 |
根据SEA-LNG预测,到2024年,全球液化天然气(LNG)动力船舶数量预计将增加超过33%,达到638艘。儘管LNG的普及率很高,但市场仍面临着与甲烷洩漏(引擎释放未燃烧的甲烷)相关的重大挑战。这种现象对减缓气候变迁的目标构成威胁,并可能导致未来对LNG使用更严格的法规。
航运业液化天然气(LNG)动力船舶的激增是市场成长的主要驱动力,因为船东越来越重视这项技术以满足日益严格的脱碳要求。这种需求的特点是,船东倾向于选择双燃料船舶,以兼顾即时合规性和营运柔软性。近期采购趋势也印证了这个趋势,LNG 相对于甲醇和氨等新兴燃料保持着优势。例如,DNV 2025 年 8 月发布的《替代燃料洞察》更新报告指出,仅 7 月订单的28 艘替代燃料船舶中,就有 22 艘采用 LNG 燃料,这证实了该技术在新造船领域的稳固地位。此外,《船舶与燃料》杂誌 2025 年的报告显示,去年全球订购的所有替代燃料船舶中,70% 为 LNG 双燃料规格,这表明市场已达成共识,认为 LNG 是主要的过渡解决方案。
第二个关键驱动因素是全球燃料补给和加註基础设施的快速扩张。这直接降低了物流风险,并提高了液化天然气(LNG)动力船队的商业性可行性。主要能源公司和港口当局正在积极扩大关键航运枢纽的LNG供应,以缓解营运商的“航程焦虑”,并简化贸易航线规划。投资范围已从固定码头扩展到数量不断增长的加註驳船,以确保燃料供应能够跟上船舶密度增加的步伐。根据SEA-LNG于2025年1月发布的《桥上视角》报告,全球约有198个港口提供LNG燃料库服务,并计画再扩展至78个。这种稳健的供应链发展为不断扩大的船队提供了支持,并在全球物流网络中促进了供应稳定和需求成长的良性循环。
甲烷洩漏是液化天然气(LNG)作为燃料在全球市场扩张的一大障碍,因为它削弱了LNG应用的环境和经济效益。甲烷洩漏是指未燃烧的甲烷在燃烧过程中从引擎洩漏,显着增加了船舶的温室气体排放,这与航运业的脱碳需求背道而驰。由于甲烷的全球暖化潜势远高于二氧化碳,其排放会导致船东面临更严格的监管审查和更高的经济责任。因此,投资者由于担心LNG资产可能过时,或考虑到未来合规成本和排放罚款的不确定性,其排放成本可能高于零排放替代方案,而推迟了船队的升级决策。 「理论性能与实际运作之间的差距」进一步加剧了这种市场限制,促使监管机构采取纠正措施。 2024年,国际清洁交通委员会(ICCT)报告称,在典型的低压双燃料船舶引擎的现场测试中,观察到平均甲烷洩漏率为6.4%。这一数字远高于欧盟监管机构目前假设的3.1%。这项高于预期排放的证据可能会加重正在发展中的排放交易体系下营运商的碳排放税负担,这可能会降低液化天然气作为船用燃料解决方案的长期商业性可行性。
生物液化天然气(LNG)与可再生合成甲烷的整合代表着市场的重大变革,使LNG从过渡性石化燃料转变为长期脱碳的途径。这一趋势包括越来越多地采用无需对现有双燃料引擎或基础设施进行改造的即用型可再生燃料,这有效地反驳了「依赖石化燃料」的论点,同时又能保持资产价值。可再生能源的生产能力正在迅速扩张,以满足运输和航运业日益增长的需求。例如,根据欧洲生物气体协会于2024年12月发布的《2024年统计报告》,到2024年第一季,欧洲的生物甲烷年产能将达到64亿立方米,为将绿色气体纳入全球能源结构奠定了坚实的基础。
同时,液化天然气(LNG)动力来源重型商用车市场正在显着扩张,需求也从航运业扩展到其他领域。这种扩张在高速成长的物流枢纽尤为明显,天然气与柴油之间有利的价格差异,加上严格的氮氧化物排放法规,正促使车队营运商将其大型资产进行改造。这种陆上应用正在建立稳健的燃料次市场,保护供应商免受航运需求波动的影响,并稳定区域供应链。根据壳牌公司2025年11月发表的报导《中国LNG卡车普及背景》的文章,2024年中国重型天然气卡车的销量将达到17.82万辆,这反映出资本投资正向天然气公路物流领域发生决定性转变。
The Global Liquefied Natural Gas (LNG) as a Fuel Market is projected to expand from USD 43.17 Billion in 2025 to USD 71.96 Billion by 2031, reflecting a CAGR of 8.89%. As a fuel source, LNG consists of natural gas cooled to a liquid form, serving as a cleaner-burning substitute for heavy-duty transport and maritime propulsion. This market growth is primarily underpinned by strict international environmental mandates aimed at lowering sulfur and nitrogen oxide emissions, combined with the shipping industry's strategic pivot toward decarbonization. Additionally, the widespread availability of natural gas and its cost-competitiveness relative to traditional marine distillates strengthen its status as a mature energy option for global logistics.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 43.17 Billion |
| Market Size 2031 | USD 71.96 Billion |
| CAGR 2026-2031 | 8.89% |
| Fastest Growing Segment | Liquefaction |
| Largest Market | Asia Pacific |
According to SEA-LNG, the operational global fleet of LNG-fueled vessels grew by more than 33% in 2024, reaching a total of 638 units. Despite this strong rate of adoption, the market faces a major obstacle regarding methane slip, a process wherein unburned methane is released from engines. This phenomenon poses a risk to climate mitigation objectives and could potentially trigger tighter regulatory controls on future LNG applications.
Market Driver
The surging adoption of LNG-fueled vessels within the maritime sector acts as a primary catalyst for market growth, as shipowners increasingly prioritize this technology to satisfy tightening decarbonization requirements. This demand is defined by a strategic preference for dual-fuel tonnage, which ensures immediate regulatory compliance alongside operational flexibility. Recent procurement activities highlight this momentum, with LNG maintaining dominance over emerging competitors like methanol or ammonia. For instance, DNV's 'Alternative Fuels Insight' update from August 2025 noted that LNG-fueled vessels comprised 22 of the 28 new alternative-fuel orders in July alone, confirming the technology's strong standing in the newbuild sector. Furthermore, Ship & Bunker reported in 2025 that LNG dual-fuel configurations accounted for 70% of all alternative-fueled tonnage ordered globally the previous year, demonstrating a clear market consensus on LNG as the leading transitional solution.
A second critical driver is the rapid expansion of global bunkering and refueling infrastructure, which directly reduces logistical risks and improves the commercial feasibility of LNG-powered fleets. Energy majors and port authorities are aggressively increasing LNG availability at major maritime hubs to alleviate "range anxiety" for operators and streamline trade route planning. Investments are extending beyond fixed terminals to include a growing number of bunker barges, ensuring fuel access matches rising vessel density. According to the 'View from the Bridge' report by SEA-LNG in January 2025, LNG bunkering services are available in approximately 198 ports globally, with plans to expand to another 78 locations. This robust supply chain development supports the growing fleet, fostering a cycle of supply security and rising demand throughout the global logistics network.
Market Challenge
Methane slip constitutes a significant barrier to the growth of the Global LNG as a Fuel Market, as it compromises the environmental and economic justification for its adoption. This issue, where unburned methane escapes from engines during combustion, notably raises the greenhouse gas profile of vessels and conflicts with the shipping industry's decarbonization mandates. Because methane has a far greater warming potential than carbon dioxide, its release subjects shipowners to increased regulatory scrutiny and financial liabilities. Consequently, uncertainty regarding future compliance costs and potential emissions penalties leads investors to delay fleet renewal decisions, fearing that LNG assets could become stranded or operationally costlier than zero-emission alternatives."The gap between theoretical performance and actual operations further exacerbates this market restraint, prompting regulators to take corrective action. In 2024, the International Council on Clean Transportation reported that real-world testing of common low-pressure dual-fuel marine engines showed an average methane slip of 6.4%, significantly exceeding the 3.1% figure currently assumed by European Union regulators. This evidence of emissions surpassing expectations threatens to elevate the carbon tax liability for operators under developing trading schemes, thereby reducing the long-term commercial viability of LNG as a marine fuel solution.
Market Trends
The integration of Bio-LNG and Renewable Synthetic Methane marks a pivotal evolution in the market, transforming LNG from a transitional fossil fuel into a long-term decarbonization pathway. This trend involves the increasing uptake of drop-in renewable fuels that require no modifications to existing dual-fuel engines or infrastructure, effectively countering the "fossil lock-in" argument while preserving asset value. Production capabilities are scaling up rapidly to ensure renewable supplies meet the rising needs of the transport and maritime sectors. For example, the European Biogas Association's 'Statistical Report 2024' from December 2024 indicates that Europe's installed biomethane production capacity reached 6.4 billion cubic meters per year by the first quarter of 2024, establishing a strong foundation for integrating green gas into the global energy mix.
Simultaneously, the market is experiencing a significant rise in LNG-powered heavy-duty commercial vehicle fleets, diversifying demand beyond the maritime sector. This expansion is particularly evident in high-growth logistics hubs where favorable price differentials between natural gas and diesel, combined with strict nitrogen oxide emission limits, serve as drivers for fleet operators to convert heavy tonnage assets. Such land-based adoption establishes a resilient secondary market for the fuel, protecting suppliers from shipping demand volatility and stabilizing regional supply chains. According to a Shell article titled 'Behind the rise of LNG trucks in China' from November 2025, sales of heavy-duty natural gas trucks in China reached 178,200 units in 2024, reflecting a decisive shift in capital investment toward gas-based road logistics.
Report Scope
In this report, the Global Liquefied Natural Gas (LNG) as a Fuel 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 Liquefied Natural Gas (LNG) as a Fuel Market.
Global Liquefied Natural Gas (LNG) as a Fuel 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: