市場調查報告書
商品編碼
1561696
LNG的全球市場的評估:基礎設施,各最終用途,各地區,機會,預測(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 |
全球液化天然氣市場規模預計將從 2023 年的 1,462 億美元增至 2031 年的 2,166.6 億美元,2024-2031 年預測期間複合年增長率為 5.04%。為了加強能源安全和項目,世界各國政府都將重點放在液化天然氣(LNG)供應上。在液化天然氣供應方面,北美,尤其是美國,被譽為全球最大的液化天然氣出口國。除了滿足國外日益增長的液化天然氣需求外,該國還試圖解決國內能源價格和環境問題。發電不再使用煤炭,以及地緣政治不穩定(特別是俄羅斯入侵烏克蘭之後)對可靠能源供應的需求,是液化天然氣出口成長的主要動力。
例如,2024 年 5 月,EIA 宣布美國天然氣貿易將隨著三個主要液化天然氣項目的啟動而擴大:Golden Pass LNG、Corpus Christi Stage 3 和 Plaquemines LNG Phase I。美國是最大的出口國,其成長推動了全球(尤其是歐洲和亞太地區)液化天然氣需求的成長。
液化天然氣出貨量的增加顯著促進了市場成長
液化天然氣運輸對世界能源系統至關重要。液化天然氣運輸保持了安全有效的長距離運輸,使天然氣能夠進入沒有管道基礎設施的市場。與其他化石燃料相比,液化天然氣運輸有助於能源多元化,提高能源安全,促進清潔能源消耗。隨著戰爭爆發,俄羅斯在亞太地區的液化天然氣出口迅速增加。液化天然氣出口預計將進一步增加,以滿足不斷增長的全球能源需求。
例如,來自俄羅斯亞馬爾液化天然氣工廠的近 100 批液化天然氣和凝析油貨物於 2024 年 6 月抵達歐盟 (EU)。其中大部分目的地是比利時、法國和西班牙。這一數量相當於去年俄羅斯輸送到歐洲的180億桶液化天然氣中的160億桶以上。
LNG液化廠的建立將加速全球LNG市場
液化天然氣在世界能源供應和脫碳計畫中的作用正在增強。液化天然氣液化廠對於將天然氣轉化為緊湊液態至關重要,從而能夠將天然氣長途運輸到沒有管道服務的市場。該技術將天然氣用量減少約600倍,提高了儲存和運輸的經濟性和效率。與其他化石燃料相比,液化天然氣產生的二氧化碳、氮氧化物、二氧化硫和粒狀物較少,使其成為最乾淨的化石燃料。世界各地需要建造更多液化天然氣液化廠,以增加天然氣供應、減少溫室氣體排放並支持向低碳能源轉型。
例如,2024 年 7 月,Scandinavian Biogas 宣布打算在瑞典 Monsteras 建造一座耗資 7,500 萬美元的生物液化天然氣設施。該設施每年將 30 萬噸當地糞便和綠肥轉化為約 120 GWh 的生物液化天然氣。此外,芬蘭瓦錫蘭公司還獲得了一份為兩艘新液化天然氣運輸船供應發動機和燃氣系統的合同,表明了其對該地區綠色能源解決方案的承諾。
液化天然氣產能激增加速市場成長
預計 2024 年至 2028 年間將新增 1.93 億噸 (MMT) 產能,市場預計將大幅成長。此次擴張旨在穩定價格並加強全球能源安全。此外,這種異常成長預計將促使市場供應過剩並大幅降低成本,預計到 2030 年將降至約 6.9 美元/MMBtu。
本報告提供全球LNG市場相關調查分析,提供市場規模與預測,市場動態,主要企業形勢及預測等資訊。
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.