美國的LNG市場評估:基礎設施，各最終用途，各地區，機會，預測(2017年～2031年)

美國液化天然氣市場規模預計將從 2023 年的 29.1 億美元成長到 2031 年的 45.4 億美元，預測期內複合年增長率為 5.70%。

作為世界上最大的天然氣生產國之一，美國青睞液化天然氣 (LNG) 作為為其能源基礎設施提供動力的燃料。液化天然氣允許天然氣長距離運輸，當管道成本效益不高時，液化天然氣是重要的解決方案。液化天然氣出口能力可以進入傳統管道無法到達的外國市場，從而增加美國的出口機會並加強美國作為全球能源領域關鍵參與者的作用。根據美國能源情報署的數據，2024年6月美國液化天然氣出口量為3,564.23億立方英尺，預計隨著時間的推移將大幅增加。

新液化天然氣專案的實施將提高市場成長率

美國新液化天然氣計畫的重要性在於全球對清潔能源的需求激增。這些項目對於提高產能至關重要。擴大液化天然氣基礎設施對於維持美國在能源領域的競爭力和確保穩定供應以滿足國際需求至關重要。

美國再氣化設備加速市場成長

美國需要更多的液化天然氣再氣化廠來滿足不斷增長的天然氣需求。液化天然氣也比其他化石燃料更清潔，二氧化碳排放量比煤炭少 40%，使其成為美國的首選燃料。

對液化天然氣船用燃料的需求不斷增長推動市場需求

對液化天然氣作為船用燃料的需求不斷增長也推動了市場向前發展。隨著國際海事組織 (IMO) 實施嚴格的環境法規以盡量減少硫排放，航運公司正在迅速轉向液化天然氣，這種液化天然氣幾乎不排放硫氧化物或顆粒物，而且毒性較小。

本報告提供美國的LNG的市場調查，彙整市場定義和概要，市場規模的轉變·預測，各種區分·各地區的詳細分析，產業結構，影響市場成長因素的分析，案例研究，競爭情形，主要企業簡介等資訊。

目錄

第1章 計劃的範圍和定義

第2章 調查手法

第3章 摘要整理

第4章 客戶的迴響

• 產品與市場的情報
• 決定購買時考慮的要素
• 供應鏈管理
• 需求與供給的機制
• 購買流通管道

第5章 美國的LNG市場展望

• 市場規模分析·預測
• 市場佔有率分析·預測
  • 各基礎設施
  • 各最終用途
  • 各地區
  • 企業佔有率分析
• 市場地圖分析

第6章 供需分析

第7章 進出口的分析

第8章 價值鏈分析

第9章 波特的五力分析

第10章 大環境分析

第11章 價格分析

第12章 市場動態

• 推動市場要素
• 市場課題

第13章 市場趨勢·展開

第14章 案例研究

第15章 競爭情形

• 市場領導前五名公司的競爭矩陣
• 前五名公司的SWOT分析
• 前十大企業的形勢
  • Shell United States Inc.
  • Cheniere Energy Inc.
  • Chevron United States, Inc.
  • Mitsubishi Corporation (Americas)
  • Equinor US Holding Inc.
  • ExxonMobil Corporation
  • ConocoPhillips Alaska, Inc. (CPAI)
  • Chesapeake Energy Corporation
  • TotalEnergies Marketing USA, Inc.

第16章 策略性建議

第17章 關於本公司·免責聲明

United States LNG market is expected to witness 5.70% CAGR during the forecast period 2024-2031, growing from USD 2.91 billion in 2023 to USD 4.54 billion in 2031. The United States, one of the largest producers of natural gas worldwide, prefers liquid natural gas (LNG) as a fuel to boost its energy infrastructure. LNG makes it possible to move natural gas across long distances, offering a key answer when pipelines aren't cost-effective. The export capability allows LNG to access overseas markets that traditional pipelines cannot reach, thereby increasing export opportunities for the United States and reinforcing its role as a significant player in the global energy sector. As per the U.S. Energy Information Administration, LNG exports from the United States in June 2024 were 356,423 million cubic feet and are expected to increase significantly with time.

Execution of New LNG Projects is Boosting the Market Growth Rate

The significance of new LNG projects in the United States is surging the global demand for cleaner energy sources. These projects are essential to increase capacity, which is projected to rise abruptly by 2028. The expansion of LNG infrastructure is vital for maintaining the country's competitive edge in the energy sector, ensuring a stable supply to meet international needs.

For instance, in December 2023, the United States government announced an increase in its LNG production as three new projects are on the way to completion. The Plaquemines LNG project is scheduled to start operations in mid-2024, followed by a gradual ramp-up until 2025. Other projects, such as the Corpus Christi LNG Stage 3 extension and Golden Pass LNG, are projected to begin supplies in mid-2025. The project will increase the United States LNG export capacity by 2027, spurred by rising worldwide demand and the need to cover energy supply shortages, notably in Europe.

The United States Regasification Facilities are Expediting the Market Growth

The United States requires more LNG regasification plants to fulfill the expanding demand for natural gas. Furthermore, LNG is chosen in the United States since it is cleaner than other fossil fuels, emitting 40% less carbon dioxide than coal.

For instance, in April 2024, Venture Global LNG planned to commence LNG regasification plant production in Louisiana by mid-2024, signifying an essential milestone in the United States LNG landscape. The plants, with a capacity of 20 million tons per annum, will be the United States' eighth LNG export terminal. The United States is anticipated to increase LNG capacity substantially by the end of 2030, spurred by rising worldwide demand, especially from Asia-Pacific and Europe, which are looking for alternatives to the Russian gas supply.

A Continuous Rise in Need for LNG Bunker Fuels is Propelling Market Demand

The increasing need for LNG as a bunker fuel propels the LNG market forward. With the International Maritime Organization (IMO) imposing rigorous environmental rules to minimize sulfur emissions, shipping firms rapidly embrace LNG due to less toxicity, which emits practically no sulfur oxides or particulate matter.

For instance, the United States government established three new contracts in January 2024 for a more efficient LNG tanker with an overall capacity of 174,000 meters cube. The new vessels have modern engine technology, and the LNG bunker fuel is handled at a reduced boil-off rate, helping to cut the overall carbon gas emissions.

Government Initiatives Acting as a Catalyst

Government actions are essential for expanding the LNG market in the United States, owing to rising natural gas supply and demand restrictions. As the usage of LNG is expected to increase dramatically, setting up adequate infrastructure is crucial.

Regulatory support encourages private investment in LNG plants, whilst public policies assure safety, environmental protection, and community participation. These actions jointly close the gap between local production and demand, allowing for a stable and dependable LNG market.

Southwest to Dominate the United States Market Share

Southwest in the United States, especially Texas, is expected to dominate the market share of the LNG market. The region has become a center for LNG production and exports due to rich natural gas resources, along with improved infrastructure and strategic coastal access. Texas has several major LNG export terminals, which greatly increase the country's LNG export capacity as the world's largest LNG exporter.

As the state transforms into an LNG exporter, Texas' role becomes crucial to meet growing demand from international markets. The region's established energy ecosystem, including pipelines and processing plants, has supported efficient LNG production and distribution. In addition, continued investment in new LNG projects and infrastructure improvements further strengthens the United States' position as a critical player in the global LNG market.

Future Market Scenario (2024 - 2031F)

Government policy and infrastructure development are crucial for satisfying LNG demand while maintaining market stability. The United States government is expected to be successful in developing new LNG infrastructure facilities over the forecast years, which in turn will provide ample opportunities for market prosperity.

The emerging Asian economies will increase demand, need more supply, and rise in the export potential of LNG in Asia-Pacific, which is anticipated to boost market demand.

Increased trading and hedging in LNG contracts indicate a rising integration of the United States natural gas market, which in turn is expected to cater to opportunities for market growth in the forecast period.

Key Players Landscape and Outlook

Market participants in the United States focus on the growth and expansion of LNG infrastructure, which is an extremely competitive sector as prices are regulated based on long-term contract or on a spot basis. Furthermore, market participants have a great desire to achieve a competitive advantage in the sector. Hence, they are spending heavily on the development of LNG facilities using a variety of collaborative strategies to meet its electricity demand through natural gas.

For instance, the International Energy Agency (IEA) announced that for the first time, on August 28, 2023, natural gas met more than half of the United States' electrical consumption. In last two years, its share of the power mix has increased from 40 to 45 percent in July and August in 2023.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Product and Market Intelligence
• 4.2. Factors Considered in Purchase Decisions
  • 4.2.1. Calorific Value
  • 4.2.2. Contract Terms
  • 4.2.3. Lead Time
  • 4.2.4. Order Quantity
  • 4.2.5. Safety Measures
  • 4.2.6. Infrastructure Capability
• 4.3. Supply Chain Management
• 4.4. Demand and Supply Mechanism
• 4.5. Channel of Purchase

5. United States LNG Market Outlook, 2017-2031F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Infrastructure
    • 5.2.1.1. LNG Liquefaction Plants
    • 5.2.1.2. LNG Regasification Facilities
    • 5.2.1.3. LNG Shipping
  • 5.2.2. By End-use
    • 5.2.2.1. Power Generation
    • 5.2.2.2. Industrial
    • 5.2.2.3. Residential and Commercial
  • 5.2.3. By Region
    • 5.2.3.1. Northeast
    • 5.2.3.2. South
    • 5.2.3.3. West
    • 5.2.3.4. Midwest
  • 5.2.4. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
• 5.3. Market Map Analysis, 2023
  • 5.3.1. By Infrastructure
  • 5.3.2. By End-use
  • 5.3.3. By Region

All segments will be provided for all regions

6. Demand Supply Analysis

7. Import and Export Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Pricing Analysis

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Case Studies

15. Competitive Landscape

• 15.1. Competition Matrix of Top 5 Market Leaders
• 15.2. SWOT Analysis for Top 5 Players
• 15.3. Key Players Landscape for Top 10 Market Players
  • 15.3.1. Shell United States Inc.
    • 15.3.1.1. Company Details
    • 15.3.1.2. Key Management Personnel
    • 15.3.1.3. Products and Services
    • 15.3.1.4. Financials (As Reported)
    • 15.3.1.5. Key Market Focus and Geographical Presence
    • 15.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 15.3.2. Cheniere Energy Inc.
  • 15.3.3. Chevron United States, Inc.
  • 15.3.4. Mitsubishi Corporation (Americas)
  • 15.3.5. Equinor US Holding Inc.
  • 15.3.6. ExxonMobil Corporation
  • 15.3.7. ConocoPhillips Alaska, Inc. (CPAI)
  • 15.3.8. Chesapeake Energy Corporation
  • 15.3.9. TotalEnergies Marketing USA, Inc.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

16. Strategic Recommendations

17. About Us and Disclaimer

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. United States LNG Market, By Value, In USD Billion, 2017-2031F
• Figure 2. United States LNG Market, By Volume, In Million Tons, 2017-2031F
• Figure 3. United States LNG Market Share (%), By Infrastructure, 2017-2031F
• Figure 4. United States LNG Market Share (%), By End-use, 2017-2031F
• Figure 5. United States LNG Market Share (%), By Region, 2017-2031F
• Figure 6. By Infrastructure Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 7. By End-use Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 8. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023