日本液化天然氣市場評估：依基礎設施、最終用途、地區、機會及預測（2018年度-2032年度）

日本液化天然氣市場規模預計將從2024年度的458.1億美元增至2032年度的632.3億美元，預計在2025年度至2032年度的預測期內年複合成長率為 4.11%。日本被認為是世界上最大的液化天然氣進口國之一。由於日本能源資源有限，日本對液化天然氣供應的需求不斷增加。此外，透過減少溫室氣體排放來確保可靠且合理清潔的能源的需求使液化天然氣成為日本能源格局的重要組成部分。因此，環境責任與經濟成長之間存在著完美的平衡。

例如，根據財務省初步資料，2024年5月日本液化天然氣進口量為487萬噸，較去年同月大幅增加5.6%。進口成本約28.5億美元，比去年同月成長9.1%。這些趨勢凸顯出，面對不可預測的全球供應動態，日本持續依賴液化天然氣來滿足其能源需求。

本報告研究和分析了日本液化天然氣市場，提供市場規模和預測、市場動態以及主要公司的狀況。

目錄

第1章 專案範圍與定義

第2章 研究方法

第3章 執行摘要

第4章 顧客回饋

• 產品與市場訊息
• 購買決策時考慮的因素
  • 熱值
  • 條款與條件
  • 交貨時間
  • 訂單數量
  • 安全措施
  • 基礎設施處理能力
• 供應鏈管理
• 供需機制
• 購買通路

第5章 日本液化天然氣市場展望（2018財政年度-2032財政年度）

• 市場規模分析與預測
  • 金額
  • 數量
• 市場佔有率分析與預測
  • 依基礎設施分類
  • 依最終用途
  • 依地區
  • 市場佔有率分析：依公司（價值）（前5名公司及其他 -2024年度）
• 市場地圖分析（2024年）
  • 依基礎設施分類
  • 依最終用途
  • 依地區

第6章 供需分析

第7章 進出口分析

第8章 價值鏈分析

第9章 波特五力分析

第10章 PESTLE分析

第11章 價格分析

第12章 市場動態

• 市場驅動因素
• 市場挑戰

第13章 市場趨勢與發展

第14章 個案研究

第15章 競爭態勢

• 前5名市場領導者的競爭矩陣
• 前5名的公司的SWOT 分析
• 前8名市場公司主要公司狀況
  • Inpex Corporation
  • Japan Petroleum Exploration Company Limited (JAPEX)
  • Tokyo Gas Engineering Solutions Corporation
  • Osaka Gas Co., Ltd.
  • Toho Gas Co., Ltd.
  • Saibu Gas Co. Ltd.
  • The Kansai Electric Power Co., Inc.
  • JERA Co., Inc.

第16章 策略建議

第17章 關於本公司，免責聲明

Japan LNG market is expected to observe a CAGR of 4.11% during the forecast period FY2025- FY2032, rising from USD 45.81 billion in FY2024 to USD 63.23 billion in FY2032. Japan is regarded as one of the world's largest LNG importers. The need for LNG supply in Japan is increasing due to the country's limited local energy resources. Moreover, the necessity for reliable and reasonably clean energy sources by reducing greenhouse gas emissions makes LNG a vital component of the country's energy landscape. Hence, a perfect balance is maintained between environmental responsibility and economic growth.

For instance, in May 2024, Japan's LNG imports were 4.87 million tons, resulting in a surge of 5.6% from the same month last year, according to preliminary figures from Japan's finance ministry. The cost of the imports was roughly USD 2.85 billion, representing a 9.1% increase year-on-year. These patterns highlighted Japan's continued reliance on LNG to fulfill its energy demands in the face of unpredictable global supply dynamics.

Rise in Investments for LNG is Expediting Market Growth

With the growing need for secure energy supplies, Japan is actively investing in LNG. The Japanese government has intended to keep LNG handling capacity at around 100 million tons per year by 2030. Furthermore, Japanese corporations are extending investments in LNG facilities across Asia-Pacific with the aim of increasing energy security, thereby ensuring that they remain competitive in the rapidly changing global market.

For instance, in May 2024, Japan's JERA Co, Inc. intended to invest over USD 32 billion over the next decade in LNG and novel fuels, including hydrogen and ammonia. By FY2035, the corporation expects to handle approximately 35 million tons of LNG per year, 20 Gigawatts of renewable energy capacity, and 7 million tons of hydrogen and ammonia. The investment approach aligns with Japan's aim of lowering carbon emissions by at least 60% by FY2050, therefore promoting the transition to a low-carbon society.

Collaboration With Foreign Countries for Long-Term LNG Supplies is Expediting the Market Growth

Japan's cooperation with other nations on long-term LNG supply is essential for energy security and stability. Japan is diversifying its supply chain by boosting connections with different allies. The strategy mitigates geopolitical risks and ensures consistent LNG supplies to fulfill Japan's energy demands, especially as the country moves to a more environmentally friendly energy mix.

For instance, in May 2024, Japan boosted its reliance on Australia and the United States for long-term LNG supply by signing crucial contracts till the early 2030s. In response to uncertainty in Australian LNG supply policy, Japan is diversifying its sources by boosting connections with its allies. Recent equity investments in Australian and the United States projects aim to provide steady, long-term LNG supply, showing Japan's dedication to energy security in the face of changing global dynamics and the constant need for reliable energy sources.

Establishment of Regasification Facilities is Proliferating Market Growth

Japan has built a strong network of gasification plants to support significant usage of LNG. Japan is a leader in Asia-Pacific in terms of operational capabilities. The country has multiple LNG storage terminals, which together contribute a major share of Asia's total regasification capacity. The plants receive LNG from overseas, store it, and convert it back into gas for distribution through pipelines. The continued development of the terminals is crucial to ensure a clean and stable LNG supply in Japan's energy landscape.

For instance, in April 2024, Japan's Mitsui O.S.K. Lines Ltd. (MOL) started commercial operations of its floating storage & regasification unit (FSRU) to provide LNG to the Jawa 1 LNG-fired power plant. The FSRU, owned by MOL, has a total generating capacity of 1,760 MW, can store 170,000 m3 of LNG, and regasify 300 million standard cubic feet per day (MMcsfd).

Government Initiatives are Amplifying Market Prosperity

Government policies in Japan LNG market are critical for energy security and addressing future supply concerns. Investments in infrastructure and strategic alliances with nations such as Australia and the United States are crucial for sustaining a steady LNG supply. The initiatives are anticipated to cater to ample benefits for market expedition over the forecast years.

For instance, in March 2024, the Japanese government stated that it is actively shifting its focus on LNG in Southeast Asia. Japanese firms are investing in the LNG infrastructure of Vietnam, Philippines, and Indonesia to boost demand and expand trading capacity. The approach seeks to sustain Japan's yearly LNG handling capacity despite the rising LNG surpluses.

Central Japan is Leading the Market Share

Central Japan has emerged as a leader in the market due to its strategic infrastructure and significant consumption. The region has several important LNG terminals which facilitate LNG import and regasification to meet the energy needs of densely populated areas. Major utilities in central Japan, such as Jera Co Inc. and Tokyo Gas Co., Ltd., have historically been the largest buyers of LNG. The regions are recognized for their capability to secure long-term contracts for LNG projects.

Central Japan has one of the most prominent LNG companies in the country, Tokyo Gas Ltd. As per the Japanese government, Central Japan is shifting its focus to southeastern Asia for LNG trading. In August 2024, Tokyo Gas Ltd. collaborated with Mitsui Corporation to develop a 1,500 MW LNG power plant in Northern Vietnam. Moreover, Tokyo Gas Ltd. is preparing to develop an LNG terminal in Philippines, but it is still pending government approval.

Future Market Scenario (FY2025 - FY2032)

Japanese corporations are diversifying the LNG supplies and investing in LNG infrastructure for growing Asian regions to meet the demand adequately, which can prove to be a significant movement in the future for market proliferation.

The Japanese governments is making significant investments in LNG-fired power stations to strengthen its foothold in the Asian market, which is anticipated to yield significant benefits for market growth.

Japan's long-term energy policy is continuing to develop, balancing LNG dependency with the expansion of renewable and nuclear energy. Japanese utilities are improving their trading capabilities to properly handle surplus LNG and expand into new markets, thereby paving a great future for market growth.

Key Players Landscape and Outlook

Japanese companies have continued to invest in the building of LNG plants by aggressively making strategic investments. The Japanese companies have started developing LNG projects through various strategic partnerships. In such collaborative work, Japanese companies are planning to diversify risks, gain access to advanced technologies, and strengthen their positions in the frequently changing LNG market.

In December 2023, the Kansai Electric Power Group and Hartree Partners signed a contract to combine LNG supply with carbon investments. The partnership would further strengthen energy security while considering Japan's sustainability commitments. The deal fits well within the strategy of the Japanese government of balancing energy needs with decarbonization goals, thereby signifying a carbon-neutral LNG use. This reflects a growing trend in Japanese companies to embrace carbon management as a part of the energy supply chain and bring changes toward more sustainable energy practices.

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. Japan LNG Market Outlook, FY2018-FY2032F

• 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
    • 5.2.2.4. Others
  • 5.2.3. By Region
    • 5.2.3.1. North [Hokkaido and Tohoku]
    • 5.2.3.2. Central [Kanto and Chubu]
    • 5.2.3.3. South [Kansai, Chugoku, Shikoku, Kyushu, Okinawa]
  • 5.2.4. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2024)
• 5.3. Market Map Analysis, FY2024
  • 5.3.1. By Infrastructure
  • 5.3.2. By End-use
  • 5.3.3. By Region

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 8 Market Players
  • 15.3.1. Inpex Corporation
    • 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. Japan Petroleum Exploration Company Limited (JAPEX)
  • 15.3.3. Tokyo Gas Engineering Solutions Corporation
  • 15.3.4. Osaka Gas Co., Ltd.
  • 15.3.5. Toho Gas Co., Ltd.
  • 15.3.6. Saibu Gas Co. Ltd.
  • 15.3.7. The Kansai Electric Power Co., Inc.
  • 15.3.8. JERA Co., 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. Japan LNG Market, By Value, In USD Billion, FY2018-FY2032F
• Figure 2. Japan LNG Market, By Volume, In Million Tons, FY2018-FY2032F
• Figure 3. Japan LNG Market Share (%), By Infrastructure, FY2018-FY2032F
• Figure 4. Japan LNG Market Share (%), By End-use, FY2018-FY2032F
• Figure 5. Japan LNG Market Share (%), By Region, FY2018-FY2032F
• Figure 6. By Infrastructure Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 7. By End-use Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 8. By Region Map-Market Size (USD Billion) & Growth Rate (%), FY2024