您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [国际燃气联盟]:2026年全球液化天然气(LNG)报告 - 发现报告

2026年全球液化天然气(LNG)报告

化石能源 2026-07-04 国际燃气联盟 叶剑锋
报告封面

International Gas Union (IGU)44 Southampton BuildingsWC2A 1AP LondonUnited Kingdom Telephone: +44 203 889 0161E-mail: info@igu.org Published by the International GasUnion (IGU) Copyright © 2026. The entirecontent of this publication is protectedby copyright, full details of which areavailable from the publisher. All rightsreserved. No part of this publicationmay be reproduced, stored in retrievalsystems or transmitted in any form orby any means – electronic, mechanical,photocopying, recording or otherwise– without the prior permission of thecopyright owner. IGU World LNG report - 2026 EditionTable of Contents Message from thePresident, InternationalGas Union (IGU) 1. State of the LNGIndustry – strongfundamentals into 2026 7. LNG ReceivingTerminals 6. LNG Shipping 6.1 Overview6.2 LNG Carriers6.3Floating Storage and RegasificationUnit (FSRU) Ownership6.4 LNG Orderbook6.5 Vessel Costs and Delivery Schedule6.6 Charter Market6.7 Fleet Voyages and Vessel Utilisation6.8Recent and Near-future Developmentsin LNG Shipping 7.1 Overview7.2Receiving Terminal Capacity and GlobalUtilisation7.3Receiving Terminal Capacity and Utilisationby Market7.4 Receiving Terminal LNG Storage Capacity7.5 Receiving Terminal Berthing Capacity7.6 Floating and Offshore Regasification7.7Receiving Terminals with Reloading andTrans-shipment Capabilities 2. The LNG industry’spath to 2035 – Staying thecourse through troubledwaters 3. LNG Trade 9. References andAcknowledgements 8. LNG Bunkering Vesselsand Terminals 3.1 Overview3.2 LNG Exports by Market3.3 Net LNG Imports by Market3.4 LNG Interregional Trade 9.1 Data Collection9.2 Data Collection for Chapter 39.3 Data Collection for Chapter 49.4Acknowledgements9.5 Definitions9.6 Regions and Basins9.7 Acronyms9.8 Units9.9 Conversion Factors 2.1The Middle East Conflict’s Impactin the Coming Years2.2 Post-Crisis Pathway – The Road to 20352.3Opportunities and Uncertaintiesalong the Road 5. Liquefaction Plants 4. Price Trends Annex 1 -LNG Shipping Appendices 4.1 Asia Pacific LNG Price Trends4.2 Atlantic LNG Price Trends 1. Table of Global Liquefaction Plants, end-20252.Table of Liquefaction Plants Sanctioned orUnder Construction, end-20253.Table of Global Active LNG Fleet, end-20254.Table of global LNG vessel orderbook,end-20255.Table of Global LNG Receiving Terminals,end-20256.Table of LNG Receiving Terminals UnderConstruction, end-2025 5.1 Overview5.2 Global Liquefaction Capacity and Utilisation5.3 Liquefaction Capacity by Market5.4 Liquefaction Techniques5.5 Floating Liquefaction (FLNG)5.6 Risks to Project Development Message from the President,International Gas Union (IGU) Yet the market’s response demonstrates an industry whichhas come of age. The ability of a larger and more diversifiedsupply chain to mobilise 40% of volumes on a spot basis*has helped to contain the immediate impact of the Strait ofHormuz crisis. Rising liquidity on global Gas benchmarks hasoffered participants the tools to manage risk. I am pleased to present the 17th annual edition of IGU’sWorldLNG Report,which provides an authoritative andcomprehensive review of the industry at a moment of bothgrowing maturity and unprecedented challenge. The Report explores a landmark LNG performance in 2025,including record trade volumes and near-record investmentin supply capacity. It also addresses how these achievementshave shaped the market’s response to the conflict in theMiddle East in 2026. Despite the ongoing uncertainty, theReport confirms the strong fundamentals which enable theLNG industry to strengthen its medium-term expansion pathin the decade to 2035. Looking ahead, the fundamental drivers underpinning thelonger-term outlook for LNG demand through 2035 remainintact. Population growth, urbanisation, digitalisation, risingelectricitydemand and the continued pursuit of cleanerenergysystems will require reliable and flexible energysolutions which LNG is uniquely positioned to support. In 2025, global LNG trade grew by 6.3% to 437 million tonnes,thefastest rate since 2022,as Canada and Mauritania/Senegal joined the ranks of exporters, while the United Statesprovided the bulk of incremental exports. A total of 13 newregasification terminals were added, with one market openingits first ever LNG regasification terminal, while a further eightprospective markets are progressing regasification projects. The challenges of 2026 are significant, but they do not alterthe industry's long-term trajectory. Rather, they reinforcetheimportance of continued investment,innovation andinternational cooperation to ensure that LNG can continuedelivering secure, affordable and lower-emission energy tocommunities around the world. In order to secure these benefits, it is imperative that policymakers act to shield energy infrastructure, secure freedomof navigation and avoid creating unnecessary impediments totrade. Sustainedinvestor confidence was demonstrated by the68.4 Mtpa of liquefaction capacity sanctioned in 2025, onl