【WGC2025】国际燃气联盟：2024年全球LNG贸易量同比增2.4%

Core Insights - The 29th World Gas Conference (WGC2025) was held in Beijing from May 19 to 23, marking the first time the event has taken place in China since its inception in 1931 [3] LNG Trade and Supply - Global LNG trade volume is projected to grow by 2.4% year-on-year in 2024, reaching 411.24 million tons, connecting 22 export markets and 48 import markets [1] - Major LNG producing countries such as the USA, Russia, Indonesia, and Australia are expected to drive this growth through increased liquefaction capacity and LNG exports [1] - By the end of 2024, global liquefaction capacity is anticipated to reach 49.44 million tons per year, an increase of 6.5 million tons from the previous year [2] - The USA, Australia, and Qatar are the top three countries in terms of operational liquefaction capacity, collectively accounting for over half of the global total [1] Investment Decisions and Sustainability - Final investment decisions (FID) for new liquefaction projects in 2024 are significantly reduced, with only 14.8 million tons per year of new capacity reaching FID, the lowest since 2020 [2] - The industry is increasingly focusing on decarbonization, exploring methods such as electrification, carbon capture and storage (CCS), and alternative fuels to reduce carbon emissions and promote sustainable development [2] Demand and Re-gasification - By the end of 2024, global regasification capacity is expected to reach 106.47 million tons per year, with 17 new regasification projects coming online in countries like Germany, China, and Brazil, adding 6.66 million tons per year of new capacity [2] - Egypt is set to become an LNG importing country again in 2024, reflecting the ongoing growth in LNG demand from emerging markets [2] LNG Transportation - The LNG shipping sector is projected to see significant growth in 2024, with 64 new LNG carriers expected to be delivered, bringing the total active LNG carriers to 742 by the end of the year [2] Industry Outlook - The International Gas Union (IGU) emphasizes that LNG remains an economical and reliable option for emerging energy markets seeking to meet growing energy demands while replacing high-emission fuels [3] - The IGU believes that the LNG industry will continue to evolve and adapt to changes in global energy dynamics while meeting customer needs [3]