美国LNG出口再创纪录

Core Viewpoint - The U.S. liquefied natural gas (LNG) exports have set new records in 2023, with strong demand persisting despite rising prices, indicating a robust industry outlook [1] Group 1: Export Growth - From January to August 2025, U.S. LNG exports increased by 22% compared to the same period in 2024, reaching 69 million tons, which is 12.4 million tons higher than the total exports for the previous year [1] - U.S. LNG exports to Europe surged by 61% in the first eight months of this year, driven by several factors including depleted natural gas inventories in Europe and a commitment from the EU to increase energy imports from the U.S. [1] Group 2: Domestic Demand - There has been a significant rise in domestic natural gas demand in the U.S., particularly from industrial and commercial users [1] Group 3: Price Trends - The average price of U.S. LNG reached $8.34 per thousand cubic feet in the first eight months of this year, yet Europe continues to actively procure LNG [1] - The U.S. Energy Information Administration (EIA) predicts that LNG prices will continue to rise, driven by increased electricity consumption from data centers and LNG exports, with significant price increases expected from this winter through 2026 [1]