天然气产需增长并非逆潮流

Group 1 - The core viewpoint is that despite expectations for a decline in fossil fuel demand during the energy transition, recent trends show an increase in the demand for oil, natural gas, and coal, particularly natural gas [1] - The necessity of natural gas is emphasized by major oil companies, highlighting the importance of liquefied natural gas (LNG) in meeting rising global electricity demands driven by artificial intelligence [2] - The International Energy Agency (IEA) has projected continued growth in natural gas demand, especially for LNG, indicating a stable future demand for natural gas despite the push for renewable energy [3] Group 2 - Major oil companies are making significant investments in LNG, with Shell planning to add 12 million tons per year of LNG capacity by 2030, and TotalEnergies aiming to increase its controlled LNG volume by 50% by the same year [2] - BP has initiated new LNG projects off the coasts of Senegal and Mauritania, intending to establish these countries as major LNG hubs [2] - ExxonMobil and Chevron are also expanding their LNG assets, with ExxonMobil targeting a 50% increase by 2030 [2]