美LNG出口热恐以供应过剩收尾

Group 1 - The global LNG market is expected to face a supply surplus due to significant capacity increases from the US and Qatar, potentially leading to lower prices and reduced profit margins for US LNG exporters by 2030 [2][4] - The US LNG industry is experiencing a surge in new project approvals following the lifting of a previous moratorium, with major investments announced by companies like Woodside Energy and Venture Global, indicating a robust expansion in capacity [3][4] - By 2030, the combined LNG supply from the US and Qatar is projected to increase significantly, with nearly 300 billion cubic meters per year of new export capacity expected to come online, marking the largest capacity growth in LNG market history [4][5] Group 2 - The US LNG sector benefits from abundant domestic shale gas production, increasing global demand, and supportive government policies aimed at boosting oil and gas output [5] - Despite the anticipated supply surplus potentially squeezing profit margins for US exporters, rising domestic natural gas prices are expected, with forecasts indicating an increase from an average of $2.91 per million British thermal units in August to $4.30 by next year [5] - The growing demand for natural gas for power generation, driven by the expansion of data centers and manufacturing, will further support the US LNG industry's growth [2][5]