Kpler数据：2025年全球液化天然气出口量创三年最大增幅

Core Insights - The global liquefied natural gas (LNG) export volume is expected to see its largest annual increase in three years, with a projected growth of 4% in 2025, reaching 429 million tons [1] - This growth is primarily driven by the ramp-up of production from the LNG Canada project and the Plaquemines LNG project in the United States [1] - The United States is solidifying its position as a major LNG exporter, with its export volume surpassing 100 million tons for the first time this year [1] Industry Impact - The anticipated increase in LNG export capacity is expected to lower natural gas prices in Asia and Europe, with Asian gas prices nearing their lowest point of the year and European gas futures down over 40% since the beginning of the year [1] - The new production capacity may also lead to increased demand for low-temperature LNG carriers, as shipping costs for transatlantic LNG transportation reached a nearly two-year high last month due to surging supply [1]