全球液化天然气出口创近三年最大增幅

Core Insights - Global liquefied natural gas (LNG) exports are projected to increase by 4% year-on-year in 2025, reaching 429 million tons, marking the largest annual increase since 2022 [1] - December 2025 is expected to see record exports of 41 million tons, with growth anticipated to continue at 7.5% to 8% in 2026 [1] - The increase in LNG exports is primarily driven by production boosts in Canada and the United States, with the U.S. leading global exports at over 100 million tons [1] Industry Trends - Asia's gasoline prices are nearing their lowest levels of the year, while Europe is expected to see a 40% decrease by 2026 [1] - The demand for ultra-low temperature fuel transportation has surged due to increased production, with transatlantic LNG shipping costs reaching their highest levels in nearly two years as of November [1] Market Dynamics - China and Japan are identified as the largest buyers of LNG globally [1] - The growth in LNG exports reflects a significant shift in the energy market, influenced by geopolitical factors and supply chain adjustments [1]