摩根大通：全球液化天然气分析_聚焦中国_年度下滑中下半年出现反弹
2025-07-14 00:36
Global Commodities Research 08 July 2025 Global LNG Analyzer J P M O R G A N Spotlight on China: A second-half rebound amidst an annual decline Long-term (2030) project outlook • We see ~294 Bcm/year of projects currently under construction to begin operations by 2030 (incl. Plaquemines). The US accounts for about half of Global Commodities Research Otar Dgebuadze, CFA (44-20) 3493-8246 otar.dgebuadze@jpmorgan.com J.P. Morgan Securities plc Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorga ...