天然气需求与供应

Search documents
国际能源署三季度报告预计——今明两年全球天然气需求先抑后扬
Jing Ji Ri Bao· 2025-08-04 00:28
Group 1 - The International Energy Agency (IEA) reports that global natural gas demand is expected to slow down in 2025, with growth projected to decrease from 2.8% in 2024 to 1.3% [1] - In the first half of this year, global natural gas consumption grew by only 1% year-on-year, with significant growth concentrated in Europe and North America [1] - European natural gas consumption increased by 6.5% in the first half of the year, supported by the power sector, while North America saw a 2.5% increase due to cold weather in Q1 [1] Group 2 - The report indicates a decline in natural gas demand in Asia, with India's consumption dropping by 7% in the first five months of the year due to reduced industrial usage [1] - The report highlights a 45% year-on-year decrease in Russian pipeline gas supplies to the EU, amounting to a reduction of approximately 6.5 billion cubic meters [2] - European LNG imports surged by 25% year-on-year, reaching a historical peak of 920 billion cubic meters in the first half of the year [2] Group 3 - The report forecasts a 7% growth in global LNG supply in 2026, amounting to an increase of about 40 billion cubic meters, potentially easing market tightness [3] - Industrial and energy sectors are expected to contribute nearly 50% of the global demand increase, with gas-fired power generation accounting for 30% of the demand growth in 2026 [3] - The Asia-Pacific region is projected to see a natural gas demand growth exceeding 4% in 2026, while European demand is expected to decline by 2% due to the rise of renewable energy [3]