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美国LNG行业反对USTR新规
Zhong Guo Hua Gong Bao· 2025-08-19 03:21
Core Viewpoint - The U.S. Trade Representative's Office (USTR) has proposed new regulations for liquefied natural gas (LNG) exports, mandating that starting in 2028, 1% of LNG exports must be transported by U.S.-flagged vessels, increasing to 15% by 2047, which has faced strong opposition from industry analysts and organizations [1][2]. Group 1: Regulatory Changes - USTR's new regulations aim to revitalize the U.S. shipbuilding industry by requiring a gradual increase in the percentage of LNG exports transported by U.S.-built and U.S.-flagged vessels [1]. - The regulations will start with 1% of LNG exports in 2028, increasing incrementally until reaching 15% by 2047 [1]. Group 2: Industry Response - The American LNG industry, represented by the Center for LNG (CLNG) and the American Petroleum Institute (API), has submitted a joint letter opposing the new regulations, citing potential harm to U.S. LNG exports [1]. - Industry analysts argue that while 1% may seem minor, the current lack of U.S.-built LNG vessels makes compliance nearly impossible, as only one U.S.-flagged LNG vessel exists in the global fleet [1][2]. Group 3: Current Industry Challenges - The U.S. lacks both domestic LNG transport vessels and sufficient U.S.-flagged ships to meet current and future LNG export demands [2]. - There are significant challenges in shipbuilding capacity, including a shortage of dry docks, technical capabilities, and supply chains, compounded by a lack of skilled personnel to operate and maintain LNG vessels [2]. - In 2024, the U.S. is expected to export 1,396 batches of LNG, but the global LNG fleet consists of only 792 operational vessels, with just one U.S.-flagged vessel, which has a capacity only half that of modern LNG ships [2].