北美新增产能投产，2025 年全球液化天然气（LNG）出口量或迎来三年来最大幅度增长。航运数据监测机构克莱珀（Kpler）测算，2025 年全球液化天然气出口量同比增长 4%，达 4.29 亿吨；数据显示，这也是 2022 年出口量同比大涨 4.5% 以来的最大年度增幅。此次增长主要得益于加拿大液化天然气项目（LNG Canada）及美国普拉克明斯液化天然气项目（Plaquemines）的产能爬坡。美国正稳固其液化天然气主要出口国地位，今年该国液化天然气出口量首次突破 1 亿吨大关。预计美国后续将持续新增产能，到本十年末实现产能翻倍，进而推动出口量进一步攀升。这一趋势或将拉低亚洲与欧洲的天然气价格。目前，亚洲天然气价格已接近年内最低点，欧洲天然气期货价格较年初跌幅超 40%。新增产能还可能进一步推高低温液化天然气运输船的市场需求。上月，受供应激增带动运输船需求上涨，跨大西洋液化天然气运输成本创下近两年新高。
责任编辑：王永生
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