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市場調查報告書
商品編碼
1914612
液化天然氣裝運船隻市場-全球產業規模、佔有率、趨勢、機會及預測(依儲存類型、儲存容量、推進方式、終端用戶產業、地區及競爭格局分類,2021-2031年)LNG Carrier Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Containment Type, By Storage Capacity, By Propulsion Type, By End User Industry, By Region & Competition, 2021-2031F |
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全球液化天然氣(LNG)裝運船隻市場預計將從2025年的111.8億美元成長到2031年的160.6億美元,複合年成長率(CAGR)為6.22%。這些專用船舶旨在以液化和低溫狀態運輸天然氣,從而在缺乏管道基礎設施的地區實現國際能源貿易。主要成長要素包括全球能源轉型(天然氣作為過渡能源)以及日益成長的能源安全擔憂(這要求供應鏈擺脫對區域管道的依賴)。根據國際液化天然氣進口商協會(IGLNG)的報告,截至2024年,全球LNG運輸船隊規模已增加至831艘,其中包括66艘新造船舶的交付。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 111.8億美元 |
| 市場規模:2031年 | 160.6億美元 |
| 複合年成長率:2026-2031年 | 6.22% |
| 成長最快的細分市場 | 12萬至16萬立方米 |
| 最大的市場 | 亞太地區 |
儘管市場具有成長潛力,但由於全球造船能力有限,船隊擴張速度受到限制,因此面臨許多重大障礙。此外,高昂的技術進入門檻也使得造船業僅限於少數專業船廠,導致生產瓶頸和新船建造前置作業時間過長。這種結構性限制限制了供應,並可能阻礙該行業快速擴大規模,以滿足全球液化石油氣產量預期成長的需求。
推動市場擴張的關鍵因素是北美和中東長途出口量的成長。隨著地緣政治因素促使各國減少對管線運輸的依賴,各國正大力投資液化基礎設施,以促進跨洋天然氣運輸。貿易路線的這種結構性調整需要更長的運輸距離才能供應歐洲和亞洲市場,這需要規模更大、更有效率的船隊來滿足不斷成長的噸英里運輸需求。因此,運輸能力的需求與主要生產中心產量的成長直接相關。根據美國能源資訊署(EIA)2024年4月發布的報告,預計到2023年,美國天然氣日均出口量將達到119億立方英尺,使其成為全球最大的天然氣出口國。
同時,日益嚴格的船舶排放法規迫使船東加快船隊更新計畫。航運業正向配備先進推進系統的現代化船舶轉型,以滿足日益嚴格的環保標準,老舊的蒸氣渦輪動力裝運船隻正逐步淘汰。這種監管壓力刺激了新船建造活動,營運商們追求能夠確保長期合規和營運效率的噸位。例如,卡達能源公司在2024年3月的新聞稿中宣布,已簽署19艘新船的定期租船契約,以支持其產能擴張和船隊現代化。同時,殼牌公司報告稱,上一年全球液化天然氣(LNG)貿易量4.04億噸。
全球液化天然氣裝運船隻市場面臨的主要障礙是造船能力有限,這主要是由於高技術准入門檻造成的。由於建造此類船舶需要專門的技術來應對低溫環境,因此生產僅限於少數幾家造船廠。這種產能集中造成了生產瓶頸,少數具備生產能力的船廠幾乎運轉率運轉。因此,該行業面臨新船交付前置作業時間,限制了航運公司快速擴大運力以滿足激增的貿易需求的能力。
船隊擴張受限導致供需失衡,對整體市場趨勢產生負面影響。由於無法快速擴大生產規模,船舶供應往往落後於新建液化計劃的運作。根據國際液化天然氣進口商協會(ILGNIG)預測,2024年全球訂單積壓將達到341艘,這龐大的積壓需要現有造船廠數年時間才能完成。這項訂單凸顯了基礎設施限制的嚴重性,因為新船的建造速度無法滿足全球能源運輸的即時需求。
一項關鍵的策略趨勢是向超大型27.1萬立方公尺(QC-Max)船舶過渡,旨在最大限度地發揮規模經濟效益。營運商正積極採用這種船舶升級策略,以顯著提高單次航行的貨物負載容量,從而降低單位運輸成本並最佳化關鍵出口碼頭的泊位利用率。這種升級策略在不相應增加船隊頻率的情況下提高了運輸量,有效消除了繁忙貿易航線上的物流瓶頸。 2024年4月,卡達能源公司簽署了一項里程碑式的協議,為這項產業轉型奠定了基礎,承諾建造18艘QC-Max液化天然氣裝運船隻,每艘船的運力為27.1萬立方公尺。
同時,先進數位雙胞胎技術的標準化在船隊營運管理中變得至關重要。船東正在部署感測器驅動的軟體,以創建船上系統的虛擬副本,從而最佳化航線、即時管理蒸發率並滿足嚴格的環保效率標準。這項技術整合使營運商能夠從被動維護模式轉向預測性維護模式,最大限度地減少關鍵低溫設備和船體系統的停機時間。為了體現這種向以數據為中心的營運模式的轉變,GAZTransport et Technigaz (GTT) 於 2024 年 2 月宣布,該公司已贏得新契約。
The Global LNG Carrier Market is projected to expand from USD 11.18 Billion in 2025 to USD 16.06 Billion by 2031, registering a CAGR of 6.22%. These specialized vessels are designed to transport natural gas in a liquefied, cryogenic state, enabling international energy trade in regions where pipeline infrastructure is not feasible. Key growth drivers include the global energy transition, which relies on natural gas as a bridge fuel, and rising concerns regarding energy security that require diversifying supply chains away from regional pipelines. As reported by the International Group of Liquefied Natural Gas Importers, the global fleet grew to 831 vessels in 2024 following the delivery of 66 new units.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 11.18 Billion |
| Market Size 2031 | USD 16.06 Billion |
| CAGR 2026-2031 | 6.22% |
| Fastest Growing Segment | 120,000-160,000 cubic meter |
| Largest Market | Asia Pacific |
Despite this growth potential, the market faces significant hurdles due to limited global shipbuilding capacity, which restricts the speed of fleet expansion. The substantial technical barriers to entry mean construction is limited to a small number of specialized shipyards, leading to production bottlenecks and long lead times for new vessels. This structural constraint limits supply and may hinder the industry's ability to scale quickly enough to satisfy the forecasted increase in global liquefaction output.
Market Driver
A major catalyst for market expansion is the rise in long-haul export volumes from North America and the Middle East. As geopolitical factors prompt a shift away from pipeline reliance, nations are heavily investing in liquefaction infrastructure to facilitate transoceanic natural gas transport. This structural adjustment in trade routes necessitates a larger and more active fleet to handle increased ton-mile requirements, as cargoes must cover greater distances to supply markets in Europe and Asia. Consequently, the demand for shipping capacity is directly linked to rising output from major production centers, with the U.S. Energy Information Administration reporting in April 2024 that U.S. exports averaged 11.9 billion cubic feet per day in 2023, making the country the world's leading exporter.
Concurrently, the enforcement of strict maritime emissions regulations is pushing shipowners to fast-track fleet renewal initiatives. The industry is shifting toward modern vessels featuring advanced propulsion systems to meet tightening environmental standards, rendering older steam turbine carriers increasingly obsolete. This regulatory pressure is fueling newbuilding activity as operators pursue tonnage that guarantees long-term compliance and operational efficiency. For instance, QatarEnergy announced in a March 2024 press release that it had signed time-charter agreements for 19 additional vessels to support production growth and fleet modernization, while Shell reported that global liquefied natural gas trade reached 404 million tonnes the previous year.
Market Challenge
The primary obstacle facing the Global LNG Carrier Market is limited shipbuilding capacity caused by high technical entry barriers. Constructing these vessels involves specialized engineering to handle cryogenic temperatures, restricting production to a select group of shipyards. This concentration of manufacturing capabilities results in production bottlenecks, as the few capable facilities operate near maximum utilization. As a result, the industry faces prolonged lead times for new vessel deliveries, limiting the ability of shipping companies to swiftly expand capacity to meet rising trade demands.
This restriction on fleet growth creates a supply-demand imbalance that negatively affects the market's overall trajectory. The inability to rapidly scale production means that vessel availability frequently lags behind the commissioning of new liquefaction projects. According to the International Group of Liquefied Natural Gas Importers, the global orderbook reached 341 vessels in 2024, representing a substantial backlog that existing yards will take several years to clear. This volume of unfilled orders underscores the severity of infrastructure constraints, as the rate of new vessel entry cannot keep pace with the immediate global appetite for energy transport.
Market Trends
A key strategic trend is the shift toward super-large 271,000 cubic meter class vessels, known as QC-Max, designed to maximize economies of scale. Operators are increasingly adopting these larger dimensions to significantly boost cargo intake per voyage, thereby reducing unit transportation costs and optimizing berth utilization at major export terminals. This upsizing strategy enables shippers to transport greater volumes without a proportional increase in fleet movements, effectively addressing logistical bottlenecks in congested trade lanes. In April 2024, QatarEnergy confirmed this industrial shift by finalizing a landmark agreement for the construction of 18 QC-Max LNG carriers, each boasting a capacity of 271,000 cubic meters.
Simultaneously, the standardization of advanced digital twin technology is becoming essential for fleet operational management. Shipowners are implementing sensor-driven software to generate virtual replicas of onboard systems, facilitating the optimization of navigation routes, real-time management of boil-off rates, and compliance with strict environmental efficiency standards. This technological integration permits operators to transition from reactive to predictive maintenance models, thereby minimizing downtime for critical cryogenic equipment and hull systems. Reflecting this pivot toward data-centric operations, Gaztransport & Technigaz (GTT) reported in February 2024 that it had secured new contracts for its specialized Smart Shipping solutions covering 68 vessels.
Report Scope
In this report, the Global LNG Carrier Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global LNG Carrier Market.
Global LNG Carrier Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: