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市場調查報告書
商品編碼
2046997
天然氣市場-全球產業規模、佔有率、趨勢、機會和預測:按類型、應用、地區和競爭格局分類,2021-2031年Natural Gas Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type, By Application, By Region & Competition, 2021-2031F |
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全球天然氣市場預計將從 2025 年的 1.33 兆美元成長到 2031 年的 2.12 兆美元,複合年成長率達到 8.08%。
天然氣主要成分是甲烷,是一種重要的碳氫化合物能源來源,廣泛應用於發電、暖氣和工業領域。全球能源轉型推動了天然氣市場擴張,天然氣被視為煤炭的低排放替代能源,新興經濟體能源消耗的不斷成長也促進了市場擴張。人工智慧和資料中心電力需求的激增是關鍵促進因素,這催生了對可靠的全天候基本負載電力的需求。燃氣渦輪機燃氣渦輪機作為填補這一缺口的一種方式,正日益受到關注。它們能夠提供可調節的電力並穩定電網,從而全年保持穩定的電力消耗基準。 2025年12月,高盛預測,到2030年,資料中心電力需求將比2023年成長175%,促使電力公司將重點放在確保天然氣供應上。此外,全球液化天然氣(LNG)進出口基礎設施的擴張正在開闢新的貿易路線,並提高供應流動性。對液化終端和再氣化設施的投資使得向能源密集型經濟體輸送天然氣資源成為可能,從而保障能源安全並加速煤炭向天然氣的轉型。國際天然氣聯盟(IGU)指出,到2024年,全球液化天然氣(LNG)產能將每年增加650萬噸;殼牌公司預測,到2040年,全球LNG需求將增加60%。預計到2025年,全球天然氣需求將成長1.7%,達到約4.193兆立方公尺。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1.33兆美元 |
| 市場規模:2031年 | 2.12兆美元 |
| 複合年成長率:2026-2031年 | 8.08% |
| 成長最快的細分市場 | 住宅 |
| 最大的市場 | 北美洲 |
人工智慧 (AI) 和資料中心帶來的電力需求激增,正從根本上改變全球天然氣市場的消費模式。隨著科技公司快速擴展其運算基礎設施,對可靠的全天候基本負載電力的需求日益成長,遠遠超出了目前間歇性再生能源來源所能提供的保障。天然氣燃氣渦輪機正日益被視為填補這一缺口的有效途徑,因為它們能夠提供隨時可用、可調節的能源,並在高負載下穩定電網。這一趨勢有效地將天然氣需求與傳統的季節性加熱週期脫鉤,在全年建立了穩定的消費基準。這需要對上游領域進行大量投資。根據高盛預測,到 2030 年,資料中心電力需求將比 2023 年成長 175%。這一趨勢直接促使公共產業確保穩定的天然氣供應,以保障關鍵數位基礎設施的持續運作。同時,全球液化天然氣 (LNG) 進出口基礎設施的擴張正在開闢新的貿易路線,並提高供應流動性。大量投資正湧入產區的液化終端和高需求市場的再氣化設施,使先前未開發的天然氣蘊藏量能夠輸送到亞洲和歐洲等能源需求旺盛的經濟體。這項基礎設施擴建不僅有助於保障能源安全,還能透過提高天然氣的可近性,促進新興市場從煤炭轉型為能源。根據國際天然氣聯盟(IGU)統計,截至2024年5月,全球液化天然氣(LNG)產能每年新增650萬噸。殼牌公司2025年2月的預測顯示,到2040年,全球液化天然氣需求將成長約60%,因此,此基礎設施擴建對於滿足未來需求至關重要。
地緣政治不穩定是全球天然氣市場成長的主要障礙,其主要表現是擾亂供應鏈,削弱長期資本配置所需的信心。區域衝突經常破壞既定的貿易路線,威脅管道和航道的安全。此類擾亂導致市場劇烈波動和價格飆升。因此,依賴進口的國家開始質疑天然氣作為穩定燃料來源的可靠性。由此,這種不穩定性促使潛在買家遠離國際天然氣市場,並使其能源結構多元化,最終減緩整體需求成長。此外,這種地緣政治不確定性直接阻礙了關鍵基礎設施的建設。液化終端和管道網路的建設需要數十億美元的投資,並且需要數年穩定的環境才能產生利潤,但不穩定的地緣政治局勢使此類投資的風險日益增加。這種投資猶豫導致基礎設施擴張明顯停滯。根據國際天然氣聯盟(IGU)的數據,到2024年,全球整體僅有90億立方公尺的新增液化天然氣產能投入運作。這一數字凸顯了不斷成長的消費量與緩慢的專案建立進度之間日益擴大的差距。新增產能的短缺限制了市場的擴張能力,因為供應難以跟上潛在需求的腳步。
隨著生產商努力實現營運脫碳,並確保天然氣在淨零排放環境下長期生存,碳捕獲、利用與儲存(CCUS)技術在天然氣加工領域的應用正在迅速擴展。透過將CCUS技術直接整合到上游和中游設施中,企業可以顯著降低高濃度二氧化碳排放,從而降低燃料供應的碳排放強度,並實現低碳「藍氫」的生產。這一趨勢主要受日益嚴格的環境法規和碳定價機制的推動,這些法規和機制正將排放管理從單純的合規負擔轉變為競爭的必要條件。根據全球碳捕獲與封存研究院(Global CCS Institute)預測,到2025年10月,全球營運中的碳捕獲設施數量將增加至77座,這主要得益於天然氣加工產業的運作中。同時,隨著液化天然氣(LNG)在海運領域的燃料庫日益廣泛,天然氣正逐漸成為全球航運業的重要轉型燃料。由於船東面臨國際海事組織(IMO)日益嚴格的硫排放和溫室氣體排放法規,航運業正積極以更有效率的液化天然氣(LNG)取代傳統的重質燃油。這項轉變正推動著加註基礎設施在鹿特丹和新加坡等主要樞紐以外的地區同步擴張,從而形成一個覆蓋廣泛的網路,為不同貿易航線上的船舶提供燃料補給。根據SEA-LNG預測,到2025年1月,全球運作中的LNG動力船舶數量預計將增加33%,達到638艘,這反映出航運業正果斷地轉向天然氣動力。
The Global Natural Gas Market is projected to grow from USD 1.33 Trillion in 2025 to USD 2.12 Trillion by 2031, achieving an 8.08% Compound Annual Growth Rate. Primarily composed of methane, natural gas is a vital hydrocarbon energy source used for electricity generation, heating, and industrial feedstock. Market expansion is supported by the global energy transition, where gas offers a lower-emission alternative to coal, and by rising energy consumption in emerging economies. A significant driver is the surging electricity demand from artificial intelligence and data centers, which intensifies the need for reliable, round-the-clock baseload power. Natural gas turbines are increasingly favored to bridge this gap, providing dispatchable energy and stabilizing grids, thereby creating a consistent year-round consumption baseline. Goldman Sachs reported in December 2025 that data centers' power demand is expected to accelerate 175 percent by 2030 from 2023 levels, driving utility providers to secure natural gas supplies. Furthermore, the expansion of global Liquefied Natural Gas (LNG) export and import infrastructure is unlocking new trade routes and enhancing supply liquidity. Investment in liquefaction terminals and regasification facilities allows gas reserves to reach energy-hungry economies, supporting energy security and facilitating coal-to-gas transitions. The International Gas Union noted a 6.5 million tonnes per annum growth in global LNG liquefaction capacity in 2024, with Shell forecasting a 60 percent rise in global LNG demand by 2040. In 2025, global natural gas demand is projected to grow by 1.7 percent to approximately 4,193 billion cubic meters.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 1.33 Trillion |
| Market Size 2031 | USD 2.12 Trillion |
| CAGR 2026-2031 | 8.08% |
| Fastest Growing Segment | Residential |
| Largest Market | North America |
Market Driver
Surging electricity demand from artificial intelligence and data centers is fundamentally reshaping consumption patterns within the Global Natural Gas Market. As technology firms rapidly scale their computational infrastructure, the requirement for reliable, round-the-clock baseload power has intensified beyond what intermittent renewable sources can currently guarantee. Natural gas turbines are increasingly favored to bridge this gap due to their ability to provide immediate, dispatchable energy and stabilize grids under heavy load. This trend effectively decouples gas demand from traditional seasonal heating cycles, creating a consistent year-round consumption baseline that necessitates substantial upstream investment. According to Goldman Sachs, in December 2025, data centers' demand for power is expected to accelerate 175 percent by 2030 from 2023 levels, a trajectory that directly incentivizes utility providers to procure secure natural gas supplies to ensure operational continuity for critical digital infrastructure. Concurrently, the Expansion of Global Liquefied Natural Gas (LNG) Export and Import Infrastructure is unlocking new trade routes and enhancing supply liquidity. Investment is flowing heavily into both liquefaction terminals in producing regions and regasification facilities in high-demand markets, allowing stranded gas reserves to reach energy-hungry economies in Asia and Europe. This infrastructure buildout not only supports energy security but also facilitates the transition from coal in emerging markets by making gas more accessible. According to the International Gas Union, in May 2025, global LNG liquefaction capacity grew by 6.5 million tonnes per annum (tpy) in 2024. This physical expansion is essential for satisfying future requirements, as according to Shell, in February 2025, global demand for liquefied natural gas is forecast to rise by around 60 percent by 2040.
Market Challenge
Geopolitical instability constitutes a formidable impediment to the growth of the Global Natural Gas Market, primarily by disrupting supply chains and eroding the confidence required for long-term capital allocation. When regional conflicts emerge, they frequently sever established trade routes and threaten the physical security of pipelines and shipping lanes. This disruption introduces severe volatility into the market, causing price spikes that force import-dependent nations to question the reliability of natural gas as a stable fuel source. Consequently, this insecurity drives potential buyers to diversify their energy mix away from international gas markets, thereby dampening overall demand growth. Furthermore, this geopolitical uncertainty directly hampers the development of essential infrastructure. The construction of liquefaction terminals and pipeline networks requires multi-billion dollar investments and years of stability to generate returns, but erratic geopolitical landscapes make such commitments increasingly risky. This hesitation to invest has led to a tangible stagnation in infrastructure expansion. According to the International Gas Union, in 2024, only 9 billion cubic meters of new LNG liquefaction capacity came online globally, a figure that highlights the widening gap between rising consumption and the slow pace of project completion. This lack of new capacity constrains the market's ability to expand, as supply struggles to keep pace with potential demand.
Market Trends
The Deployment of Carbon Capture, Utilization, and Storage (CCUS) in Gas Processing is rapidly accelerating as producers seek to decarbonize operations and secure the long-term viability of natural gas in a net-zero landscape. Integrating CCUS technologies directly into upstream and midstream facilities allows companies to abate high-concentration CO2 streams significantly, thereby lowering the carbon intensity of the supplied fuel and enabling the production of low-carbon "blue" hydrogen. This trend is heavily incentivized by tightening environmental regulations and carbon pricing mechanisms which are transforming emissions management from a compliance burden into a competitive necessity. According to the Global CCS Institute, in October 2025, the number of operating carbon capture facilities globally grew to 77, driven largely by adoption in the natural gas processing sector. Concurrently, the Growth of Liquefied Natural Gas (LNG) Bunkering for Maritime Transport is establishing gas as the primary transition fuel for the global shipping industry. As shipowners face stringent sulfur and greenhouse gas emission limits enforced by the International Maritime Organization, the maritime sector is aggressively replacing traditional heavy fuel oil with cleaner-burning LNG. This shift is catalyzing a parallel expansion of bunkering infrastructure beyond major hubs like Rotterdam and Singapore, creating a pervasive network that supports vessel refueling across diverse trade routes. According to SEA-LNG, in January 2025, the global fleet of LNG-fuelled vessels in operation surged by 33 percent to reach 638 ships, reflecting the maritime industry's decisive pivot toward natural gas propulsion.
Report Scope
In this report, the Global Natural Gas 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 Natural Gas Market.
Global Natural Gas 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: