全球LNG市场可能会从供过于求转向2030年的短缺,因为AI、数据中心和亚洲能源需求不断增加。 Global LNG market may shift from oversupply to shortage by 2030 due to rising AI, data center, and Asian energy demands.

根据卡塔尔能源首席执行官Saad al-Kaabi(Saad al-Kaabi)的说法,AI和数据中心需求不断增长,加上亚洲能源需求不断增长,欧洲在俄罗斯之后继续依赖LNG, 到2030年,全球LNG市场可能会从供过于求转向短缺。 Rising demand from AI and data centers, along with growing energy needs in Asia and Europe’s continued LNG reliance post-Russia, could shift the global LNG market from oversupply to shortage by 2030, according to Qatar Energy CEO Saad al-Kaabi. 虽然预计新的美国和卡塔尔项目将在2029年促进供应,并有可能降低价格,但长期需求预测依然强劲,其驱动因素包括亚洲能源转型、印度天然气扩张目标以及运输业中LNG的使用量不断增加。 While new U.S. and Qatari projects are expected to boost supply through 2029, potentially lowering prices, long-term demand forecasts remain strong, driven by Asia’s energy transition, India’s gas expansion goals, and increasing LNG use in transport. 分析家预测,随着价格下跌,2026年亚洲需求将回升4%至7%,但项目时间表的延迟或AI增长快于预期,可能会比预期更快地收紧市场。 Analysts predict a 4% to 7% rebound in Asian demand in 2026 as prices fall, but delays in project timelines or faster-than-expected AI growth could tighten the market sooner than expected.