米国のLNG市場の評価：インフラ別、最終用途別、地域別、機会、予測（2017年～2031年）

米国のLNGの市場規模は、2023年の29億1,000万米ドルから、予測期間中はCAGR 5.70％で推移し、2031年には45億4,000万米ドルの規模に成長すると予測されています。

世界最大の天然ガス産出国のひとつである米国は、エネルギーインフラを強化する燃料として液体天然ガス (LNG) を好んでいます。LNGは天然ガスの長距離輸送を可能にし、パイプラインがコスト効率に優れない場合の重要な解決策となります。LNGの輸出能力は、従来のパイプラインでは到達できない海外市場へのアクセスを可能にし、それによって米国の輸出機会を増大させ、世界のエネルギー部門における重要なプレーヤーとしての米国の役割を強化しています。米国のEnergy Information Administrationによれば、2024年6月の米国からのLNG輸出量は3,564億2,300万立方フィートであり、時間の経過とともに大幅に増加すると予想されています。

新規LNGプロジェクトの実行が市場成長率を押し上げる

米国における新規LNGプロジェクトの重要性は、よりクリーンなエネルギー源に対する世界の需要を急増させています。これらのプロジェクトは生産能力の増大に不可欠です。LNGインフラの拡大は、エネルギー分野における米国の競争力を維持し、国際的なニーズを満たす安定供給を確保するために不可欠です。

米国の再ガス化設備が市場成長を加速する

米国では、拡大する天然ガス需要を満たすため、より多くのLNG再ガス化プラントが必要とされています。また、LNGは他の化石燃料よりもクリーンであり、石炭よりも二酸化炭素排出量が40％少ないため、米国ではLNGが選ばれています。

LNGバンカー燃料への継続的なニーズの高まりが市場需要を促進

バンカー燃料としてのLNGに対するニーズの高まりも同市場を前進させています。International Maritime Organization (IMO) が硫黄の排出を最小限に抑えるために厳しい環境規制を課す中で、硫黄酸化物や粒子状物質を実質的に排出せず、毒性が低いLNGを海運会社は急速に採用しはじめています。

当レポートでは、米国のLNGの市場を調査し、市場の定義と概要、市場規模の推移・予測、各種区分・地域別の詳細分析、産業構造、市場成長への影響因子の分析、ケーススタディ、競合情勢、主要企業のプロファイルなどをまとめています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

• 製品と市場のインテリジェンス
• 購入決定時に考慮される要素
• サプライチェーンマネジメント
• 需要と供給のメカニズム
• 購入チャネル

第5章 米国のLNG市場の展望

• 市場規模分析・予測
• 市場シェア分析・予測
  • インフラ別
  • 最終用途別
  • 地域別
  • 企業シェア分析
• マーケットマップ分析

第6章 需給分析

第7章 輸出入の分析

第8章 バリューチェーン分析

第9章 ポーターのファイブフォース分析

第10章 PESTLE分析

第11章 価格分析

第12章 市場力学

• 市場促進要因
• 市場の課題

第13章 市場の動向・展開

第14章 ケーススタディ

第15章 競合情勢

• 市場リーダー上位5社の競合マトリックス
• 上位5社のSWOT分析
• 上位10社の情勢
  • Shell United States Inc.
  • Cheniere Energy Inc.
  • Chevron United States, Inc.
  • Mitsubishi Corporation (Americas)
  • Equinor US Holding Inc.
  • ExxonMobil Corporation
  • ConocoPhillips Alaska, Inc. (CPAI)
  • Chesapeake Energy Corporation
  • TotalEnergies Marketing USA, Inc.

第16章 戦略的提言

第17章 当社について・免責事項

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. United States LNG Market, By Value, In USD Billion, 2017-2031F
• Figure 2. United States LNG Market, By Volume, In Million Tons, 2017-2031F
• Figure 3. United States LNG Market Share (%), By Infrastructure, 2017-2031F
• Figure 4. United States LNG Market Share (%), By End-use, 2017-2031F
• Figure 5. United States LNG Market Share (%), By Region, 2017-2031F
• Figure 6. By Infrastructure Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 7. By End-use Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 8. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023

United States LNG market is expected to witness 5.70% CAGR during the forecast period 2024-2031, growing from USD 2.91 billion in 2023 to USD 4.54 billion in 2031. The United States, one of the largest producers of natural gas worldwide, prefers liquid natural gas (LNG) as a fuel to boost its energy infrastructure. LNG makes it possible to move natural gas across long distances, offering a key answer when pipelines aren't cost-effective. The export capability allows LNG to access overseas markets that traditional pipelines cannot reach, thereby increasing export opportunities for the United States and reinforcing its role as a significant player in the global energy sector. As per the U.S. Energy Information Administration, LNG exports from the United States in June 2024 were 356,423 million cubic feet and are expected to increase significantly with time.

Execution of New LNG Projects is Boosting the Market Growth Rate

The significance of new LNG projects in the United States is surging the global demand for cleaner energy sources. These projects are essential to increase capacity, which is projected to rise abruptly by 2028. The expansion of LNG infrastructure is vital for maintaining the country's competitive edge in the energy sector, ensuring a stable supply to meet international needs.

For instance, in December 2023, the United States government announced an increase in its LNG production as three new projects are on the way to completion. The Plaquemines LNG project is scheduled to start operations in mid-2024, followed by a gradual ramp-up until 2025. Other projects, such as the Corpus Christi LNG Stage 3 extension and Golden Pass LNG, are projected to begin supplies in mid-2025. The project will increase the United States LNG export capacity by 2027, spurred by rising worldwide demand and the need to cover energy supply shortages, notably in Europe.

The United States Regasification Facilities are Expediting the Market Growth

The United States requires more LNG regasification plants to fulfill the expanding demand for natural gas. Furthermore, LNG is chosen in the United States since it is cleaner than other fossil fuels, emitting 40% less carbon dioxide than coal.

For instance, in April 2024, Venture Global LNG planned to commence LNG regasification plant production in Louisiana by mid-2024, signifying an essential milestone in the United States LNG landscape. The plants, with a capacity of 20 million tons per annum, will be the United States' eighth LNG export terminal. The United States is anticipated to increase LNG capacity substantially by the end of 2030, spurred by rising worldwide demand, especially from Asia-Pacific and Europe, which are looking for alternatives to the Russian gas supply.

A Continuous Rise in Need for LNG Bunker Fuels is Propelling Market Demand

The increasing need for LNG as a bunker fuel propels the LNG market forward. With the International Maritime Organization (IMO) imposing rigorous environmental rules to minimize sulfur emissions, shipping firms rapidly embrace LNG due to less toxicity, which emits practically no sulfur oxides or particulate matter.

For instance, the United States government established three new contracts in January 2024 for a more efficient LNG tanker with an overall capacity of 174,000 meters cube. The new vessels have modern engine technology, and the LNG bunker fuel is handled at a reduced boil-off rate, helping to cut the overall carbon gas emissions.

Government Initiatives Acting as a Catalyst

Government actions are essential for expanding the LNG market in the United States, owing to rising natural gas supply and demand restrictions. As the usage of LNG is expected to increase dramatically, setting up adequate infrastructure is crucial.

Regulatory support encourages private investment in LNG plants, whilst public policies assure safety, environmental protection, and community participation. These actions jointly close the gap between local production and demand, allowing for a stable and dependable LNG market.

Southwest to Dominate the United States Market Share

Southwest in the United States, especially Texas, is expected to dominate the market share of the LNG market. The region has become a center for LNG production and exports due to rich natural gas resources, along with improved infrastructure and strategic coastal access. Texas has several major LNG export terminals, which greatly increase the country's LNG export capacity as the world's largest LNG exporter.

As the state transforms into an LNG exporter, Texas' role becomes crucial to meet growing demand from international markets. The region's established energy ecosystem, including pipelines and processing plants, has supported efficient LNG production and distribution. In addition, continued investment in new LNG projects and infrastructure improvements further strengthens the United States' position as a critical player in the global LNG market.

Future Market Scenario (2024 - 2031F)

Government policy and infrastructure development are crucial for satisfying LNG demand while maintaining market stability. The United States government is expected to be successful in developing new LNG infrastructure facilities over the forecast years, which in turn will provide ample opportunities for market prosperity.

The emerging Asian economies will increase demand, need more supply, and rise in the export potential of LNG in Asia-Pacific, which is anticipated to boost market demand.

Increased trading and hedging in LNG contracts indicate a rising integration of the United States natural gas market, which in turn is expected to cater to opportunities for market growth in the forecast period.

Key Players Landscape and Outlook

Market participants in the United States focus on the growth and expansion of LNG infrastructure, which is an extremely competitive sector as prices are regulated based on long-term contract or on a spot basis. Furthermore, market participants have a great desire to achieve a competitive advantage in the sector. Hence, they are spending heavily on the development of LNG facilities using a variety of collaborative strategies to meet its electricity demand through natural gas.

For instance, the International Energy Agency (IEA) announced that for the first time, on August 28, 2023, natural gas met more than half of the United States' electrical consumption. In last two years, its share of the power mix has increased from 40 to 45 percent in July and August in 2023.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Product and Market Intelligence
• 4.2. Factors Considered in Purchase Decisions
  • 4.2.1. Calorific Value
  • 4.2.2. Contract Terms
  • 4.2.3. Lead Time
  • 4.2.4. Order Quantity
  • 4.2.5. Safety Measures
  • 4.2.6. Infrastructure Capability
• 4.3. Supply Chain Management
• 4.4. Demand and Supply Mechanism
• 4.5. Channel of Purchase

5. United States LNG Market Outlook, 2017-2031F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Infrastructure
    • 5.2.1.1. LNG Liquefaction Plants
    • 5.2.1.2. LNG Regasification Facilities
    • 5.2.1.3. LNG Shipping
  • 5.2.2. By End-use
    • 5.2.2.1. Power Generation
    • 5.2.2.2. Industrial
    • 5.2.2.3. Residential and Commercial
  • 5.2.3. By Region
    • 5.2.3.1. Northeast
    • 5.2.3.2. South
    • 5.2.3.3. West
    • 5.2.3.4. Midwest
  • 5.2.4. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
• 5.3. Market Map Analysis, 2023
  • 5.3.1. By Infrastructure
  • 5.3.2. By End-use
  • 5.3.3. By Region

All segments will be provided for all regions

6. Demand Supply Analysis

7. Import and Export Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Pricing Analysis

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Case Studies

15. Competitive Landscape

• 15.1. Competition Matrix of Top 5 Market Leaders
• 15.2. SWOT Analysis for Top 5 Players
• 15.3. Key Players Landscape for Top 10 Market Players
  • 15.3.1. Shell United States Inc.
    • 15.3.1.1. Company Details
    • 15.3.1.2. Key Management Personnel
    • 15.3.1.3. Products and Services
    • 15.3.1.4. Financials (As Reported)
    • 15.3.1.5. Key Market Focus and Geographical Presence
    • 15.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 15.3.2. Cheniere Energy Inc.
  • 15.3.3. Chevron United States, Inc.
  • 15.3.4. Mitsubishi Corporation (Americas)
  • 15.3.5. Equinor US Holding Inc.
  • 15.3.6. ExxonMobil Corporation
  • 15.3.7. ConocoPhillips Alaska, Inc. (CPAI)
  • 15.3.8. Chesapeake Energy Corporation
  • 15.3.9. TotalEnergies Marketing USA, Inc.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

16. Strategic Recommendations

17. About Us and Disclaimer