麦肯锡-北美液化天然气行业的关键时刻：如何满足需求（英）-6页

Oil&GasPracticeCrunchtimeintheNorthAmericanLNGindustry:HowtomeetdemandNewEPCcontractingstrategiescouldhelptoreduceescalatingcostsforplannedUSgreenfieldprojectsandavoidapotentialLNGsup-ply-demandgapfortheworld.ThisarticleisacollaborativeeffortbyPradhumanAggarwal,JustinDahl,DumitruDediu,SamLinder,andMicahSmith,representingviewsfromMcKinsey’sOil&GasPractice.©GettyImagesDecember2023Globaldemandforliquefiednaturalgas(LNG)demandforLNGisexpectedtoriseby1.5to3.0issurgingasregionswithgrowingdemandlookpercentperyearuntil2035.1By2050,LNGistosourcefromthosewithabundantsupply.Theprojectedtoalmostdoubleasashareoftheglobalurgencytomeetthisdemandisintensifyingduegassupply,from13to24percent.2togrowingenergydemandfromregionssuchasAsia,aswellasthedecliningsupplyofdomesticgasDemandisaffectedbyseveralfactors,andtheinterruptionofpipedsupply(forexample,internationallyanddomestically.ItreflectstheRussianpipedgassupplytoEurope).growinginfluenceofclimatechangepolicies,whichareincreasingboththeshareofrenewablesingridsThelasttwoyearshaveseenmorethantenprojectsandenduseelectrification.withover100milliontonsperannum(MTPA)ofLNGcapacitytakingfinalinvestmentdecisionDomesticproductionofgasandLNGinSoutheast(FID),manyoftheseinNorthAmerica.ThereisnowAsiaisdroppingjustasregionaldemandrises,dueunprecedentedpressureontheindustrytodeliverinparttot...