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北京时间·🕒 发布 00:39:16时区推断·⟳ 抓取 01:35:03·⚡ 决策 07-17 08:43:45 +7h08m·102.4 天前
S&P Global Energy研究称美国LNG到2040年贡献1.4万亿美元GDP
这是S&P Global Energy发布的行业研究，1.4万亿美元GDP和1万亿美元投资是美国LNG产业宏观测算，不是SPGI订单或收入事件。
📄 原文Reuters↗ 原文
Liquefied natural gas is poised to become the United States' second-largest net export industry within five years, add…
不做 S&P Global（SPGI.US）
公司只是行业研究发布方，数字属于宏观产业预测，不能直接改变SPGI短期收入/利润，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-16 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- Reuters引用S&P Global Energy研究，内容为LNG产业到2040年的GDP、投资和需求预测。
关键理由
- 这是S&P Global Energy发布的行业研究，1.4万亿美元GDP和1万亿美元投资是美国LNG产业宏观测算，不是SPGI订单或收入事件。
主要风险
- LNG产业链长期受益方向存在，但本条没有具体上市公司新增合同、批件或产能节点。
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 1,259 字
Liquefied natural gas is poised to become the United States' second-largest net export industry within five years, adding nearly $1.4 trillion to its gross domestic product through 2040, according to an S&P Global Energy study.
In 2025, the country became the first to export more than 100 million metric tons of LNG in one year, as new plants helped production.
The S&P study forecast total investments across the U.S. LNG supply chain to exceed $1 trillion through 2040, with a funding surge after the lifting of last year's export "pause."
It estimated LNG export to generate $2.9 trillion in revenue, $206 billion of taxes and nearly $630 billion in labor income.
It projected a 1.6% rise in domestic average household gas costs between 2026 and 2031.
The export surge is set to double feedgas demand to 36 billion cubic feet per day by 2031, the report said.
U.S. LNG can account for a third of the global market in five years, it added.
Prices in Europe and Asia could jump by 50% if the new U.S. export capacity is not realized, the study predicted.
It added that U.S. LNG exports could help stabilize domestic markets during peak demand, while infrastructure constraints remain the main driver of regional price volatility.
In 2025, the country became the first to export more than 100 million metric tons of LNG in one year, as new plants helped production.
The S&P study forecast total investments across the U.S. LNG supply chain to exceed $1 trillion through 2040, with a funding surge after the lifting of last year's export "pause."
It estimated LNG export to generate $2.9 trillion in revenue, $206 billion of taxes and nearly $630 billion in labor income.
It projected a 1.6% rise in domestic average household gas costs between 2026 and 2031.
The export surge is set to double feedgas demand to 36 billion cubic feet per day by 2031, the report said.
U.S. LNG can account for a third of the global market in five years, it added.
Prices in Europe and Asia could jump by 50% if the new U.S. export capacity is not realized, the study predicted.
It added that U.S. LNG exports could help stabilize domestic markets during peak demand, while infrastructure constraints remain the main driver of regional price volatility.
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