液化天然气生命线 Wood Mackenzie - The LNG lifeline horizons-jan-2026_whitpaper_final.pdfVIP

Horizons

TheLNGlifeline

Willcheaperglobalgas

resuscitateEuropeanindustry?

January2026

Authors

MassimoDiOdoardoPeterMartin

VicePresident,GasHeadofEconomics

andLNGResearch

Horizons|TheLNGlifeline

2

INTRODUCTION

RecentyearshavetakenabrutaltollonEurope’sindustrialDesperatetoreversetheEuropeanUnion’s

(EU)industrialdecline,theEuropean

producers,asacombinationofrecordenergyprices,Commissionpublished‘TheFutureofEuropean

Competitiveness’inSeptember2024.Ledby

supply-chaindisruptionsandrobustdecarbonisationtargetsformerEuropeanCentralBankchiefMario

haveerodedtheirglobalcompetitiveness.FacedwiththespectreDraghi,thereportgivesenergycentrestage.

Recognisingthedetrimentalimpactofhigh

ofever-greaterdeindustrialisation,Europeangovernmentshave