全球液化天然气市场安全.docxVIP

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TableofContents

keyMessages4

Abstract6

1.Introduction7

1.1Naturalgasintheglobalpowersector7

1.2Background:LNGsroleinglobalenergysystems…10

2.ThestraitofHormuz:AcriticalchokepointforLNGTrade12

2.1strategicandgeographicsignificance12

2.2whodependsonHormuzLNG?…14

2.3priceeffectsacrossglobalgasmarkets15

2.4strengtheningenergysecurityandmarketresilience

3.GlobalLNGsupplyoutlook19

3.1InfrastructurerequirementsacrosstheLNGvaluechain19

3.2ThegeographyofLNGsupply….20

3.3GlobalLNGterminaldistributionandexpansiondynamics21

3.4Investmentintens