Growing uncertainty over future demand for natural gas makes it more difcult to justify investment in new LNG projects as the oil and gas industry re-evaluates spending plans in the wake of Covid-19. LNG capacity could rise by up to a ffth to 550mn t/yr by 2024, the Interna- tional Gas Union (IGU) says in its 2021 World LNG Report. But global LNG trade is expected to expand by only 16pc between 2020 and 2024, says the IEA’s latest Gas Market Report. Following a record high 71mn t/yr of liquefaction capacity approvals in 2019, only one LNG project — the 3.25mn t/yr Energia Costa Azul development on Mexico’s Pacifc coast — was given the go-ahead last year after frms slammed on the brakes when demand and revenues collapsed amid the pandemic. And Qatari state-owned QP’s early move in February this year to go ahead with its 33mn t/yr North Field East project undermines the investment case for many other planned projects.
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机译：随着2019冠状病毒疾病的重新评估，石油天然气行业重新评估支出计划，未来天然气需求的不确定性也越来越大，这使得人们更难证明投资于新的LNG项目。国际天然气联合会（IGU）在其2021次世界液化天然气报告中说，LNG产能可能会上升到2024英尺，达到550万吨/年。但国际能源署最新的天然气市场报告称，2020年至2024年间，全球液化天然气贸易预计仅增长16%。在2019年获得创纪录的7100万吨/年液化能力批准后，只有一个液化天然气项目——墨西哥太平洋海岸325万吨/年Energia Costa Azul开发项目——在疫情期间需求和收入崩溃时，frms紧急刹车后，于去年获得批准。卡塔尔国有的QP在今年2月早些时候启动了3300万吨/年的北田东项目，这破坏了许多其他计划项目的投资理由。
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