Emerging Asia's power-driven LNG demand at risk as renewables gain ground随着可再生能源的崛起,新兴亚洲以电力驱动的液化天然气需求面临风险。
Geopolitical shocks, equipment shortages highlight LNG's risk and emerging market gas-fired power generation has been losing ground in recent years: Ember data.

SINGAPORE (Reuters): Emerging Asia is losing its appetite for liquefied natural gas to generate power as geopolitical shocks, equipment shortages and cheaper renewables derail projects, disappointing industry hopes the region would drive the next wave of demand.
Countries including Vietnam and the Philippines had planned new LNG import terminals and power plants to meet rising demand and transition from coal, but the market shocks of Russia's 2022 Ukraine invasion and the ongoing US-Iran war sent prices soaring, exposing the risks of LNG reliance.
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新加坡(路透社):由于地缘政治冲击、设备短缺和更便宜的可再生能源阻碍了液化天然气发电项目,新兴亚洲对液化天然气发电的兴趣正在减弱,这令业界对该地区将推动下一波需求的希望落空。
包括越南和菲律宾在内的一些国家曾计划新建液化天然气进口终端和发电厂,以满足不断增长的需求并实现煤炭能源的转型,但俄罗斯 2022 年入侵乌克兰以及持续不断的美国-伊朗战争带来的市场冲击导致价格飙升,暴露了依赖液化天然气的风险。
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