国家能源局近日发布《中国天然气发展报告（2026）》（以下简称《报告》）。《报告》指出，2026年以来，地缘冲突升级、关键航道通行受阻，全球天然气供应紧张，国际气价大幅上涨。面对复杂的外部环境，中国天然气行业产供储销协同发力，市场运行总体平稳。

The National Energy Administration recently released the "China Natural Gas Development Report (2026)" (hereinafter referred to as the "Report"). The Report states that since 2026, with escalating geopolitical conflicts and blocked access to key shipping routes, global natural gas supply has become tight, and international gas prices have risen significantly. Facing the complex external environment, the natural gas industry in China has coordinated efforts in production, supply, storage and distribution, and the market operation has been generally stable.

《报告》显示，上半年，国内天然气产量1330亿立方米，同比增长约1.6%。天然气进口量5738万吨，同比下降3.5%。其中，管道气进口量同比下降1.2%，LNG进口量同比下降5.8%。估计国内天然气消费量（考虑库存变化）2130亿立方米，同比增长1.1%。

The report indicates that in the first half of the year, domestic natural gas production reached 133 billion cubic meters, increasing by approximately 1.6% compared to the previous year. The volume of natural gas imports was 57.38 million tons, decreasing by 3.5% compared to the previous year. Among them, the volume of pipeline gas imports decreased by 1.2%, while the volume of LNG imports decreased by 5.8%. It is estimated that domestic natural gas consumption (taking into account changes in inventory) was 213 billion cubic meters, increasing by 1.1% compared to the previous year.

分行业看，城市燃气用气稳定增长，交通领域LNG重卡用气拉动显著；发电用气基本持平，主要因煤电及水电、风电、光伏等可再生能源发电供应充足；工业用气同比下降，主要是部分价格敏感高耗能及低端产业用气需求被替代及挤出；化工化肥用气小幅下降。

By industry, the consumption of urban gas has shown a steady growth. The use of LNG heavy trucks in the transportation sector has driven significant growth. The consumption of gas for power generation has remained basically unchanged, mainly due to the abundant supply of coal-fired power, hydropower, wind power, and photovoltaic power generation. The consumption of gas for industrial use has decreased year-on-year, mainly because the demand for some price-sensitive high-energy-consuming and low-end industries has been replaced and squeezed out. The consumption of gas for chemical fertilizers has slightly declined.

《报告》称，若四季度中东LNG出口能够基本恢复，市场情绪将有所缓解。但当前欧美天然气补库需求旺盛，欧洲极端高温增加天然气需求，以及我国天然气市场韧性的不断加强。

The report states that if LNG exports from the Middle East can basically return to normal in the fourth quarter, market sentiment will ease. However, at present, there is a strong demand for gas replenishment in Europe, with extreme high temperatures in Europe increasing gas demand, as well as the continuous strengthening of the resilience of China's gas market.

预计下半年，全球天然气市场供需偏紧，国际气价仍面临相对高位的波动压力。国内宏观经济稳步增长，天然气需求总体平稳。预计2026年全国天然气消费量4350亿立方米，同比增长约1%；天然气产量保持增长势头；管道气进口量保持稳定，LNG进口量延续负增长态势。

It is expected that in the second half of the year, the global natural gas market will experience a shortage in supply and demand, and international gas prices will still face relatively high fluctuations. The domestic macroeconomy is growing steadily, and the overall demand for natural gas remains stable. It is estimated that in 2026, the national natural gas consumption will be 435 billion cubic meters, with a year-on-year growth of approximately 1%; natural gas production will maintain an upward trend; the import volume of pipeline gas will remain stable, while the import volume of LNG will continue to show a negative growth trend.