LNG 운반선 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the LNG carriers market size is projected to expand from USD 15.47 billion in 2025 and USD 16.62 billion in 2026 to USD 23.19 billion by 2031, registering a CAGR of 6.89% between 2026 to 2031.

This report is Segmented by Containment Type (Moss, Membrane, Prismatic Type A, and Prismatic Type B), Propulsion Type (Steam Turbine, DFDE/TFDE, X-DF Two-Stroke, and More), Vessel Capacity (Up To 140k M3, 140 To 180k M3, 180 To 220k M3, and Above 220k M3), Charter Type (Time Charter, Spot/Voyage, and Bareboat), End-User (LNG Producers, and More), and Geography (North America, Europe, Asia-Pacific, and More).

Global LNG Carriers Market Trends and Insights

Surge in Long-Term Qatari Charter Contracts

QatarEnergy is lifting export capacity from 77 million tonnes in 2024 to 142 million tonnes by 2030, requiring 122 dedicated carriers on twenty-five-year charters. These orders absorb almost all Korean and Chinese yard slots through 2029 and restrict access for independent owners. The eighteen QC-Max vessels at 271,000 m3 each offer 12% lower unit shipping cost on Qatar-to-Asia routes. Charter rates of about USD 120,000 per day insulate producers from spot volatility while guaranteeing shipowners stable cash flows. This bifurcates the LNG carriers market, leaving independents to compete for residual spot cargoes where winter 2024 rates peaked at USD 250,000 per day.

IMO EEXI and CII Compliance Favoring Newbuild Orders

Efficiency rules that entered force in 2023 require a 30% carbon-intensity cut versus 2019 baselines for carriers above 10,000 DWT. Steam-turbine vessels rated D for three consecutive years face speed limits that prolong voyages and erode earnings. Retrofitting older hulls delivers only small gains for USD 8-15 million, making scrapping economical for units past twenty years. Newbuilds with X-DF or ME-GI engines cut carbon intensity by up to 25% and reduce methane slip below 2 g/kWh. These incentives shifted 68% of 2024-2025 orders toward dual-fuel propulsion.

Methane-Slip Rules Tightening after 2027

The IMO Marine Environment Protection Committee plans standards that limit methane slip to 3 g / kWh by 2030, putting legacy dual-fuel designs at risk. Compliance may require catalytic reduction or engine change-outs costing USD 12-18 million per vessel. Owners who defer upgrades could face port entry restrictions in Europe and North America before 2030. Financing costs will likely rise, as lenders embed methane metrics into Poseidon Principles assessments. About USD 15 billion in current propulsion investments risk early write-off.

Other drivers and restraints analyzed in the detailed report include:

1. Rising Asian LNG Demand Amid Coal-to-Gas Switching
2. Fleet Renewal of Aging Steam-Turbine Vessels
3. Strait of Hormuz Geopolitical Risk

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Membrane technology secured 70.8% of the LNG carriers market share in 2025 and is projected to grow at a 7.7% CAGR to 2031, supported by GTT's Mark III Flex+ and NO96 variants that enable 98.5% cargo utilization. Moss spherical tanks stayed relevant for Arctic service with an 18% share, while prismatic Type A and Type B designs filled coastal feeder niches. Membrane systems lower boil-off rates to about 0.11% per day and cut cargo cushioning needs, enhancing freight economics on long routes. Royalties between USD 8 and USD 12 million per hull further anchor GTT's position.

Emerging hydrogen-ready membranes promise dual-fuel flexibility beyond 2030, although added insulation layers raise upfront cost by 10%. As demand for green fuels rises, early adoption could lift resale values and extend operational life. Moss technology should remain in ice-class projects where mechanical robustness outweighs volumetric penalties. Incremental gains from corrugated stainless liners in Mark III Flex+ shorten cooldown time by six hours, raising annual voyage counts by one per vessel. This reinforces membrane leadership over the forecast horizon.

Steam turbines still accounted for 40.2% of the LNG carriers market size in 2025, yet X-DF two-stroke engines are expanding at an 8.6% CAGR through 2031. Dual-fuel units burn boil-off gas at high pressure and cut fuel use by 25%, translating into USD 4 million yearly savings. ME-GI engines follow with 24% of newbuild orders thanks to multi-fuel flexibility. DFDE and TFDE systems occupy an 18% share that offers maneuvering agility in emission control areas but lags efficiency benchmarks.

Growing regulatory emphasis on methane slip accelerates steam-turbine retirement despite hull retrofits such as air lubrication that add only marginal benefit. Hybrid STaGE packages blend turbines with auxiliary gas engines and capture specialised trades, yet their 3% orderbook share reflects high complexity. Over time, LNG carriers' market dynamics favor slow-speed dual-fuel engines paired with reliquefaction plants that recover excess boil-off to the cargo tanks, boosting cargo delivered and revenue per voyage.

Complete Report Scope:

• By Containment Type
  • Moss
  • Membrane
  • Prismatic Type A
  • Prismatic Type B
• By Propulsion Type
  • Steam Turbine
  • DFDE/TFDE
  • Slow-Speed Diesel + Relique
  • ME-GI
  • X-DF Two-Stroke
  • Hybrid STaGE
• By Vessel Capacity
  • Up to 140k m3
  • 140 to 180k m3
  • 180 to 220k m3
  • Above 220k m3
• By Charter Type
  • Time Charter
  • Spot/Voyage
  • Bareboat
• By End-User
  • LNG Producers
  • Portfolio Players and Traders
  • Utilities and IPPs
  • FSRU/FLNG Operators
  • LNG Bunkering Service Providers
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • France
    • Spain
    • United Kingdom
    • Russia
    • Norway
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • ASEAN Countries
    • Australia and New Zealand
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Argentina
    • Peru
    • Rest of South America
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • Qatar
    • South Africa
    • Nigeria
    • Egypt
    • Angola
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific commanded 48.7% of the LNG carriers market share in 2025 and is forecast to post a 7.3% CAGR to 2031. Japan and South Korea together import 122 million tonnes annually, guaranteeing steady charter demand. China's 2024 pullback trimmed global trade but is viewed as cyclical, with coal-to-gas targets likely to revive LNG growth beyond 2026. Southeast Asian countries expect combined imports of 35 million tonnes by 2030, creating incremental carrier need and balancing regional exposure.

Europe held a 22% share in 2025, propelled by twelve new import terminals that lifted regasification capacity to 240 million tonnes per year. Germany alone imported 32 million tonnes via FSRUs in 2024 after ending its Russian pipeline supply. Renewable build-out dampens baseload gas use, yet port entry rules on methane slip accelerate dual-fuel fleet adoption and stimulate LNG carriers market modernization.

North America and the Middle East are export hubs at 15% and 10% share, respectively. U.S. liquefaction rose to 98 million tonnes in 2024 and drives annual demand for eighteen to twenty-two carriers on Gulf-to-Asia routes. Qatar's North Field expansion secures 122 newbuilds through 2030, reinforcing orderbook momentum and underpinning LNG carriers market size growth. South America holds 5% share, led by Brazil, where import dependence varies with hydropower availability, adding cyclicality to regional charter rates.

1. Samsung Heavy Industries Co. Ltd
2. Hyundai Samho Heavy Industries Co. Ltd
3. Daewoo Shipbuilding & Marine Engineering Co. Ltd
4. Hyundai Heavy Industries Co. Ltd
5. Kawasaki Heavy Industries Ltd
6. Mitsubishi Heavy Industries Ltd
7. Hudong-Zhonghua Shipbuilding Group
8. China Merchants Heavy Industry
9. Japan Marine United Corporation
10. HJ Shipbuilding & Construction Co. Ltd
11. STX Offshore & Shipbuilding Co. Ltd
12. Royal Dutch Shell plc
13. Nippon Yusen Kabushiki Kaisha (NYK Line)
14. Mitsui O.S.K. Lines Ltd (MOL)
15. Maran Gas Maritime Inc.
16. Seapeak LLC
17. Golar LNG Ltd
18. GasLog Ltd
19. Qatar Gas Transport Co. (Nakilat)
20. BW LPG Ltd

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surge in long-term Qatari/Qatargas charter contracts
  • 4.2.2 IMO EEXI & CII compliance favouring newbuild orders
  • 4.2.3 Rising Asian LNG demand amid coal-to-gas switching
  • 4.2.4 Fleet renewal due to ageing steam-turbine vessels
  • 4.2.5 Hydrogen-ready containment retrofits
  • 4.2.6 AI-enabled voyage optimisation cutting boil-off losses
• 4.3 Market Restraints
  • 4.3.1 Shipyard slot scarcity & cost inflation
  • 4.3.2 Oversupply risk as 50 % of fleet on order
  • 4.3.3 Methane-slip regulations tightening after 2027
  • 4.3.4 Strait of Hormuz geopolitical chokepoint risk
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products & Services
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Containment Type
  • 5.1.1 Moss
  • 5.1.2 Membrane
  • 5.1.3 Prismatic Type A
  • 5.1.4 Prismatic Type B
• 5.2 By Propulsion Type
  • 5.2.1 Steam Turbine
  • 5.2.2 DFDE/TFDE
  • 5.2.3 Slow-Speed Diesel + Relique
  • 5.2.4 ME-GI
  • 5.2.5 X-DF Two-Stroke
  • 5.2.6 Hybrid STaGE
• 5.3 By Vessel Capacity
  • 5.3.1 Up to 140k m3
  • 5.3.2 140 to 180k m3
  • 5.3.3 180 to 220k m3
  • 5.3.4 Above 220k m3
• 5.4 By Charter Type
  • 5.4.1 Time Charter
  • 5.4.2 Spot/Voyage
  • 5.4.3 Bareboat
• 5.5 By End-User
  • 5.5.1 LNG Producers
  • 5.5.2 Portfolio Players and Traders
  • 5.5.3 Utilities and IPPs
  • 5.5.4 FSRU/FLNG Operators
  • 5.5.5 LNG Bunkering Service Providers
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 Europe
    • 5.6.2.1 Germany
    • 5.6.2.2 France
    • 5.6.2.3 Spain
    • 5.6.2.4 United Kingdom
    • 5.6.2.5 Russia
    • 5.6.2.6 Norway
    • 5.6.2.7 Rest of Europe
  • 5.6.3 Asia-Pacific
    • 5.6.3.1 China
    • 5.6.3.2 India
    • 5.6.3.3 Japan
    • 5.6.3.4 South Korea
    • 5.6.3.5 ASEAN Countries
    • 5.6.3.6 Australia and New Zealand
    • 5.6.3.7 Rest of Asia-Pacific
  • 5.6.4 South America
    • 5.6.4.1 Brazil
    • 5.6.4.2 Argentina
    • 5.6.4.3 Peru
    • 5.6.4.4 Rest of South America
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 Qatar
    • 5.6.5.4 South Africa
    • 5.6.5.5 Nigeria
    • 5.6.5.6 Egypt
    • 5.6.5.7 Angola
    • 5.6.5.8 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Samsung Heavy Industries Co. Ltd
  • 6.4.2 Hyundai Samho Heavy Industries Co. Ltd
  • 6.4.3 Daewoo Shipbuilding & Marine Engineering Co. Ltd
  • 6.4.4 Hyundai Heavy Industries Co. Ltd
  • 6.4.5 Kawasaki Heavy Industries Ltd
  • 6.4.6 Mitsubishi Heavy Industries Ltd
  • 6.4.7 Hudong-Zhonghua Shipbuilding Group
  • 6.4.8 China Merchants Heavy Industry
  • 6.4.9 Japan Marine United Corporation
  • 6.4.10 HJ Shipbuilding & Construction Co. Ltd
  • 6.4.11 STX Offshore & Shipbuilding Co. Ltd
  • 6.4.12 Royal Dutch Shell plc
  • 6.4.13 Nippon Yusen Kabushiki Kaisha (NYK Line)
  • 6.4.14 Mitsui O.S.K. Lines Ltd (MOL)
  • 6.4.15 Maran Gas Maritime Inc.
  • 6.4.16 Seapeak LLC
  • 6.4.17 Golar LNG Ltd
  • 6.4.18 GasLog Ltd
  • 6.4.19 Qatar Gas Transport Co. (Nakilat)
  • 6.4.20 BW LPG Ltd

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment