FSRU growth opens LNG carrier conversion opportunities　FSRU市場拡大、LNG船改造に新たな投資機会

Around 30 projects expected by 2032 as conversions offer cost and time advantages over newbuildings

2032年までに約30案件、改造費と導入期間で新造に優位性

　Demand for floating storage and regasification units (FSRUs) is expected to increase as global LNG supply capacity expands.

　Conversions of existing LNG carriers can shorten deployment times compared with newbuild FSRUs, offering a new use for ageing LNG vessels. For Japanese shipowners and ship management companies, this also creates opportunities to consider infrastructure investments backed by long-term contracts.

■The full article covers the following topics (the Japanese version is approximately 2,000 characters long)

→ The global FSRU market is expanding, with around 30 new projects expected to materialise by 2032.

→ LNG carrier conversions offer lower costs than newbuildings and could shorten deployment times by as much as 13 months.

→ Ageing LNG carriers gain new value as FSRU conversions emerge as an alternative vessel investment option.

→ FSRUs target stable revenues through long-term contracts, but what determines investment payback and profitability?

→ Japanese shipowners’ expertise in LNG carrier ownership and management opens new opportunities in energy infrastructure investment.

(The full article continues in the paid edition, available in both English and Japanese. The Japanese version follows the English article.)

FSRU市場拡大、LNG船改造に新たな投資機会

2032年までに約30案件、改造費と導入期間で新造に優位性

　世界のLNG供給能力の拡大を背景に、浮体式LNG貯蔵・再ガス化設備（FSRU）の需要が増加する見通しだ。

新造FSRUに比べて導入期間を短縮でき、船齢を重ねたLNG船の新たな活用先となる。日本の船主や船舶管理会社にとっても、長期契約を前提としたインフラ投資として検討する余地が広がっている。

■記事本文では以下の内容を読むことができます（記事全文約2,000文字）

→ 世界のFSRU市場が拡大、2032年までに約30件の新規案件が具体化する見通し

→ LNG船の改造費は新造より低水準、導入期間も最大13カ月短縮する可能性

→ 船齢を重ねたLNG船に新たな価値、FSRU転用が船舶投資の選択肢に浮上

→ 長期契約で安定収益を狙うFSRU、投資回収と採算性を左右する条件とは

→ 日本船主のLNG船保有・管理ノウハウ、エネルギーインフラ投資に新たな商機

（続きは英語と日本語で書かれた有料版の本文でお読みください。日本語の記事は英文記事に続いて掲載されています）