{"id":93016,"date":"2026-02-10T00:00:00","date_gmt":"2026-02-10T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/logistics\/2026\/02\/10\/will-chinas-electric-truck-pivot-threaten-lng-demand\/"},"modified":"2026-02-10T00:00:00","modified_gmt":"2026-02-10T00:00:00","slug":"will-chinas-electric-truck-pivot-threaten-lng-demand","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/logistics\/2026\/02\/10\/will-chinas-electric-truck-pivot-threaten-lng-demand\/","title":{"rendered":"Will China\u2019s electric truck pivot threaten LNG demand?"},"content":{"rendered":"

<\/strong>China\u2019s <\/strong>rapid adoption<\/a><\/strong> of electric heavy-duty trucks could shake up the global LNG <\/strong>market. <\/strong>Battery-powered truck sales in China, the world\u2019s largest auto market, hit record levels in late 2025 and early 2026 \u2014 surpassing gas-powered vehicles for the first time and accounting for 20% of the country\u2019s total commercial vehicle sales. <\/p>\n

\n

Why it matters<\/p>\n

China is the world\u2019s largest consumer of LNG \u2014 and around half of this consumption <\/strong>comes from the transport sector. <\/strong>For global markets, this means a major engine of LNG demand growth could be stalling, potentially opening the door for alternative product users to lap up the supply gap it leaves.<\/p>\n

This trend also marks a significant shift in the energy transition narrative for logistics.<\/strong> LNG has long been viewed as the bridge fuel for heavy transport, but the falling cost of battery technology and expanded charging infrastructure in China are making electric trucks a more viable and cheaper commercial alternative. <\/p>\n

\n

A serious threat or just a fad?<\/p>\n

The majority of Chinese trucks \u2014 for now \u2014 are still powered by diesel or <\/strong>gasoline<\/strong>, with LNG-truck usage marking growth, albeit at a slower pace, in 2025. Sales ticked up 12% last year, settling at just under 200k vehicles.<\/p>\n

China\u2019s LNG inflow is still on the up overall. <\/strong>Its LNG imports surged 15% y-o-y to 6.94 mn metric tons<\/a> in January. On a global scale, LNG demand is predicted<\/a> to jump to up to 700 mtpa by 2040, up from around 415 mtpa at present \u2014 led by China and India as the powerhouses of demand, according to Shell CEO Wael Sawan.<\/p>\n

Truckings\u2019 loss could be data centers\u2019 gain.<\/strong> Rising electricity demand from AI and data centers could spur an LNG supply \u201cshortage, instead of an oversupply by 2030,\u201d Qatar Energy CEO Saad Al Kaabi said<\/a> on the sidelines of LNG2026 in Doha this week. This counters previous concerns that LNG coming online between 2026 and 2029 could create a supply glut, depressing prices \u2014 with new major projects, including Qatar\u2019s North Field Expansion<\/a>, expected to generate sizable stock.<\/p>\n

China\u2019s electricity capacity for data centers is expected to have spiked by as much as 30% y-o-y in 2025<\/strong> \u2014 hitting 30 GW, according to data from Goldman Sachs<\/a>. Local leading internet firms are expected to invest over USD 70 bn to support AI adoption across the country just this year.<\/p>\n

\n

The regional angle<\/p>\n

Could it have a direct impact on the MENA region? <\/strong>Qatar and the UAE could potentially be impacted \u2014 two nations that are banking on long-term Asian demand to justify massive capacity expansions. If China\u2019s logistics sector decouples from gas faster than anticipated, it could lead to a global supply glut, affecting capital flows and long-term pricing strategies for regional energy majors.<\/p>\n

DATA POINT- <\/strong>By 2025, Qatar became the number one supplier<\/a> of LNG to China, with a quarter of Qatar\u2019s LNG supply<\/a> going to China in early 2024. In the UAE, LNG exports to China grew<\/a> by 258% y-o-y to an additional USD 314 mn in FY 2023 \u2014 making China the fastest-growing market for Emirati gas. <\/p>\n

But the outlook looks steady as China continues to invest in long-term contracts from the region.<\/strong> QatarEnergy locked in a 27-year supply<\/a>agreement<\/a> with China National Petroleum Corporation (CNPC) back in 2023 to uptake 4 mtpa. Qatar used this to support the expansion of its North Field<\/a> reservoir, and CNPC took a stake in the reservoir under the agreement. Abu Dhabi National Oil Company (Adnoc) is set to expand its Al Ruwais LNG site<\/a> to increase production capacity to 15 mtpa, with exports operations scheduled to launch in 2028. In turn, Adnoc inked a 15-year agreement<\/a> with China\u2019s ENN Natural Gas to deliver some 1 mtpa of LNG from the new plant.<\/p>\n

(** Tap or click the headline above to read this story with all of the links<\/strong> to our background and outside sources.)<\/p>\n","protected":false},"excerpt":{"rendered":"

Electric trucks overtook gas-powered vehicle sales for the first time<\/p>\n","protected":false},"author":1,"featured_media":93017,"comment_status":"","ping_status":"open","sticky":false,"template":"single-feature.php","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[56],"tags":[183,248,17,227,55,153,446,32,129],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-93016","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-logistics-in-the-news","tag-adnoc","tag-china","tag-enterprise-logistics","tag-lng","tag-logistics-in-the-news","tag-qatar","tag-qatarenergy","tag-trade","tag-uae","wpautop","entry"],"acf":{"mongo_id":"90e4264a-94ad-4a85-a2c3-62b599d24a32","order":"10","is_powered_by":false,"story_type":"1","photo_url":"https:\/\/ent.news\/2026\/2\/197.jpg","photo_position":"above","homepage_title":"","full_issue_title":"Will China\u2019s electric truck pivot threaten LNG demand?","related_issue":[93000],"teaser":"Electric trucks overtook gas-powered vehicle sales for the first time"},"yoast_head":"\nWill China\u2019s electric truck pivot threaten LNG demand? 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