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te","direction":"未確認","evidence":"国内のガス田・パイプライン・LNG 基地は他社がまねしにくいが、利益の振れは海外の市況で動く部分に移っていく。","evidence_url":"/jp-stock/ai-analysis/?t=1662","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"1663","asset_id":"fut_natgas","name":"Ｋ＆Ｏエナジーグループ株式会社","kind":"text_candidate","direction":"未確認","evidence":"ヨウ素は千葉の地下水に溶けたものを、天然ガスと一緒に汲み上げる。","evidence_url":"/jp-stock/ai-analysis/?t=1663","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"1914","asset_id":"fut_natgas","name":"日本基礎技術","kind":"text_candidate","direction":"未確認","evidence":"米国で進むLNG精製基地の地盤改良工事が、売上の1割を超える。","evidence_url":"/jp-stock/ai-analysis/?t=1914","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"1963","asset_id":"fut_natgas","name":"日揮ホールディングス","kind":"text_candidate","direction":"未確認","evidence":"LNG プラントの名門だが、稼ぎの波が大きい請負業。","evidence_url":"/jp-stock/ai-analysis/?t=1963","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"1966","asset_id":"fut_natgas","name":"高田工業所","kind":"text_candidate","direction":"未確認","evidence":"石油・天然ガスと電力は合わせて6%にとどまる。","evidence_url":"/jp-stock/ai-analysis/?t=1966","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"1968","asset_id":"fut_natgas","name":"太平電業","kind":"text_candidate","direction":"未確認","evidence":"代わりに天然ガスや再生可能エネルギーの仕事が増えるが、利益率が同じとは限らない。","evidence_url":"/jp-stock/ai-analysis/?t=1968","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"1976","asset_id":"fut_natgas","name":"明星工業","kind":"text_candidate","direction":"未確認","evidence":"LNG（液化天然ガス）の貯槽、石油化学の設備、半導体のクリーンルームが主な現場になる。","evidence_url":"/jp-stock/ai-analysis/?t=1976","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"3891","asset_id":"fut_natgas","name":"ニッポン高度紙工業","kind":"text_candidate","direction":"未確認","evidence":"売上規模は 200 億円足らずで、パルプの価格や電力・LNG の費用が上がると、利益が大きくぶれる。","evidence_url":"/jp-stock/ai-analysis/?t=3891","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"3941","asset_id":"fut_natgas","name":"レンゴー","kind":"text_candidate","direction":"未確認","evidence":"中東情勢の悪化でガスやLNGの価格が上がると、値上げの効果を食いつぶす。","evidence_url":"/jp-stock/ai-analysis/?t=3941","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"3943","asset_id":"fut_natgas","name":"大石産業","kind":"text_candidate","direction":"未確認","evidence":"ただし、古紙の価格と、エネルギー（LPG・LNG）の価格が利益を左右する。","evidence_url":"/jp-stock/ai-analysis/?t=3943","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4107","asset_id":"fut_natgas","name":"伊勢化学工業","kind":"text_candidate","direction":"未確認","evidence":"売上の約 9 割がヨウ素と、同じかん水から出る天然ガスだ。","evidence_url":"/jp-stock/ai-analysis/?t=4107","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4182","asset_id":"fut_natgas","name":"三菱瓦斯化学","kind":"text_candidate","direction":"未確認","evidence":"もう一方のグリーン・エネルギー＆ケミカル事業（売上の約4割、営業利益率1.3%）は、天然ガスを原料とするメタノール・アンモニア系化学品、MXDAなどのライフサイエンス系製品、汎用芳香族化学品、地熱発電などで構成される。","evidence_url":"/jp-stock/ai-analysis/?t=4182","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4208","asset_id":"fut_natgas","name":"ＵＢＥ","kind":"text_candidate","direction":"未確認","evidence":"天然ガスが安い土地で、輸入に頼る米国の電解液メーカーに売る狙いだ。","evidence_url":"/jp-stock/ai-analysis/?t=4208","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"5019","asset_id":"fut_natgas","name":"出光興産","kind":"text_candidate","direction":"未確認","evidence":"2019年に昭和シェル石油と経営統合して現在の体制となり、燃料油に加え基礎化学品、高機能材（潤滑油・農業関連資材・電池材料等）、電力・再生可能エネルギー、資源（豪州原料炭・石油天然ガス開発）の5つのセグメントを持つ。","evidence_url":"/jp-stock/ai-analysis/?t=5019","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5020","asset_id":"fut_natgas","name":"ENEOSホールディングス","kind":"text_candidate","direction":"未確認","evidence":"稼ぎの柱は燃料油で、石油・天然ガス開発、機能材（合成ゴムなど）、電気がそれを支える。","evidence_url":"/jp-stock/ai-analysis/?t=5020","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5210","asset_id":"fut_natgas","name":"日本山村硝子","kind":"text_candidate","direction":"未確認","evidence":"窯の燃料は天然ガスと重油、電気もある。","evidence_url":"/jp-stock/ai-analysis/?t=5210","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5357","asset_id":"fut_natgas","name":"ヨータイ","kind":"text_candidate","direction":"未確認","evidence":"燃料は重油から天然ガスへの転換を進めており、吉永工場は2026年11月、日生工場ではトンネルキルンの省エネ化を同年12月に予定している。","evidence_url":"/jp-stock/ai-analysis/?t=5357","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5368","asset_id":"fut_natgas","name":"日本インシュレーション","kind":"text_candidate","direction":"未確認","evidence":"一方で発電所、LNG、データセンターの鉄骨造の需要は残る。","evidence_url":"/jp-stock/ai-analysis/?t=5368","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5391","asset_id":"fut_natgas","name":"エーアンドエーマテリアル","kind":"text_candidate","direction":"未確認","evidence":"売上の 6 割は工事で、LNG を燃料にする船のタンクの保冷工事のような、技術の要る仕事が利益を生む。","evidence_url":"/jp-stock/ai-analysis/?t=5391","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5393","asset_id":"fut_natgas","name":"ニチアス","kind":"text_candidate","direction":"未確認","evidence":"第二に、水素やLNG、データセンターなど新しい設備の保温・保冷需要だ。","evidence_url":"/jp-stock/ai-analysis/?t=5393","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5480","asset_id":"fut_natgas","name":"日本冶金工業","kind":"text_candidate","direction":"未確認","evidence":"都市鉱山、つまり使い終わった製品から回収した原料の割合を高め、燃料は石炭から LNG へ切り替えている。","evidence_url":"/jp-stock/ai-analysis/?t=5480","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6016","asset_id":"fut_natgas","name":"ジャパンエンジンコーポレーション","kind":"text_candidate","direction":"未確認","evidence":"ただ、LNGやメタノールなど、燃料の選択肢が割れている。","evidence_url":"/jp-stock/ai-analysis/?t=6016","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6023","asset_id":"fut_natgas","name":"ダイハツインフィニアース","kind":"text_candidate","direction":"未確認","evidence":"国際海事機関の脱炭素規制が強まり、重油だけで動くエンジンから、液化天然ガス、メタノール、アンモニアに対応するエンジンへ移る。","evidence_url":"/jp-stock/ai-analysis/?t=6023","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6042","asset_id":"fut_natgas","name":"ニッキ","kind":"text_candidate","direction":"未確認","evidence":"LPG・CNG・LNGで動くエンジンの燃料システム（電子制御の噴射装置・ガスの圧力を下げる機器など）。","evidence_url":"/jp-stock/ai-analysis/?t=6042","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6229","asset_id":"fut_natgas","name":"オーケーエム","kind":"text_candidate","direction":"未確認","evidence":"LNGやアンモニアを燃料にする船が増えれば、1隻あたりのバルブの数と値段はさらに上がる。","evidence_url":"/jp-stock/ai-analysis/?t=6229","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6247","asset_id":"fut_natgas","name":"日阪製作所","kind":"text_candidate","direction":"未確認","evidence":"熱交換器事業は、金属板を重ねて熱を移すプレート式熱交換器を、化学・電力・船舶・LNGなどに売る。","evidence_url":"/jp-stock/ai-analysis/?t=6247","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6330","asset_id":"fut_natgas","name":"東洋エンジニアリング","kind":"text_candidate","direction":"未確認","evidence":"ここ数年は、LNG と電力の投資が堅い。","evidence_url":"/jp-stock/ai-analysis/?t=6330","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6366","asset_id":"fut_natgas","name":"千代田化工建設","kind":"text_candidate","direction":"未確認","evidence":"千代田化工建設は、LNG（液化天然ガス）や医薬品のプラントを、設計から建設まで請け負う会社だ。","evidence_url":"/jp-stock/ai-analysis/?t=6366","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6369","asset_id":"fut_natgas","name":"トーヨーカネツ","kind":"text_candidate","direction":"未確認","evidence":"原油・LNG・LPGなどの貯蔵タンクを世界で5,700基以上納めてきた。","evidence_url":"/jp-stock/ai-analysis/?t=6369","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6376","asset_id":"fut_natgas","name":"日機装","kind":"text_candidate","direction":"未確認","evidence":"LNG 向けの極低温ポンプと透析装置を持つ堅実な会社だが、稼ぐ力は資本コストをわずかに上回る程度で、今の値段には安全域がない","evidence_url":"/jp-stock/ai-analysis/?t=6376","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6379","asset_id":"fut_natgas","name":"レイズネクスト","kind":"text_candidate","direction":"未確認","evidence":"LNG や液化水素のタンクは、2025 年に川崎重工と協業の覚書を結んだ。","evidence_url":"/jp-stock/ai-analysis/?t=6379","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6490","asset_id":"fut_natgas","name":"PILLAR","kind":"text_candidate","direction":"未確認","evidence":"石油精製、化学、発電、LNG 船のポンプの軸から漏れを止めるメカニカルシールとパッキン、配管のつなぎ目のガスケットを作る。","evidence_url":"/jp-stock/ai-analysis/?t=6490","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6492","asset_id":"fut_natgas","name":"岡野バルブ製造","kind":"text_candidate","direction":"未確認","evidence":"火力は、老朽設備の更新とLNG火力の補修が中心で、横ばいから緩やかな増加とみる。","evidence_url":"/jp-stock/ai-analysis/?t=6492","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6495","asset_id":"fut_natgas","name":"宮入バルブ製作所","kind":"text_candidate","direction":"未確認","evidence":"明るい材料は、LNGや水素向けの低温弁だ。","evidence_url":"/jp-stock/ai-analysis/?t=6495","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6496","asset_id":"fut_natgas","name":"中北製作所","kind":"text_candidate","direction":"未確認","evidence":"環境規制で船の入れ替えが促され、LNG船、アンモニア船、水素の運搬船など、新しい燃料に合わせた船が増える。","evidence_url":"/jp-stock/ai-analysis/?t=6496","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6637","asset_id":"fut_natgas","name":"寺崎電気産業","kind":"text_candidate","direction":"未確認","evidence":"LNG船やコンテナ船の電気設備を、日本・韓国・中国の造船所に納めている。","evidence_url":"/jp-stock/ai-analysis/?t=6637","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6824","asset_id":"fut_natgas","name":"新コスモス電機","kind":"text_candidate","direction":"未確認","evidence":"北米では、住宅の天然ガス警報器の義務化が都市ごとに進む。","evidence_url":"/jp-stock/ai-analysis/?t=6824","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6841","asset_id":"fut_natgas","name":"横河電機","kind":"text_candidate","direction":"未確認","evidence":"石油・ガス・LNGプラント向けDCS世界ビッグ6の一角。","evidence_url":"/jp-stock/ai-analysis/?t=6841","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7003","asset_id":"fut_natgas","name":"三井E&S","kind":"text_candidate","direction":"未確認","evidence":"国際的な排出規制で、LNG・メタノール・アンモニアを燃やせる二元燃料エンジンが増える。","evidence_url":"/jp-stock/ai-analysis/?t=7003","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7012","asset_id":"fut_natgas","name":"川崎重工業","kind":"text_candidate","direction":"未確認","evidence":"ガスタービン・ガスエンジン・舶用推進機・LNG/LPG 運搬船などの出荷（発電・推進容量換算 GW、推定）","evidence_url":"/jp-stock/ai-analysis/?t=7012","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7014","asset_id":"fut_natgas","name":"名村造船所","kind":"text_candidate","direction":"未確認","evidence":"中国は国家の支援を背景に量で押し、韓国は液化天然ガス船などの高付加価値船を握る。","evidence_url":"/jp-stock/ai-analysis/?t=7014","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7018","asset_id":"fut_natgas","name":"内海造船","kind":"text_candidate","direction":"未確認","evidence":"大型の LNG 船や大型タンカーではなく、フェリー、RORO 船、中型のばら積み船、自動車運搬船、輸送艦だ。","evidence_url":"/jp-stock/ai-analysis/?t=7018","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7235","asset_id":"fut_natgas","name":"東京ラヂエーター製造","kind":"text_candidate","direction":"未確認","evidence":"会社は中国で、天然ガス車や燃料電池車向けなど、強みを活かせる分野に絞る。","evidence_url":"/jp-stock/ai-analysis/?t=7235","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7734","asset_id":"fut_natgas","name":"理研計器","kind":"text_candidate","direction":"未確認","evidence":"半導体と船舶は有望、鉄鋼は普通、原油・天然ガスは 2030 年以降の供給不安と脱炭素で長期の成長市場とは言い切れないとする。","evidence_url":"/jp-stock/ai-analysis/?t=7734","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8001","asset_id":"fut_natgas","name":"伊藤忠商事","kind":"text_candidate","direction":"未確認","evidence":"繊維カンパニーはデサントなどのスポーツ・アウトドアブランドを含むアパレルの企画・生産・流通を担い、機械・金属・エネルギー・化学品は自動車・建設機械関連の輸送機事業、鉄鋼・非鉄金属のトレーディング、LNG・石油製品・化学品の取扱を合わせた、資源市況に一定の感度を持つ事業群である。","evidence_url":"/jp-stock/ai-analysis/?t=8001","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8002","asset_id":"fut_natgas","name":"丸紅","kind":"text_candidate","direction":"未確認","evidence":"電力事業は1994年から独立系発電事業(IPP)に参入し、フィリピン・インドネシア・カタール・UAE・オマーン・米国・ポルトガルなど21カ国で発電設備に出資する持分発電容量が総合商社でも最大級の規模にあり、近年は英SmartestEnergyやスペインのFactor Energiaを通じた欧州の電力・ガス小売、米イーグルリッジエナジーの天然ガス開発買収などでAIデータセンター向けの電力需要の取り込みを進めている。","evidence_url":"/jp-stock/ai-analysis/?t=8002","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8015","asset_id":"fut_natgas","name":"豊田通商","kind":"text_candidate","direction":"未確認","evidence":"資源価格（銅・LNG・鉄鉱石・原料炭）の循環は豊田通商の業績への影響が小さく、代わりに世界の新車販売台数とアフリカの経済成長が業績を左右する。","evidence_url":"/jp-stock/ai-analysis/?t=8015","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8031","asset_id":"fut_natgas","name":"三井物産","kind":"text_candidate","direction":"未確認","evidence":"鉄鉱石・LNG・原油など資源比率の高さが強みと弱みを増幅する。","evidence_url":"/jp-stock/ai-analysis/?t=8031","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8053","asset_id":"fut_natgas","name":"住友商事","kind":"text_candidate","direction":"未確認","evidence":"住友商事は鉄鋼・非鉄金属などの金属製品流通、自動車・建設機械の輸送機・建機事業、通信・ケーブルテレビ・デジタル関連のメディア・デジタル事業、食品・資材・不動産などの生活関連事業、そして銅・ニッケル・LNGなどの資源・エネルギー事業を柱とする総合商社である。","evidence_url":"/jp-stock/ai-analysis/?t=8053","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8058","asset_id":"fut_natgas","name":"三菱商事","kind":"text_candidate","direction":"未確認","evidence":"銅・LNGの追い風と原料炭・自動車の逆風が同時に進む。","evidence_url":"/jp-stock/ai-analysis/?t=8058","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8070","asset_id":"fut_natgas","name":"東京産業","kind":"text_candidate","direction":"未確認","evidence":"国内の石炭火力は減らす方向だが、電力の安定供給のため、LNG火力の高効率化や更新、容量市場に支えられた既存設備の維持が続く。","evidence_url":"/jp-stock/ai-analysis/?t=8070","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8131","asset_id":"fut_natgas","name":"ミツウロコグループホールディングス","kind":"text_candidate","direction":"未確認","evidence":"INPEXとの合弁は、天然ガスを買っている企業向けに電気を売る形だ。","evidence_url":"/jp-stock/ai-analysis/?t=8131","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"9101","asset_id":"fut_natgas","name":"日本郵船","kind":"text_candidate","direction":"未確認","evidence":"日本郵船は定期船（コンテナ、持分法のONEが中心）・自動車船・ドライバルク・エネルギー（タンカー・LNG）・物流（陸上）の5本柱を持つ総合海運会社で、2026年3月期の売上は2兆4,237億円、営業利益1,386億円、純利益2,118億円。","evidence_url":"/jp-stock/ai-analysis/?t=9101","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9104","asset_id":"fut_natgas","name":"商船三井","kind":"text_candidate","direction":"未確認","evidence":"商船三井は定期船（コンテナ、持分法のONEが31%出資の中心）・自動車船・ドライバルク・エネルギー（タンカー・LNG）・不動産（ダイビル）・物流（宇徳・LBC Tank Terminals）の6本柱を持つ総合海運会社で、2026年3月期の売上は1兆8,251億円、経常利益1,758億円、純利益2,133億円。","evidence_url":"/jp-stock/ai-analysis/?t=9104","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9107","asset_id":"fut_natgas","name":"川崎汽船","kind":"text_candidate","direction":"未確認","evidence":"川崎汽船はドライバルク・エネルギー資源（LNG船・タンカー・電力・海洋事業）・製品物流（自動車船・物流・近海内航・コンテナ船）の3報告セグメントを持つ総合海運会社で、コンテナ船事業は自社で運航せずONE（31%出資）への持分法投資利益として収益を得る。","evidence_url":"/jp-stock/ai-analysis/?t=9107","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9115","asset_id":"fut_natgas","name":"明海グループ","kind":"text_candidate","direction":"未確認","evidence":"タンカー、自動車専用船、ばら積み船、LNG船を持つ。","evidence_url":"/jp-stock/ai-analysis/?t=9115","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9119","asset_id":"fut_natgas","name":"飯野海運","kind":"text_candidate","direction":"未確認","evidence":"内航・近海は、LNG・LPG・石化系ガス・アンモニアを運ぶ小型のガス船で、規模は小さく利益も薄い。","evidence_url":"/jp-stock/ai-analysis/?t=9119","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9193","asset_id":"fut_natgas","name":"東京汽船","kind":"text_candidate","direction":"未確認","evidence":"一方で、LNG やアンモニア、水素を運ぶ船は増える。","evidence_url":"/jp-stock/ai-analysis/?t=9193","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9501","asset_id":"fut_natgas","name":"東京電力ホールディングス","kind":"text_candidate","direction":"未確認","evidence":"燃料費調整額とLNG・石炭・原油価格、ドル円の推移","evidence_url":"/jp-stock/ai-analysis/?t=9501","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9502","asset_id":"fut_natgas","name":"中部電力","kind":"text_candidate","direction":"未確認","evidence":"JERAは日本の発電電力量の3割・火力発電設備の4割を握る国内最大級の発電事業者で、燃料調達・海外LNG事業の規模の経済は中部電力単独では持ち得ない強みだが、裏返せば中部電力はJERAの経営判断や燃料市況の振れを自社の意思決定だけでは制御できない。","evidence_url":"/jp-stock/ai-analysis/?t=9502","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9503","asset_id":"fut_natgas","name":"関西電力","kind":"text_candidate","direction":"未確認","evidence":"価格は燃料費調整制度で原油・LNG・石炭の輸入価格と為替をほぼそのまま反映するため、短期の燃料高は数カ月遅れで価格に乗るが、低圧の規制料金には上限があり調整が追いつかないことがある。","evidence_url":"/jp-stock/ai-analysis/?t=9503","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9504","asset_id":"fut_natgas","name":"中国電力","kind":"text_candidate","direction":"未確認","evidence":"電気の売値は燃料費調整制度で原油・LNG・石炭の輸入価格に数か月遅れて連動する。","evidence_url":"/jp-stock/ai-analysis/?t=9504","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9505","asset_id":"fut_natgas","name":"北陸電力","kind":"text_candidate","direction":"未確認","evidence":"会社は富山新港に LNG 火力 63 万 kW を 2033 年度に作り、石炭などの古い設備を廃止する計画だ。","evidence_url":"/jp-stock/ai-analysis/?t=9505","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9507","asset_id":"fut_natgas","name":"四国電力","kind":"text_candidate","direction":"未確認","evidence":"エネルギー事業は、国際の発電事業への出資、LNG基地、給湯機の販売だ。","evidence_url":"/jp-stock/ai-analysis/?t=9507","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9508","asset_id":"fut_natgas","name":"九州電力株式会社","kind":"text_candidate","direction":"未確認","evidence":"発電・販売事業は売上の8割強を占める中核で、川内1・2号機・玄海3・4号機という原子力4基（玄海1・2号機は廃止済み）を軸に、火力（LNG・石炭）・水力を組み合わせて発電する。","evidence_url":"/jp-stock/ai-analysis/?t=9508","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9509","asset_id":"fut_natgas","name":"北海道電力","kind":"text_candidate","direction":"未確認","evidence":"1つ目は発電で、石炭・LNG・水力・風力が主力。","evidence_url":"/jp-stock/ai-analysis/?t=9509","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9511","asset_id":"fut_natgas","name":"沖縄電力","kind":"text_candidate","direction":"未確認","evidence":"原子力を持たず、石炭と LNG と石油の燃料費の振れをそのまま受ける。","evidence_url":"/jp-stock/ai-analysis/?t=9511","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9531","asset_id":"fut_natgas","name":"東京瓦斯","kind":"text_candidate","direction":"未確認","evidence":"北米シェールガスは生産拡大（2030年ごろ日量4,000万m3、LNG換算1,060万トン規模）と単価のどちらも上振れ余地がある一方、天然ガス価格の循環に業績が揺らされる。","evidence_url":"/jp-stock/ai-analysis/?t=9531","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9532","asset_id":"fut_natgas","name":"大阪瓦斯","kind":"text_candidate","direction":"未確認","evidence":"米シェールガスのSabine、Freeport LNGの液化加工、米国の天然ガス発電（持分1,300MW）を束ねる海外事業は売上1,437億円で営業利益883億円と、国内を上回る稼ぎ頭になった。","evidence_url":"/jp-stock/ai-analysis/?t=9532","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9533","asset_id":"fut_natgas","name":"東邦瓦斯","kind":"text_candidate","direction":"未確認","evidence":"LNGの輸入価格と為替が数か月遅れで料金に乗る。","evidence_url":"/jp-stock/ai-analysis/?t=9533","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9534","asset_id":"fut_natgas","name":"北海道瓦斯","kind":"text_candidate","direction":"未確認","evidence":"北海道電力が道内のガス事業を買い、苫小牧にLNG基地を構える。","evidence_url":"/jp-stock/ai-analysis/?t=9534","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9535","asset_id":"fut_natgas","name":"広島ガス","kind":"text_candidate","direction":"未確認","evidence":"LNGの仕入れ値の変化は、原料費調整制度によって数か月遅れで料金に乗る。","evidence_url":"/jp-stock/ai-analysis/?t=9535","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9536","asset_id":"fut_natgas","name":"西部ガスホールディングス","kind":"text_candidate","direction":"未確認","evidence":"北九州のひびきLNG基地の償却が終わり、2026年3月期の営業利益は18%増の125億円になった。","evidence_url":"/jp-stock/ai-analysis/?t=9536","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9537","asset_id":"fut_natgas","name":"北陸瓦斯","kind":"text_candidate","direction":"未確認","evidence":"2024年10月のガス料金改定と、LNG（液化天然ガス）の値下がりが重なった。","evidence_url":"/jp-stock/ai-analysis/?t=9537","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9539","asset_id":"fut_natgas","name":"京葉瓦斯","kind":"text_candidate","direction":"未確認","evidence":"原料のLNGの値段は、原料費調整制度により、数か月遅れで料金に乗る。","evidence_url":"/jp-stock/ai-analysis/?t=9539","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9543","asset_id":"fut_natgas","name":"静岡ガス","kind":"text_candidate","direction":"未確認","evidence":"ガスの原料はLNG（液化天然ガス）で、価格は原料費調整制度により、仕入れ値の変化が数か月遅れて料金に乗る。","evidence_url":"/jp-stock/ai-analysis/?t=9543","updated_at":"2026-11-01T22:46:16+00:00"}],"exposure_count":77},"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"}}