油氣業務電氣化的增長機會

除了碳捕獲、氫氣生產和使用以及能源效率等主要趨勢外，使用可再生能源實現油氣作業電氣化是未來幾十年的一個巨大機遇領域。

儘管減少碳排放的潛力巨大，但石油和天然氣業務的電氣化仍處於起步階段。儘管大多數電氣化技術都是商業化的，但與更換現有的基於化石燃料的基礎設施相關的高資本成本、高昂的電價、缺乏政府激勵措施以及低意識是石油和天然氣電氣化的主要障礙。我在這裡。但隨著脫碳目標變得更加緊迫和電氣化增長階段迫在眉睫，這些限制正在發生變化。

本報告研究了與上游石油和天然氣業務脫碳轉型相關的電氣化，並對主要因素進行了分解，並對這些行業的促成因素和機遇以及現有電氣化技術進行了全面分析。

主要問題

• 電氣化將在石油和天然氣行業的能源轉型和脫碳中發揮什麼作用？
• 石油和天然氣行業要實現大規模電氣化需要什麼？
• 石油和天然氣公司可以採取哪些措施來減少其範圍 2 排放？
• 實現電氣化需要什麼樣的技術發展？
• 最具吸引力的增長機會是什麼？

內容

戰略要務

• 為什麼成長越來越難？
• 戰略要務 8 (TM)
• 三大戰略要務對油氣電氣化行業的影響
• 增長機會推動增長管道引擎 (TM)

增長機會分析

• 分析範圍
• 細分
• 價值鏈
• 主要競爭對手
• 實現工業電氣化
• 電氣化：簡介
• 電氣化：主要優勢
• 電氣化：促進混合能源系統的發展
• 碳排放：範圍和定義
• 碳排放：減排策略
• 全球石油和天然氣行業：碳排放
• 全球石油和天然氣行業：報告的範圍 2 碳排放量
• 上游油氣行業電氣化的主要優勢
• 如何使上游石油和天然氣行業實現電氣化
• 油氣電氣化技術
• 加速油氣電氣化的關鍵戰略
• 油氣電氣化：發展路線圖
• 成長指數
• 增長驅動力
• 抑制增長的因素
• 競爭環境
• 收入分成

油氣電氣化的關鍵支柱

• 油氣電氣化的支柱
• 太陽能
• 風能
• 儲能
• 鑽孔技術
• 預測假設
• 容量預測
• 預測性分析

可再生能源趨勢：太陽能和風能

• 石油和天然氣可再生能源投資：按來源分類
• 石油和天然氣的電氣化：太陽能
• 油氣電氣化：風能

按平台類型劃分的趨勢：陸上和海上

• 投資可再生能源：按平台
• 石油和天然氣電氣化：陸上
• 石油和天然氣電氣化：海上

電氣化技術趨勢

• 微電網技術
• 太陽能鉛晶電池
• 浮動風力渦輪機
• 來自海岸的力量

油氣電氣化解決方案提供商

• 主要公司亮點

增長機會領域

• 增長機會 1：浮動太陽能
• 增長機會 2：電源轉換技術
• 增長機會 3：潛艇電氣化

下一步

Decarbonization and Net Zero Goals will Stimulate Renewable Energy Investment and Process Electrification

Alongside major trends such as carbon capture, hydrogen production and usage, and energy efficiency, the electrification of oil and gas (O&G) operations using renewable energy sources will be a major area of opportunity for decades to come.

Globally, governments are looking for solutions across sectors to mitigate climate change and support decarbonization, and the O&G industry holds the biggest opportunities. The route to decarbonization requires supportive regulatory frameworks that mandate energy efficiency and emission reduction measures across all sectors. To achieve a low-carbon future, significant economic investment in renewables; hydrogen; bioenergy; carbon capture, storage, and utilization (CCUS); and electrification are required.

Despite the significant potential to reduce carbon emissions, the electrification of O&G operations remains nascent. However, innovation among suppliers and supporting policies and regulatory frameworks from governments will boost adoption.

Most electrification technologies are commercially available, yet the high capital costs associated with replacing existing fossil fuel-based infrastructure, high electricity prices, lack of government incentives, and poor awareness are significant barriers to O&G electrification. But these restraints are changing as decarbonization goals become more urgent and a period of growth for electrification looms.

This Frost & Sullivan study explores electrification in the transition to decarbonization of upstream O&G operations. It examines the key enablers of electrification and opportunities segmented by renewable energy (wind and solar) technology and platform (onshore and offshore) type. A comprehensive analysis of existing electrification technologies across these sectors is included.

Key Issues Addressed:

• What role will electrification play in the energy transition and decarbonization of O&G operations?

• What needs to happen in the O&G industry to enable large-scale electrification?

• What can O&G companies do to reduce their scope 2 emissions?

• What technological developments are needed to achieve this electric transition?

• What will be the most attractive growth opportunities?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Oil & Gas (O&G) Electrification Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation
• Value Chain
• Key Competitors
• Industrial Electrification Enablers
• Electrification: An Introduction
• Electrification: The Key Benefits
• Electrification: Enabling the Growth of Hybrid Energy Systems
• Carbon Emissions, Scope and Definitions
• Carbon Emissions, Reduction Strategies
• Global O&G Sector, Carbon Emissions
• Global O&G Sector, Reported Scope 2 Carbon Emissions
• Key Benefits of Upstream Oil & Gas Electrification
• Ways to Electrify the Upstream O&G Sector
• Oil & Gas Electrification Technologies
• Key Strategies to Accelerate Oil & Gas Electrification
• Oil & Gas Electrification: Development Roadmap
• Growth Metrics
• Growth Drivers
• Growth Restraints
• Competitive Environment
• Revenue Share

Key Pillars for Oil & Gas Electrification

• Pillars for Oil & Gas Electrification
• Solar Energy
• Wind Energy
• Energy Storage
• Drilling Technologies
• Forecast Assumptions
• Capacity Forecast
• Forecast Analysis

Trends by Renewable Energy Source: Solar and Wind

• Oil & Gas Investments in Renewable Energy by Source
• Oil & Gas Electrification: Focus on Solar Energy
• Oil & Gas Electrification: Focus on Solar Energy (continued)
• Oil & Gas Electrification: Focus on Solar Energy (continued)
• Oil & Gas Electrification: Focus on Wind Energy
• Oil & Gas Electrification: Focus on Wind Energy (continued)
• Oil & Gas Electrification: Focus on Wind Energy (continued)

Trends by Platform Type: Onshore and Offshore

• Investments in Renewable Energy by Type of Platform
• Oil & Gas Electrification: Focus on Onshore Platforms
• Oil & Gas Electrification: Focus on Onshore Platforms (continued)
• Oil & Gas Electrification: Focus on Offshore Platforms
• Oil & Gas Electrification: Focus on Offshore Platforms (continued)

Trends by Electrification Technology

• Microgrid Technologies
• Solar Lead Crystal Batteries
• Floating Wind Turbines
• Power from Shore

Oil & Gas Electrification Solution Providers

• Highlights of Key Players
• Highlights of Key Players (continued)

Growth Opportunity Universe

• Growth Opportunity 1: Floating Solar Energy
• Growth Opportunity 1: Floating Solar Energy (continued)
• Growth Opportunity 2: Power Conversion Technologies
• Growth Opportunity 2: Power Conversion Technologies (continued)
• Growth Opportunity 3: Subsea Electrification
• Growth Opportunity 3: Subsea Electrification (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer