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市場調查報告書

石油天然氣業界中游部門中水事業的未來樣貌:二疊紀盆地石油天然氣田的新商機

The Future of the Water Midstream: Emerging Opportunities for Water Players in the Permian Basin

出版商 Global Water Intelligence 商品編碼 917245
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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石油天然氣業界中游部門中水事業的未來樣貌:二疊紀盆地石油天然氣田的新商機 The Future of the Water Midstream: Emerging Opportunities for Water Players in the Permian Basin
出版日期: 2020年02月07日內容資訊: 英文
簡介

美國德州的二疊紀盆地是現今世界上生產量最大的油田,在2019年,一天的石油生產量已超過400萬桶。於此同時,鑽採作業中產生的逆流水的量也來到前所未有的水準。每桶原油會產生4~10桶的逆流水,為了應付此一事態,負責中游部門水事業的新企業登場了,在油田的大規模水管理中扮演使必要邏輯業務最佳化的角色。

在油田的中游部門的水事業,至今已見到民間投入90億到110億美元的資本,未來更需要160億美元的民間投資,並預期其中大半都會投入到位於二疊紀盆地西部的德拉瓦盆地的事業。本調查報告關注會影響水部門整體的水管理新模式,並辨明急速發展的二疊紀盆地中游水市場未來的方向性,也介紹已是世界最大規模水市場之一的這片油田中,對於水相關企業的商機,包括基礎設施開發和油汙濁水處理、再利用、投資等。

這個市場正在急速活動,有可能在初期就決定勝敗。因此,精密調查市場、盡早執行投資策略是很重要的。

本報告提供活用商機時必要的預測、市場分析、競爭他設有關資訊。

市場預測與資料組合

  • 在美國的原油生產量 (單位:桶)
    • 從2017年到2050年的資源類型別生產預測:傳統型陸上油田、傳統型海底油田、緻密油、重油(蒸汽壓入石油增產採收法(EOR))
    • 從2017年到2050年的各地區緻密油生產預測:二疊紀盆地、美國的其他地區
    • 有關各個油田地區的緻密油生產的過去資料:二疊紀盆地、Eagle Ford、Bakken等
  • 在美國的天然氣生產量(單位:立方英呎)
    • 從2017年到2050年的資源類型別生產預測:傳統型陸上油田、傳統型海底油田、頁岩氣、炭層甲烷
    • 有關各個油田地區的頁岩氣生產的過去資料:馬塞勒斯/烏提卡、二疊紀盆地、海恩斯維爾等
  • 油汙濁水的量(單位:桶)
    • 從2017年到2050年的美國的資源類型別生產預測:傳統型陸上油田、傳統型海底油田、頁岩氣/緻密油、重油(蒸汽壓入石油增產採收法(EOR))、炭層甲烷
    • 從2017年到2050年的二疊紀盆地資源類型別油汙濁水水量預測:傳統型陸上油田、頁岩氣/緻密油
  • 從2017年到2030年在水管理事業的支出(單位:美元)
    • 資本支出
      • 水的運輸:包含對為了運輸水壓破碎用的源水、逆流水、油汙濁水而新鋪設的管線的投資
      • 水的廢棄:包含油汙濁水用的廢水押入井鑽挖費用
      • 水的處理:包含對油汙濁水的處理和集中進行水壓破碎用源水前處理的設施的投資
    • 事業費
      • 水的調集/供應:為了調集包含用於水壓破碎的真水而支付的費用
      • 卡車運輸/搬送:為了運送水壓破碎用的源水、逆流水、油汙濁水而支付給運輸公司的費用
      • 水的運輸:包含為了運輸水壓破碎用的源水、逆流水、油汙濁水而支付給外部管線營運業者的費用
      • 水的處理:包含水壓破碎用的水處理與調整、以及重新使用逆流水與油汙濁水或廢棄前處理作業的經費
      • 水的廢棄:包含支付給外部廢水壓入井營運業者的費用與公司內進行廢棄作業的經費

報告目錄

  • 1. 簡介
  • 2. 執行摘要
  • 3. 美國的非傳統型石油天然氣市場發展
  • 4. 在頁岩氣礦區的水需求與管理
  • 5. 在市場的支出
  • 6. 市場力學
  • 7. 市場結構
  • 8. 排名前20的生產業者及其需求
  • 9. 排名前20的中游部門企業及其產品與服務
  • 10. 結論
目錄

OVERVIEW

The Permian Basin is currently the most productive oilfield in the world with oil production surging past 4 million bbl/day in 2019. Unprecedented levels of produced and flowback water from drilling operations have followed, with 4 - 10 barrels of water for every barrel of oil.

The EIA predicts that crude oil production in the southwest United States will double by 2030, driven by the expansion of tight oil production in the Permian Basin. Oilfield water management will become an increasingly urgent problem in this region as produced water volumes follow production. Traditional water management practices will increasingly fall short of the complex and developing needs of E&Ps, and a new business group - ‘the water midstream' - has surfaced to optimise the logistics of water management on the oilfield at scale and to tackle the developing challenges associated with infrastructure needs and economic and regulatory pressures. Services and midstream companies are increasingly building and interconnecting a vast array of water assets to offer upstream oil & gas clients full-cycle water management services such as sourcing, water gathering, transportation, disposal, and treatment.

A Water Infrastructure Business

An estimated $9-11 billion of private capital has been committed to the oilfield water midstream business to date, and a further $16 billion of private investment is projected to be required, much of which is expected to be in the Delaware Basin. Signalling a new model for water management that has implications for the water sector as whole, the Future of the Water Midstream ‘Market Focus Deck' maps the future direction of the rapidly developing Permian Water Midstream market and showcases the associated opportunities for water players in infrastructure development, produced water treatment, recycling, and investment in what is currently one of the world's largest water markets.

There are significant opportunities for water players who want a stake in the new ‘water midstream', but this is a fast-moving market that is poised to quickly determine the winners and losers. Scoping out the market and implementing your strategies for involvement at the earliest stage is essential. This ‘Market Focus Deck' offers the forecasts, market insights and competitor intelligence you need to capitalise on the opportunities.

KEY FEATURES

Key market players

A directory of the top 20 producers and the top 20 water midstream companies along with analysis of the market structure and dynamics, so you can pinpoint your potential clients, partners or competitors, and plan your market entry or consolidation strategy.

Geographic breakdown between Permian sub-basins

Conditions differ across the Permian, so sub-basin-specific analysis will allow you to better understand where growth is happening, where to best position your business and how market opportunities may vary.

Water Midstream market drivers and trends

Success in this market depends on a concrete understanding of the groundwork, changing ground rules, regulatory constraints and the developing logistical and financial demands of producers. This is a comprehensive and essential guide both for new market entrants and existing players.

Market forecasts

Forecasts of capital and operating expenditure on water management by activity; forecasts for US natural gas and crude oil production by resource type; and projected US produced water volumes by resource type

Legislation and regulation updates for both Texas and New Mexico

From increased regulatory scrutiny around traditional water management practices to opportunities being opened through new legislation, we analyze how regulatory constraints are driving water management trends and how this differs from state to state.

MARKET FORECASTS AND DATASETS

Crude oil production in the United States in oil barrels

  • Forecast of production by resource type, 2017-2050: Conventional onshore, conventional offshore, tight oil, heavy oil (steam EOR)
  • Forecast of tight oil production by region, 2017-2050: Permian Basin, Rest of the USA
  • Historical data describing tight oil production by basin: Permian Basin, Eagle Ford, Bakken, Other

Natural gas production in the United States in cubic feet

  • Forecast of production by resource type, 2017-2050: Conventional onshore, conventional offshore, shale gas, coalbed methane
  • Historical data describing shale gas production by basin: Marcellus/Utica, Permian Basin, Haynesville, Other

Produced water volumes in oil barrels

  • Forecast of produced water volumes in the United States by resource type, 2017-2050: Conventional onshore, conventional offshore, shale gas/tight oil, heavy oil (steam EOR), coalbed methane
  • Forecast of produced water volumes in the Permian Basin by resource type, 2017-2050: Conventional onshore, shale gas/tight oil

Spending on water management activities in US dollars, 2017-2030

Capital expenditure

  • Water transfer: Including investment in new pipelines for transport for transport of source water for hydraulic fracturing, flowback water, and produced water.
  • Water disposal: Including drilling of new disposal wells for produced water
  • Water treatment: Including investment in centralized facilities for treatment of produced water and pretreatment of water for hydraulic fracturing

Operating expenditure

  • Water sourcing/supply: Includes fees paid for fresh water for use in hydraulic fracturing.
  • Trucking/hauling: Includes fees paid to operators of hauling companies for transport of source water for hydraulic fracturing, flowback water, and produced water.
  • Water transfer: Includes fees paid to operators of third party pipelines for transport of source water for hydraulic fracturing, flowback water, and produced water.
  • Water treatment: Includes the operating cost of treating and conditioning water for hydraulic fracturing, and treating flowback and produced water before recycling and disposal.
  • Water disposal: Includes fees paid to operators of third party disposal wells and the operating costs of in-house disposal.

OPPORTUNITIES

What is driving opportunities in the water midstream?

Sustaining oil & gas production in the Permian Basin is contingent on E&Ps ability to efficiently manage increasing volumes of produced water and on the development of infrastructure that can meet the regulatory, economic and geological pressures threatening to bottleneck operations. Produced water reuse is emerging as a cost-competitive opportunity for E&Ps to meet pressures associated with frac water demand and SWD permit slowdowns. It is estimated that currently 13% of all the produced water generated in the Permian is reused within hydraulic fracturing operations and this figure is likely to double in the next few years, driven by the emergence of the water midstream business.

What are the opportunities?

Producers are contracting out whole services packages to water midstream companies so they can focus on their core operations, and the resulting opportunities for water sector partners are also significant. The ‘Future of the Water Midstream’ Market Focus Deck will explore how this shift is driving significant opportunities in:

Infrastructure development

Including pipelines, water storage, produced water treatment facilities (mobile and centralized, treatment for reuse and treatment for disposal), and SWDs in the Permian's Midland and Delaware sub-basins. Those that can secure land grants and those who have strategically positioned disposal and treatment facilities will have a competitive advantage in securing contracts. This Market Focus Deck provides critical forecasts, insight into infrastructure needs and analysis of market dynamics to inform your strategy for involvement and to help you pinpoint key clients and potential partners.

Private equity investment

Midstream Water companies mostly rely on large amounts of capital investment in order to finance their infrastructure or buy assets. In the face of oil price stagnation and uncertainty, produced water is an attractive investment for private equity suppliers who want a less-risky way to invest in the growth potential of the Permian. Getting in the game now will ensure higher returns, this Market Focus Deck is an essential tool for identifying the areas with the greatest return potential and will provide essential insight into midstream players and consolidation activity.

Water Midstream market development

As the market consolidates, midstream companies need to strategically position themselves to benefit from he need for large, integrated asset systems and recycling capabilities. Building the right assets now and investing for infrastructure is crucial in securing contracts in the future, this Market focus deck will help water midstream businesses to identify where to strategically position their operation, what assets will be beneficial, how regulations will impact the market, and what future trends could shape their strategy.

Water treatment

There is significant demand for proven digital and water treatment technologies that meet the needs of the market, particularly as recycling becomes more widespread. Both the niche and established water technology businesses should scope out potential markets for their solution now to gain a foothold. This Market Focus Deck provides forecasts for water treatment/recycling alongside analysis of treatment requirements between basins and the market for centralized and mobile treatment systems - critical intelligence to inform your pitches to potential clients.

Table of Contents

  • 1. Introduction
  • 2. Executive Summary
  • 3. Development of U.S. Unconventional Oil&Gas Market
  • 4. Water needs and Water Management in the Shale Plays
  • 5. Market Spend
  • 6. Market Dynamics
  • 7. Market Structure
  • 8. Top 20 Producers and their Needs
  • 9. Top 20 Midstream Companies and their Offerings
  • 10. Conclusion
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