全球移動式海上鑽井裝置 (MODU) 市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

在預測期內，移動式海上鑽井平台 (MODU) 市場預計將以 12.5% 的複合年增長率增長。

COVID-19 大流行的影響已在市場增長中體現出來，包括合同減少和海上鑽井合同的取消。 2020 年約有 10% 的合同量被取消，全球海上鑽井承包商損失了 30 億美元。 由於海上基巖中豐富的石油資源和穩步上漲的原油價格導致對海上鑽井的需求增加，因此海上鑽井作業變得更加負擔得起，預計 MODU 市場將進一步增長。 然而，市場可能會受到繁瑣複雜的海上作業的阻礙。

主要亮點

• 由於超深水鑽井和井間移動的便利性，預計鑽井船在預測期內將以最快的速度增長。
• 水平鑽井過程中的技術進步、鑽井施工的數字化以及鑽機自動化的引入為海上鑽井市場創造了重要機遇。 據稱，鑽機自動化可以提高鑽機效率和清除顛簸性能。 此外，鑽井公司甚至注意到運營成本的降低，這是海上鑽井的首要問題。
• 由於墨西哥灣鑽探項目的增加，預計在預測期內北美將主導市場。

移動鑽井裝置 (MODU) 的市場趨勢

增長潛力大的鑽井船

• 鑽井船是一種適用於在超深水油氣田鑽井的船隻。 我們的鑽井船配備各種機器，可為全球客戶提供完整的海上鑽井解決方案。 它還具有足夠數量和質量的繫泊和定位系統，使其能夠在沒有外部幫助的情況下從一口井移動到另一口井。
• 2021 年世界原油需求量為每天 9650 萬桶，預計在不久的將來會進一步擴大，到 2025 年將達到每天 1.041 億桶。 根據這一預測，勘探與生產公司正在開展更多勘探，以尋找廣闊且不間斷的石油資源。 因此，未來幾年對超深水鑽探的需求必然會上升。 近年來，此類項目不斷增多。
• 2021 年 8 月，Transocean 收到了 BOE Exploration and Production LLC 價值 2.52 億美元的新超深水鑽井船 Deepwater Atlas 訂單。 該船預計將從造船廠交付後於 2022 年第三季度在墨西哥灣開始運營。 最初的鑽探計劃將持續 255 天，預計將產生約 8000 萬美元的鑽探合同收入。
• 2021 年 12 月，海上鑽井公司 Seadrill 與巴西國家石油公司簽署了一份合同，在巴西布基亞斯海上鑽井，並交付了鑽井船 West-Jupiter。 合同期為1040天，計劃於2022年12月開工。 包括動員收入和附加服務在內的合同總價值約為 2.64 億美元。
• 由於石油和天然氣公司的這些努力，鑽井船預計在不久的將來會有大量需求。

北美有望主導市場

• 北美地區一直受益於位於墨西哥灣 (GOM) 的巨大石油和天然氣儲量。 據估計，美國約 15-16% 的原油產量來自墨西哥灣的深水區。
• 2020 年，墨西哥灣原油日均產量約為 165 萬桶。 預計到 2022 年將達到約 175 萬桶/天。 在離岸地區，預計 2022 年將有大約 9 個項目上線。 這些項目中的大多數將搭載超深水鑽井平台，如鑽井船和半潛式鑽井平台。
• 例如，2022 年 1 月，美國石油和天然氣公司 EnVen Energy 授予 Transocean 超深水鑽井船 Discoverer Inspiration 的鑽井合同，在墨西哥灣進行鑽井作業。 該公司已僱用一艘鑽井船在海上建造大約三口井。 預計將於2022年第三季度移交運營。
• 2021 年 12 月，Seadrill 在墨西哥灣贏得了兩項鑽井合同。 其中一項是與意大利石油公司 Eni SpA 簽訂的合同，部署半潛式鑽井平台“路易斯安那七號”，並將工作至 2022 年 5 月。 另一艘是與LLOG簽約的鑽井船“西海王星”號，合同運營至2022年8月。
• 通過開拓新興市場，北美 MODU 市場有望獲得強勁的增長機會。

移動式海上鑽井平台 (MODU) 市場的競爭對手分析

海上移動鑽井平台市場較為分散。 主要參與者包括 Transocean Ltd、Seadrill Ltd、Keppel Corporation Limited、Sembcorp Marine Ltd、Daewoo Shipbuilding and Marine Engineering。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 介紹
• 到 2027 年的市場規模和需求預測（單位：億美元）
• 近期趨勢和發展
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 鑽機類型
  • 鑽井駁船
  • 潛水鑽井平台
  • 半潛式鑽井平台
  • 鑽井船
  • 自升式鑽井平台
• 深度
  • 淺水區
  • 深海
  • 超深海
• 地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • Transocean Ltd
  • Seadrill Ltd
  • Keppel Corporation Ltd
  • Sembcorb Marine Ltd
  • Daewoo Shipbuilding and Marine Engineering
  • Hyundai Heavy Industries Co. Ltd
  • Friede & Goldman Ltd
  • Damen Shipyards Group
  • Yantai CIMC Raffles Offshore Limited
  • Irving Shipbuilding Inc.

第七章市場機會與未來趨勢

The Mobile Offshore Drilling Units (MODU) Market is expected to witness a CAGR of 12.5% during the forecast period. The COVID-19 pandemic effect was explicitly seen in the market growth, with the reduction or cancellation of the offshore drilling contracts. Around 10% of contract volumes were canceled in 2020, which resulted in the estimated loss of USD 3 billion for offshore drilling contractors at the global level. The MODU market is expected to grow more in the future due to an increase in demand for offshore drilling due to the abundance of petroleum resources in the offshore rock formations and the steadily increasing crude oil prices, which have led to the affordability of offshore drilling operations. However, the market is likely to get impeded by tedious and complicated offshore operations.

Key Highlights

• The drillship segment is expected to grow at the fastest rate during the forecast period due to the facility of ultra-deepwater drilling and ease of mobility from one well to another.
• The technological advancements in the horizontal drilling process, digitalization of well-construction, and the introduction of rig automation place a tremendous opportunity for the offshore drilling market. It is claimed that with rig automation, the efficiency and step reduction performance of a drilling unit can be improved. Moreover, the drilling companies have even noticed a reduction in operational costs, which is currently the biggest concern for offshore operations.
• North America is expected to dominate the market during the forecast period due to the increased number of drilling projects in the Gulf of Mexico.

Mobile Offshore Drilling Units Market Trends

Drillship Expected to Witness Significant Growth

• Drillships are basically maritime vessels modified to drill wells in ultra-deepwater oil and gas fields. They have full-range machinery on the ships to provide complete offshore drilling solutions to clients globally. They are equipped with adequate quantity and quality of mooring and positioning systems and are able to move from one well to another without any external assistance.
• The global crude oil demand in 2021 was recorded as 96.5 million barrels per day and is expected to expand more in the near future, with the estimated projection to be 104.1 million barrels per day by 2025. The prediction has led to more exploration efforts by the E&P companies for vast and interrupted petroleum resources. Thus, the ultra-deepwater drilling demand has to go up inevitably in the coming years. There has been a continuous increase in such types of projects in recent years.
• In August 2021, Transocean Ltd bagged a USD 252 million firm contract for its newbuild ultra-deepwater drillship, Deepwater Atlas, from BOE Exploration and Production LLC. Once delivered from the shipyard, the drillship is likely to commence operations in the Gulf of Mexico in the third quarter of 2022. The initial drilling program is expected to last for 255 days and is expected to yield around USD 80 million of contract drilling revenue.
• In December 2021, Offshore driller Seadrill clinched a contract with Petrobras for drilling in the Buzios offshore field, Brazil, for the delivery of drillship, West-Jupiter. The contract was signed for 1,040 days, with commencement expected in December 2022. The total contract value is approximately USD 264 million, including mobilization revenue and additional services.
• Due to such initiatives on behalf of oil and gas companies, it is predicted that drillships are expected to witness massive demand in the near future.

North America Expected to Dominate the Market

• The North American region has consistently benefitted from the presence of huge oil and gas reserves in the Gulf of Mexico (GOM). It is estimated that around 15-16% of US crude oil production is derived from the deep waters of GOM.
• In 2020, GOM crude oil production was around 1.65 million barrels per day on an average basis. The production is expected to reach approximately 1.75 million b/d by 2022. The offshore area is also likely to have around nine more projects that are going to come online in 2022. The majority of these projects are planned to be equipped with ultra-deepwater drilling units, like drillships or semi-submersible drilling rigs.
• For example, in January 2022, US-based oil and gas company EnVen Energy awarded a drilling contract to Transocean for the ultra-deepwater drillship, Discoverer Inspiration, for carrying out drilling operations in the Gulf of Mexico. The company has hired a driller to construct around three wells in the offshore area. The delivery of the ship is planned for the third quarter of 2022 to start the operations.
• In December 2021, Seadrill was awarded two drilling contracts in the Gulf of Mexico. One with Italy's oil company Eni SpA for the deployment of a semi-submersible rig, Seven Louisiana, which will work till May 2022. The other contract is for a drillship, West Neptune, signed with LLOG company, which was contracted to work until August 2022.
• Such developments are expected to give robust growth opportunities to the North American MODU market.

Mobile Offshore Drilling Units Market Competitor Analysis

The Mobile Offshore Drilling Units Market is moderately fragmented. Some of the key players include Transocean Ltd, Seadrill Ltd, Keppel Corporation Limited, Sembcorp Marine Ltd, and Daewoo Shipbuilding and Marine Engineering.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type of Drilling Unit
  • 5.1.1 Drilling Barges
  • 5.1.2 Submersible Rigs
  • 5.1.3 Semi-Submersible Rigs
  • 5.1.4 Drillship
  • 5.1.5 Jackup Rigs
• 5.2 Water-depth
  • 5.2.1 Shallow
  • 5.2.2 Deep
  • 5.2.3 Ultra-Deep
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 South-America
  • 5.3.5 Middle-East

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Transocean Ltd
  • 6.3.2 Seadrill Ltd
  • 6.3.3 Keppel Corporation Ltd
  • 6.3.4 Sembcorb Marine Ltd
  • 6.3.5 Daewoo Shipbuilding and Marine Engineering
  • 6.3.6 Hyundai Heavy Industries Co. Ltd
  • 6.3.7 Friede & Goldman Ltd
  • 6.3.8 Damen Shipyards Group
  • 6.3.9 Yantai CIMC Raffles Offshore Limited
  • 6.3.10 Irving Shipbuilding Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS