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市場調查報告書
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1197790

石油和天然氣中游市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Oil and Gas Midstream Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2020年全球油氣管道運營距離預計約為2,079,720公裡,預計到2027年底將達到240萬公裡,預計年均複合增長率將保持在預測期內約為 1.9%。

對於石油和天然氣的中游行業,2020 年繼續使用儲存設施儲存碳氫化合物、使用管道運輸燃料以及液化天然氣需求的彈性將維持對中游服務的需求。它基本上沒有受到影響由於乾旱而導致 COVID-19 流行病。 天然氣和精煉石油產品的生產和消費增加等因素預計將在未來幾年增加對管道服務的需求,從而在預測期內推動石油和天然氣的中游市場。 然而,對新管道和交通基礎設施的環境擔憂可能會在未來幾年抑製石油和天然氣中游市場的增長。

主要亮點

  • 由於對精煉產品的需求增加,運輸部門在預測期內可能會主導市場。
  • 由於每個地區對小型複雜海上油田的投資和開發增加,預計對中游服務的需求將會增加。 因此,預計在預測期內將為中游行業帶來巨大商機。
  • 南美洲預計將成為預測期內增長最快的市場,這主要是由於智利、巴西和阿根廷等國家/地區對液化天然氣的需求不斷增加。

石油和天然氣的中游市場趨勢

交通部門主導市場

  • 管道主導著石油和天然氣運輸行業。 由於預計每個地區的油氣供應將超過現有的運輸能力,因此需要擴建和新建管道。
  • 在全球範圍內,由於持續的能源需求需要新的石油和天然氣基礎設施,因此不斷增長的能源需求促使新管道的建設和運輸設施的增加。 這種對能源需求的增加導致新終端和管道的建設增加,例如石油和天然氣管道和運輸,特別是在亞太地區 (APAC)。
  • 例如,2021 年 5 月,俄羅斯和巴基斯坦簽署了一項協議,將在 2023 年底之前建設價值 20 億美元的約 1100 公裡的天然氣管道。 此外,俄羅斯和印度還簽署了價值400億美元的向印度出口天然氣的合同。 俄羅斯是液化天然氣的重要出口國,在預測期內為市場參與者提供了管道行業的機會。
  • 此外,作為石油和天然氣中游行業最大的市場,北美在半個多世紀前就開始建設管道基礎設施。 因此,許多管道老化,需要擴建以滿足對石油產品和天然氣需求的預期增長。
  • 高效運輸管道網絡的發展,以及全球油氣勘探和生產活動,將對預測期內的市場增長產生重大影響。
  • 因此,運輸部門涵蓋了中游部門的主要市場。 因此,隨著運輸部門的增加,中游部門也有望在預測期內增加。

南美將成為增長最快的市場

  • 在預測期內,南美洲預計將成為石油和天然氣中游市場中增長最快的市場。
  • 南美洲擁有世界上最大的已探明石油和天然氣儲量。 該地區還擁有世界上最大的海上石油和天然氣市場之一。 巴西、委內瑞拉、阿根廷和哥倫比亞是該地區石油和天然氣行業的主要參與者。
  • 南美洲的石油和天然氣項目,無論是海上還是陸上,與世界各地的同類項目相比,具有更低的盈虧平衡點和具有競爭力的投資回收期,因此即使在當今動蕩的時代也可以說是強勁的。 預計未來三年(2021-2023)南美洲將批准約30個海上油氣項目,需要500億美元的綠地投資。 這些項目由國家石油公司 (NOC) 和大型獨立公司共同運營。 此外,隨著油田開發管道基礎設施的增加預計將在預測期內推動南美中游市場。
  • 例如,Petrobras 計劃在 2021 年至 2025 年期間投資約 550 億美元。 在這一總投資中,84% 分配給了石油和天然氣勘探與生產 (E&P)。 在約460億美元的勘探與生產投資中,鹽下層投資約320億美元,佔70%。 因此,預計巴西上游油氣部門,尤其是海上油氣資產,在預測期內對原油運輸管道基礎設施的投資將大幅增加。
  • 巴西還有三大管道項目,包括擴容管道和新建管道。 擴容管道包括玻利維亞-巴西管道 (GASBOL),預計到 2022 年管道容量將增加到約 360 萬立方米。 新建天然氣管道包括阿根廷與巴西、聖保羅與聖卡洛斯之間的天然氣管道。
  • 此外,由於智利、巴西和阿根廷等國家/地區對天然氣的需求增加,該地區的液化天然氣市場也出現了增長。 智利、巴西和阿根廷是該地區最大的液化天然氣進口國,2020年進口量分別為37億、33億和18億立方米。 2020年,拉美LNG進口總量為139億立方米。
  • 2021 年 3 月,巴西眾議院通過了第 4476/2020 號法案,頒布了《新天然氣法》。 該法案將控制權從國有公司 Petrobras 轉移,允許希望建造天然氣管道的公司通過簡單的許可程序,而不是過去的複雜合同,並允許能源監管機構巴西石油和自然資源公司通過簡單的許可程序。它賦予了天然氣和生物燃料管理局巨大的權力。 預計該法律將允許私營公司與第三方一起快速獲得天然氣進口許可證,從而給該行業帶來重大變化,第三方可以使用液化天然氣接收站基礎設施。
  • 因此,在預測期內,南美洲預計將成為石油和天然氣中游市場增長最快的地區。

石油和天然氣中游市場的競爭對手分析

石油和天然氣的中游市場適度集中。 該市場的主要參與者包括 APA 集團、雪佛龍公司、BP PLC、Enbridge Pipelines Inc.、Shell PLC 等。

其他好處

  • 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 2 章執行摘要

第三章研究方法論

第 4 章市場概述

  • 簡介
  • 石油和天然氣運營管道長度預測(單位:公裡,到 2027 年)
  • 石油生產和消費趨勢(單位:每天 1000 桶,2010-2021 年)
  • 天然氣生產和消費趨勢(單位:每天 1 億立方英尺,2010-2021 年)
  • 主要中游項目信息
    • 現有項目
    • 管道項目
    • 即將開展的項目
  • 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
    • 買家和消費者的議價能力
    • 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

  • 部門
    • 交通
    • 倉庫/碼頭
  • 按地區
    • 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
    • APA Group
    • Chevron Corporation
    • BP PLC
    • Enbridge Pipelines Inc.
    • Shell PLC
    • Baker Hughes Company
    • Williams Inc.
    • Enlink Midstream LLC

第7章 市場機會未來動向

簡介目錄
Product Code: 68095

The global operating oil and gas pipeline length was estimated to be around 2079.72 thousand km in 2020, which is expected to reach 2400 thousand km by the end of 2027, registering a CAGR of about 1.9% during the forecast period of 2022-2027. The oil and gas midstream was fairly unaffected by the COVID-19 pandemic since the constant usage of storage facilities for storing hydrocarbons, usage of pipelines for fuel transportation, and resilient demand for LNG in 2020 kept the demand for midstream services normalized. Factors such as increasing production and consumption of natural gas and refined petroleum products are expected to boost the demand for pipeline services in the coming years and are likely to drive the oil & gas midstream market during the forecast period. However, environmental concerns regarding new pipelines and transportation infrastructure are likely to restrain the growth of the oil & gas midstream market in the coming years.

Key Highlights

  • The transportation segment is likely to dominate the market during the forecast period due to the increasing demand for refined products.
  • Increasing investments and development of small and complex offshore fields in different regions are expected to increase the demand for midstream services. Therefore, this is expected to provide a great opportunity for the midstream sector during the forecast period.
  • South America is expected to be the fastest-growing market during the forecast period, mainly due to the growing demand for LNG in countries like Chile, Brazil, and Argentina.

Oil & Gas Midstream Market Trends

The Transportation Sector to Dominate the Market

  • The oil and gas transportation industry is dominated by pipelines. The oil and gas supply in different regions is expected to exceed the existing transportation capacity, requiring expansions and the construction of new pipelines.
  • Globally, the rising energy demand has resulted in an increase in new pipeline constructions and transportation facilities as the continuous need for energy demands new oil and gas infrastructure. This increasing energy demand has increased new terminals and pipeline construction, including oil and gas pipelines and transportation, especially in Asia-Pacific (APAC).
  • For instance, in May 2021, Russia and Pakistan signed an agreement to construct about a 1,100-km gas pipeline worth USD 2 billion by the end of 2023. Further, Russia and India also signed a deal worth USD 40 billion on natural gas exports to India. Russia is a significant exporter of LNG, which presents an opportunity in the pipeline industry for the market players during the forecast period.
  • Moreover, the largest market for the oil and gas midstream sector, North America, had its pipeline infrastructure started developing over half a century ago. Hence, a lot of pipelines are old and demand expansion as per the forecasted demand rise for petroleum products and natural gas.
  • The new oil and gas exploration and production activities globally, along with an improved and efficient pipelines network for transportation, will significantly influence the market growth during the forecast period.
  • Hence, the transportation sector covers the major markets in the midstream sector. Hence, with the increasing transportation sector, the midstream sector is also expected to increase during the forecast period.

South America to be the Fastest Growing Market

  • South America is expected to be the fastest-growing market for the oil and gas midstream market during the forecast period.
  • South America is home to some of the largest countries globally in terms of proven oil and gas reserves. The region also hosts one of the largest offshore oil and gas markets across the world. Brazil, Venezuela, Argentina, and Colombia are the major countries in the region's oil and gas industry.
  • Oil and gas projects, both offshore and onshore, in South America have lower breakeven prices and competitive payback times as compared to similar projects across the world, which makes them more resilient in the current turbulent times. Around 30 offshore oil & gas projects are expected to be given the green light across the region over three years (2021-2023), which will require a cumulative greenfield investment in the range of USD 50 billion. These projects are operated by a mix of national oil companies (NOCs) and major independent companies; further, the increasing pipeline infrastructure, with the development of oilfields, is expected to propel the midstream market in South America during the forecast period.
  • For instance, Petrobras is planning to invest around USD 55 billion for the period 2021 to 2025. Of this total investment, 84% is being allocated to oil and gas exploration and production (E&P). The investment of around USD 46 billion in E&P involves approximately USD 32 billion, 70%, in pre-salt assets. This indicates that the upstream oil & gas sector, especially the offshore oil & gas assets in Brazil, is expected to witness significant investments into pipeline infrastructure for crude oil transportation during the forecast period.
  • Furthermore, there are three major pipeline projects in Brazil, including both capacity expansion pipelines and newly constructed pipelines. Capacity expansion pipeline includes the Bolivia-Brazil pipeline (GASBOL), which is anticipated to increase the pipeline capacity to an estimated 3.6 million cubic meters by 2022. The new construction of the gas pipeline includes the gas pipeline between Argentina and Brazil, and Sao Carlos, Sao Paulo, and Brazil.
  • Moreover, the region has been witnessing growth in the LNG market due to increasing gas demand from countries like Chile, Brazil, and Argentina. Chile, Brazil, and Argentina have been top LNG importers in the region, with imports of 3.7, 3.3, and 1.8 billion cubic meters, respectively, in 2020. In 2020, the entire South and Central American region imported a total of 13.9 billion cubic meters of LNG.
  • In March 2021, Bill 4476/2020, which institutes the New Gas Law, was passed by the Chamber of Deputies in Brazil. The bill shifts control away from the state-controlled Petrobras and allow companies that want to build gas pipelines to follow a simple authorization process rather than the previous more complex contract, and gives more power to the energy regulator, the Brazilian National Agency of Petroleum, Natural Gas, and Biofuels. The law is expected to generate significant shifts in the sector, as private companies can quickly get import permits for natural gas along with the third parties that can access LNG terminal infrastructure.
  • Therefore, owing to the above points, South America is expected to be the fastest-growing region in the oil and gas midstream market during the forecast period.

Oil & Gas Midstream Market Competitor Analysis

The oil and gas midstream market is moderately consolidated. Some of the key players in this market include APA Group, Chevron Corporation, BP PLC, Enbridge Pipelines Inc., and Shell PLC, among others.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Oil and Gas Operating Pipeline Length Forecast (in km), till 2027
  • 4.3 Oil Production and Consumption Trend in thousand barrels per day, 2010-2021
  • 4.4 Gas Production and Consumption Trend in billion cubic feet per day (bcf/d), 2010-2021
  • 4.5 Key Midstream Projects Information
    • 4.5.1 Existing Projects
    • 4.5.2 Projects in Pipeline
    • 4.5.3 Upcoming Projects
  • 4.6 Recent Trends and Developments
  • 4.7 Government Policies and Regulations
  • 4.8 Market Dynamics
    • 4.8.1 Drivers
    • 4.8.2 Restraints
  • 4.9 Supply Chain Analysis
  • 4.10 Porter's Five Forces Analysis
    • 4.10.1 Bargaining Power of Suppliers
    • 4.10.2 Bargaining Power of Buyers/Consumers
    • 4.10.3 Threat of New Entrants
    • 4.10.4 Threat of Substitutes Products and Services
    • 4.10.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Sector
    • 5.1.1 Transportation
    • 5.1.2 Storage and Terminals
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia Pacific
    • 5.2.4 South America
    • 5.2.5 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 APA Group
    • 6.3.2 Chevron Corporation
    • 6.3.3 BP PLC
    • 6.3.4 Enbridge Pipelines Inc.
    • 6.3.5 Shell PLC
    • 6.3.6 Baker Hughes Company
    • 6.3.7 Williams Inc.
    • 6.3.8 Enlink Midstream LLC

7 MARKET OPPORTUNITIES AND FUTURE TRENDS