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市場調查報告書
商品編碼
1197786

石油和天然氣的資本支出展望 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)

Oil and Gas Capex Outlook - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 215 Pages | 商品交期: 2-3個工作天內

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簡介目錄

石油和天然氣的資本支出市場規模預計到 2020 年將達到約 5020 億美元，到 2027 年將達到約 9420 億美元，在 2022 年至 2027 年的預測期內，複合年增長率約為 8.1%。

由於 COVID-19 疫情，包括沙特阿美、埃克森美孚和殼牌在內的主要石油和天然氣公司宣布，他們將在 2020 年將支出從 1750 億美元減少到 380 億美元。 支出下降主要是由於全球油價暴跌。 在項目成本降低和投資組合優化後，高利潤、低利潤領域已被出售，重點投資於高利潤增長機會。，是預計在預測期內增加資本支出的因素。 此外，以液化天然氣為中心的天然氣項目的投資正在增加，因為液化天然氣是一種碳密集度較低且對向低碳經濟過渡有用的燃料。 然而，原油和天然氣價格的波動以及全球經濟增長放緩預計將在預測期內抑製油氣資本投資。

主要亮點

  • 上游行業的資本支出最大，因為一些地區性國有企業優先考慮國內石油和天然氣項目，以改善能源安全並減少進口依賴。預計會。
  • 在北海、墨西哥灣、塞內加爾和毛裡求斯等新興國家進行的多項近海、深水和超深水勘探為增加資本支出提供了充足的機會。
  • 亞太地區預計將成為未來增長最快的地區，由於國家石油公司和大型全球公司的運營和新投資，亞太地區的資本投資增長最快。

石油和天然氣資本支出市場趨勢

上游行業主導市場

  • 由於烏克蘭和俄羅斯之間的戰爭導致能源需求增加和油價上漲，預計上游石油和天然氣行業在預測期內將會增長。 原油價格從2021年1月的39.9美元/桶上漲至2022年3月的112.2美元/桶，直接支撐上游板塊。
  • 上游行業佔分配給石油和天然氣行業的資本支出的近 70%。 根據國際能源署 (IEA) 的數據，2016 年至 2019 年全球上游資本支出增加，但受 COVID-19 疫情影響下降 32% 至 3280 億美元。 油氣需求已恢復至疫情前水平，但上游資本支出有望大幅上升。
  • 截至 2022 年，由於國內外原油需求增加，引入非洲的外國資本正在增加。 例如，TotalEnergies SE 投資 100 億美元用於阿爾伯特湖開發項目，包括 Kingfisher 和 Tilenga 上游項目。 TotalEnergies SE 正在與中國海洋石油總公司和坦桑尼亞石油開發公司合作開發該區塊。
  • 例如，沙特阿拉伯的國有公司沙特阿美公司計劃將其在 COVID-19 爆發期間推遲的上游石油和天然氣項目的 CAPEX 投資增加到 2021 年的 80 億美元。 沙特阿美還計劃重振上游項目，並提高海上 Berri、Marjan 和 Zurf 油田的產能。
  • 這樣一來，為了滿足世界對原油和天然氣的旺盛需求，將需要更多的勘探和生產活動投資，這將促進石油和天然氣行業的資本投資。

亞太地區主導市場

  • 由於中國和印度等國家對能源的需求不斷增加，以及近海和陸上地區的最新發現，預計未來幾年亞太地區的石油和天然氣資本投資將顯著增長。I在這裡。
  • 儘管處於能源轉型期，中國海洋石油總公司和中石油在 2021 年 1 月至 9 月的天然氣和石油產量激增。公司積極尋求增加國內化石燃料產量以滿足國家需求，中石油第一季度原油石油產量為5.62億桶，同比下降0.3。商業天然氣產量同比增長7.9%至31.4億立方英尺。
  • 截至 2021 年，印度國有石油和天然氣公司 (ONGC) 計劃到 2025 年將其勘探和生產面積增加近四倍，從 127,000 平方公裡增加到 500,000 平方公裡。 TotalEnergies SE 和 Chevron Corporation 等外國公司正在與 ONGC 洽談投資上游公司。
  • 2021 年，國有石油和天然氣公司中國石油將投資數十億美元，加快中國東北稀缺頁巖層的上游項目，因為它是世界上最大的石油和精煉石油產品消費國。計劃投資在 中國計劃啟動非常規上游油氣項目，直接支撐油氣資本支出市場。
  • 此外，亞太地區的能源消耗預計在未來 30 年內將增長 48%。 中國和印度是亞太地區最大的石油和天然氣消費國，兩國的管道網絡都在不斷擴大。 因此，預計該地區石油和天然氣的資本支出將在預測期內增加。

石油和天然氣資本支出市場的競爭對手分析

全球石油和天然氣資本支出市場較為分散。 主要參與者包括 BP PLC、埃克森美孚公司、TotalEnergies SE、雪佛龍公司、殼牌 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

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

  • 簡介
  • 到 2027 年的市場規模和需求預測（單位：億美元）
  • 到 2027 年的原油生產和消費預測（單位：億美元）
  • 到 2027 年的天然氣生產和消費預測
  • 截至 2027 年的管道容量性能和預測（單位：公裡）
  • 緻密油、油砂和深水原油的歷史產量和預測（單位：kb/d，到 2030 年）
  • 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

  • 部門
    • 上游
    • 中游
    • 下游
  • 位置
    • 陸上
    • 離岸
  • 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
    • 運營商
      • BP PLC
      • Shell PLC
      • Chevron Corporation
      • Total SA
      • Exxon Mobil Corporation
      • Oil and Natural Gas Corporation（ONGC）
      • China National Petroleum Corporation（CNPC）
      • Cairn Oil & Gas, a vertical of Vedanta Limited
      • Petroleo Brasileiro SA
      • Equinor ASA
    • 金融機關
      • JPMorgan Chase & Co.
      • Citigroup Inc.
      • Bank of America Corp.
      • Royal Bank of Canada
      • Barclays PLC
      • Deutsche Bank AG
      • Credit Suisse Group AG

第7章 市場機會未來動向

簡介目錄
Product Code: 57110

The oil and gas CAPEX market size was around USD USD 502 billion in 2020, and it is anticipated to reach around USD 942 billion in 2027, registering a CAGR of around 8.1% during the forecast period 2022-2027. On account of the COVID-19 pandemic, key oil and gas players like Saudi Aramco, Exxon Mobil, and Shell PLC announced a decrease in spending from USD 175 billion to USD 38 billion in 2020. The decrease in spending was primarily due to the collapse of crude oil prices globally. Factors, such as strong profitability following a trend to lower project costs and optimize portfolios, which has led to divestment of low-margin fields, and increased focus on investment in higher-margin growth opportunities, are expected to increase the CAPEX during the forecast period. Moreover, LNG-oriented gas projects are witnessing increased investment, as it is a less carbon-intensive fuel and helps in the transition to a lower-carbon economy. However, volatile crude oil and natural gas prices, coupled with slow economic growth at a global level, are expected to restrain the oil and gas CAPEX during the forecast period.

Key Highlights

  • The upstream sector is expected to be the largest segment, which would have the highest CAPEX, as several region's state-owned firms are prioritizing domestic oil and gas projects to improve energy security and reduce their dependence on imports.
  • Several offshore, deep, and ultra-deepwater explorations in the North Sea, Gulf of Mexico, and developing countries such as Senegal and Mauritiana, provide ample opportunity for increased capital expenditure.
  • Asia-Pacific has recorded the highest gains in CAPEX and is likely to be the fastest-growing region, owing to operations of globally integrated majors, along with national oil companies and new investments during the forecast period.

Oil & Gas CAPEX Market Trends

Upstream Sector to Dominate the Market

  • The oil and gas upstream sector is expected to grow in the forecast period because of the increase in crude oil prices, attributed to the rise in demand for energy and the war between Ukraine and Russia. The crude oil prices have increased from USD 39.9 per barrel in January 2021 to USD 112.2 per barrel in March 2022, directly aiding the upstream sector.
  • The upstream sector has almost 70% of the total CAPEX allocated to the oil and gas sector. According to the International Energy Agency (IEA), the global CAPEX investment increased for the upstream sector between 2016 to 2019; however, due to the COVID-19 pandemic, it decreased by 32% to USD 328 billion. Although demand for oil and gas is back to pre-pandemic levels, the upstream CAPEX segment is expected to increase rapidly.
  • As of 2022, foreign investment is increasing in Africa due to the increase in domestic and international demand for crude oil. For example, TotalEnergies SE invested USD 10 billion for the Lake Albert development, which encompasses the Kingfisher and Tilenga upstream projects. TotalEnergies SE is partnering with China National Offshore Oil Corp and Tanzania Petroleum Development Corp to develop the fields.
  • For instance, as of 2021, Saudi Arabian state-owned company Saudi Aramco planned to increase its CAPEX investment to USD 8 billion for upstream oil and gas projects that were deferred during the COVID-19 pandemic. Aramco also plans to resurrect upstream projects and increase capacity production for the offshore Berri, Marjan, and Zuluf oil fields.
  • Hence, to meet the strong global demand for crude oil and natural gas, more investment is required for the exploration and production activities, which in turn promulgates the CAPEX in the oil and gas industry.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is expected to witness significant growth in the oil and gas CAPEX in the coming years due to the recent discoveries in the offshore and onshore region, coupled with increasing energy demand from countries such as China and India.
  • Despite the energy transition, China National Offshore Oil Corp. Ltd and PetroChina posted a sharp increase in gas and oil output in the first nine months of 2021. China's state-owned company aggressive pursued to boost domestic fossil fuel production to meet the nation's demand, and PetroChina's first three-quarter crude oil production was 562 million barrels representing a 0.3% Y-o-Y increase, and commercial natural gas production amounted to 3.14 billion cubic feet representing an increase of 7.9% Y-o-Y.
  • As of 2021, India's state-owned company, Oil Natural and Gas Company (ONGC), planned to raise its exploration and production acreage by nearly fourfold by 2025, and the company plans to increase the acreage from 127,000 sq. km to 500,000 sq. km. Foreign companies such as TotalEnergies SE and Chevron Corporation are in talks with ONGC to invest in the upstream company.
  • In 2021, state-owned oil and gas company PetroChina planned to invest billions of dollars in accelerating upstream projects for the rare shale formations in northeast China, as it is the largest consumer of oil and refined petroleum products globally. China plans to kick off its unconventional oil and gas upstream projects, directly aiding the oil and gas Capex market.
  • Moreover, the energy consumption in Asia-Pacific is expected to grow by 48% over the next three decades. China and India have been the largest consumers of oil and gas in the Asia-Pacific region, and the pipeline network is growing in both of these countries. Hence, the CAPEX for oil and gas in the region is expected to increase during the forecast period.

Oil & Gas CAPEX Market Competitor Analysis

The global oil and gas CAPEX market is moderately fragmented. Some of the key players include BP PLC, Exxon Mobil Corporation, TotalEnergies SE, Chevron Corporation, and Shell PLC.

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 Crude Oil Production and Consumption Forecast, till 2027
  • 4.4 Natural Gas Production and Consumption Forecast, till 2027
  • 4.5 Installed Pipeline Historic Capacity and Forecast in Kilometers, till 2027
  • 4.6 Historic and Production Forecast of Tight Oil, Oil Sands, and Crude from Deepwater in kb/d, until 2030
  • 4.7 Recent Trends and Developments
  • 4.8 Government Policies and Regulations
  • 4.9 Market Dynamics
    • 4.9.1 Drivers
    • 4.9.2 Restraints
  • 4.10 Supply Chain Analysis
  • 4.11 Porter's Five Forces Analysis
    • 4.11.1 Bargaining Power of Suppliers
    • 4.11.2 Bargaining Power of Consumers
    • 4.11.3 Threat of New Entrants
    • 4.11.4 Threat of Substitutes Products and Services
    • 4.11.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Sector
    • 5.1.1 Upstream
    • 5.1.2 Midstream
    • 5.1.3 Downstream
  • 5.2 Location
    • 5.2.1 Onshore
    • 5.2.2 Offshore
  • 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 Operator Companies
      • 6.3.1.1 BP PLC
      • 6.3.1.2 Shell PLC
      • 6.3.1.3 Chevron Corporation
      • 6.3.1.4 Total SA
      • 6.3.1.5 Exxon Mobil Corporation
      • 6.3.1.6 Oil and Natural Gas Corporation (ONGC)
      • 6.3.1.7 China National Petroleum Corporation (CNPC)
      • 6.3.1.8 Cairn Oil & Gas, a vertical of Vedanta Limited
      • 6.3.1.9 Petroleo Brasileiro SA
      • 6.3.1.10 Equinor ASA
    • 6.3.2 Financial Institutions
      • 6.3.2.1 JPMorgan Chase & Co.
      • 6.3.2.2 Citigroup Inc.
      • 6.3.2.3 Bank of America Corp.
      • 6.3.2.4 Royal Bank of Canada
      • 6.3.2.5 Barclays PLC
      • 6.3.2.6 Deutsche Bank AG
      • 6.3.2.7 Credit Suisse Group AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS