石油和天然氣行業的數字化轉型市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

主要亮點

• 石油和天然氣行業的數字化轉型市場預計在預測期內的複合年增長率為 9.5%。 自過去十年以來，數字化轉型一直是推動全球石油和天然氣行業發展的主要趨勢之一。 這種轉變將提高利用人工智能、物聯網和大數據等先進數字技術的效率，從而顯著提高關鍵資產的預測性維護效率，因為它們可能包括數字雙胞胎，它減少了設施中工人從事危險工作的風險，並開放了新的機會。
• 增強現實是石油和天然氣行業中最新出現的解決方案。 殼牌、埃克森美孚和 BP 等公司率先在這一領域採用沉浸式技術。
• 對於海上石油和天然氣作業，在數據科學中使用 AI 可以使石油和天然氣勘探和生產中使用的複雜數據更易於訪問，幫助公司發現新的勘探前景，更好地利用現有基礎設施。 例如，BP 最近投資了總部位於休斯頓的初創公司 Belmont Technologies，以增強其 AI 能力並開發一個綽號為“Sandy”的基於雲的地球科學平台。
• 在所有支持技術中，預計人工智能將在預測期內發揮關鍵作用。 人工智能還被用於提高加油站預防性維護的安全性。 然而，加油站的火災正在上升。 例如，2021年9月，拉斯維加斯麥卡倫機場加油站發生火災。 此類事件可能是致命的，並會摧毀加油站及其周圍環境。 然而，基於人工智能的智能攝像頭可以進入風險區域並降低潛在損害的程度。
• 2021 年 11 月，ElectrifAi 在阿布扎比的 ADIPEC 上宣布，它將為石油、天然氣和能源行業提供計算機視覺 (CV) 和機器學習即服務 (MLaaS)。 ElectrifAi 的 MLaaS 使公司能夠在幾乎不需要經驗的情況下實現 AI 和 ML 的全部業務和運營優勢。 MLaaS 可在任何雲環境或客戶場所快速部署。
• 此外，通過採用物聯網等監控設備，企業可以自動化和優化流程，消除安全和監管問題，以及通過不斷監控設備進行遠程訪問等風險，可以實現行業的進一步數字化。
• 此外，由於 COVID-19 的影響，原油價格將在 2020 年大幅下跌，沙特阿拉伯和俄羅斯之間的價格競爭將成為石油生產公司引入自動化的主要製約因素。。 根據國際能源署 (IEA) 的數據，總部位於德克薩斯州的西方石油公司 (Oxy) 在 2020 年的資本支出削減幅度是全球石油和天然氣生產商中最多的。僅此而已。 由於 COVID-19，Oxy 已將其 2020 年資本支出削減了 48.1%，從年初計劃的 52 億美元削減至 27 億美元。 但是，大流行使石油和天然氣行業的數字化需求成為人們關注的焦點。 因此，公司已開始計劃對此類轉型進行投資，預計市場將在預測期內增長。

主要市場趨勢

下游板塊有望佔據較大市場份額

• 數字化轉型被認為是引領石油和天然氣行業下游運營的核心創新之一。 公司專注於通過提高工廠製造效率來提高資產利用率。
• 石油和天然氣公司（包括石化和煉油）的下游業務一直採用技術來改善運營。 這些公司開發並採用了創新方法來管理複雜流程和解釋數據以提高績效。 隨著許多公司的戰略推動擴大其在石油和天然氣價值鏈中的下游業務，尤其是石化產品，隨著向數字化的轉變繼續進行，預計會有更大的潛力。
• 供應商關注的一個關鍵領域是如何預測、預防和降低維護成本。 我們的自動化維護和周轉計劃工具解決方案使用應用程序性能管理和基於 AI 的模擬，可以輕鬆添加到您現有的操作系□□統中。 此外，傳感器系統升級可實現更好的預測性和預測性維護，並轉化為長期運營效率。
• 一些石油和天然氣公司依靠人工智能、物聯網和大數據等技術來改善運營。 例如，殼牌的下游商業業務，負責向終端消費者供應石油和天然氣，利用人工智能技術預測消費者對石油產品的需求，衡量供應短缺，改進煉油工藝，我們建議添加石油。
• 此外，該行業的擴張也是推動預測期內市場增長率的一個因素。 例如，2022 年 5 月，為擴大其在亞洲的下游業務，沙特阿拉伯石油公司 (Aramco) 宣布與泰國國有石油公司 PTT 合作。 兩家組織都尋求改善原油採購、煉油、石化和 LNG（液化天然氣）營銷方面的合作夥伴關係。 藍綠氫和許多清潔能源項目也可以成為合作夥伴。
• 2020 年，全球原油需求下降至每天 9100 萬桶。 2020 年的下降是由於冠狀病毒大流行的經濟和動態影響，包括全球範圍內的大範圍停工。 根據能源情報署 (EIA) 的數據，2023 年的原油產量預計將達到 1.012 億桶/日。 預計原油產量的增加也將進一步推動市場增長。

亞太地區佔很大份額

• 該地區在石油和天然氣行業佔有很大的市場份額。 據 IBEF 稱，印度有望成為全球非經合組織石油消費增長的最大貢獻者之一。 22 財年印度的石油產品消費量為 20,423,000 噸。 高速柴油是印度消耗量最大的石油產品，佔 22 財年石油產品消耗量的 38.84%。
• 此外，2022 年 1 月，印度石油公司 (IOCL) 宣布計劃擴大其城市燃氣配送 (CGD) 業務，考慮投資 7,000 克朗（9.186 億美元）。
• 中國、印度、日本和韓國等國家是亞太地區最活躍的下游石油和天然氣行業，擁有超過 78% 的煉油能力，擁有石化生產設備和我們有一個大型的、深度整合的煉油廠。 此外，據 IBEF 稱，印度的目標是將其 50% 的 SPR（戰略石油儲備）商業化，以資助和建造額外的儲油罐，以抵消不斷上漲的油價。
• 此外，新加坡等國家/地區的煉油產能在一年內增加了 10% 以上。 預計這將為現有煉油廠的擴張和可能的新項目提供空間，以推動數字化轉型的需求。
• 鑑於石油和天然氣生產涉及較長的交貨時間和大量資本支出，該行業的主要參與者正在尋求通過 AI 等變革性技術獲得競爭優勢。 例如，澳大利亞最重要的天然氣生產商伍德賽德已部署 IBM Watson 來支持 AI 算法，以搜索超過 2500 萬份文檔、檢索內容、對過去績效進行基準測試以及相關信息。可以向企業中的任何人提出建議。
• 此外，代表亞洲的中石油宣布，將在大慶油田實施雲計算、大數據、物聯網等技術，實現數字化轉型，力爭實現5000萬噸穩產。 20年了，我來了。
• 但是，到 2021 年，石油和天然氣行業將出現顯著復甦，將其推回到 COVID-19 之前的水平。 國際能源署 (IEA) 在 2021 年 10 月的最新報告中預測，到 2030 年，全球石油需求將增長 7%，而印度將增長 50%。 因此，該行業的增長有望推動市場。

競爭格局

全球石油和天然氣行業的數字化轉型市場競爭激烈，包括幾家主要參與者。

擁有顯著市場份額的玩家專注於擴大其國際客戶群。 這些公司正在利用戰略合作計劃和收購來增加市場份額和盈利能力。

• 2021 年 10 月 - 艾默生將 Aspen Technology, Inc. 與艾默生的兩個獨立工業軟件業務 Open Systems International, Inc. 及其地質模擬軟件業務合併，向 AspenTech 股東提供現金。簽署最終協議出資 60 億美元創建“New AspenTech”，這是一個多元化、高性能的工業軟件部門，具有更大的能力、規模和技術。
• 2021 年 5 月 - 艾默生電氣升級自動化技術，以提高殼牌菲律賓勘探公司運營的馬拉帕亞天然氣生產和加工設施的可靠性，並提前完成工作，如期恢復天然氣供應。 因此，菲律賓將受益於能夠繼續使用更清潔的燃燒天然氣來為其經濟提供動力。

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1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 產業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 買家的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 工業價值鏈分析
• 評估 COVID-19 對市場的影響

第 5 章市場動態

• 市場驅動因素
  • 越來越需要引入顛覆性技術來優化運營和提高安全性
  • 監管要求
• 市場挑戰
  • 石油價格波動
  • 發達國家工業增長放緩

第 6 章市場細分

• 通過啟用技術
  • 大數據/分析和雲計算
  • 物聯網 (IoT)
  • 人工智能
  • 工業控制系統（PLC、SCADA、HMI、DCS 等）
  • 增強現實（AR、VR、MR）
  • 現場設備（傳感器、電機、VFD 等）
• 按石油和天然氣行業活動
  • 上游
  • 中產階級
  • 下游
• 按地區列出
  • 北美
    • 美國
    • 加拿大
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 其他亞太地區
  • 拉丁美洲
    • 巴西
    • 阿根廷
    • 其他拉丁美洲地區
  • 中東和非洲
    • 阿拉伯聯合酋長國
    • 沙特阿拉伯
    • 其他中東和非洲地區

第7章競爭格局

• 公司簡介
  • Schneider Electric SE
  • Rockwell Automation Inc.
  • Honeywell International Inc.
  • Siemens AG
  • IBM Corporation
  • Mitsubishi Electric Corporation
  • Omron Corporation
  • Yokogawa Electric Corporation
  • Fanuc Corporation
  • Emerson Electric Co.
  • WFS Technologies Ltd
  • Magseis Fairfield ASA
  • Rohrback Cosasco Systems Inc.
  • ABB Ltd

第8章 投資分析

第9章 市場將來性

Key Highlights

• The digital transformation market in the oil and gas industry is expected to register a CAGR of 9.5% during the forecast period. Digital transformation has been one of the key trends driving the global oil and gas industry since the last decade. This transformation enables the operations to leverage advanced digital technologies such as AI, IoT, and Big Data, among others, to drive efficiencies and thereby open up new opportunities for the same, as it might involve digital twins, which evidently improves the efficiency of predictive maintenance of the critical assets and thereby restricting the exposure of hazardous task to the workers in the facilities.
• Extended reality is the latest and emerging solution in the oil and gas industry. Companies such as Shell, ExxonMobil, and BP are among the first players to adopt immersive technologies in the field. ​
• The offshore oil and gas business uses AI in data science to make the complex data used for oil and gas exploration and production more reachable, which lets companies discover new exploration prospects or make more use of existing infrastructures. For instance, recently, BP invested in Houston-based start-up Belmont Technology to strengthen the company's AI capabilities and develop a cloud-based geoscience platform nicknamed "Sandy."​
• Among all the enabling technologies, artificial intelligence is poised to play a significant role over the forecast period. AI is also used to increase the safety of gas stations for preventive maintenance. However, there have been growing incidences of fires at gas stations. For instance, a gas station in Mccarran Airport in Las Vegas had an accidental fire in September 2021. Such events may prove deadly and destroy gas stations and the surrounding area. However, intelligent cameras based on AI can access the risk area and lessen the extent of potential damage.​
• In November 2021, ElectrifAi announced the availability of Computer Vision (CV) and Machine Learning as a Service (MLaaS) for the oil, gas, and energy industries at ADIPEC in Abu Dhabi. With ElectrifAi's MLaaS, companies need little to no experience to realize the maximum business and operational benefits of AI and ML. MLaaS deploys quickly within any cloud environment or on the customer premise. ​
• Additionally, adopting monitor equipment such as IoT will allow companies to further digitize the industry by automating and optimizing the processes and eliminating the risk associated, including safety and regulation issues, and remote access, by constantly monitoring the equipment.
• Furthermore, the oil prices declining drastically over 2020, in the wake of COVID-19, and a price war between Saudi Arabia and Russia, are acting as major restraints for oil-producing companies to deploy automation. In addition, according to the International Energy Agency (IEA), Texas-based Occidental Petroleum Corporation (Oxy) has made the most significant reduction in its capital expenditures for 2020 out of all global oil and gas producers in the world. COVID-19 has caused Oxy to reduce its 2020 capex by 48.1%, down to USD 2.7 billion from the USD 5.2 billion planned at the beginning of the year.​ However, the pandemic significantly highlighted the need for digitalization in the oil and gas industry. As such, companies started to plan investments in such transformations; hence, the market is expected to grow over the forecast period.

Key Market Trends

Downstream Sector is Expected to Witness Major Market Share

• Digital transformation is considered one of the core innovations in leading the downstream operations of the oil and gas industry. The companies are focusing on increasing asset utilization by enhancing the manufacturing efficiency of the plants.
• The downstream operations of the oil and gas companies, including both petrochemicals and refining, have always adopted technology to improve their operations. These companies have developed and adopted innovative approaches that manage complex processes and interpret data to improve performance. The ongoing shift to becoming digital is expected to present even greater potential, given the strategic push by many companies to expand their downstream operations of the oil and gas value chain, especially petrochemicals.
• The primary area of concern for the vendors is how to predict and prevent or reduce maintenance costs. The automation solutions for maintenance and turnaround planning tools use application performance management and AI-based simulation and can be easily added to an existing operational system. Moreover, the upgradation of sensor systems to enable better predictive and prescriptive maintenance can lead to long-term operational efficiencies.
• Multiple oil and gas companies are relying on technologies such as AI, IoT, and Big Data, among others, to improve their operations. For instance, Shell's downstream commercial business, responsible for supplying oil and gas to the end consumer, uses AI technology to predict consumer demand for petroleum products, measure supply shortages, and recommend a mix of oil for a refining process.
• Furthermore, the growing expansions in the sector are also set to boost the market growth rate during the forecast period. For instance, in May 2022, as it extended its downstream presence in Asia, the Saudi Arabian Oil Company ("Aramco") announced a collaboration with Thailand's government oil company PTT. The organizations aim to improve their partnership in procuring crude oil, marketing refining, petrochemical products, and liquefied natural gas (LNG). Blue and green hydrogen, and numerous clean energy programs, are other possible areas of engagement.
• In addition, global demand for crude oil in 2020 decreased to 91 million barrels per day. The decrease in 2020 was due to the economic and mobility impacts of the coronavirus pandemic, including widespread shutdowns worldwide. According to the Energy Information Administration (EIA), Crude oil production is forecasted at 101.2 million barrels per day in 2023. The growing crude oil production is also expected to drive market growth further.

Asia-Pacific to account for a significant share

• The region holds a significant market share in the oil and gas industry. In addition, according to IBEF, India is expected to be one of the most important contributors to non-OECD petroleum consumption growth globally. India's consumption of petrol products stood at 204.23 MMT in FY22. High-Speed Diesel was India's most consumed oil product and accounted for 38.84% of petroleum product consumption in FY22.
• Furthermore, in January 2022, Indian Oil Corp. Ltd (IOCL) announced plans to expand its city gas distribution (CGD) business, looking to invest INR 7,000 crores (USD 918.6 million).
• Countries such as China, India, Japan, and South Korea have one of the most active oil and downstream gas sector in the region, which together is responsible for over 78% of the oil refining capacity, with significant refineries deeply integrated with petrochemical production units, in the Asian-Pacific region. Furthermore, according to IBEF, India aims to commercialize 50% of its SPR (strategic petroleum reserves) to raise funds and build additional storage tanks to offset high oil prices.
• Additionally, countries like Singapore are gaining over 10% refinery throughput in a year. This provides the scope for expansion in current refineries, and possibly new projects are expected to drive the demand for digital transformation.
• Given the long lead times and the massive capital outlay involved in oil and gas production, significant players in the industry are looking to gain a competitive edge through transformational technology such as AI. For instance, Woodside, the most significant Australian natural gas producer, deployed IBM Watson to run AI algorithms operations and search over 25 million documents, retrieve content, benchmark against historical performance, and suggest related information to anyone in the business.
• Furthermore, PetroChina, Asia's leading, announced that its Daqing oilfield, which is aimed to achieve 50 million tons of stable production in 20 years, will leverage digital transformation by enabling technologies such as cloud computing, big data, and IoT, among others.
• However, the oil and gas sector significantly recovered in 2021, boosting the industry to the pre-COVID-19 level. In India, the oil demand is expected to rise 50% by 2030 as against a global expansion of 7%, the International Energy Agency (IEA) has forecast in its latest report in October 2021. Thus, the growth in the sector is expected to drive the market studied.​

Competitive Landscape

The global digital transformation market in the oil and gas industry is highly competitive and consists of several major players. The players with a prominent share in the market are focusing on expanding their customer base across foreign countries. These companies leverage strategic collaborative initiatives and acquisitions to increase their market share and profitability.

• October 2021 - Emerson entered into a definitive agreement with Aspen Technology, Inc. to combine two of Emerson's stand-alone industrial software businesses, Open Systems International, Inc. and the geological simulation software business, along with a contribution of USD 6 billion in cash to AspenTech shareholders, to create "new AspenTech," which is a diversified, high-performance industrial software segment with more excellent capabilities, scale, and technologies.
• May 2021 - Emerson Electric Co. upgraded automation technology to improve the reliability of the Malampaya natural gas production and processing facilities operated by Shell Philippines Exploration, and finishing the work ahead of schedule helped the company restore the supply of gas as planned; therefore, the Philippines would benefit from the continued use of cleaner-burning natural gas to power its economy.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Need to Implement Disruptive Technologies to Optimize Operations & Increase Safety
  • 5.1.2 Regulatory Requirements
• 5.2 Market Challenges
  • 5.2.1 Volatile Oil Price Situation
  • 5.2.2 Stagnant Industrial Growth in Developed Countries

6 MARKET SEGMENTATION

• 6.1 By Enabling Technologies
  • 6.1.1 Big Data/Analytics and Cloud Computing
  • 6.1.2 Internet of Things (IoT)
  • 6.1.3 Artificial Intelligence
  • 6.1.4 Industrial Control Systems (PLC, SCADA, HMI, DCS etc.)
  • 6.1.5 Extended Reality (AR, VR and MR)
  • 6.1.6 Field Devices (Sensors, Motors, VFD etc.)
• 6.2 By Oil and Gas Industry Activity
  • 6.2.1 Upstream
  • 6.2.2 Mid Stream
  • 6.2.3 Downstream
• 6.3 By Geography
  • 6.3.1 North America
    • 6.3.1.1 United States
    • 6.3.1.2 Canada
  • 6.3.2 Europe
    • 6.3.2.1 Germany
    • 6.3.2.2 United Kingdom
    • 6.3.2.3 France
    • 6.3.2.4 Rest of Europe
  • 6.3.3 Asia-Pacific
    • 6.3.3.1 China
    • 6.3.3.2 Japan
    • 6.3.3.3 India
    • 6.3.3.4 Rest of the Asia-Pacific
  • 6.3.4 Latin America
    • 6.3.4.1 Brazil
    • 6.3.4.2 Argentina
    • 6.3.4.3 Rest of Latin America
  • 6.3.5 Middle East and Africa
    • 6.3.5.1 United Arab Emirates
    • 6.3.5.2 Saudi Arabia
    • 6.3.5.3 Rest of Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Schneider Electric SE
  • 7.1.2 Rockwell Automation Inc.
  • 7.1.3 Honeywell International Inc.
  • 7.1.4 Siemens AG
  • 7.1.5 IBM Corporation
  • 7.1.6 Mitsubishi Electric Corporation
  • 7.1.7 Omron Corporation
  • 7.1.8 Yokogawa Electric Corporation
  • 7.1.9 Fanuc Corporation
  • 7.1.10 Emerson Electric Co.
  • 7.1.11 WFS Technologies Ltd
  • 7.1.12 Magseis Fairfield ASA
  • 7.1.13 Rohrback Cosasco Systems Inc.
  • 7.1.14 ABB Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET