全球能源转换市场：增长机会

石油和天然气行业正面临着转型的压力，需要通过寻找经营方式同时减少对环境的影响来进行转型。

本报告调查和分析全球能源转换市场，探讨战略要素、增长环境和能源转换的七大支柱（电动汽车、可再生能源、氢、碳捕获、利用和储存 (CCUS)，专注于电力业务、储能和可再生能源），我们正在考虑 10 家主要石油和天然气公司的创新和战略。

目录

战略要求

• 为什么增长变得越来越困难？
• 战略要点 8 (TM)
• 全球石油和天然气 (O & G) 行业能源转换的三大战略要求的影响
• 增长机会推动增长管道引擎 (TM)

调查范围、目的、调查方法、背景

• 市场定义

成长环境：能量转换

• 增长环境-能源转换：按地区划分
• 能量转换的支柱
• 能源转换的进展——按主要增长支柱分
• 主要地区能源转化进展情况
• 能源转换进展--各公司
• 转化的支柱 1-电动汽车
• 转化支柱 2-可再生能源
• 转化柱 3-氢
• 转换的支柱 4-CCUS
• 转化支柱5-电力业务
• 转化之柱6-储能
• 转化支柱 7-生物能源

公司简介：能源转换

• 企业简介-Shell
• 企业简介-BP
• 企业简介-Total Energies
• 企业简介-Saudi Aramco
• 企业简介-ExxonMobil
• 企业简介-Chevron
• 企业简介-Sinopec
• 企业简介-Petronas
• 企业简介-Ecopetrol
• 企业简介-Lukoil

增长机会宇宙：能量转换

• 增长机会一：电动汽车充电应用
• 增长机会2：地热能用于大规模能源生产
• 增长机会 3：用于绿色氢气生产的废弃海上设施
• 增长机会 4：生物能源与碳捕获与储存 (BECCS) 的结合
• 增长机会五：海底电气化
• 增长机会6：用于储能的枯竭井
• 增长机会 7：燃气轮机的生物燃料
• 图表列表
• 免责声明

Transformative Mega Trends Drive Corporate Strategies towards Sustainability Goals

The energy transition is a complex pathway for the overall global energy industry-including suppliers and users-towards a shift from systems based on fossil fuels to zero-carbon solutions. Timelines for eliminating carbon from energy systems vary by region, but most goals-including the Paris Agreement-focus on achieving net zero by the second half of the 21st century.

Oil and gas companies, in particular, are at the front end of change and have both the most to win and the most to lose. As a whole, the oil and gas industry has a major negative environmental impact because of its use of fossil fuels and the high volume of carbon emissions produced from daily activities. The industry is unde pressure to transform by finding a way to operate while reducing its toll on the environment. This study looks at the innovations and strategies of 10 major oil and gas companies around 7 key pillars of the energy transition: eMobility; renewable energy; hydrogen; carbon capture, utilization, and storage (CCUS); electricity utilities; energy storage; and bioenergy.

Frost & Sullivan assesses the global energy transition by the following regions: the Americas, Europe, the Middle East and Africa (MEA),

Asia-Pacific (APAC), and the Rest of World (RoW). The study period is 2021-2030 and the forecast period is 2022-2030 using 2021 as the base year.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Energy Transition in the Global Oil and Gas (O&G) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope, Objectives, Methodology, and Background

• Market Definitions

Growth Environment-Energy Transition

• Growth Environment-Energy Transition by Region
• Energy Transition Pillars
• Energy Transition Progress by Key Growth Pillar
• Energy Transition Progress by Key Region
• Energy Transition Progress by Company
• Transition Pillar 1-eMobility
• Transition Pillar 1-eMobility (continued)
• Transition Pillar 1-eMobility (continued)
• Transition Pillar 2-Renewable Energy
• Transition Pillar 2-Renewable Energy (continued)
• Transition Pillar 2-Renewable Energy (continued)
• Transition Pillar 3-Hydrogen
• Transition Pillar 3-Hydrogen (continued)
• Transition Pillar 3-Hydrogen (continued)
• Transition Pillar 4-CCUS
• Transition Pillar 4-CCUS (continued)
• Transition Pillar 4-CCUS (continued)
• Transition Pillar 4-CCUS (continued)
• Transition Pillar 5-Electricity Utilities
• Transition Pillar 5-Electricity Utilities (continued)
• Transition Pillar 5-Electricity Utilities (continued)
• Transition Pillar 6-Energy Storage
• Transition Pillar 6-Energy Storage (continued)
• Transition Pillar 7-Bioenergy
• Transition Pillar 7-Bioenergy (continued)
• Transition Pillar 7-Bioenergy (continued)

Company Profiles-Energy Transition

• Company Profile-Shell
• Company Profile-Shell (continued)
• Company Profile-Shell (continued)
• Company Profile-BP
• Company Profile-BP (continued)
• Company Profile-TotalEnergies
• Company Profile-TotalEnergies (continued)
• Company Profile-TotalEnergies (continued)
• Company Profile-Saudi Aramco
• Company Profile-Saudi Aramco (continued)
• Company Profile-ExxonMobil
• Company Profile-ExxonMobil (continued)
• Company Profile-ExxonMobil (continued)
• Company Profile-Chevron
• Company Profile-Chevron (continued)
• Company Profile-Sinopec
• Company Profile-Sinopec (continued)
• Company Profile-Petronas
• Company Profile-Petronas (continued)
• Company Profile-Ecopetrol
• Company Profile-Ecopetrol (continued)
• Company Profile-Ecopetrol (continued)
• Company Profile-Lukoil
• Company Profile-Lukoil (continued)

Growth Opportunity Universe-Energy Transition

• Growth Opportunity 1: eMobility Charging Applications
• Growth Opportunity 1: eMobility Charging Applications (continued)
• Growth Opportunity 2: Geothermal Energy for Large-scale Energy Production
• Growth Opportunity 2: Geothermal Energy for Large-scale Energy Production (continued)
• Growth Opportunity 3: Obsolete Offshore Facilities Used for Green Hydrogen Production
• Growth Opportunity 3: Obsolete Offshore Facilities Used for Green Hydrogen Production (continued)
• Growth Opportunity 4: Combination of Bioenergy with Carbon Capture and Storage (BECCS)
• Growth Opportunity 4: Combination of Bioenergy with Carbon Capture and Storage (BECCS) (continued)
• Growth Opportunity 5: Subsea Electrification
• Growth Opportunity 5: Subsea Electrification (continued)
• Growth Opportunity 6: Depleted Oil Wells for Energy Storage
• Growth Opportunity 6: Depleted Oil Wells for Energy Storage (continued)
• Growth Opportunity 7: Biofuels for Gas Turbines
• Growth Opportunity 7: Biofuels for Gas Turbines (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer