油气业务电气化的增长机会

除了碳捕获、氢气生产和使用以及能源效率等主要趋势外，使用可再生能源实现油气作业电气化是未来几十年的一个巨大机遇领域。

儘管减少碳排放的潜力巨大，但石油和天然气业务的电气化仍处于起步阶段。儘管大多数电气化技术都是商业化的，但与更换现有的基于化石燃料的基础设施相关的高资本成本、高昂的电价、缺乏政府激励措施以及低意识是石油和天然气电气化的主要障碍。我在这里。但随着脱碳目标变得更加紧迫和电气化增长阶段迫在眉睫，这些限制正在发生变化。

本报告研究了与上游石油和天然气业务脱碳转型相关的电气化，并对主要因素进行了分解，并对这些行业的促成因素和机遇以及现有电气化技术进行了全面分析。

主要问题

• 电气化将在石油和天然气行业的能源转型和脱碳中发挥什么作用？
• 石油和天然气行业要实现大规模电气化需要什么？
• 石油和天然气公司可以采取哪些措施来减少其范围 2 排放？
• 实现电气化需要什么样的技术发展？
• 最具吸引力的增长机会是什么？

内容

战略要务

• 为什么成长越来越难？
• 战略要务 8 (TM)
• 三大战略要务对油气电气化行业的影响
• 增长机会推动增长管道引擎 (TM)

增长机会分析

• 分析范围
• 细分
• 价值链
• 主要竞争对手
• 实现工业电气化
• 电气化：简介
• 电气化：主要优势
• 电气化：促进混合能源系统的发展
• 碳排放：范围和定义
• 碳排放：减排策略
• 全球石油和天然气行业：碳排放
• 全球石油和天然气行业：报告的范围 2 碳排放量
• 上游油气行业电气化的主要优势
• 如何使上游石油和天然气行业实现电气化
• 油气电气化技术
• 加速油气电气化的关键战略
• 油气电气化：发展路线图
• 成长指数
• 增长驱动力
• 抑制增长的因素
• 竞争环境
• 收入分成

油气电气化的关键支柱

• 油气电气化的支柱
• 太阳能
• 风能
• 储能
• 钻孔技术
• 预测假设
• 容量预测
• 预测性分析

可再生能源趋势：太阳能和风能

• 石油和天然气可再生能源投资：按来源分类
• 石油和天然气的电气化：太阳能
• 油气电气化：风能

按平台类型划分的趋势：陆上和海上

• 投资可再生能源：按平台
• 石油和天然气电气化：陆上
• 石油和天然气电气化：海上

电气化技术趋势

• 微电网技术
• 太阳能铅晶电池
• 浮动风力涡轮机
• 来自海岸的力量

油气电气化解决方案提供商

• 主要公司亮点

增长机会领域

• 增长机会 1：浮动太阳能
• 增长机会 2：电源转换技术
• 增长机会 3：潜艇电气化

下一步

Decarbonization and Net Zero Goals will Stimulate Renewable Energy Investment and Process Electrification

Alongside major trends such as carbon capture, hydrogen production and usage, and energy efficiency, the electrification of oil and gas (O&G) operations using renewable energy sources will be a major area of opportunity for decades to come.

Globally, governments are looking for solutions across sectors to mitigate climate change and support decarbonization, and the O&G industry holds the biggest opportunities. The route to decarbonization requires supportive regulatory frameworks that mandate energy efficiency and emission reduction measures across all sectors. To achieve a low-carbon future, significant economic investment in renewables; hydrogen; bioenergy; carbon capture, storage, and utilization (CCUS); and electrification are required.

Despite the significant potential to reduce carbon emissions, the electrification of O&G operations remains nascent. However, innovation among suppliers and supporting policies and regulatory frameworks from governments will boost adoption.

Most electrification technologies are commercially available, yet the high capital costs associated with replacing existing fossil fuel-based infrastructure, high electricity prices, lack of government incentives, and poor awareness are significant barriers to O&G electrification. But these restraints are changing as decarbonization goals become more urgent and a period of growth for electrification looms.

This Frost & Sullivan study explores electrification in the transition to decarbonization of upstream O&G operations. It examines the key enablers of electrification and opportunities segmented by renewable energy (wind and solar) technology and platform (onshore and offshore) type. A comprehensive analysis of existing electrification technologies across these sectors is included.

Key Issues Addressed:

• What role will electrification play in the energy transition and decarbonization of O&G operations?

• What needs to happen in the O&G industry to enable large-scale electrification?

• What can O&G companies do to reduce their scope 2 emissions?

• What technological developments are needed to achieve this electric transition?

• What will be the most attractive growth opportunities?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Oil & Gas (O&G) Electrification Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation
• Value Chain
• Key Competitors
• Industrial Electrification Enablers
• Electrification: An Introduction
• Electrification: The Key Benefits
• Electrification: Enabling the Growth of Hybrid Energy Systems
• Carbon Emissions, Scope and Definitions
• Carbon Emissions, Reduction Strategies
• Global O&G Sector, Carbon Emissions
• Global O&G Sector, Reported Scope 2 Carbon Emissions
• Key Benefits of Upstream Oil & Gas Electrification
• Ways to Electrify the Upstream O&G Sector
• Oil & Gas Electrification Technologies
• Key Strategies to Accelerate Oil & Gas Electrification
• Oil & Gas Electrification: Development Roadmap
• Growth Metrics
• Growth Drivers
• Growth Restraints
• Competitive Environment
• Revenue Share

Key Pillars for Oil & Gas Electrification

• Pillars for Oil & Gas Electrification
• Solar Energy
• Wind Energy
• Energy Storage
• Drilling Technologies
• Forecast Assumptions
• Capacity Forecast
• Forecast Analysis

Trends by Renewable Energy Source: Solar and Wind

• Oil & Gas Investments in Renewable Energy by Source
• Oil & Gas Electrification: Focus on Solar Energy
• Oil & Gas Electrification: Focus on Solar Energy (continued)
• Oil & Gas Electrification: Focus on Solar Energy (continued)
• Oil & Gas Electrification: Focus on Wind Energy
• Oil & Gas Electrification: Focus on Wind Energy (continued)
• Oil & Gas Electrification: Focus on Wind Energy (continued)

Trends by Platform Type: Onshore and Offshore

• Investments in Renewable Energy by Type of Platform
• Oil & Gas Electrification: Focus on Onshore Platforms
• Oil & Gas Electrification: Focus on Onshore Platforms (continued)
• Oil & Gas Electrification: Focus on Offshore Platforms
• Oil & Gas Electrification: Focus on Offshore Platforms (continued)

Trends by Electrification Technology

• Microgrid Technologies
• Solar Lead Crystal Batteries
• Floating Wind Turbines
• Power from Shore

Oil & Gas Electrification Solution Providers

• Highlights of Key Players
• Highlights of Key Players (continued)

Growth Opportunity Universe

• Growth Opportunity 1: Floating Solar Energy
• Growth Opportunity 1: Floating Solar Energy (continued)
• Growth Opportunity 2: Power Conversion Technologies
• Growth Opportunity 2: Power Conversion Technologies (continued)
• Growth Opportunity 3: Subsea Electrification
• Growth Opportunity 3: Subsea Electrification (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer