2023 年全球石油和天然气行业展望

能源转型、脱碳、数字化和新商业模式驱动行业转型

全球能源行业正在经历前所未有的转型，为石油和天然气（O＆G）行业创造了新的增长机会。但向净零碳未来的转变意味着许多公司面临着定价、能源安全和行业颠覆的问题。

随着行业朝着脱碳和可持续发展目标迈进，Frost & Sullivan 确定了能源转型的五个关键机会支柱：碳捕获、使用和储存(CCUS) 以及排放。管理、自动化/自主/强化、上游电气化和燃料未来的。另一方面，当今油气行业面临的主要挑战是尽可能高效、可持续地满足当前对化石燃料的需求，同时向净零过渡。

创新、市场转型、雄心勃勃的可持续发展目标和颠覆性商业模式也正在改变未来油气行业的竞争格局。

Frost & Sullivan 的石油和天然气团队致力于识别实质性转型趋势、创新和增长机会。本报告对预计在 2023 年塑造石油和天然气行业的关键变革趋势和增长机会进行了深入评估。调查期为2022年至2035年，其中2022年为基准年，2023年至2035年为预测期。

涵盖的领域有：

• 北美洲：美国、加拿大、墨西哥
• 拉丁美洲：巴西、委内瑞拉、阿根廷、哥伦比亚
• 欧洲：英国、法国、德国、挪威、荷兰、比利时
• 俄罗斯独立国家联合体 (CIS)：俄罗斯、哈萨克斯坦
• 亚太地区：印度、中国、马来西亚、新加坡、澳大利亚、日本
• 中东和非洲 (MEA)：印度、中国、马来西亚、新加坡、澳大利亚、日本、沙特阿拉伯、阿拉伯联合酋长国 (UAE)、阿曼、卡塔尔、科威特、尼日利亚、阿尔及利亚、埃及、莫桑比克、利比亚、安哥拉

本报告涵盖三个市场：

• 上游：石油和天然气、自动化、数字化、电气化
• 中游：液化天然气（LNG）
• 脱碳：排放管理、氢气、CCUS

该研究为相关人员提供了未来十年在充满活力的油气行业中利用的见解和机会。

目录

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8 (TM)
• 石油和天然气行业的战略问题：三大影响
• 增长管道引擎 (TM)：增长机会加速

成长环境

• 全球石油和天然气行业概况（2022 年）
• 石油和天然气的 7 个主要预测 (2023)
• 关键绩效指标（2022 年）
• 石油和天然气 KPI 预测（2023 年）
• WTI 和布伦特原油价格趋势
• 全球平均钻井数量与基准原油价格对比
• 全球油气行业上游资本支出

调查范围和细分

• 项目范围

全球石油和天然气前景

• 市场趋势
• 趋势一：CCUS 成为脱碳的关键方程式
• 增长环境：美洲 CCUS 情况
• 增长环境：欧洲 CCUS 情况
• 增长环境：亚太地区 CCUS 情况
• 增长环境：中东和非洲的 CCUS 情况
• CCUS 增长机会领域
• 趋势2：液化天然气在能源领域的作用
• 低排放液化天然气技术开发进展
• 趋势三：工业电气化作为脱碳之路
• 趋势四：氢经济的崛起
• 趋势五：石油和天然气自动化
• 趋势六：排放管理

石油和天然气上游领域展望

• 上游石油和天然气领域预测：前 8 个项目（2023 年）
• 石油产量预测
• 干气产量预测
• 油气上游资本投资

按地区预测 (2023)

• 石油和天然气预测：北美（2023 年）
• 石油和天然气预测：北美和拉丁美洲（2023 年）
• 石油和天然气预测：欧洲（2023 年）
• 石油和天然气预测：中东和非洲（2023 年）
• 石油和天然气预测：亚太地区（2023 年）
• 石油和天然气预测：俄罗斯和独联体 (2023)

充满增长机会的宇宙

• 增长机会一：负排放技术实现净零目标
• 增长机会 2：针对二氧化碳排放量低的小型工业的 CCUS 工厂模块化
• 增长机会三：CCUS集群和融合不同产业集群的枢纽
• 增长机会4：用于欧洲快速供应液化天然气的浮式储存和再气化装置（FSRU）
• 增长机会 5：加强 DER/BESS 的集成以推动电气化技术的采用
• 增长机会 6：在现有天然气管道中混合蓝氢
• 增长机会 7：人工智能作为可持续发展的工具
• 增长机会 8：海底自动化机器人技术
• 增长机会 9：物联网提高效率和准确性

结论

• 结论

下一步

• 下一步
• 为什么选择 Frost & Sullivan？为什么选择现在？
• 附件清单
• 免责声明

Energy Transition, Decarbonization, Digitalization, and New Business Models Drive Industry Transformation

The global energy industry is undergoing an unprecedented transition, bringing exciting new growth opportunities to the oil and gas (O&G) industry. However, shifting to a net-zero future for carbon emissions means many companies face pricing, energy security, and industry disruption struggles.

As the industry moves to meet decarbonization and sustainability goals, Frost & Sullivan has identified five key pillars of opportunity for the energy transition: Carbon Capture, Utilization, and Storage (CCUS); Emissions Management; Automation, Autonomy, and Augmentation; Upstream Electrification; and Future Fuels. Meanwhile, the main challenge of today's O&G industry is balancing the transition to net zero while meeting the current demand for fossil fuels as efficiently and sustainably as possible.

The competitive landscape for the future O&G industry is also changing, driven by innovation, market transformation, ambitious sustainability goals, and disruptive business models.

The Frost & Sullivan oil and gas team specifically works to identify substantial transformative trends, innovations, and growth opportunities. This study provides a detailed evaluation of the main transformational trends and growth opportunities we expect to see shaping the O&G industry throughout 2023. The study period is 2022-2035, with 2022 as the base year and 2023-2035 as the forecast period.

Regions covered include:

• North America: United States, Canada, and Mexico

• Latin America: Brazil, Venezuela, Argentina, and Colombia

• Europe: United Kingdom, France, Germany, Norway, Netherlands, and Belgium

• Russia and Commonwealth of Independent States (CIS): Russia and Kazakhstan

• Asia-Pacific: India, China, Malaysia, Singapore, Australia, and Japan

• Middle East and Africa (MEA): Saudi Arabia, United Arab Emirates (UAE), Oman, Qatar, Kuwait, Nigeria, Algeria, Egypt, Mozambique, Libya, and Angola

We cover three markets:

• Upstream: Oil and gas, automation, digitalization, electrification

• Midstream: Liquid natural gas (LNG)

• Decarbonization: Emissions management, hydrogen, CCUS

Notably, the study offers stakeholders insights and opportunities they can leverage in the dynamic O&G space over the next decade.

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 and Gas Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• 2022 Highlights of the Global Oil and Gas Industry
• Top 7 Oil and Gas Predictions for 2023
• 2022 Key Performance Indicators
• 2023 Oil and Gas KPIs: Forecast
• Trends and Events in Historical Prices for WTI and Brent
• Global Average Rig Count vs Benchmark Crude Oil Prices
• Global Oil and Gas Industry Upstream CAPEX

Research Scope and Segmentation

• Project Scope

Global Oil and Gas Outlook

• Market Trends
• Trend 1: CCUS an Important Equation in Decarbonization
• Growth Environment: CCUS Landscape in the Americas
• Growth Environment: CCUS Landscape in Europe
• Growth Environment: CCUS Landscape in APAC
• Growth Environment: CCUS Landscape in MEA
• CCUS Growth Opportunity Areas
• Trend 2: Role of LNG in the Energy Spectrum
• Progress on Developing Lower-emission LNG Technologies
• Trend 3: Industrial Electrification as a Decarbonization Pathway
• Trend 4: Rise of the Hydrogen Economy
• Trend 5: Oil and Gas Automation
• Trend 6: Emissions Management

Oil and Gas Upstream Segment Outlook

• Top 8 Upstream Oil and Gas Predictions for 2023
• Oil Production Forecast
• Dry Gas Production Forecast
• Oil and Gas Upstream CAPEX Investments

Regional Predictions 2023

• 2023 Oil and Gas Predictions: North America
• 2023 Oil and Gas Predictions: Latin America
• 2023 Oil and Gas Predictions: Europe
• 2023 Oil and Gas Predictions: MEA
• 2023 Oil and Gas Predictions: Asia-Pacific
• 2023 Oil and Gas Predictions: Russia and CIS

Growth Opportunity Universe

• Growth Opportunity 1: Negative-emission Technologies for Achieving the Net-zero Target
• Growth Opportunity 2: Modularization of CCUS Plants for Small Industries with Fewer CO2 Emissions
• Growth Opportunity 3: CCUS Clusters and Hubs for Integrating Different Industrial Clusters
• Growth Opportunity 4: Floating Storage Regasification Units (FSRUs) for Rapid Supply of LNG in Europe
• Growth Opportunity 5: Increased DER and BESS Integration to Drive Electrification Technology Adoption
• Growth Opportunity 6: Blending Blue Hydrogen in Existing NG Pipelines
• Growth Opportunity 7: AI as a Tool to Achieve Sustainability
• Growth Opportunity 8: Robotics for Subsea Automation
• Growth Opportunity 9: IoT for Boosting Efficiency and Accuracy

Conclusions

• Conclusions

Next Steps

• Your Next Steps
• Why Frost, Why Now?
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