2023 年石油和天然气 (O&G) 服务公司的能源转型成长机会

变革性大趋势与脱碳目标推动企业策略迈向永续性

能源转型是指从基于石化燃料的系统转向零碳解决方案的转变，对于全球能源产业（包括供应商和使用者）来说是一个复杂的过程。儘管从能源系统中消除碳的时间表因地区而异，但包括《巴黎协定》在内的大多数目标都专注于在 21 世纪下半叶实现净零排放。

油气服务和解决方案公司处于转型的最前沿，推动创新，为世界各地的市场带来新的脱碳解决方案。由于石化燃料的生产和使用以及日常活动产生的大量碳排放，油气产业对环境产生了显着的负面影响。石油与天然气产业面临转型的压力，需要寻找方法来满足世界日益增长的能源需求，同时减少其环境负担。

这项研究围绕着能源转型的六大支柱考察了领先的油气服务公司的创新和策略：自动化、可再生能源、氢气製造、碳捕获、利用和储存、製程电气化和排放管理。评估美洲、欧洲、中东和非洲、亚太等地区的世界能源转型。研究期间为2020-2030年，预测期为2023-2030年，2022年为基准年。

目录

战略衝动

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略激励措施对全球油气产业能源转型的影响
• 成长机会推动Growth Pipeline Engine（TM）

研究范围、目的、调查方法、背景

• 市场定义

成长环境：能源转型

• 能源转型的支柱
• 按主要成长支柱分類的能源转型进展
• 按主要地区分類的能源转型进展
• 按公司分類的能源转型进展
• 转型支柱 1：排放管理
• 转型支柱 2：自动化
• 转型支柱 3：电气化
• 转型支柱 4：可再生能源
• 转型支柱 5：氢
• 转型支柱 6：CCUS

公司简介

• Halliburton
• Baker Hughes
• SLB
• Emerson
• ABB
• Honeywell
• Rockwell Automation
• Saipem

成长机会宇宙

• 成长机会 1：用于排放管理的 PEMS
• 成长机会2：将自动化技术应用于钻井流程以优化效率
• 成长机会3：海上电气化浮动式风力发电
• 成长机会4：浮体式太阳能
• 成长机会 5：DAC 作为碳捕获替代方案
• 成长机会 6：先进电解可提高氢的可扩展性

下一步

Transformative Mega Trends and Decarbonization Goals Drive Corporate Strategies Toward Sustainability

Energy transition, which refers to the shift from fossil fuel-based systems to zero-carbon solutions, is a complex process for the global energy industry, including suppliers and users. 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 21^st century.

O&G service and solution companies are at the forefront of change and driving innovation to bring new decarbonization solutions to markets worldwide. The O&G industry has a major negative environmental impact because of its production and use of fossil fuels and the high volume of carbon emissions produced from daily activities. The industry is under pressure to transform by finding ways to address global energy demand growth while reducing its environmental toll.

In this report, Frost & Sullivan studies the innovations and strategies of major O&G service companies around six key pillars of the energy transition: automation; renewable energy; hydrogen production; carbon capture, utilization, and storage; process electrification; and emissions management. We assess the global energy transition in the following regions: the Americas, Europe, the Middle East and Africa, Asia-Pacific, and the Rest of the World. The study period is 2020-2030, and the forecast period is 2023-2030, using 2022 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 3 Strategic Imperatives on the Energy Transition in the Global O&G Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope, Objectives, Methodology, and Background

• Market Definitions

Growth Environment-Energy Transition

• Energy Transition Pillars
• Energy Transition Progress by Key Growth Pillar
• Energy Transition Progress by Key Region
• Energy Transition Progress by Company
• Transition Pillar 1-Emissions Management
• Transition Pillar 2-Automation
• Transition Pillar 3-Electrification
• Transition Pillar 4-Renewable Energy
• Transition Pillar 5-Hydrogen
• Transition Pillar 6-CCUS

Company Profiles

• Halliburton
• Baker Hughes
• SLB
• Emerson
• ABB
• Honeywell
• Rockwell Automation
• Saipem

Growth Opportunity Universe

• Growth Opportunity 1: PEMS for Emissions Management
• Growth Opportunity 2: Automation Technologies Applied to Drilling Process for Efficiency Optimization
• Growth Opportunity 3: Floating Wind Farms for Offshore Electrification
• Growth Opportunity 4: Floating Solar Energy
• Growth Opportunity 5: DAC as a Carbon Capture Alternative
• Growth Opportunity 6: Advanced Electrolysis for Hydrogen Scalability

Next Steps

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