全球石油和天然气产业市场：2024 年展望与成长机会

变革性大趋势正在推动石油和燃气公司的数位化和脱碳努力

全球能源产业正经历前所未有的转型，为油气产业创造了新的成长机会。但未来实现净零碳排放意味着许多公司将面临定价、能源安全和产业颠覆等问题。

随着各行业朝着脱碳和永续性目标迈进，本报告确定了能源转型机会的五个关键支柱。 ：碳捕获、利用和储存（CCUS）、排放管理、自动化/自主/增强、上游电气化和未来燃料。同时，当今石油和天然气行业面临的主要挑战是尽可能高效和可持续地满足当前对石化燃料的需求，同时平衡向净零的过渡。

创新、市场转型、雄心勃勃的永续性目标和创造性经营模式也正在改变未来石油和天然气产业的竞争格局。

这项研究为相关人员提供了在未来十年在充满活力的石油和天然气行业中利用的见解和机会。

研究亮点

该分析对预计到 2024 年塑造石油和天然气行业的关键转型趋势和成长机会进行了深入评估。研究期间为2023-2035年，其中2023年为基准年，2024-2035年为预测期。目标领域如下：

• 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
• 俄罗斯与独立国协：俄罗斯、哈萨克
• 亚太地区：印度、中国、马来西亚、新加坡、澳洲、日本
• 中东/非洲：印度、中国、马来西亚、新加坡、澳洲、日本、沙乌地阿拉伯、阿拉伯联合大公国、阿曼、卡达、科威特、奈及利亚、阿尔及利亚、埃及、莫三比克、利比亚、安哥拉

本报告涵盖三个领域：

• 上游油气、自动化、数位化、电气化
• 中游液化天然气
• 脱碳排放管理、氢气、CCUS

目录

分析亮点

• 2023 年石油与天然气产业：预测与绩效
• 历史分析：全球石油和天然气产业的上游资本支出（CAPEX）
• 2024 年的热门预测

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 石油和天然气产业三大战略挑战的影响
• 成长机会推动成长管道引擎TM

成长环境

• 调查范围
• 全球石油与天然气展望的范围
• 2023年全球油气产业亮点
• 2023 年石油与天然气关键绩效指标 (KPI)：绩效
• 2024 年石油和天然气关键绩效指标 (KPI)：实际预测
• WTI/布兰特原油价格走势
• 全球平均钻机数量与基准原油价格对比

2024年石油和天然气趋势

• 石油和天然气产业的趋势
• 趋势一：CCUS成为脱碳的重要方程式
• 趋势一：全球CCUS计划类型及现状
• 趋势一：美洲CCUS现状
• 趋势一：欧洲CCUS现状
• 趋势一：亚太地区CCUS现状
• 趋势一：中东和非洲CCUS现状
• 趋势一：直接大气碳捕获（DACC）
• 趋势 1：DACC 实施获利的最终场景
• 趋势一：CCUS 成长机会领域
• 趋势2：液化天然气在能源频谱的作用
• 低排放气体LNG技术开发进展
• 趋势三：石油和天然气电气化作为脱碳之路
• 趋势4：氢经济的成长
• 趋势五：石油和天然气自动化
• 趋势六：排放管理
• 趋势七：替代燃料－脱碳产业的催化剂
• 趋势八：钻井自动化在上游工程中的作用
• 趋势八：钻井自动化

2024 年石油与天然气上游领域展望

• 2024 年 8 大上游石油与天然气预测
• 世界石油产量预测
• 全球天然气产量预测
• 油气上游资本投资

2024 年区域预测

• 北美洲
• 拉丁美洲
• 欧洲
• 中东/非洲
• 亚太地区
• 俄罗斯/独联体

成长机会宇宙

• 成长机会 1：增加 DER 和 BESS 整合以推动电气化技术的采用
• 成长机会 2：人工智慧作为实现永续性的工具
• 成长机会 3：DACC 使用 CO2 进行 SAF
• 成长机会4：负排放技术实现净零目标
• 成长机会5：CCUS工厂模组化，实现二氧化碳低排放的小规模产业
• 成长机会6：CCUS丛集与枢纽，整合不同的产业丛集
• 成长机会7：用于欧洲快速液化天然气供应的浮体式储存和再气化装置（FSRU）
• 成长机会 8：在现有天然气管道中混合蓝氢
• 成长机会 9：海底自动化机器人技术
• 成长机会 10：物联网提高效率和准确性

结论

最佳实践认证

弗罗斯特雷达

下一步

Transformative Megatrends Drive Oil and Gas Companies to Digitize and Implement Decarbonization Initiatives

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 struggle with pricing, energy security, and industry disruption.

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.

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

Research Highlights

This analysis provides a detailed evaluation of the main transformational trends and growth opportunities we expect to see shaping the O&G industry throughout 2024. The study period is 2023–2035, with 2023 as the base year and 2024–2035 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: Russia and Kazakhstan
• Asia-Pacific: India, China, Malaysia, Singapore, Australia, and Japan
• Middle East and Africa: Saudi Arabia, United Arab Emirates, Oman, Qatar, Kuwait, Nigeria, Algeria, Egypt, Mozambique, Libya, and Angola

We cover three areas:

• Upstream: O&G, automation, digitalization, electrification
• Midstream: Liquid natural gas
• Decarbonization: Emissions management, hydrogen, CCUS

Table of Contents

Analysis Highlights

• The 2023 Oil and Gas Industry: Forecast vs. Actual
• Historical Analytics: Global O&G Industry Upstream Capital Expenditure (CAPEX)
• Top Predictions for 2024

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the O&G Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

• Research Scope
• What Does the Global O&G Outlook Cover?
• 2023 Highlights of the Global O&G Industry
• 2023 O&G Key Performance Indicators (KPIs): Actual
• 2024 O&G KPIs: Forecast
• Trends and Events in Historical Prices for West Texas Intermediate (WTI) and Brent
• Global Average Rig Count vs Benchmark Crude Oil Prices

O&G Trends, 2024

• O&G Industry Trends
• Trend 1: CCUS an Important Equation in Decarbonization
• Trend 1: Global CCUS Project Type and Status
• Trend 1: CCUS Landscape in the Americas
• Trend 1: CCUS Landscape in Europe
• Trend 1: CCUS Landscape in APAC
• Trend 1: CCUS Landscape in MEA
• Trend 1: Direct Air Carbon Capture (DACC)
• Trend 1: Endgame Scenarios for Profitable DACC Implementation
• Trend 1: CCUS Growth Opportunity Areas
• Trend 2: Role of LNG in the Energy Spectrum
• Progress on Developing Lower-emission LNG Technologies
• Trend 3: O&G Electrification as a Decarbonization Pathway
• Trend 4: Growth of the Hydrogen Economy
• Trend 5: O&G Automation
• Trend 6: Emissions Management
• Trend 7: Alternative Fuels-A Catalyst to Decarbonize Hard-to-abate Industries
• Trend 8: The Role of Drilling Automation in Upstream Operations
• Trend 8: Drilling Automation

O&G Upstream Segment Outlook, 2024

• Top 8 Upstream O&G Predictions for 2024
• Global Oil Production Forecast
• Natural Gas Production Forecast
• O&G Upstream CAPEX Investments

Regional Predictions, 2024

• North America
• LATAM
• Europe
• MEA
• APAC
• Russia and CIS

Growth Opportunity Universe

• Growth Opportunity 1: Increased DER and BESS Integration to Drive Electrification Technology Adoption
• Growth Opportunity 2: AI as a Tool to Achieve Sustainability
• Growth Opportunity 3: DACC with CO2 Used for SAF
• Growth Opportunity 4: Negative-emission Technologies for Achieving the Net-zero Target
• Growth Opportunity 5: Modularization of CCUS Plants for Small Industries with Fewer CO2 Emissions
• Growth Opportunity 6: CCUS Clusters and Hubs for Integrating Different Industrial Clusters
• Growth Opportunity 7: Floating Storage Regasification Units (FSRUs) for Rapid LNG Supply in Europe
• Growth Opportunity 8: Blending Blue Hydrogen in Existing NG Pipelines
• Growth Opportunity 9: Robotics for Subsea Automation
• Growth Opportunity 10: IoT for Boosting Efficiency and Accuracy

Conclusions

• Conclusions and Future Outlook

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer