石油天然气产业创新追踪：自动化2025

一家充满活力的公司，致力于推动人工智慧、机器学习、分析、物联网和数数位化领域的创新。

石油和天然气 (O&G) 产业正在经历重大的技术和数位转型，各公司正将重点从用于自动化 O&G 流程的传统操作技术(OT) 转向更新、更先进的技术，包括人工智慧、物联网和机器人技术。

油气公司正大幅增加上游作业（尤其是海上作业）自动化技术的应用。最受欢迎的自动化技术包括感测器、变送器、控制器、SCADA系统、PLC和DCS。然而，强劲的数位化趋势正在推动对预测性维护、机器学习和物联网主导的监控技术的需求。此外，油气产业也面临一些迫切的问题，例如需要提高职场安全、提升生产效率和永续性。自动化技术为应对这些挑战提供了直接的解决方案。随着监管和数数位化趋势的不断推进，该行业将继续发展并变得更加自动化。

本研究分析了 10 家为石油天然气产业数位化和自动化发展做出贡献的公司。

收入预测

2024 年基准年收入预估为 208.6 亿美元，2024-2030 年研究期间的复合年增长率为 7.4%。

三大战略重点对油气自动化产业的影响

变革性大趋势

• 原因
• 交通运输业占世界能源需求的 30%，其中 90% 为石油产品。
• 交通运输部门每年排放约 80 亿吨二氧化碳 (CO2)，约占全球整体排放的七分之一。
• 为实现净零排放目标，各国政府推出政策和法规，推动全球对生质燃料、沼气和电子燃料等低碳燃料的使用要求正在改变。
• 弗罗斯特的观点
• 到 2030 年，随着各国政府强制推行替代燃料混合物，对生质柴油、可再生柴油、生物液化天然气 (LNG) 和电子燃料等燃料的需求将翻倍。
• 製程和技术进步以及新原料的出现，可能会在未来三到五年内推动技术的普及应用。
• 可再生柴油，或称为加氢裂解植物油（HVO），与传统柴油具有相同的化学和物理性质，但碳含量较低。

颠覆性技术

• 原因：
• 减少二氧化碳排放和推动电气化等全球永续发展趋势正变得越来越重要。
• 人工智慧、物联网和机器人等颠覆性新技术正在彻底改变石油和天然气产业。
• 这些技术是人类劳动力的补充，使石油和天然气公司能够更安全、更有效率、更有效率地进行燃料转换活动。
• 弗罗斯特的观点
• 技术进步和规模经济将使可再生能源生产以及电解槽的资本和营业成本更具竞争力。
• 研究与开发活动将提高可再生燃料的成本效益和能源效率，使其更具竞争力和受欢迎程度。

产业融合

• 原因：
• 在所有温室气体排放量庞大且难以减少的产业中，替代燃料都得到了应用。如果没有跨产业的支持，实现气候变迁目标将是不可能的。
• 透过各行业共用在测试阶段所获得的经验教训，可以促进替代燃料的更广泛应用。
• 这将为技术开发商和服务提供者提供探索新途径和新行业的机会，使他们能够进一步企业发展。
• 弗罗斯特的观点：
• 许多石油天然气公司已经与航空公司合作，共同开发永续航空燃料（SAF）市场。
• 该航空公司正与技术开发公司合作，设计和开发低碳燃料引擎。
• 在汽车领域，壳牌和埃克森美孚目前正在测试利用捕获的二氧化碳生产绿色氢气和合成燃料。

竞争环境

竞争对手数量

• 150家公司

竞争因素

• 成本、性能、进度、支援、技术、可靠性、承包商关係、客户关係

主要终端用户产业

• 上游油气

主要竞争对手

• 西门子、贝克休斯、霍尼韦尔、艾默生、SLB

2024年排名前五的公司收入份额

• 58.0%

其他值得关注的竞争对手

• 罗克韦尔自动化、ABB、哈里伯顿、威德福、C3 AI

值得关注的併购

• SLB与Nauticus Robotics达成合作，哈里伯顿收购Resoptima

主要竞争对手

全球的

• EMERSON
• SIEMENS
• ABB
• BAKER HUGHES
• HONEYWELL
• SCHNEIDER ELECTRIC
• GENERAL ELECTRIC
• ROCKWELL AUTOMATION
• SLB
• HALLIBURTON
• WEATHERFORD

北美洲

• EATON
• C3AI
• FORTIVE
• AMETEK EIG
• CHAMPIONX
• TELEDYNE INSTRUMENTS
• NAM AUTOMATION

欧洲

• SAIPEM
• HAAS COMPANY
• SYSCOM
• ZYFRA
• EXROBOTICS
• COGNITE
• OILASOFT
• ENDRESS + HAUSER
• 1C COMPANY
• PHOENIX CONTACT

亚太地区

• PROTIVITI
• ADVANTECH
• YOKOGAWA ELECTRIC
• MITSUBISHI ELECTRIC

拉丁美洲

• INTEROP LATINOAMERICA
• LATINOAMERICA AUTOMATION

中东和非洲

• VISTA AUTOMATION
• AUTOMATION TECHNOLOGY LLC

目录

范围和细分

• 分析范围
• 技术细分
• 应用分段
• 区域细分

石油天然气自动化转型

• 为什么成长变得越来越难？
• The Strategic Imperative 8（TM）
• 三大战略要务对油气自动化产业的影响

成长环境：全球油气自动化市场机会摘要

• 石油天然气自动化领域的关键颠覆性趋势
• 趋势一：完全自主油田的兴起
• 趋势二：人工智慧驱动的决策智能
• 趋势三：高度互联的油田
• 趋势四：永续性主导的自动化
• 趋势五：数位双胞胎模拟现实
• 油气自动化领域的成长环境

生态系统

• 竞争环境
• 主要竞争对手
• 主要客户
• 主要竞争对手：依技术划分
• 按应用领域分類的主要竞争对手
• 竞争格局
• 透过应用创新
• 竞争生态系统－领先创新者的基准化分析

成长要素

• 成长环境摘要
• 油气自动化领域的成长环境
• 收入预测
• 按地区分類的收入预测
• 按技术分類的收入预测
• 按应用分類的收入预测

采取行动的公司

• 创新目标
• Cognite - 公司简介
• Cognite - 分析师观点
• Aegex Technologies - 公司简介
• Aegex Technologies - 分析师观点
• 超越极限－公司简介
• 超越极限——分析师观点
• C3 AI - 公司简介
• C3 AI－分析师观点
• Palantir - 公司简介
• Palantir - 分析师观点
• Envana - 公司简介
• Envana - 分析师观点
• Akselos - 公司简介
• Akselos - 分析师观点
• Sekal AS - 公司简介
• Sekal AS - 分析师观点
• Emitwise - 公司简介
• Emitwise - 分析师观点
• Reelwell - 公司简介
• Reelwell－分析师观点
• 结语
• 调查方法

成长机会领域

• 成长机会1：全自动油田
• 成长机会2：全自动油田的先进人工智慧系统
• 成长机会 3：实现油田全自动化的智慧钻井
• 成长机会 4：物联网主导的超连接实现油田全自动化
• 成长机会 5：认知油田
• 成长机会六：面向未来自学习油田的认知人工智慧
• 成长机会7：面向未来认知油田的下一代数位孪生技术
• 成长机会 8：量子运算在认知油田开发的应用
• 成长机会 9：认知油田的自学习机器人

附录与后续步骤

• 成长机会带来的益处和影响
• 下一步
• 附件清单
• 免责声明

Dynamic Companies Driving Innovation in Artificial Intelligence, Machine Learning, Analytics, Internet of Things, and Digitalization

The oil and gas (O&G) sector is experiencing a significant technological and digital transformation. Companies are shifting their focus from traditional operational technologies (OTs) used for automating O&G processes to newer, more advanced technologies, including AI, IoT, and robotics.

O&G companies have significantly increased their adoption of automation technologies for upstream activities, particularly for offshore automation. The most sought-after automation technologies include sensors, transmitters, controllers, SCADA systems, PLCs, and DCSs. However, strong digitalization trends have driven the demand for predictive maintenance, ML, and IoT-driven monitoring technologies. Moreover, pressing concerns have emerged in the O&G sector, including the need to increase workplace safety and boost production efficiency and sustainability. Automation technologies offer a direct solution to these challenges. As pressing regulations and digitalization trends advance, the sector will continue to evolve and become more autonomous.

This study analyzes 10 dynamic firms driving meaningful progress in the digitalization and automation landscape in the O&G sector.

Revenue Forecast

Revenue estimate for the base year 2024 is $20.86 billion with a CAGR of 7.4% for the study period 2024-2030.

The Impact of the Top 3 Strategic Imperatives on the O&G Automation Industry

Transformative Megatrends

• Why:
• The transport industry accounts for 30% of the global energy demand, of which 90% comprises oil products.
• Carbon dioxide (CO2) emissions from the transport sector amount to about 8 gigatons a year, about one-seventh of global emissions.
• Mandates on using low-carbon fuels, such as biofuels, biogas, and e-fuels, are changing globally, with the support of government policies and legislation to achieve net-zero targets.
• Frost Perspective:
• As governments develop blending mandates for alternative fuels, the demand for fuels such as biodiesel, renewable diesel, bio-liquefied natural gas (LNG), and e-fuels will double by 2030.
• Technological advancements in processes and new feedstocks will increase the adoption rate during the next 3-5 years.
• Renewable diesel, or hydrotreated vegetable oil (HVO), has the same chemical and physical properties as conventional diesel but a low carbon content.

Disruptive Technologies

• Why:
• Sustainability trends, such as reducing carbon emissions and deploying electrifying processes, are gaining importance globally.
• New disruptive technologies, such as AI, IoT, and robotics, are revolutionizing O&G operations.
• These technologies will complement human labor and enable O&G companies to increase safety, efficiency, and productivity in their fuel transformation activities.
• Frost Perspective:
• Technological advances and economies of scale make renewable energy production and electrolyzer capital and operational costs more competitive.
• Research and development (R&D) activities enhance renewable fuels cost and energy efficiency, thereby increasing their competitiveness and adoption.

Industry Convergence

• Why:
• Alternative fuels find applications in all industries where greenhouse gases (GHGs) are evident and difficult to abate. Achieving climate goals is impossible without cross-industry support.
• The increased adoption of alternative fuels is achievable by sharing the lessons various industries have learned throughout their pilot phases.
• This will provide technology developers and service providers opportunities to explore new avenues and industries, offering a broader operational space.
• Frost Perspective:
• Cross-industry convergence is inevitable in the alternative fuels market, with many O&G companies already collaborating with airline companies to develop a sustainable aviation fuel (SAF) market.
• Airline companies are collaborating with technology developers to design and develop engines for low-carbon fuels.
• The automotive sector is polar testing synthetic fuels from Shell and ExxonMobil using green hydrogen and captured CO2.

Competitive Environment

Number of Competitors

• 150

Competitive Factors

• Cost, performance, schedule, support, technology, reliability, contractor relationships, customer relationships

Key End-user Industry Verticals

• Upstream O&G

Leading Competitors

• Siemens, Baker Hughes, Honeywell, Emerson, SLB

Revenue Share of Top 5 Competitors, 2024

• 58.0%

Other Notable Competitors

• Rockwell Automation, ABB, Halliburton, Weatherford, C3 AI

Notable Mergers and Acquisitions

• SLB partnered with Nauticus Robotics, Halliburton acquired Resoptima

Key Competitors

Global

• EMERSON
• SIEMENS
• ABB
• BAKER HUGHES
• HONEYWELL
• SCHNEIDER ELECTRIC
• GENERAL ELECTRIC
• ROCKWELL AUTOMATION
• SLB
• HALLIBURTON
• WEATHERFORD

North America

• EATON
• C3AI
• FORTIVE
• AMETEK EIG
• CHAMPIONX
• TELEDYNE INSTRUMENTS
• NAM AUTOMATION

Europe

• SAIPEM
• HAAS COMPANY
• SYSCOM
• ZYFRA
• EXROBOTICS
• COGNITE
• OILASOFT
• ENDRESS + HAUSER
• 1C COMPANY
• PHOENIX CONTACT

APAC

• PROTIVITI
• ADVANTECH
• YOKOGAWA ELECTRIC
• MITSUBISHI ELECTRIC

LATAM

• INTEROP LATINOAMERICA
• LATINOAMERICA AUTOMATION

MEA

• VISTA AUTOMATION
• AUTOMATION TECHNOLOGY LLC

Table of Contents

Scope and Segmentation

• Scope of Analysis
• Technology Segmentation
• Application Segmentation
• Regional Segmentation

Transformation in O&G Automation

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

Growth Environment: Summary of Opportunities in the Global Oil and Gas Automation Market

• Key Disruptive Trends in O&G Automation
• Trend 1: The Rise of Fully Autonomous Oilfields
• Trend 2: AI-Powered Decision Intelligence
• Trend 3: The Hyperconnected Oilfield
• Trend 4: Sustainability-Driven Automation
• Trend 5: The Digital Twin Simulated Reality
• O&G Automation Growth Environment

Ecosystem

• Competitive Environment
• Key Competitors
• Key Customers
• Key Competitors by Technology
• Key Competitors by Application
• Competitive Landscape
• Innovators by Application
• Competitive Ecosystem-Benchmarking Leading Innovators

Growth Generator

• Growth Environment Summary
• Growth Environment for O&G Automation
• Revenue Forecast
• Revenue Forecast by Region
• Revenue Forecast by Technology
• Revenue Forecast by Application

Companies to Action

• Innovation Target
• Cognite-Company Profile
• Cognite-Analyst Viewpoint
• Aegex Technologies-Company Profile
• Aegex Technologies-Analyst Viewpoint
• Beyond Limits-Company Profile
• Beyond Limits-Analyst Viewpoint
• C3 AI-Company Profile
• C3 AI-Analyst Viewpoint
• Palantir-Company Profile
• Palantir-Analyst Viewpoint
• Envana-Company Profile
• Envana-Analyst Viewpoint
• Akselos-Company Profile
• Akselos-Analyst Viewpoint
• Sekal AS-Company Profile
• Sekal AS-Analyst Viewpoint
• Emitwise-Company Profile
• Emitwise-Analyst Viewpoint
• Reelwell-Company Profile
• Reelwell-Analyst Viewpoint
• The Last Word
• Scoring Methodology

Growth Opportunity Universe

• Growth Opportunity 1: Fully Autonomous Oilfields
• Growth Opportunity 2: Advanced AI Systems for Full Oilfield Automation
• Growth Opportunity 3: Intelligent Drilling for Full Oilfield Automation
• Growth Opportunity 4: IoT-Driven Hyperconnectivity for Full Oilfield Automation
• Growth Opportunity 5: Cognitive Oilfields
• Growth Opportunity 6: Cognitive AI for the Future Self-Learning Oilfield
• Growth Opportunity 7: Next-Generation Digital Twins for Tomorrow's Cognitive Oilfields
• Growth Opportunity 8: Quantum Computing for Cognitive Oilfield Development
• Growth Opportunity 9: Self-Learning Robotics for the Cognitive Oilfield

Appendix & Next Steps

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