石油和天然气产业排放控制领域的成长机会：全球市场（2024-2035 年）

到 2035 年，人工智慧 (AI) 和机器学习 (ML) 能否改变石油和天然气产业的排放管理？

随着各产业加速推动脱碳策略，企业寻求排放影响，排放管理构成了一条复杂且动态的价值链，其中包含一系列充满机会的流程步骤：规划与咨询、测量与监控、减排、清除、报告和抵消。支撑这些步骤的是数位化平台和创造性经营模式，它们提供端到端的解决方案。

企业正投资于创新技术，例如智慧感测器，以精确收集各类排放资料；以及无人机和卫星影像，用于地图绘製。人工智慧 (AI)、机器学习 (ML) 和云端服务等新兴技术正使大规模资料集的管理和储存成为各行业的普遍做法。未来十年，自动化和机器人技术与数据分析相结合，将在排放的测量和控制方面发挥越来越重要的作用。

本研究重点关注石油和天然气产业，并重点介绍了在测量、监测和​​报告排放取得的进展。

收入预测

以 2024 年为基准年，预计营收将达到 18.868 亿美元，在 2024 年至 2035 年期间的复合年增长率为 8.3%。

分析范围

• 2015年12月12日，196个国家通过了《巴黎协定》。这是一项具有法律约束力的国际气候变迁条约，旨在将全球气温升幅控制在远低于工业化前水平2摄氏度以内，并力争将其限制在1.5摄氏度以内。十年过去了，该协定仍是全球气候行动的基石，它团结各国致力于减少温室气体排放，并在2050年左右实现净零排放。儘管《巴黎协定》已取得显着进展，但距离实现长期目标还有25年的时间，因此，加快和协调行动的迫切性前所未有。
• 温室气体主要由二氧化碳（CO2）76%、甲烷16%、氧化亚氮（N2O）6%及其他气体2%组成。本研究重点在于全球油气产业温室气体排放端到端管理的硬体和软体解决方案。
• 这些气体对环境和人类健康的影响因以下几个关键因素而异：
  • 辐射效率（能量吸收能力）
  • 大气中的停留时间（寿命）
• 各行各业都在迅速加大减排排放。能源产业（包括石油和天然气）占全球排放的50%以上，正面临实现气候目标的社会压力。监管合规和法律措施，例如营运处罚和经济制裁，使得排放管理日益重要。
• 排放管理是一个广泛而复杂的主题。本研究涵盖了硬体和软体解决方案，例如连续排放监测系统 (CEMS)，它可以持续测量、监控和报告数据；以及数位解决方案，例如边缘/物联网设备和预测性排放监测系统 (PEMS)，这些解决方案连接到 ERP 和 SAP 软体，用于流程最佳化、资产管理、风险缓解和数据分析，从而实现智慧决策。
• 由于排放管理市场是由多种产品和服务组成的复杂组合，因此很难估算单位成本，需要采用由下而上的方法来估算市场规模。
• 区域分析包括北美（美国、墨西哥、加拿大）、拉丁美洲（巴西、委内瑞拉、圭亚那、阿根廷）、欧洲（挪威、英国、法国、荷兰、瑞士、德国）、中东和非洲（沙乌地阿拉伯、阿联酋、阿曼、卡达、埃及、奈及利亚、安哥拉、刚果共和国）以及亚太地区（中国、印度、马来西亚、澳洲、印尼、日本、新加坡）。
• 分析范围
• 规划与建议
  • 削减计划
  • 蓝图
  • 目标设定
  • 咨询费
  • 绩效协议
  • 气候变迁行动计划
  • 资金筹措
• 测量与监测
  • 即时监控
  • 诊断
  • 感测器安装
  • 地图
  • 设想
  • 预言
  • 卫星影像
  • 无人机
• 缓解措施
  • 设备效率
  • 新系统
  • 营运变更
  • 材料和燃料的选择
  • 能源采购
  • 可再生能源併网
  • 电气化
  • 氢
• 移动
  • 二氧化碳捕集
  • 使用和储存
  • 空气污染防治
  • 空气过滤
• 报告
  • 碳计量
  • 排放报告
  • 遵守
  • 追踪
  • 基准化分析
  • 企业社会责任与环境、社会及治理报告
  • 碳预算
  • 自动报告
• 抵销
  • 投资重点
  • 信用管理
  • 计划开发
  • 嵌入
  • 投资组合管理

数位平台

• 软体许可
• SaaS模式
• 排放管理服务
• 物联网资料集
• 参与数据市场
• 基于人工智慧的决策

三大策略要务对石油天然气产业排放控制产业的影响

颠覆性技术

• 背景：气候变迁和永续性是影响全球企业的主要议题，促使企业对创新技术进行大量投资，以减少排放并实现净零排放目标。缺乏实际排放的资讯以及对减排成本效益的认知不足，是减少甲烷排放面临的两大挑战。
• 弗罗斯特的观点：随着智慧感测器等创新技术能够精确收集各种类型的排放数据，相关投资正在增加。人工智慧、机器学习和云端服务等新兴技术对于管理和储存大型资料集至关重要。未来十年，自动化、机器人技术和数据分析将在排放测量和控制排放中得到更广泛的应用。

变革性大趋势

• 背景：许多产业正在加快减排排放。能源产业，包括占全球排放50%以上的石油和天然气产业，正面临越来越大的压力，需要实现气候目标。监管合规和法律后果，例如营运和经济处罚，使得排放管理日益重要。
• 弗罗斯特的观点：排放管理服务供应商不应只关注石油和天然气产业，还应针对其他难以减排的产业客製化产品和服务，并拓展其商业价值提案。从测量和监控到管理和减排的端到端排放管理解决方案将成为未来的主流经营模式。

创新经营模式

• 背景：石油和天然气终端用户正在寻求价格合理、高品质、精度高的气体检测和分析解决方案。然而，高昂的实施成本，尤其是分析仪、固定式侦测器和感测器网路的成本，阻碍了企业进行大量投资。因此，企业往往更注重满足合规性要求。
• 弗罗斯特的观点：基于订阅的「即服务」经营模式使服务提供者能够以低成本提供高品质服务。服务供应商可以实施订阅服务，例如气体检测服务，并利用必要的物联网平台、云端连接、人工智慧和数据分析解决方案来获取洞察。感测器公司可以与工业机器人供应商合作，共同开发「即服务」经营模式。

主要竞争对手

• 世界
  • ABB
  • Honeywell
  • Emerson
  • Siemens Energy
  • SLB
  • Baker Hughes
  • Schneider Electric
  • Yokogawa Electric
  • GE Vernova
  • Rockwell Automation
  • Enablon (Wolters Kluwer)
  • ChampionX
  • Microsoft
  • DNV
  • Bureau Veritas
  • IBM Envizi
  • Salesforce
• 北美洲
  • Persefoni
  • Sphera
  • FLIR (Teledyne)
  • Fluke
  • GHGSat
  • Kairos Aerospace
  • Carbon Mapper
  • Bridger Photonics
  • Envana (Halliburton)
  • Thermo Fisher Scientific
  • OneTrust ESG
  • Validere
  • Qube Technologies
  • SeekOps
  • Intelek
  • Highwood
  • ICI
  • Opgal & Gevasol Company
• 欧洲
  • Emitwise
  • Carbmee
  • Plan A
  • Greenly
  • Normative
  • SICK AG
  • OPSIS
  • Protea Ltd
  • Gasmet Technologies
  • SimaPro
  • Sensia Solution
  • NEMS AS
  • Eserv
  • Arolytics
  • Gasera
  • Ecovadis
• 亚太地区
  • JGC Holdings
  • INPEX
  • CarbonetX
  • Simble Solutions Limited
  • Avarni
  • Carbonstop
  • CarbonView Ltd
  • Gasmet Technologies
  • Apex Instruments, Inc.
  • Cerex Monitoring Solutions
  • ENVEA
  • Twin-Tek (Protea)
  • LogicLadder Technologies
  • Carbonstop
• 其他地区
  • SBS
  • Enviromnics, Inc
  • OPSIS AB
  • Cerex Monitoring Solutions
  • Ecomserve
  • EmiAfrica SARL
  • Anethsis Group
  • NetO
  • CODEL - Forbes Marshall
  • NEO Monitors (Nederman company)
  • Tekran Instruments Corporation

成长驱动因素

• 企业永续性与净零排放目标
• 监理合规与报告
• 成本优化和营运效率
• 更严格的法规和甲烷排放
• 资产保护和风险管理
• 先进技术与集成

成长限制因素

• 监管的不确定性和波动性
• 资料安全和智慧财产权问题
• 传统基础设施和资料孤岛
• 缺乏标准化
• 前期成本高，投资报酬率不确定
• 缺乏数位化和排放的专业知识

目录

调查范围

成长环境：石油与天然气产业排放管理转型

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对油气排放控制产业的影响

石油和天然气排放管理生态系统

• 竞争环境
• 主要竞争对手

石油和天然气排放控制领域的成长驱动因素

• 成长指标
• 成长驱动因素
• 成长限制因素
• 预测考量
• 收入预测
• 收入预测分析
• 按产品分類的收入预测
• 产品收入预测分析
• 按地区分類的收入预测
• 按最终用户行业分類的收入预测
• 按最终用户行业分類的收入预测分析
• 收益分成
• 收入份额分析

成长动力：北美油气产业的排放控制

• 成长指标
• 收入预测
• 按产品分類的收入预测
• 按最终用户行业分類的收入预测

成长引擎：欧洲石油和天然气产业的排放控制

• 成长指标
• 收入预测
• 按产品分類的收入预测
• 各行业收入预测
• 收入预测分析

成长动力：亚太地区油气产业的排放控制

• 成长指标
• 收入预测
• 按产品分類的收入预测
• 各行业收入预测
• 收入预测分析

成长动力：石油和天然气产业的排放控制－中东和非洲

• 成长指标
• 收入预测
• 按产品分類的收入预测
• 各行业收入预测
• 收入预测分析

成长动力：拉丁美洲石油和天然气产业的排放控制

• 成长指标
• 收入预测
• 按产品分類的收入预测
• 各行业收入预测
• 收入预测分析

石油和天然气产业排放控制领域蕴藏着巨大的成长机会

• 成长机会 1：先进的甲烷外洩检测与修復 (LDAR) 解决方案
• 成长机会 2：自动化排放报告和合规软体
• 成长机会3：量子运算在排放优化的应用
• 成长机会 4：即时排放监测系统的物联网和边缘设备
• 成长机会 5：基于人工智慧的排放气体异常检测与预测性维护
• 成长机会 6：自动化排放解决方案
• 成长机会7：人工智慧主导的上游油气排放优化
• 成长机会 8：先进的排放分析解决方案
• 成长机会9：基于情境的排放管理数位双胞胎

附录

下一步

Will AI and ML Transform Emissions Management in the Oil and Gas Industry by 2035?

As decarbonization strategies gather pace across industries, emissions management is emerging as a key growth opportunity because companies like to minimize their emissions impact. Frost & Sullivan has identified a complex and dynamic value chain and a set of process steps where opportunities abound: planning and advisory, measuring and monitoring, mitigation, removal, reporting, and offsetting. Digital platforms and creative business models that deliver end-to-end solutions underpin these steps.

Companies are investing in innovative technologies like smart sensors to accurately capture different types of emissions data, as well as drones and satellite imagery for mapping. With emerging technologies such as artificial intelligence (AI), machine learning (ML), and cloud services, managing and storing large datasets is becoming common across industries. Over the next 10 years, automation and robotics, combined with data analytics, will become increasingly prevalent in measuring and controlling emissions.

In this study, we focus on the oil and gas industry, highlighting the developments in measuring, monitoring, and reporting.

Revenue Forecast

The revenue estimate for the base year 2024 is $1,886.8 million with a CAGR of 8.3% for the study period 2024-2035.

Scope of Analysis

• On 12 December 2015, 196 parties adopted the Paris Agreement, a legally binding international treaty on climate change aimed at limiting global temperature rise to well below 2°C, with efforts to cap it at 1.5°C above pre-industrial levels. Now, a decade later, the agreement remains a cornerstone of global climate action, uniting nations in their commitment to reduce greenhouse gas emissions and achieve net-zero emissions by around mid-century, typically by 2050. The Paris Agreement has driven significant progress, but with only 25 years remaining to meet its long-term goals, the urgency for accelerated and coordinated action has never been greater.
• GHGs mainly comprise 76% CO2, 16% methane, 6% nitrous oxide (N2O), and 2% other gases*. This study focuses on hardware and software solution for the end-to-end emissions management of GHGs emissions from the global O&G industry.
• These gases have different impacts on the environment and human health according to the following main factors:
  • Radiative efficiency or ability to absorb energy
  • Longevity or how long the gases stay in the atmosphere
• The drive to reduce emissions is rapidly escalating across various industry verticals. The energy sector (including O&G), which is responsible for more than 50% of global emissions) is facing mounting social pressure to meet climate goals. Regulatory compliance and legal measures in the form of operational and financial penalties have increased the importance of emissions management.
• Emissions management is a broad and complex topic. This study covers hardware and software solutions such as Continuous Emissions Monitoring System (CEMS) used to continuously measure, monitor and report data. The study also covers digital solutions such as Predictive Emissions Monitoring Systems (PEMS), edge and IoT based devices connected to ERP and SAP software for optimization of processes, Asset management, risk mitigation and data analytics for smart decision making.
• Since the emission management market is combination of product and service, it is difficult to estimate per unit cost and hence bottom-up approach is used to estimate the market size.
• The regional analysis includes NA (the United States, Mexico and Canada), Latin America (Brazil, Venezuela, Guyana, and Argentina), Europe (Norway, the United Kingdom, France, the Netherlands, Switzerland, and Germany), MEA (Saudi Arabia, the United Arab Emirates, Oman, Qatar, Egypt, Nigeria, Angola, and the Republic of Congo), and APAC (China, India Malaysia, Australia, Indonesia, Japan, and Singapore).
• Scope of Analysis
• Planning and Advisory
  • Reduction plans
  • Roadmaps
  • Goal setting
  • Consulting fees
  • Performance contracting
  • Climate action plans
  • Financing
• Measuring and Monitoring
  • Real-time monitoring
  • Diagnostics
  • Sensor deployment
  • Mapping
  • Scenarios
  • Forecasting
  • Satellite imagery
  • Drones
• Mitigation
  • Equipment efficiency
  • New systems
  • Operating changes
  • Material/fuel choices
  • Energy procurement
  • Renewables integration
  • Electrification
  • Hydrogen
• Removal
  • Carbon capture
  • Usage/storage
  • Air pollution control
  • Air filtration
• Reporting
  • Carbon accounting
  • Emission reporting
  • Compliance
  • Tracking
  • Benchmarking
  • CSR and ESG reports
  • Carbon budgets
  • Automated reporting
• Offsetting
  • Investment priorities
  • Credit management
  • Project development
  • Insetting
  • Portfolio management

Digital Platforms

• Software licensing
• SaaS models
• Emissions Management-as-a-Service
• IoT datasets
• Data marketplace participation
• AI-based decision-making

The Impact of the Top 3 Strategic Imperatives on the Emissions Management Industry in Oil and Gas

Disruptive Technologies

• Why: Climate change and sustainability are the main issues affecting companies globally, driving significant investments in innovative technologies to lower emissions and achieve net-zero targets. Incomplete information about actual emission levels and a lack of awareness about the cost-effectiveness of abatement are 2 challenges in reducing methane emissions.
• Frost Perspective: Investment in innovative technologies, such as smart sensors, is increasing because they accurately capture different emission data types. Emerging technologies, including AI, machine learning (ML), and cloud services, will be integral to managing and storing large datasets. In the next 10 years, automation, robotics, and data analytics will become more prevalent in measuring and controlling emissions.

Transformative Mega Trends

• Why: Many industry verticals are accelerating their efforts to lower emissions. The energy sector-including O&G, which is responsible for more than 50% of global emissions-faces mounting pressure to meet climate goals. Regulatory compliance and legal measures in the form of operational and financial penalties have increased the importance of managing emissions.
• Frost Perspective: Emissions management service providers should not only focus on the O&G industry but also tailor their products and services to other hard-to-abate industries, thereby expanding their business value proposition. End-to-end emissions management solutions, from measuring and monitoring to managing and lowering, will be the main business model in the future.

Innovative Business Model

• Why: O&G end users are looking for high-quality, accurate gas detection and analysis solutions at affordable costs. However, high acquisition costs, especially for analyzers, fixed detectors, and sensor networks, often deter companies from investing heavily. Companies focus instead on meeting compliance parameters.
• Frost Perspective: A subscription-based, as-a-service business model will enable providers to offer high-quality services at a low cost. Providers can implement subscription services, such as gas detection-as-a-service, with the required Internet of Things (IoT) platforms, cloud connectivity, AI, and data analytics-based solutions to gather intelligence. Sensor companies can partner with industrial robot providers to develop an as-a-service business model.

Key Competitors

• Global
  • ABB
  • Honeywell
  • Emerson
  • Siemens Energy
  • SLB
  • Baker Hughes
  • Schneider Electric
  • Yokogawa Electric
  • GE Vernova
  • Rockwell Automation
  • Enablon (Wolters Kluwer)
  • ChampionX
  • Microsoft
  • DNV
  • Bureau Veritas
  • IBM Envizi
  • Salesforce
• North America
  • Persefoni
  • Sphera
  • FLIR (Teledyne)
  • Fluke
  • GHGSat
  • Kairos Aerospace
  • Carbon Mapper
  • Bridger Photonics
  • Envana (Halliburton)
  • Thermo Fisher Scientific
  • OneTrust ESG
  • Validere
  • Qube Technologies
  • SeekOps
  • Intelek
  • Highwood
  • ICI
  • Opgal & Gevasol Company
• Europe
  • Emitwise
  • Carbmee
  • Plan A
  • Greenly
  • Normative
  • SICK AG
  • OPSIS
  • Protea Ltd
  • Gasmet Technologies
  • SimaPro
  • Sensia Solution
  • NEMS AS
  • Eserv
  • Arolytics
  • Gasera
  • Ecovadis
• Asia-Pacific
  • JGC Holdings
  • INPEX
  • CarbonetX
  • Simble Solutions Limited
  • Avarni
  • Carbonstop
  • CarbonView Ltd
  • Gasmet Technologies
  • Apex Instruments, Inc.
  • Cerex Monitoring Solutions
  • ENVEA
  • Twin-Tek (Protea)
  • LogicLadder Technologies
  • Carbonstop
• Rest of World
  • SBS
  • Enviromnics, Inc
  • OPSIS AB
  • Cerex Monitoring Solutions
  • Ecomserve
  • EmiAfrica SARL
  • Anethsis Group
  • NetO
  • CODEL - Forbes Marshall
  • NEO Monitors (Nederman company)
  • Tekran Instruments Corporation

Growth Drivers

• Corporate Sustainability and Net-Zero Goals
• Regulatory Compliance and Reporting
• Cost Optimization and Operational Efficiency
• Increased Regulations Methane Emissions
• Asset Integrity and Risk Management
• Advanced Technologies and Integration

Growth Restraints

• Regulatory Uncertainty and Volatility
• Data Security and IP Concerns
• Legacy Infrastructure and Data Silos
• Lack of Standardization
• High Initial Costs and Uncertain ROI
• Limited Digital and Emissions Expertise

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation by Product
• Segmentation by End-User Industries
• Segmentation by Region

Growth Environment: Transformation in Emissions Management for Oil and Gas Industry

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Emissions Management Industry in Oil and Gas

Ecosystem in Emissions Management for Oil and Gas Industry

• Competitive Environment
• Key Competitors

Growth Generator in Emissions Management for Oil and Gas Industry

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Forecast by Product
• Revenue Forecast Analysis By Product
• Revenue Forecast by Region
• Revenue Forecast by End-User Industries
• Revenue Forecast Analysis By End-User Industries
• Revenue Share
• Revenue Share Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-North America

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by End-User Industries

Growth Generator: Emissions Management for Oil and Gas Industry-Europe

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-Asia-Pacific

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-Middle East and Africa

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-Latin America

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Opportunity Universe in Emissions Management for Oil and Gas Industry

• Growth Opportunity 1: Advanced Methane Leak Detection and Repair LDAR Solutions
• Growth Opportunity 2: Automated Emissions Reporting and Compliance Software
• Growth Opportunity 3: Quantum Computing for Emissions Optimization
• Growth Opportunity 4: IoT and Edge Devices for Real-Time Emissions Monitoring Systems
• Growth Opportunity 5: AI-Powered Emissions Anomaly Detection and Predictive Maintenance
• Growth Opportunity 6: Automated Emissions Reduction Solutions
• Growth Opportunity 7: AI-Driven Emissions Optimization for Upstream Oil and Gas Operations
• Growth Opportunity 8: Advanced Emission Analytics Solutions
• Growth Opportunity 9: Digital Twins for Scenario-Based Emissions Management

Appendix

• List of Other Companies

Next Steps

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