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海底系统市场:2023 年至 2028 年预测Subsea Systems Market - Forecasts from 2023 to 2028 |
海底系统市场预计复合年增长率为3.43%,从2021年的127.07亿美元增加到2028年的160.93亿美元。
全球能源需求,特别是开发中国家的能源需求,正在增加对海底基础设施的需求,以到达蕴藏量石油和天然气的海底。由于深海和超深海探勘的发展以及持续的技术发展,市场正在扩大。更严格的环境法和对永续性的关注正在推动海底技术的发展。由于海上可再生能源计划的出现、更换老化基础设施的要求以及地缘政治事件和全球经济形势的影响,海底系统市场也在不断扩大和变化。
海底硬体设计、製造流程和供应链管理的创新对于实现更快的资产交付至关重要。数位双胞胎和模组化海底设备是可以加快海底系统安装的最尖端科技的两个例子。
全球海底系统市场正受到石油和天然气需求不断增长的重大影响。海底系统对于深海和超深海区域的探勘、钻井和生产至关重要,为了满足不断增长的能源需求,对海洋碳氢化合物蕴藏量的寻找正在加速。由于对尖端海底技术、设备和基础设施的投资,该市场正在不断增长。
EIA发布的月度原油和天然气产量报告显示,2022年美国原油产量较2021年增加5.6%,即每天增加60万桶,达到平均每天1,190万桶。构成二迭纪盆地的德克萨斯州和新墨西哥州占2022年美国原油产量增量的大部分。 2022年,新墨西哥州连续第三年成为美国原油产量增幅最大的州。新墨西哥州产量增加至 160 万桶/日,创该州历史新高。
此外,根据印度品牌资产基金会的数据,到 2045 年,印度的石油消费量预计将增加一倍,达到每天 1,100 万桶。到2029-2030年,柴油需求预计将翻两番,达到1.63亿吨,到2045年柴油和汽油将占印度石油消费的58%。到 2024 年,印度天然气消费量预计将以 9% 的复合年增长率增加 250 亿立方公尺 (BCM)。由于工业活动激增,印度石油需求在2023年2月达到24年来的新高。这是需求连续第 15 年成长。
海底系统由柔性管道、转塔、锚碇装置和其他海底设备组成,主要用于透过在海底安装井口和深海蕴藏物来维持流体、石油和化学品的生产和运输。在美国,石油产量的增加加上对陆上钻井平台的投资为海底系统市场带来了积极的前景。根据美国能源情报署的数据,2022年平均原油产量预计将达到1,180万桶/日,2023年为1,240万桶/日,2024年为1,280万桶/日。
此外,NOV、Parker 和 Hannifin 等主要海底系统供应商正在积极投资改善其海底生产组合,以刺激美国整体市场的成长。同样,旨在增强海底生产技术的持续策略联盟和合资企业也正在推动市场成长。例如,2023年10月,Aker Solutions、SLB和Subsea7将组成一家名为「OneSubsea」的合资企业,总部除奥斯陆外,还将设在德克萨斯州休士顿休斯顿,涵盖广泛的海底加工和生产技术。储存.群岛此外,Expro将于2023年10月完成对德克萨斯境外服务供应商PRT Offshore的收购,加强在北美的海底油井接入服务。
此外,持续的陆上石油生产也是一个驱动因素。例如,2023年2月,壳牌离岸公司宣布其位于美国墨西哥湾附近的维託生产设施开始生产石油。该公司表示,预计该设施的峰值产量将达到 10 万桶/日。
2023 年 9 月,Southern Cross Cables Limited(简称「Southern Cross」)和数位基础设施领域的全球领导者 Equinix, Inc. 将为 Southern Cross NEXT 的海底电缆系统提供位于美国的关键互连网路基地台。我们宣布延长合作关係。透过利用 Equinix 的下一代有线登陆站 (CLS)架构,SX NEXT 使有线网路营运商能够降低成本并加速配置。 2023 年 6 月,Azule Energy 授予 TechnipFMC 一份重要合同,为位于安哥拉近海的 Block 18 加密开发项目交付海底生产设备。在此之前,Azule 的 Agogo 综合西部中心开发项目宣布了柔性管道供应合同,这标誌着 TechnipFMC 与 Azule Energy 签订的第一份海底生产系统合同。 2022 年 8 月,斯伦贝谢、Aker Solutions 和 Subsea 7 宣布成立合资企业,帮助客户发现蕴藏量并缩短週期时间,从而促进海底生产的创新和效率。为了帮助客户实现脱碳目标,该交易结合了一系列最尖端科技,包括海底天然气压缩、全电动式海底生产系统和其他电气化能力。
The subsea systems market is expected to grow at a CAGR of 3.43% from US$12.707 billion in 2021 to US$16.093 billion in 2028.
The need for energy worldwide, particularly in developing nations, is driving the necessity for subsea infrastructure to reach offshore deposits of gas and oil. The market is growing as a result of a move towards deepwater and ultra-deepwater exploration and continuing technical developments. Subsea technology development is being aided by tighter environmental laws and an increased focus on sustainability. The subsea systems market is also expanding and changing as a result of the emergence of offshore renewable energy projects, the requirement to replace ageing infrastructure, and the impact of geopolitical events and global economic circumstances.
To achieve speedier asset delivery, innovations in subsea hardware design, manufacturing processes, and supply chain management are essential. Digital twins and modular subsea equipment are two examples of cutting-edge technology that can hasten the installation of subsea systems.
The global market for subsea systems is significantly impacted by the rising demand for gas and oil. Subsea systems are essential for exploration, drilling, and production in deepwater and ultra-deepwater areas as the hunt for offshore hydrocarbon reserves accelerates to satisfy growing energy requirements. The market is growing as a result of investments made in state-of-the-art subsea technologies, equipment, and infrastructure.
According to the Monthly Crude Oil and Natural Gas output report published by EIA, U.S. crude oil output increased by 5.6%, or 0.6 million barrels per day (b/d), in 2022 compared to 2021, averaging 11.9 million b/d. Texas and New Mexico, the two states that make up the Permian Basin, made up the largest portion of the rise in U.S. crude oil output in 2022. For the third year in a row, New Mexico saw the most increase in crude oil output in the United States in 2022. The output of New Mexico increased to 1.6 million b/d, a record for the state, by 0.3 million b/d.
Furthermore, according to the India Brand Equity Foundation, by 2045, it is expected that India's oil consumption will have doubled to 11 million barrels per day. By 2029-2030, diesel demand is predicted to quadruple to 163 MT, and by 2045, diesel and petrol will account for 58% of India's oil consumption. It is anticipated that India's natural gas consumption will increase by 25 billion cubic metres (BCM), growing at an average annual rate of 9% through 2024. A surge in industrial activity led to India's oil demand reaching a 24-year high in February 2023. It was the fifteenth straight year of demand growth.
The subsea system consists of flexible pipes, turrets, mooring, and other submerged ocean equipment which are mainly used to maintain the production & transportation of fluids, oil & chemicals by establishing wellheads and deepwater reserves on the sea bed. The growing oil production coupled with investment in onshore oil rigs in the US has provided a positive outlook to the subsea system market. According to the U.S Energy Information Administration, in 2022, average crude oil production stood at 11.8 million b/d and as per the same source, the average oil production is expected to reach 12.4 million b/d in 2023 and 12.8 million b/d in 2024.
Moreover, the well-established presence of major subsea system providers namely NOV Inc, Parker, and Hannifin Corporation which are actively investing in improving their subsea production portfolio has stimulated the overall market growth in the US. Likewise, the ongoing strategic collaborations and joint ventures to bolster subsea production technologies are also driving market growth. For instance, in October 2023, Aker Solutions, SLB, and Subsea7 formed a joint venture called "OneSubsea" which besides Oslo will also be headquartered in Houston, Texas, and will deal in extensive subsea processing & production technology for reservoirs. Additionally, in October 2023, Expro completed the acquisition of Texas-based offshore service provider PRT Offshore which would enable the former to strengthen its subsea well access offerings in North America.
Furthermore, the ongoing onshore oil production is also acting as an additional driving factor. For instance, in February 2023, Shell Offshore Inc. announced the starting of oil production at its Vito production facility near the US Gulf of Mexico. The company stated that the estimated peak production of the facility would be 100,000 b/d.