深水和超深水勘探与生产市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在 2022 年至 2027 年的预测期内，深水和超深水勘探和生产市场的复合年增长率预计将超过 10.5%。

随着 2020 年第一季度 COVID-19 的爆发，由于冠状病毒的高风险，勘探和生产公司被迫推迟周转并推迟新的运营。 诸如深水石油和天然气勘探活动增加，特别是在墨西哥湾和北海，以及深水和超深水项目的可行性增加等因素预计将在预测期内推动市场。 然而，为限制二氧化碳排放而对石油和天然气勘探和生产活动实施严格的环境和安全法规，以及对可再生和可持续能源的需求增加，预计将阻碍预测期内的市场增长。

主要亮点

• 预计深水行业在预测期内将实现显着增长。
• 加蓬、塞内加尔、圭亚那、特立尼达和多巴哥、埃及、墨西哥湾等技术进步和新油气田的发现等因素正在积极推动深水和超深水储量的开发。 预计这将在不久的将来成为运营国家的主要商机。
• 中东和非洲主导着全球市场，需求来自尼日利亚、安哥拉和埃及。

主要市场趋势

深海事业部增长显着

• 对化石燃料（尤其是石油和天然气）的需求不断增长，迫使勘探和生产行业在 1,000 到 5,000 英尺的深度进行钻探。
• 自 2014 年年中以来石油和天然气价格的波动促使世界各地的石油和天然气运营商实施多项削减成本和提高效率的措施，导致 2014 年至 2017 年的深水成本节约减少了约 30-40%。 此外，随着油价上涨，一些深水开始投入运营，增加了对深水开放水面和生产活动的投资。 此外，自 2014 年以来，深水和产量的盈亏平衡点已经下降，预计在预测期内将遵循同样的趋势。
• 从 2014 年到 2020 年，全球深海海底钻探活动呈上升趋势，巴西、美国墨西哥湾 (GoM)、挪威、安哥拉和尼日利亚等地区都贡献了大部分资本投资。西非预计将有最大的区域增长。
• 2021 年 4 月，Reliance Industries Limited (RIL) 和 BP Plc 宣布印度东海岸 KG D6 区块的 Satellite Cluster 气田开始生产。 两家公司正在 KG D6 区块开发三个深水项目：R Cluster、Satellite Cluster 和 MJ，到 2023 年合计将生产约 30mmscmd（十亿立方英尺/天）的天然气，预计将满足高达 15% 的需求印度的天然气需求。
• 此外，最近的成本削减浪潮和重要的技术突破使许多石油和天然气勘探和生产公司能够扩大其可持续的深水产品组合。
• 因此，基于上述因素，预计在预测期内，深水部分以及深水和超深水勘探和生产市场将有大量需求。

中东和非洲主导市场

• 中东和非洲地区在石油和天然气生产中占有很大份额。 该地区的石油生产来自海上项目，深水和超深水占海上生产的主要份额。
• 安哥拉近海是非洲最有前途的矿区之一，高水平的投资仍在继续。 发掘结果总体良好，近年来有不少有影响的发现。 2011年以来，宽扎盆地盐下层共获得5个重要发现。 其中，Bicuar、Cameia、Lontra、Mavinga 和 Orca 被发现于第 20 和 21 区块。
• 另一方面，安哥拉最有潜力的矿区是深水、超深水和盐下层，勘探可以说是高风险、高回报。 雪佛龙、BP、埃尼、埃克森美孚、挪威国家石油公司、道达尔和国家石油公司 Sonangol 等行业巨头预计将继续在深水和盐下地层进行钻探。
• 尼日利亚拥有最大的深海原油和凝析油储量，在十个国家中排名第一。 其中大部分发现于尼日利亚的尼日尔三角洲和贝宁湾、几内亚湾和邦尼湾近海。 虽然目前有陆基勘探，但勘探活动的重点是近海深水和超深水区。
• 1993 年，壳牌尼日利亚勘探与生产公司 (SNEPCO) 收到了尼日利亚第一个商业深水油田 Bonga 油田的订单。 然而，直到 2005 年才开始生产。 Bonga 取得成功后，几个深水油田接二连三地被勘探，包括 Agbami（雪佛龙）、Elha（埃克森美孚）、Akpo、Aegina 和 Usan（道达尔）。
• 此外，2020 年 2 月，ENI 开始在阿曼近海 52 号区块钻深水勘探井。 这口井将是该国的第一口深海钻井。
• 2021 年 1 月，埃及石油和矿产资源部部长与穆巴达拉石油公司签署了红海 4 号区块油气勘探活动的特许经营权协议。
• 因此，预计在预测期内，增加投资和对石油和天然气出口的需求激增将推动中东和非洲地区的深水和超深水勘探和生产市场。

竞争格局

深水和超深水勘探和生产市场适度整合。 市场上的主要参与者是英国石油公司、雪佛龙公司、中国海洋石油总公司、埃克森美孚公司、壳牌公司等。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第 2 章执行摘要

第三章研究方法论

第 4 章市场概述

• 简介
• 到 2027 年的市场规模和需求预测（单位：十亿美元）
• 离岸资本支出预测（单位：十亿美元，按深度分类，2022-2027 年）
• 离岸资本支出预测（单位：十亿美元，按地区划分，2022-2027 年）
• 近期趋势和发展
• 政府法规和政策
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 搬运工五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 深度
  • 深海
  • 超深海
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东和非洲

第六章竞争格局

• 併购、合资、合作、协议
• 主要参与者采用的策略
• 公司简介
  • BP PLC
  • Chevron Corporation
  • China National Offshore Oil Corporation
  • Eni S.p.A.
  • Equinor ASA
  • Exxon Mobil Corporation
  • Petroleo Brasileiro SA
  • Petroleos Mexicanos
  • Shell PLC
  • TotalEnergies SE

第7章 市场机会未来动向

The deepwater and ultra-deepwater exploration and production market is expected to register a CAGR of more than 10.5% during the forecast period of 2022 - 2027. With the COVID-19 outbreak in Q1 of 2020, exploration and production companies were forced to delay turnarounds and postpone new operations due to the high risks of coronavirus. Factors such as rising deepwater oil and gas exploration activities, especially in the Gulf of Mexico and the North Sea, and improved viability of deepwater and ultra-deepwater projects are expected to drive the market during the forecast period. However, stringent environmental and safety regulations for oil and gas exploration and production activities to limit the carbon footprint and increasing demand for renewable and sustainable energy resources are expected to hinder the market's growth during the forecast period.

Key Highlights

• The deepwater segment is expected to witness a significant growth rate during the forecast period.
• Factors such as technological improvements and the discovery of new oil & gas fields in Gabon, Senegal, Guyana, Trinidad & Tobago, Egypt, and the Gulf of Mexico are actively promoting the development of deepwater and ultra-deepwater reserves. This, in turn, is expected to create significant opportunities for the operating countries in the near future.
• Middle-East and Africa dominated the global market, with the majority of demand coming from Nigeria, Angola, and Egypt.

Key Market Trends

Deepwater Segment to Witness Significant Growth

• The constant and ever-increasing demand for fossil fuels, particularly oil and gas, has pushed the exploration and production industry to drill in deep waters ranging from 1000 to 5000 feet.
• Owing to the oil price volatility starting in mid-2014, the oil and gas operators worldwide undertook several cost-cutting and efficiency gains measures, which resulted in the cost-reduction of deepwater approximately 30-40% from 2014-2017. Furthermore, with the improvement in oil prices, several deepwater has become viable to operate and have resulted in increased investments for deepwater exdeepwater and production activities. Also, the breakeven for deepwater exdeepwater and production has fallen since 2014 and is expected to follow the same trend during the forecast period.
• From 2014 to 2020, global deepwater exdeepwater has increased, and regions, such as Brazil, United States Gulf of Mexico (GoM), Norway, Angola, and Nigeria constitute a large amount of this capital expenditure, respectively, with West Africa anticipated to have the greatest regional growth.
• In April 2021, Reliance Industries Limited (RIL) and BP Plc announced the start of production from the Satellite Cluster gas field in block KG D6 off the east coast of India. They have been developing three deepwater projects in block KG D6 - R Cluster, Satellite Cluster, and MJ - which together are expected to produce around 30 mmscmd (1 billion cubic feet a day) of natural gas by 2023, meeting up to 15% of India's natural gas demand.
• Moreover, the recent waves of cost reductions and critical technological breakthroughs have enabled many oil and gas exploration and production companies to expand their portfolio of sustainable deepwater.
• Therefore, based on the above-mentioned factors, there is expected to be significant demand for the deepwater segment and the deepwater and deepwater exploration and production market during the forecast period.

Middle-East and Africa to Dominate the Market

• The Middle-East and African region holds a leading share of oil and gas production. The region's oil production comes from offshore projects, with deepwater and ultra-deepwater accounting for the major share of offshore production.
• The Angolan offshore is among the most prospective plays in Africa and continues to draw high levels of investment. Drilling results are broadly positive, with exploration yielding several high-impact discoveries in recent years. A heavy focus on the Kwanza Basin pre-salt has returned five major discoveries since 2011: Bicuar, Cameia, Lontra, Mavinga, and Orca, in blocks 20 and 21.
• On the flip side, with Angola's most prospective acreage in the deepwater, ultra-deepwater, and pre-salt areas, exploration can be characterized as high-risk, high-reward. The bulk of drilling is expected to continue to target deepwater and pre-salt prospects, spearheaded by industry giants, such as Chevron, BP, Eni, Exxon Mobil, Statoil, and Total, along with national oil company Sonangol.
• Nigeria holds the top position among the ten countries, with the largest remaining crude oil and condensate deepwater reserves. Most reserves are along the country's Niger River Delta and offshore in the Bight of Benin, the Gulf of Guinea, and the Bight of Bonny. As of now, exploration activities are mostly focused on the deep and ultra-deep offshore, although some onshore exploration is also taking place.
• The first Nigerian commercial deepwater discovery, the Bonga oil field, was awarded to Shell Nigeria Exploration and Production Company (SNEPCO) in 1993. However, production did not start till 2005. After Bonga's success, several other deepwater oil explorations followed in quick succession, including Agbami (Chevron), Erha (ExxonMobil), and Akpo, Egina, and Usan (Total), among others.
• Furthermore, in February 2020, ENI started drilling a deepwater exploration well for offshore Oman in the Block 52 concession. The well is believed to be the nation's first in deep water offshore.
• In January 2021, Egypt's Minister of Petroleum and Mineral Resources signed a concession agreement with Mubadala Petroleum for oil and gas exploration activities in Red Sea block 4.
• Therefore, increasing investments and surging demand for oil and gas exports are expected to drive the deepwater and ultra-deepwater exploration and production market in the Middle-East and African region during the forecast period.

Competitive Landscape

The deepwater and ultra-deepwater exploration and production market is moderately consolidated. The key players in the market include BP PLC, Chevron Corporation, China National Offshore Oil Corporation, Exxon Mobil Corporation, and Shell PLC, among others.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Offshore CAPEX Forecast, in USD billion, by Water Depth, 2022-2027
• 4.4 Offshore CAPEX Forecast, in USD billion, by Region, 2022-2027
• 4.5 Recent Trends and Developments
• 4.6 Government Policies and Regulations
• 4.7 Market Dynamics
  • 4.7.1 Drivers
  • 4.7.2 Restraints
• 4.8 Supply Chain Analysis
• 4.9 Porters' Five Forces Analysis
  • 4.9.1 Bargaining Power of Suppliers
  • 4.9.2 Bargaining Power of Consumers
  • 4.9.3 Threat of New Entrants
  • 4.9.4 Threat of Substitute Products and Services
  • 4.9.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Water Depth
  • 5.1.1 Deepwater
  • 5.1.2 Ultra-Deepwater
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South America
  • 5.2.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 BP PLC
  • 6.3.2 Chevron Corporation
  • 6.3.3 China National Offshore Oil Corporation
  • 6.3.4 Eni S.p.A.
  • 6.3.5 Equinor ASA
  • 6.3.6 Exxon Mobil Corporation
  • 6.3.7 Petroleo Brasileiro SA
  • 6.3.8 Petroleos Mexicanos
  • 6.3.9 Shell PLC
  • 6.3.10 TotalEnergies SE

7 MARKET OPPORTUNITIES AND FUTURE TRENDS