石油和天然气行业的数字化转型市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

主要亮点

• 石油和天然气行业的数字化转型市场预计在预测期内的复合年增长率为 9.5%。 自过去十年以来，数字化转型一直是推动全球石油和天然气行业发展的主要趋势之一。 这种转变将提高利用人工智能、物联网和大数据等先进数字技术的效率，从而显着提高关键资产的预测性维护效率，因为它们可能包括数字双胞胎，它减少了设施中工人从事危险工作的风险，并开放了新的机会。
• 增强现实是石油和天然气行业中最新出现的解决方案。 壳牌、埃克森美孚和 BP 等公司率先在这一领域采用沉浸式技术。
• 对于海上石油和天然气作业，在数据科学中使用 AI 可以使石油和天然气勘探和生产中使用的复杂数据更易于访问，帮助公司发现新的勘探前景，更好地利用现有基础设施。 例如，BP 最近投资了总部位于休斯顿的初创公司 Belmont Technologies，以增强其 AI 能力并开发一个绰号为“Sandy”的基于云的地球科学平台。
• 在所有支持技术中，预计人工智能将在预测期内发挥关键作用。 人工智能还被用于提高加油站预防性维护的安全性。 然而，加油站的火灾正在上升。 例如，2021年9月，拉斯维加斯麦卡伦机场加油站发生火灾。 此类事件可能是致命的，并会摧毁加油站及其周围环境。 然而，基于人工智能的智能摄像头可以进入风险区域并降低潜在损害的程度。
• 2021 年 11 月，ElectrifAi 在阿布扎比的 ADIPEC 上宣布，它将为石油、天然气和能源行业提供计算机视觉 (CV) 和机器学习即服务 (MLaaS)。 ElectrifAi 的 MLaaS 使公司能够在几乎不需要经验的情况下实现 AI 和 ML 的全部业务和运营优势。 MLaaS 可在任何云环境或客户场所快速部署。
• 此外，通过采用物联网等监控设备，企业可以自动化和优化流程，消除安全和监管问题，以及通过不断监控设备进行远程访问等风险，可以实现行业的进一步数字化。
• 此外，由于 COVID-19 的影响，原油价格将在 2020 年大幅下跌，沙特阿拉伯和俄罗斯之间的价格竞争将成为石油生产公司引入自动化的主要製约因素。。 根据国际能源署 (IEA) 的数据，总部位于德克萨斯州的西方石油公司 (Oxy) 在 2020 年的资本支出削减幅度是全球石油和天然气生产商中最多的。仅此而已。 由于 COVID-19，Oxy 已将其 2020 年资本支出削减了 48.1%，从年初计划的 52 亿美元削减至 27 亿美元。 但是，大流行使石油和天然气行业的数字化需求成为人们关注的焦点。 因此，公司已开始计划对此类转型进行投资，预计市场将在预测期内增长。

主要市场趋势

下游板块有望占据较大市场份额

• 数字化转型被认为是引领石油和天然气行业下游运营的核心创新之一。 公司专注于通过提高工厂製造效率来提高资产利用率。
• 石油和天然气公司（包括石化和炼油）的下游业务一直采用技术来改善运营。 这些公司开发并采用了创新方法来管理复杂流程和解释数据以提高绩效。 随着许多公司的战略推动扩大其在石油和天然气价值链中的下游业务，尤其是石化产品，随着向数字化的转变继续进行，预计会有更大的潜力。
• 供应商关注的一个关键领域是如何预测、预防和降低维护成本。 我们的自动化维护和周转计划工具解决方案使用应用程序性能管理和基于 AI 的模拟，可以轻鬆添加到您现有的操作系□□统中。 此外，传感器系统升级可实现更好的预测性和预测性维护，并转化为长期运营效率。
• 一些石油和天然气公司依靠人工智能、物联网和大数据等技术来改善运营。 例如，壳牌的下游商业业务，负责向终端消费者供应石油和天然气，利用人工智能技术预测消费者对石油产品的需求，衡量供应短缺，改进炼油工艺，我们建议添加石油。
• 此外，该行业的扩张也是推动预测期内市场增长率的一个因素。 例如，2022 年 5 月，为扩大其在亚洲的下游业务，沙特阿拉伯石油公司 (Aramco) 宣布与泰国国有石油公司 PTT 合作。 两家组织都寻求改善原油采购、炼油、石化和 LNG（液化天然气）营销方面的合作伙伴关係。 蓝绿氢和许多清洁能源项目也可以成为合作伙伴。
• 2020 年，全球原油需求下降至每天 9100 万桶。 2020 年的下降是由于冠状病毒大流行的经济和动态影响，包括全球范围内的大范围停工。 根据能源情报署 (EIA) 的数据，2023 年的原油产量预计将达到 1.012 亿桶/日。 预计原油产量的增加也将进一步推动市场增长。

亚太地区占很大份额

• 该地区在石油和天然气行业占有很大的市场份额。 据 IBEF 称，印度有望成为全球非经合组织石油消费增长的最大贡献者之一。 22 财年印度的石油产品消费量为 20,423,000 吨。 高速柴油是印度消耗量最大的石油产品，占 22 财年石油产品消耗量的 38.84%。
• 此外，2022 年 1 月，印度石油公司 (IOCL) 宣布计划扩大其城市燃气配送 (CGD) 业务，考虑投资 7,000 克朗（9.186 亿美元）。
• 中国、印度、日本和韩国等国家是亚太地区最活跃的下游石油和天然气行业，拥有超过 78% 的炼油能力，拥有石化生产设备和我们有一个大型的、深度整合的炼油厂。 此外，据 IBEF 称，印度的目标是将其 50% 的 SPR（战略石油储备）商业化，以资助和建造额外的储油罐，以抵消不断上涨的油价。
• 此外，新加坡等国家/地区的炼油产能在一年内增加了 10% 以上。 预计这将为现有炼油厂的扩张和可能的新项目提供空间，以推动数字化转型的需求。
• 鑑于石油和天然气生产涉及较长的交货时间和大量资本支出，该行业的主要参与者正在寻求通过 AI 等变革性技术获得竞争优势。 例如，澳大利亚最重要的天然气生产商伍德赛德已部署 IBM Watson 来支持 AI 算法，以搜索超过 2500 万份文檔、检索内容、对过去绩效进行基准测试以及相关信息。可以向企业中的任何人提出建议。
• 此外，代表亚洲的中石油宣布，将在大庆油田实施云计算、大数据、物联网等技术，实现数字化转型，力争实现5000万吨稳产。 20年了，我来了。
• 但是，到 2021 年，石油和天然气行业将出现显着復苏，将其推回到 COVID-19 之前的水平。 国际能源署 (IEA) 在 2021 年 10 月的最新报告中预测，到 2030 年，全球石油需求将增长 7%，而印度将增长 50%。 因此，该行业的增长有望推动市场。

竞争格局

全球石油和天然气行业的数字化转型市场竞争激烈，包括几家主要参与者。

拥有显着市场份额的玩家专注于扩大其国际客户群。 这些公司正在利用战略合作计划和收购来增加市场份额和盈利能力。

• 2021 年 10 月 - 艾默生将 Aspen Technology, Inc. 与艾默生的两个独立工业软件业务 Open Systems International, Inc. 及其地质模拟软件业务合併，向 AspenTech 股东提供现金。签署最终协议出资 60 亿美元创建“New AspenTech”，这是一个多元化、高性能的工业软件部门，具有更大的能力、规模和技术。
• 2021 年 5 月 - 艾默生电气升级自动化技术，以提高壳牌菲律宾勘探公司运营的马拉帕亚天然气生产和加工设施的可靠性，并提前完成工作，如期恢復天然气供应。 因此，菲律宾将受益于能够继续使用更清洁的燃烧天然气来为其经济提供动力。

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1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 工业价值链分析
• 评估 COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动因素
  • 越来越需要引入颠覆性技术来优化运营和提高安全性
  • 监管要求
• 市场挑战
  • 石油价格波动
  • 发达国家工业增长放缓

第 6 章市场细分

• 通过启用技术
  • 大数据/分析和云计算
  • 物联网 (IoT)
  • 人工智能
  • 工业控制系统（PLC、SCADA、HMI、DCS 等）
  • 增强现实（AR、VR、MR）
  • 现场设备（传感器、电机、VFD 等）
• 按石油和天然气行业活动
  • 上游
  • 中产阶级
  • 下游
• 按地区列出
  • 北美
    • 美国
    • 加拿大
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 其他亚太地区
  • 拉丁美洲
    • 巴西
    • 阿根廷
    • 其他拉丁美洲地区
  • 中东和非洲
    • 阿拉伯联合酋长国
    • 沙特阿拉伯
    • 其他中东和非洲地区

第7章竞争格局

• 公司简介
  • Schneider Electric SE
  • Rockwell Automation Inc.
  • Honeywell International Inc.
  • Siemens AG
  • IBM Corporation
  • Mitsubishi Electric Corporation
  • Omron Corporation
  • Yokogawa Electric Corporation
  • Fanuc Corporation
  • Emerson Electric Co.
  • WFS Technologies Ltd
  • Magseis Fairfield ASA
  • Rohrback Cosasco Systems Inc.
  • ABB Ltd

第8章 投资分析

第9章 市场将来性

Key Highlights

• The digital transformation market in the oil and gas industry is expected to register a CAGR of 9.5% during the forecast period. Digital transformation has been one of the key trends driving the global oil and gas industry since the last decade. This transformation enables the operations to leverage advanced digital technologies such as AI, IoT, and Big Data, among others, to drive efficiencies and thereby open up new opportunities for the same, as it might involve digital twins, which evidently improves the efficiency of predictive maintenance of the critical assets and thereby restricting the exposure of hazardous task to the workers in the facilities.
• Extended reality is the latest and emerging solution in the oil and gas industry. Companies such as Shell, ExxonMobil, and BP are among the first players to adopt immersive technologies in the field. ​
• The offshore oil and gas business uses AI in data science to make the complex data used for oil and gas exploration and production more reachable, which lets companies discover new exploration prospects or make more use of existing infrastructures. For instance, recently, BP invested in Houston-based start-up Belmont Technology to strengthen the company's AI capabilities and develop a cloud-based geoscience platform nicknamed "Sandy."​
• Among all the enabling technologies, artificial intelligence is poised to play a significant role over the forecast period. AI is also used to increase the safety of gas stations for preventive maintenance. However, there have been growing incidences of fires at gas stations. For instance, a gas station in Mccarran Airport in Las Vegas had an accidental fire in September 2021. Such events may prove deadly and destroy gas stations and the surrounding area. However, intelligent cameras based on AI can access the risk area and lessen the extent of potential damage.​
• In November 2021, ElectrifAi announced the availability of Computer Vision (CV) and Machine Learning as a Service (MLaaS) for the oil, gas, and energy industries at ADIPEC in Abu Dhabi. With ElectrifAi's MLaaS, companies need little to no experience to realize the maximum business and operational benefits of AI and ML. MLaaS deploys quickly within any cloud environment or on the customer premise. ​
• Additionally, adopting monitor equipment such as IoT will allow companies to further digitize the industry by automating and optimizing the processes and eliminating the risk associated, including safety and regulation issues, and remote access, by constantly monitoring the equipment.
• Furthermore, the oil prices declining drastically over 2020, in the wake of COVID-19, and a price war between Saudi Arabia and Russia, are acting as major restraints for oil-producing companies to deploy automation. In addition, according to the International Energy Agency (IEA), Texas-based Occidental Petroleum Corporation (Oxy) has made the most significant reduction in its capital expenditures for 2020 out of all global oil and gas producers in the world. COVID-19 has caused Oxy to reduce its 2020 capex by 48.1%, down to USD 2.7 billion from the USD 5.2 billion planned at the beginning of the year.​ However, the pandemic significantly highlighted the need for digitalization in the oil and gas industry. As such, companies started to plan investments in such transformations; hence, the market is expected to grow over the forecast period.

Key Market Trends

Downstream Sector is Expected to Witness Major Market Share

• Digital transformation is considered one of the core innovations in leading the downstream operations of the oil and gas industry. The companies are focusing on increasing asset utilization by enhancing the manufacturing efficiency of the plants.
• The downstream operations of the oil and gas companies, including both petrochemicals and refining, have always adopted technology to improve their operations. These companies have developed and adopted innovative approaches that manage complex processes and interpret data to improve performance. The ongoing shift to becoming digital is expected to present even greater potential, given the strategic push by many companies to expand their downstream operations of the oil and gas value chain, especially petrochemicals.
• The primary area of concern for the vendors is how to predict and prevent or reduce maintenance costs. The automation solutions for maintenance and turnaround planning tools use application performance management and AI-based simulation and can be easily added to an existing operational system. Moreover, the upgradation of sensor systems to enable better predictive and prescriptive maintenance can lead to long-term operational efficiencies.
• Multiple oil and gas companies are relying on technologies such as AI, IoT, and Big Data, among others, to improve their operations. For instance, Shell's downstream commercial business, responsible for supplying oil and gas to the end consumer, uses AI technology to predict consumer demand for petroleum products, measure supply shortages, and recommend a mix of oil for a refining process.
• Furthermore, the growing expansions in the sector are also set to boost the market growth rate during the forecast period. For instance, in May 2022, as it extended its downstream presence in Asia, the Saudi Arabian Oil Company ("Aramco") announced a collaboration with Thailand's government oil company PTT. The organizations aim to improve their partnership in procuring crude oil, marketing refining, petrochemical products, and liquefied natural gas (LNG). Blue and green hydrogen, and numerous clean energy programs, are other possible areas of engagement.
• In addition, global demand for crude oil in 2020 decreased to 91 million barrels per day. The decrease in 2020 was due to the economic and mobility impacts of the coronavirus pandemic, including widespread shutdowns worldwide. According to the Energy Information Administration (EIA), Crude oil production is forecasted at 101.2 million barrels per day in 2023. The growing crude oil production is also expected to drive market growth further.

Asia-Pacific to account for a significant share

• The region holds a significant market share in the oil and gas industry. In addition, according to IBEF, India is expected to be one of the most important contributors to non-OECD petroleum consumption growth globally. India's consumption of petrol products stood at 204.23 MMT in FY22. High-Speed Diesel was India's most consumed oil product and accounted for 38.84% of petroleum product consumption in FY22.
• Furthermore, in January 2022, Indian Oil Corp. Ltd (IOCL) announced plans to expand its city gas distribution (CGD) business, looking to invest INR 7,000 crores (USD 918.6 million).
• Countries such as China, India, Japan, and South Korea have one of the most active oil and downstream gas sector in the region, which together is responsible for over 78% of the oil refining capacity, with significant refineries deeply integrated with petrochemical production units, in the Asian-Pacific region. Furthermore, according to IBEF, India aims to commercialize 50% of its SPR (strategic petroleum reserves) to raise funds and build additional storage tanks to offset high oil prices.
• Additionally, countries like Singapore are gaining over 10% refinery throughput in a year. This provides the scope for expansion in current refineries, and possibly new projects are expected to drive the demand for digital transformation.
• Given the long lead times and the massive capital outlay involved in oil and gas production, significant players in the industry are looking to gain a competitive edge through transformational technology such as AI. For instance, Woodside, the most significant Australian natural gas producer, deployed IBM Watson to run AI algorithms operations and search over 25 million documents, retrieve content, benchmark against historical performance, and suggest related information to anyone in the business.
• Furthermore, PetroChina, Asia's leading, announced that its Daqing oilfield, which is aimed to achieve 50 million tons of stable production in 20 years, will leverage digital transformation by enabling technologies such as cloud computing, big data, and IoT, among others.
• However, the oil and gas sector significantly recovered in 2021, boosting the industry to the pre-COVID-19 level. In India, the oil demand is expected to rise 50% by 2030 as against a global expansion of 7%, the International Energy Agency (IEA) has forecast in its latest report in October 2021. Thus, the growth in the sector is expected to drive the market studied.​

Competitive Landscape

The global digital transformation market in the oil and gas industry is highly competitive and consists of several major players. The players with a prominent share in the market are focusing on expanding their customer base across foreign countries. These companies leverage strategic collaborative initiatives and acquisitions to increase their market share and profitability.

• October 2021 - Emerson entered into a definitive agreement with Aspen Technology, Inc. to combine two of Emerson's stand-alone industrial software businesses, Open Systems International, Inc. and the geological simulation software business, along with a contribution of USD 6 billion in cash to AspenTech shareholders, to create "new AspenTech," which is a diversified, high-performance industrial software segment with more excellent capabilities, scale, and technologies.
• May 2021 - Emerson Electric Co. upgraded automation technology to improve the reliability of the Malampaya natural gas production and processing facilities operated by Shell Philippines Exploration, and finishing the work ahead of schedule helped the company restore the supply of gas as planned; therefore, the Philippines would benefit from the continued use of cleaner-burning natural gas to power its economy.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Need to Implement Disruptive Technologies to Optimize Operations & Increase Safety
  • 5.1.2 Regulatory Requirements
• 5.2 Market Challenges
  • 5.2.1 Volatile Oil Price Situation
  • 5.2.2 Stagnant Industrial Growth in Developed Countries

6 MARKET SEGMENTATION

• 6.1 By Enabling Technologies
  • 6.1.1 Big Data/Analytics and Cloud Computing
  • 6.1.2 Internet of Things (IoT)
  • 6.1.3 Artificial Intelligence
  • 6.1.4 Industrial Control Systems (PLC, SCADA, HMI, DCS etc.)
  • 6.1.5 Extended Reality (AR, VR and MR)
  • 6.1.6 Field Devices (Sensors, Motors, VFD etc.)
• 6.2 By Oil and Gas Industry Activity
  • 6.2.1 Upstream
  • 6.2.2 Mid Stream
  • 6.2.3 Downstream
• 6.3 By Geography
  • 6.3.1 North America
    • 6.3.1.1 United States
    • 6.3.1.2 Canada
  • 6.3.2 Europe
    • 6.3.2.1 Germany
    • 6.3.2.2 United Kingdom
    • 6.3.2.3 France
    • 6.3.2.4 Rest of Europe
  • 6.3.3 Asia-Pacific
    • 6.3.3.1 China
    • 6.3.3.2 Japan
    • 6.3.3.3 India
    • 6.3.3.4 Rest of the Asia-Pacific
  • 6.3.4 Latin America
    • 6.3.4.1 Brazil
    • 6.3.4.2 Argentina
    • 6.3.4.3 Rest of Latin America
  • 6.3.5 Middle East and Africa
    • 6.3.5.1 United Arab Emirates
    • 6.3.5.2 Saudi Arabia
    • 6.3.5.3 Rest of Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Schneider Electric SE
  • 7.1.2 Rockwell Automation Inc.
  • 7.1.3 Honeywell International Inc.
  • 7.1.4 Siemens AG
  • 7.1.5 IBM Corporation
  • 7.1.6 Mitsubishi Electric Corporation
  • 7.1.7 Omron Corporation
  • 7.1.8 Yokogawa Electric Corporation
  • 7.1.9 Fanuc Corporation
  • 7.1.10 Emerson Electric Co.
  • 7.1.11 WFS Technologies Ltd
  • 7.1.12 Magseis Fairfield ASA
  • 7.1.13 Rohrback Cosasco Systems Inc.
  • 7.1.14 ABB Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET