钻桿市场——COVID-19 的增长、趋势、影响和预测 (2023-2028)

钻桿市场预计在预测期内 (2022-2027) 的复合年增长率将超过 4.5%。

COVID-19 大流行对市场产生了负面影响，因为较低的油价已经停止或暂时停止了上游活动，对一些上游公司造成了不利局面。 例如，由于 2020 年上半年布伦特油价低迷，沙特阿美暂停了与 Shelf Drilling 的钻井合同 12 个月。 预计钻桿市场也将通过活跃勘探活动和重点开发新的油气田而得到振兴。 然而，原油价格的波动可能在预测期内对市场产生负面影响。

主要亮点

• 陆上钻探预计将占据最大的市场份额。 陆上钻探包括陆地上的所有钻探点，占世界石油产量的 70%。
• 虽然可再生能源正在增加，但据说世界各国可能会在 2040 年之前依赖化石燃料。 此外，根据国际能源署 (IEA) 的数据，2021 年至 2030 年间，全球对石油和天然气的投资预计将达到约 3750 亿美元。 因此，巨大的钻探工作可能会在未来几年为市场增长创造机会。
• 北美是最大的钻桿市场，因为页岩油田的钻探活动不断增加。 页岩气、水平钻井和水力压裂的发展增加了对钻桿的需求。

钻桿市场趋势

土地部门主导市场

• 由于近年来原油价格波动，全球钻管市场放缓。 然而，随着原油价格趋于稳定，预计在预测期内市场将扩大。
• 世界上大约 70% 的石油产量产自陆地。 随着陆上勘探活动更加活跃，预计未来钻桿市场将会扩大。
• 今天钻探的大部分油井已经被发现。 今天钻探的井比以往任何时候都更深、更复杂，这导致了钻桿市场的增长。 此外，在印度等一些国家，陆地区域尚未得到充分勘探。 这些国家陆地地区的勘探活动可能会增加钻桿的使用。
• 2021 年 1 月，Tetis Oil 将开始在阿曼 49 区块的陆上 Tamin 1 进行钻探作业，钻探深度约为 4,000 米。
• 同样，在 2021 年 2 月，印度国有石油天然气有限公司在古吉拉特邦的 Kutch 区发现了一个新的陆上区块。 该公司计划在 2021 年 5 月之前开始勘探钻井作业，直接提振钻桿市场。
• 随着原油价格上涨，上游投资有望大幅增长，多个项目有望投产，带动市场。

北美主导市场

• 由于最近的页岩气开发，北美已成为钻桿的主要市场。 墨西哥湾的勘探活动也有所增加，进一步补充了该地区的钻桿市场。
• 根据 2021 年《BP 世界能源统计评论》，北美的石油产量占世界第二大份额。 2020年，该地区日产量为2352万桶。
• 原油价格上涨和钻井成本下降预计将显着增加美国的海上钻井平台数量和海上石油产量，表明海上钻井扩张，这将成为美国钻桿市场的主要推动力国家。将是
• 此外，2021 年墨西哥湾将发现约 12 口深水油气井。 一些最大的项目预计将在 2022 年上线，包括英国石油公司的 Mad Dog 二期、壳牌的 Bito 油田和墨菲石油公司的 Khaleesi、Samurai 和 Mormont 三个油田。
• 加拿大计划在 2022 年将对石油和天然气行业的投资比 2021 年增加约 22%。 在约328亿美元的总投资中，预计将有240亿美元投资于上游领域。
• 因此，预计在预测期内，增加油气投资和页岩气开发将提振钻桿市场。

钻桿市场竞争分析

钻桿市场部分分散，有许多活跃的参与者。 主要参与者包括 Hunting PLC、National-Oilwell Barco Inc.、Workstrings International、International Drilling Services Ltd (IDS)、Hilong Holding Ltd、Tenaris SA 和 Trubnaya Metallurgicheskaya Kmpny PAO。

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

• 介绍
• 到 2027 年的市场规模和需求预测（单位：亿美元）
• 到 2022 年运营的钻井平台数量
• 上游资本投资历史和需求预测（单位：十亿美元，在岸/离岸，2022-2027 年）
• 近期趋势和发展
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 波特的五力分析
  • 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

• 类型
  • 标准钻桿
  • 重型钻桿
  • 钻铤
• 展开
  • 陆上
  • 离岸
• 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
  • Hunting PLC
  • Hilong Group
  • International Drilling Services Ltd（IDS）
  • TMK Group
  • National Oilwell Varco, Inc.（NOV）
  • Tenaris SA
  • Drill pipe international LLC
  • Oil Country Tubular Limited
  • Workstrings International
  • Texas Steel Conversion Inc.（TSC）
  • Tejas Tubular Products Inc.
  • DP Master Manufacturing（S）Pte Ltd
  • Challenger International Inc.

第7章 市场机会未来动向

The drill pipe market is expected to record a CAGR of over 4.5% during the forecast period (2022 - 2027). Due to the COVID-19 pandemic, the market was adversely affected as upstream activities were suspended or temporarily shut down due to lower crude oil prices, which created an unfavorable condition for several upstream players. For instance, Saudi Aramco suspended its drilling contract with Shelf drilling for 12 months due to the low Brent crude oil price in H1 2020. The increased exploration activity and a focus on developing new oil and gas fields are expected to help drive the market for drill pipes. However, the volatile nature of oil prices may impact the market negatively during the forecast period.

Key Highlights

• The onshore is expected to have the maximum share in the market. Onshore drilling encompasses all the drilling sites on dry land and accounts for 70% of the global oil production.
• Though renewable energy sources are increasing, countries worldwide will likely depend on fossil fuels until 2040. Moreover, as per the International Energy Agency (IEA), the global oil and gas investment will likely be around USD 375 billion from 2021 to 2030. Hence, immense drilling operations may create opportunities for the market's growth in the coming years.
• North America is the biggest market for drill pipes due to the region's increased drilling activity in shale plays. The recent development of shale plays, horizontal drilling, and fracking increased the demand for drill pipes in the region.

Drill Pipe Market Trends

Onshore to Dominate the Market

• The global market for drill pipes saw a growth slowdown due to the volatile oil prices in recent years. However, with the oil prices becoming stable, the market is expected to grow during the forecast period.
• Onshore oil production accounts for around 70% of global oil production. Increased onshore exploration activity in the future is expected to help boost the market for drill pipes.
• Almost all the easy oil has already been discovered. The wells now being drilled are deeper and more complex than before, leading to a growth in the drill pipe market. Further, onshore is yet to be explored completely in several countries like India. Exploration activities in the onshore regions of such countries may lead to an increased usage of drill pipes.
• In January 2021, Tethys Oil started drilling oil operations on the onshore Thameen-1 on Block 49 in Oman, and the drilling depth will be around 4,000 meters below ground.
• Similarly, in February 2021, India's state-owned company, Oil and Natural Gas Corporation, discovered a new onshore block in Gujrat's Kutch district. The company plans to start exploratory operations by May 2021, directly aiding the drill pipe market.
• As the crude oil prices increase, the upstream investment is expected to grow significantly and bring several projects online, thus driving the market.

North America to Dominate the Market

• North America is a major market for drill pipes due to the recent shale gas exploration in the region. Exploration in the Gulf of Mexico is also rising, further complimenting the drill pipe market in the region.
• According to the BP Statistical Review of World Energy 2021, North America produced the second-highest global share of oil. In 2020, the region produced 23.52 million barrels per day.
• As a result of higher oil prices and declining drilling costs, the offshore rig count and offshore oil production in United States increased significantly, indicating growing offshore drilling, which is expected to be a major driver for the drill pipe market in the country.
• Further, in 2021, around 12 deepwater oil and gas well discoveries were made in the Gulf of Mexico. In 2022, three of the largest projects are expected to come online, including British Petroleum's Mad Dog Phase 2, Shell's Vito field, and three fields operated by Murphy Oil, namely Khaleesi, Samurai, and Mormont.
• Canada plans to increase investment in the oil and gas sector by around 22% in 2022 compared to 2021. Of the total investment of around USD 32.8 billion, USD 24 billion is likely to be in the upstream sector.
• Therefore, rising oil and gas investments and the development of shale plays are expected to boost the drill pipe market during the forecast period.

Drill Pipe Market Competitive Analysis

The drill pipe market is partially fragmented, with many active players. Some of the key players are Hunting PLC, National-Oilwell Varco Inc., Workstrings International, International Drilling Services Ltd (IDS), Hilong Holding Ltd, Tenaris SA, and Trubnaya Metallurgicheskaya Kmpny PAO.

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 Active Rig Count, till 2022
• 4.4 Historic and Demand Forecast of Upstream CAPEX in USD billion, by Onshore and Offshore, 2022-2027
• 4.5 Recent Trends and Developments
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 Standard Drill Pipe
  • 5.1.2 Heavy Weight Drill Pipe
  • 5.1.3 Drill Collar
• 5.2 Deployment
  • 5.2.1 Onshore
  • 5.2.2 Offshore
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 South America
  • 5.3.5 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 Hunting PLC
  • 6.3.2 Hilong Group
  • 6.3.3 International Drilling Services Ltd (IDS)
  • 6.3.4 TMK Group
  • 6.3.5 National Oilwell Varco, Inc. (NOV)
  • 6.3.6 Tenaris SA
  • 6.3.7 Drill pipe international LLC
  • 6.3.8 Oil Country Tubular Limited
  • 6.3.9 Workstrings International
  • 6.3.10 Texas Steel Conversion Inc. (TSC)
  • 6.3.11 Tejas Tubular Products Inc.
  • 6.3.12 DP Master Manufacturing (S) Pte Ltd
  • 6.3.13 Challenger International Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS