全球移动式海上钻井装置 (MODU) 市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

在预测期内，移动式海上钻井平台 (MODU) 市场预计将以 12.5% 的复合年增长率增长。

COVID-19 大流行的影响已在市场增长中体现出来，包括合同减少和海上钻井合同的取消。 2020 年约有 10% 的合同量被取消，全球海上钻井承包商损失了 30 亿美元。 由于海上基岩中丰富的石油资源和稳步上涨的原油价格导致对海上钻井的需求增加，因此海上钻井作业变得更加负担得起，预计 MODU 市场将进一步增长。 然而，市场可能会受到繁琐复杂的海上作业的阻碍。

主要亮点

• 由于超深水钻井和井间移动的便利性，预计钻井船在预测期内将以最快的速度增长。
• 水平钻井过程中的技术进步、钻井施工的数字化以及钻机自动化的引入为海上钻井市场创造了重要机遇。 据称，钻机自动化可以提高钻机效率和清除颠簸性能。 此外，钻井公司甚至注意到运营成本的降低，这是海上钻井的首要问题。
• 由于墨西哥湾钻探项目的增加，预计在预测期内北美将主导市场。

移动钻井装置 (MODU) 的市场趋势

增长潜力大的钻井船

• 钻井船是一种适用于在超深水油气田钻井的船隻。 我们的钻井船配备各种机器，可为全球客户提供完整的海上钻井解决方案。 它还具有足够数量和质量的繫泊和定位系统，使其能够在没有外部帮助的情况下从一口井移动到另一口井。
• 2021 年世界原油需求量为每天 9650 万桶，预计在不久的将来会进一步扩大，到 2025 年将达到每天 1.041 亿桶。 根据这一预测，勘探与生产公司正在开展更多勘探，以寻找广阔且不间断的石油资源。 因此，未来几年对超深水钻探的需求必然会上升。 近年来，此类项目不断增多。
• 2021 年 8 月，Transocean 收到了 BOE Exploration and Production LLC 价值 2.52 亿美元的新超深水钻井船 Deepwater Atlas 订单。 该船预计将从造船厂交付后于 2022 年第三季度在墨西哥湾开始运营。 最初的钻探计划将持续 255 天，预计将产生约 8000 万美元的钻探合同收入。
• 2021 年 12 月，海上钻井公司 Seadrill 与巴西国家石油公司签署了一份合同，在巴西布基亚斯海上钻井，并交付了钻井船 West-Jupiter。 合同期为1040天，计划于2022年12月开工。 包括动员收入和附加服务在内的合同总价值约为 2.64 亿美元。
• 由于石油和天然气公司的这些努力，钻井船预计在不久的将来会有大量需求。

北美有望主导市场

• 北美地区一直受益于位于墨西哥湾 (GOM) 的巨大石油和天然气储量。 据估计，美国约 15-16% 的原油产量来自墨西哥湾的深水区。
• 2020 年，墨西哥湾原油日均产量约为 165 万桶。 预计到 2022 年将达到约 175 万桶/天。 在离岸地区，预计 2022 年将有大约 9 个项目上线。 这些项目中的大多数将搭载超深水钻井平台，如钻井船和半潜式钻井平台。
• 例如，2022 年 1 月，美国石油和天然气公司 EnVen Energy 授予 Transocean 超深水钻井船 Discoverer Inspiration 的钻井合同，在墨西哥湾进行钻井作业。 该公司已僱用一艘钻井船在海上建造大约三口井。 预计将于2022年第三季度移交运营。
• 2021 年 12 月，Seadrill 在墨西哥湾赢得了两项钻井合同。 其中一项是与意大利石油公司 Eni SpA 签订的合同，部署半潜式钻井平台“路易斯安那七号”，并将工作至 2022 年 5 月。 另一艘是与LLOG签约的钻井船“西海王星”号，合同运营至2022年8月。
• 通过开拓新兴市场，北美 MODU 市场有望获得强劲的增长机会。

移动式海上钻井平台 (MODU) 市场的竞争对手分析

海上移动钻井平台市场较为分散。 主要参与者包括 Transocean Ltd、Seadrill Ltd、Keppel Corporation Limited、Sembcorp Marine Ltd、Daewoo Shipbuilding and Marine Engineering。

其他福利。

• 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

第二章研究方法论

第 3 章执行摘要

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）
• 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
• 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

• 钻机类型
  • 钻井驳船
  • 潜水钻井平台
  • 半潜式钻井平台
  • 钻井船
  • 自升式钻井平台
• 深度
  • 浅水区
  • 深海
  • 超深海
• 地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东

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
  • Transocean Ltd
  • Seadrill Ltd
  • Keppel Corporation Ltd
  • Sembcorb Marine Ltd
  • Daewoo Shipbuilding and Marine Engineering
  • Hyundai Heavy Industries Co. Ltd
  • Friede & Goldman Ltd
  • Damen Shipyards Group
  • Yantai CIMC Raffles Offshore Limited
  • Irving Shipbuilding Inc.

第七章市场机会与未来趋势

The Mobile Offshore Drilling Units (MODU) Market is expected to witness a CAGR of 12.5% during the forecast period. The COVID-19 pandemic effect was explicitly seen in the market growth, with the reduction or cancellation of the offshore drilling contracts. Around 10% of contract volumes were canceled in 2020, which resulted in the estimated loss of USD 3 billion for offshore drilling contractors at the global level. The MODU market is expected to grow more in the future due to an increase in demand for offshore drilling due to the abundance of petroleum resources in the offshore rock formations and the steadily increasing crude oil prices, which have led to the affordability of offshore drilling operations. However, the market is likely to get impeded by tedious and complicated offshore operations.

Key Highlights

• The drillship segment is expected to grow at the fastest rate during the forecast period due to the facility of ultra-deepwater drilling and ease of mobility from one well to another.
• The technological advancements in the horizontal drilling process, digitalization of well-construction, and the introduction of rig automation place a tremendous opportunity for the offshore drilling market. It is claimed that with rig automation, the efficiency and step reduction performance of a drilling unit can be improved. Moreover, the drilling companies have even noticed a reduction in operational costs, which is currently the biggest concern for offshore operations.
• North America is expected to dominate the market during the forecast period due to the increased number of drilling projects in the Gulf of Mexico.

Mobile Offshore Drilling Units Market Trends

Drillship Expected to Witness Significant Growth

• Drillships are basically maritime vessels modified to drill wells in ultra-deepwater oil and gas fields. They have full-range machinery on the ships to provide complete offshore drilling solutions to clients globally. They are equipped with adequate quantity and quality of mooring and positioning systems and are able to move from one well to another without any external assistance.
• The global crude oil demand in 2021 was recorded as 96.5 million barrels per day and is expected to expand more in the near future, with the estimated projection to be 104.1 million barrels per day by 2025. The prediction has led to more exploration efforts by the E&P companies for vast and interrupted petroleum resources. Thus, the ultra-deepwater drilling demand has to go up inevitably in the coming years. There has been a continuous increase in such types of projects in recent years.
• In August 2021, Transocean Ltd bagged a USD 252 million firm contract for its newbuild ultra-deepwater drillship, Deepwater Atlas, from BOE Exploration and Production LLC. Once delivered from the shipyard, the drillship is likely to commence operations in the Gulf of Mexico in the third quarter of 2022. The initial drilling program is expected to last for 255 days and is expected to yield around USD 80 million of contract drilling revenue.
• In December 2021, Offshore driller Seadrill clinched a contract with Petrobras for drilling in the Buzios offshore field, Brazil, for the delivery of drillship, West-Jupiter. The contract was signed for 1,040 days, with commencement expected in December 2022. The total contract value is approximately USD 264 million, including mobilization revenue and additional services.
• Due to such initiatives on behalf of oil and gas companies, it is predicted that drillships are expected to witness massive demand in the near future.

North America Expected to Dominate the Market

• The North American region has consistently benefitted from the presence of huge oil and gas reserves in the Gulf of Mexico (GOM). It is estimated that around 15-16% of US crude oil production is derived from the deep waters of GOM.
• In 2020, GOM crude oil production was around 1.65 million barrels per day on an average basis. The production is expected to reach approximately 1.75 million b/d by 2022. The offshore area is also likely to have around nine more projects that are going to come online in 2022. The majority of these projects are planned to be equipped with ultra-deepwater drilling units, like drillships or semi-submersible drilling rigs.
• For example, in January 2022, US-based oil and gas company EnVen Energy awarded a drilling contract to Transocean for the ultra-deepwater drillship, Discoverer Inspiration, for carrying out drilling operations in the Gulf of Mexico. The company has hired a driller to construct around three wells in the offshore area. The delivery of the ship is planned for the third quarter of 2022 to start the operations.
• In December 2021, Seadrill was awarded two drilling contracts in the Gulf of Mexico. One with Italy's oil company Eni SpA for the deployment of a semi-submersible rig, Seven Louisiana, which will work till May 2022. The other contract is for a drillship, West Neptune, signed with LLOG company, which was contracted to work until August 2022.
• Such developments are expected to give robust growth opportunities to the North American MODU market.

Mobile Offshore Drilling Units Market Competitor Analysis

The Mobile Offshore Drilling Units Market is moderately fragmented. Some of the key players include Transocean Ltd, Seadrill Ltd, Keppel Corporation Limited, Sembcorp Marine Ltd, and Daewoo Shipbuilding and Marine Engineering.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type of Drilling Unit
  • 5.1.1 Drilling Barges
  • 5.1.2 Submersible Rigs
  • 5.1.3 Semi-Submersible Rigs
  • 5.1.4 Drillship
  • 5.1.5 Jackup Rigs
• 5.2 Water-depth
  • 5.2.1 Shallow
  • 5.2.2 Deep
  • 5.2.3 Ultra-Deep
• 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

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 Transocean Ltd
  • 6.3.2 Seadrill Ltd
  • 6.3.3 Keppel Corporation Ltd
  • 6.3.4 Sembcorb Marine Ltd
  • 6.3.5 Daewoo Shipbuilding and Marine Engineering
  • 6.3.6 Hyundai Heavy Industries Co. Ltd
  • 6.3.7 Friede & Goldman Ltd
  • 6.3.8 Damen Shipyards Group
  • 6.3.9 Yantai CIMC Raffles Offshore Limited
  • 6.3.10 Irving Shipbuilding Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS