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市场调查报告书
商品编码
1197786

石油和天然气的资本支出展望 - 增长、趋势、COVID-19 的影响、预测 (2023-2028)

Oil and Gas Capex Outlook - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 215 Pages | 商品交期: 2-3个工作天内

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简介目录

石油和天然气的资本支出市场规模预计到 2020 年将达到约 5020 亿美元，到 2027 年将达到约 9420 亿美元，在 2022 年至 2027 年的预测期内，复合年增长率约为 8.1%。

由于 COVID-19 疫情，包括沙特阿美、埃克森美孚和壳牌在内的主要石油和天然气公司宣布，他们将在 2020 年将支出从 1750 亿美元减少到 380 亿美元。 支出下降主要是由于全球油价暴跌。 在项目成本降低和投资组合优化后，高利润、低利润领域已被出售，重点投资于高利润增长机会。，是预计在预测期内增加资本支出的因素。 此外，以液化天然气为中心的天然气项目的投资正在增加，因为液化天然气是一种碳密集度较低且对向低碳经济过渡有用的燃料。 然而，原油和天然气价格的波动以及全球经济增长放缓预计将在预测期内抑製油气资本投资。

主要亮点

  • 上游行业的资本支出最大，因为一些地区性国有企业优先考虑国内石油和天然气项目，以改善能源安全并减少进口依赖。预计会。
  • 在北海、墨西哥湾、塞内加尔和毛里求斯等新兴国家进行的多项近海、深水和超深水勘探为增加资本支出提供了充足的机会。
  • 亚太地区预计将成为未来增长最快的地区，由于国家石油公司和大型全球公司的运营和新投资，亚太地区的资本投资增长最快。

石油和天然气资本支出市场趋势

上游行业主导市场

  • 由于乌克兰和俄罗斯之间的战争导致能源需求增加和油价上涨，预计上游石油和天然气行业在预测期内将会增长。 原油价格从2021年1月的39.9美元/桶上涨至2022年3月的112.2美元/桶，直接支撑上游板块。
  • 上游行业占分配给石油和天然气行业的资本支出的近 70%。 根据国际能源署 (IEA) 的数据，2016 年至 2019 年全球上游资本支出增加，但受 COVID-19 疫情影响下降 32% 至 3280 亿美元。 油气需求已恢復至疫情前水平，但上游资本支出有望大幅上升。
  • 截至 2022 年，由于国内外原油需求增加，引入非洲的外国资本正在增加。 例如，TotalEnergies SE 投资 100 亿美元用于阿尔伯特湖开发项目，包括 Kingfisher 和 Tilenga 上游项目。 TotalEnergies SE 正在与中国海洋石油总公司和坦桑尼亚石油开发公司合作开发该区块。
  • 例如，沙特阿拉伯的国有公司沙特阿美公司计划将其在 COVID-19 爆发期间推迟的上游石油和天然气项目的 CAPEX 投资增加到 2021 年的 80 亿美元。 沙特阿美还计划重振上游项目，并提高海上 Berri、Marjan 和 Zurf 油田的产能。
  • 这样一来，为了满足世界对原油和天然气的旺盛需求，将需要更多的勘探和生产活动投资，这将促进石油和天然气行业的资本投资。

亚太地区主导市场

  • 由于中国和印度等国家对能源的需求不断增加，以及近海和陆上地区的最新发现，预计未来几年亚太地区的石油和天然气资本投资将显着增长。I在这里。
  • 儘管处于能源转型期，中国海洋石油总公司和中石油在 2021 年 1 月至 9 月的天然气和石油产量激增。公司积极寻求增加国内化石燃料产量以满足国家需求，中石油第一季度原油石油产量为5.62亿桶，同比下降0.3。商业天然气产量同比增长7.9%至31.4亿立方英尺。
  • 截至 2021 年，印度国有石油和天然气公司 (ONGC) 计划到 2025 年将其勘探和生产面积增加近四倍，从 127,000 平方公里增加到 500,000 平方公里。 TotalEnergies SE 和 Chevron Corporation 等外国公司正在与 ONGC 洽谈投资上游公司。
  • 2021 年，国有石油和天然气公司中国石油将投资数十亿美元，加快中国东北稀缺页岩层的上游项目，因为它是世界上最大的石油和精炼石油产品消费国。计划投资在 中国计划启动非常规上游油气项目，直接支撑油气资本支出市场。
  • 此外，亚太地区的能源消耗预计在未来 30 年内将增长 48%。 中国和印度是亚太地区最大的石油和天然气消费国，两国的管道网络都在不断扩大。 因此，预计该地区石油和天然气的资本支出将在预测期内增加。

石油和天然气资本支出市场的竞争对手分析

全球石油和天然气资本支出市场较为分散。 主要参与者包括 BP PLC、埃克森美孚公司、TotalEnergies SE、雪佛龙公司、壳牌 PLC 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

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

  • 简介
  • 到 2027 年的市场规模和需求预测（单位：亿美元）
  • 到 2027 年的原油生产和消费预测（单位：亿美元）
  • 到 2027 年的天然气生产和消费预测
  • 截至 2027 年的管道容量性能和预测（单位：公里）
  • 緻密油、油砂和深水原油的历史产量和预测（单位：kb/d，到 2030 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
  • 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

  • 部门
    • 上游
    • 中游
    • 下游
  • 位置
    • 陆上
    • 离岸
  • 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
    • 运营商
      • BP PLC
      • Shell PLC
      • Chevron Corporation
      • Total SA
      • Exxon Mobil Corporation
      • Oil and Natural Gas Corporation（ONGC）
      • China National Petroleum Corporation（CNPC）
      • Cairn Oil & Gas, a vertical of Vedanta Limited
      • Petroleo Brasileiro SA
      • Equinor ASA
    • 金融机关
      • JPMorgan Chase & Co.
      • Citigroup Inc.
      • Bank of America Corp.
      • Royal Bank of Canada
      • Barclays PLC
      • Deutsche Bank AG
      • Credit Suisse Group AG

第7章 市场机会未来动向

简介目录
Product Code: 57110

The oil and gas CAPEX market size was around USD USD 502 billion in 2020, and it is anticipated to reach around USD 942 billion in 2027, registering a CAGR of around 8.1% during the forecast period 2022-2027. On account of the COVID-19 pandemic, key oil and gas players like Saudi Aramco, Exxon Mobil, and Shell PLC announced a decrease in spending from USD 175 billion to USD 38 billion in 2020. The decrease in spending was primarily due to the collapse of crude oil prices globally. Factors, such as strong profitability following a trend to lower project costs and optimize portfolios, which has led to divestment of low-margin fields, and increased focus on investment in higher-margin growth opportunities, are expected to increase the CAPEX during the forecast period. Moreover, LNG-oriented gas projects are witnessing increased investment, as it is a less carbon-intensive fuel and helps in the transition to a lower-carbon economy. However, volatile crude oil and natural gas prices, coupled with slow economic growth at a global level, are expected to restrain the oil and gas CAPEX during the forecast period.

Key Highlights

  • The upstream sector is expected to be the largest segment, which would have the highest CAPEX, as several region's state-owned firms are prioritizing domestic oil and gas projects to improve energy security and reduce their dependence on imports.
  • Several offshore, deep, and ultra-deepwater explorations in the North Sea, Gulf of Mexico, and developing countries such as Senegal and Mauritiana, provide ample opportunity for increased capital expenditure.
  • Asia-Pacific has recorded the highest gains in CAPEX and is likely to be the fastest-growing region, owing to operations of globally integrated majors, along with national oil companies and new investments during the forecast period.

Oil & Gas CAPEX Market Trends

Upstream Sector to Dominate the Market

  • The oil and gas upstream sector is expected to grow in the forecast period because of the increase in crude oil prices, attributed to the rise in demand for energy and the war between Ukraine and Russia. The crude oil prices have increased from USD 39.9 per barrel in January 2021 to USD 112.2 per barrel in March 2022, directly aiding the upstream sector.
  • The upstream sector has almost 70% of the total CAPEX allocated to the oil and gas sector. According to the International Energy Agency (IEA), the global CAPEX investment increased for the upstream sector between 2016 to 2019; however, due to the COVID-19 pandemic, it decreased by 32% to USD 328 billion. Although demand for oil and gas is back to pre-pandemic levels, the upstream CAPEX segment is expected to increase rapidly.
  • As of 2022, foreign investment is increasing in Africa due to the increase in domestic and international demand for crude oil. For example, TotalEnergies SE invested USD 10 billion for the Lake Albert development, which encompasses the Kingfisher and Tilenga upstream projects. TotalEnergies SE is partnering with China National Offshore Oil Corp and Tanzania Petroleum Development Corp to develop the fields.
  • For instance, as of 2021, Saudi Arabian state-owned company Saudi Aramco planned to increase its CAPEX investment to USD 8 billion for upstream oil and gas projects that were deferred during the COVID-19 pandemic. Aramco also plans to resurrect upstream projects and increase capacity production for the offshore Berri, Marjan, and Zuluf oil fields.
  • Hence, to meet the strong global demand for crude oil and natural gas, more investment is required for the exploration and production activities, which in turn promulgates the CAPEX in the oil and gas industry.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is expected to witness significant growth in the oil and gas CAPEX in the coming years due to the recent discoveries in the offshore and onshore region, coupled with increasing energy demand from countries such as China and India.
  • Despite the energy transition, China National Offshore Oil Corp. Ltd and PetroChina posted a sharp increase in gas and oil output in the first nine months of 2021. China's state-owned company aggressive pursued to boost domestic fossil fuel production to meet the nation's demand, and PetroChina's first three-quarter crude oil production was 562 million barrels representing a 0.3% Y-o-Y increase, and commercial natural gas production amounted to 3.14 billion cubic feet representing an increase of 7.9% Y-o-Y.
  • As of 2021, India's state-owned company, Oil Natural and Gas Company (ONGC), planned to raise its exploration and production acreage by nearly fourfold by 2025, and the company plans to increase the acreage from 127,000 sq. km to 500,000 sq. km. Foreign companies such as TotalEnergies SE and Chevron Corporation are in talks with ONGC to invest in the upstream company.
  • In 2021, state-owned oil and gas company PetroChina planned to invest billions of dollars in accelerating upstream projects for the rare shale formations in northeast China, as it is the largest consumer of oil and refined petroleum products globally. China plans to kick off its unconventional oil and gas upstream projects, directly aiding the oil and gas Capex market.
  • Moreover, the energy consumption in Asia-Pacific is expected to grow by 48% over the next three decades. China and India have been the largest consumers of oil and gas in the Asia-Pacific region, and the pipeline network is growing in both of these countries. Hence, the CAPEX for oil and gas in the region is expected to increase during the forecast period.

Oil & Gas CAPEX Market Competitor Analysis

The global oil and gas CAPEX market is moderately fragmented. Some of the key players include BP PLC, Exxon Mobil Corporation, TotalEnergies SE, Chevron Corporation, and Shell PLC.

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 Crude Oil Production and Consumption Forecast, till 2027
  • 4.4 Natural Gas Production and Consumption Forecast, till 2027
  • 4.5 Installed Pipeline Historic Capacity and Forecast in Kilometers, till 2027
  • 4.6 Historic and Production Forecast of Tight Oil, Oil Sands, and Crude from Deepwater in kb/d, until 2030
  • 4.7 Recent Trends and Developments
  • 4.8 Government Policies and Regulations
  • 4.9 Market Dynamics
    • 4.9.1 Drivers
    • 4.9.2 Restraints
  • 4.10 Supply Chain Analysis
  • 4.11 Porter's Five Forces Analysis
    • 4.11.1 Bargaining Power of Suppliers
    • 4.11.2 Bargaining Power of Consumers
    • 4.11.3 Threat of New Entrants
    • 4.11.4 Threat of Substitutes Products and Services
    • 4.11.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Sector
    • 5.1.1 Upstream
    • 5.1.2 Midstream
    • 5.1.3 Downstream
  • 5.2 Location
    • 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

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 Operator Companies
      • 6.3.1.1 BP PLC
      • 6.3.1.2 Shell PLC
      • 6.3.1.3 Chevron Corporation
      • 6.3.1.4 Total SA
      • 6.3.1.5 Exxon Mobil Corporation
      • 6.3.1.6 Oil and Natural Gas Corporation (ONGC)
      • 6.3.1.7 China National Petroleum Corporation (CNPC)
      • 6.3.1.8 Cairn Oil & Gas, a vertical of Vedanta Limited
      • 6.3.1.9 Petroleo Brasileiro SA
      • 6.3.1.10 Equinor ASA
    • 6.3.2 Financial Institutions
      • 6.3.2.1 JPMorgan Chase & Co.
      • 6.3.2.2 Citigroup Inc.
      • 6.3.2.3 Bank of America Corp.
      • 6.3.2.4 Royal Bank of Canada
      • 6.3.2.5 Barclays PLC
      • 6.3.2.6 Deutsche Bank AG
      • 6.3.2.7 Credit Suisse Group AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS