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市场调查报告书
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1197790

石油和天然气中游市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

Oil and Gas Midstream Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

2020年全球油气管道运营距离预计约为2,079,720公里，预计到2027年底将达到240万公里，预计年均复合增长率将保持在预测期内约为 1.9%。

对于石油和天然气的中游行业，2020 年继续使用储存设施储存碳氢化合物、使用管道运输燃料以及液化天然气需求的弹性将维持对中游服务的需求。它基本上没有受到影响由于干旱而导致 COVID-19 流行病。 天然气和精炼石油产品的生产和消费增加等因素预计将在未来几年增加对管道服务的需求，从而在预测期内推动石油和天然气的中游市场。 然而，对新管道和交通基础设施的环境担忧可能会在未来几年抑製石油和天然气中游市场的增长。

主要亮点

  • 由于对精炼产品的需求增加，运输部门在预测期内可能会主导市场。
  • 由于每个地区对小型复杂海上油田的投资和开发增加，预计对中游服务的需求将会增加。 因此，预计在预测期内将为中游行业带来巨大商机。
  • 南美洲预计将成为预测期内增长最快的市场，这主要是由于智利、巴西和阿根廷等国家/地区对液化天然气的需求不断增加。

石油和天然气的中游市场趋势

交通部门主导市场

  • 管道主导着石油和天然气运输行业。 由于预计每个地区的油气供应将超过现有的运输能力，因此需要扩建和新建管道。
  • 在全球范围内，由于持续的能源需求需要新的石油和天然气基础设施，因此不断增长的能源需求促使新管道的建设和运输设施的增加。 这种对能源需求的增加导致新终端和管道的建设增加，例如石油和天然气管道和运输，特别是在亚太地区 (APAC)。
  • 例如，2021 年 5 月，俄罗斯和巴基斯坦签署了一项协议，将在 2023 年底之前建设价值 20 亿美元的约 1100 公里的天然气管道。 此外，俄罗斯和印度还签署了价值400亿美元的向印度出口天然气的合同。 俄罗斯是液化天然气的重要出口国，在预测期内为市场参与者提供了管道行业的机会。
  • 此外，作为石油和天然气中游行业最大的市场，北美在半个多世纪前就开始建设管道基础设施。 因此，许多管道老化，需要扩建以满足对石油产品和天然气需求的预期增长。
  • 高效运输管道网络的发展，以及全球油气勘探和生产活动，将对预测期内的市场增长产生重大影响。
  • 因此，运输部门涵盖了中游部门的主要市场。 因此，随着运输部门的增加，中游部门也有望在预测期内增加。

南美将成为增长最快的市场

  • 在预测期内，南美洲预计将成为石油和天然气中游市场中增长最快的市场。
  • 南美洲拥有世界上最大的已探明石油和天然气储量。 该地区还拥有世界上最大的海上石油和天然气市场之一。 巴西、委内瑞拉、阿根廷和哥伦比亚是该地区石油和天然气行业的主要参与者。
  • 南美洲的石油和天然气项目，无论是海上还是陆上，与世界各地的同类项目相比，具有更低的盈亏平衡点和具有竞争力的投资回收期，因此即使在当今动荡的时代也可以说是强劲的。 预计未来三年（2021-2023）南美洲将批准约30个海上油气项目，需要500亿美元的绿地投资。 这些项目由国家石油公司 (NOC) 和大型独立公司共同运营。 此外，随着油田开发管道基础设施的增加预计将在预测期内推动南美中游市场。
  • 例如，Petrobras 计划在 2021 年至 2025 年期间投资约 550 亿美元。 在这一总投资中，84% 分配给了石油和天然气勘探与生产 (E&P)。 在约460亿美元的勘探与生产投资中，盐下层投资约320亿美元，占70%。 因此，预计巴西上游油气部门，尤其是海上油气资产，在预测期内对原油运输管道基础设施的投资将大幅增加。
  • 巴西还有三大管道项目，包括扩容管道和新建管道。 扩容管道包括玻利维亚-巴西管道 (GASBOL)，预计到 2022 年管道容量将增加到约 360 万立方米。 新建天然气管道包括阿根廷与巴西、圣保罗与圣卡洛斯之间的天然气管道。
  • 此外，由于智利、巴西和阿根廷等国家/地区对天然气的需求增加，该地区的液化天然气市场也出现了增长。 智利、巴西和阿根廷是该地区最大的液化天然气进口国，2020年进口量分别为37亿、33亿和18亿立方米。 2020年，拉美LNG进口总量为139亿立方米。
  • 2021 年 3 月，巴西众议院通过了第 4476/2020 号法案，颁布了《新天然气法》。 该法案将控制权从国有公司 Petrobras 转移，允许希望建造天然气管道的公司通过简单的许可程序，而不是过去的复杂合同，并允许能源监管机构巴西石油和自然资源公司通过简单的许可程序。它赋予了天然气和生物燃料管理局巨大的权力。 预计该法律将允许私营公司与第三方一起快速获得天然气进口许可证，从而给该行业带来重大变化，第三方可以使用液化天然气接收站基础设施。
  • 因此，在预测期内，南美洲预计将成为石油和天然气中游市场增长最快的地区。

石油和天然气中游市场的竞争对手分析

石油和天然气的中游市场适度集中。 该市场的主要参与者包括 APA 集团、雪佛龙公司、BP PLC、Enbridge Pipelines Inc.、Shell 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 2 章执行摘要

第三章研究方法论

第 4 章市场概述

  • 简介
  • 石油和天然气运营管道长度预测（单位：公里，到 2027 年）
  • 石油生产和消费趋势（单位：每天 1000 桶，2010-2021 年）
  • 天然气生产和消费趋势（单位：每天 1 亿立方英尺，2010-2021 年）
  • 主要中游项目信息
    • 现有项目
    • 管道项目
    • 即将开展的项目
  • 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
    • 买家和消费者的议价能力
    • 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
    • 交通
    • 仓库/码头
  • 按地区
    • 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
    • APA Group
    • Chevron Corporation
    • BP PLC
    • Enbridge Pipelines Inc.
    • Shell PLC
    • Baker Hughes Company
    • Williams Inc.
    • Enlink Midstream LLC

第7章 市场机会未来动向

简介目录
Product Code: 68095

The global operating oil and gas pipeline length was estimated to be around 2079.72 thousand km in 2020, which is expected to reach 2400 thousand km by the end of 2027, registering a CAGR of about 1.9% during the forecast period of 2022-2027. The oil and gas midstream was fairly unaffected by the COVID-19 pandemic since the constant usage of storage facilities for storing hydrocarbons, usage of pipelines for fuel transportation, and resilient demand for LNG in 2020 kept the demand for midstream services normalized. Factors such as increasing production and consumption of natural gas and refined petroleum products are expected to boost the demand for pipeline services in the coming years and are likely to drive the oil & gas midstream market during the forecast period. However, environmental concerns regarding new pipelines and transportation infrastructure are likely to restrain the growth of the oil & gas midstream market in the coming years.

Key Highlights

  • The transportation segment is likely to dominate the market during the forecast period due to the increasing demand for refined products.
  • Increasing investments and development of small and complex offshore fields in different regions are expected to increase the demand for midstream services. Therefore, this is expected to provide a great opportunity for the midstream sector during the forecast period.
  • South America is expected to be the fastest-growing market during the forecast period, mainly due to the growing demand for LNG in countries like Chile, Brazil, and Argentina.

Oil & Gas Midstream Market Trends

The Transportation Sector to Dominate the Market

  • The oil and gas transportation industry is dominated by pipelines. The oil and gas supply in different regions is expected to exceed the existing transportation capacity, requiring expansions and the construction of new pipelines.
  • Globally, the rising energy demand has resulted in an increase in new pipeline constructions and transportation facilities as the continuous need for energy demands new oil and gas infrastructure. This increasing energy demand has increased new terminals and pipeline construction, including oil and gas pipelines and transportation, especially in Asia-Pacific (APAC).
  • For instance, in May 2021, Russia and Pakistan signed an agreement to construct about a 1,100-km gas pipeline worth USD 2 billion by the end of 2023. Further, Russia and India also signed a deal worth USD 40 billion on natural gas exports to India. Russia is a significant exporter of LNG, which presents an opportunity in the pipeline industry for the market players during the forecast period.
  • Moreover, the largest market for the oil and gas midstream sector, North America, had its pipeline infrastructure started developing over half a century ago. Hence, a lot of pipelines are old and demand expansion as per the forecasted demand rise for petroleum products and natural gas.
  • The new oil and gas exploration and production activities globally, along with an improved and efficient pipelines network for transportation, will significantly influence the market growth during the forecast period.
  • Hence, the transportation sector covers the major markets in the midstream sector. Hence, with the increasing transportation sector, the midstream sector is also expected to increase during the forecast period.

South America to be the Fastest Growing Market

  • South America is expected to be the fastest-growing market for the oil and gas midstream market during the forecast period.
  • South America is home to some of the largest countries globally in terms of proven oil and gas reserves. The region also hosts one of the largest offshore oil and gas markets across the world. Brazil, Venezuela, Argentina, and Colombia are the major countries in the region's oil and gas industry.
  • Oil and gas projects, both offshore and onshore, in South America have lower breakeven prices and competitive payback times as compared to similar projects across the world, which makes them more resilient in the current turbulent times. Around 30 offshore oil & gas projects are expected to be given the green light across the region over three years (2021-2023), which will require a cumulative greenfield investment in the range of USD 50 billion. These projects are operated by a mix of national oil companies (NOCs) and major independent companies; further, the increasing pipeline infrastructure, with the development of oilfields, is expected to propel the midstream market in South America during the forecast period.
  • For instance, Petrobras is planning to invest around USD 55 billion for the period 2021 to 2025. Of this total investment, 84% is being allocated to oil and gas exploration and production (E&P). The investment of around USD 46 billion in E&P involves approximately USD 32 billion, 70%, in pre-salt assets. This indicates that the upstream oil & gas sector, especially the offshore oil & gas assets in Brazil, is expected to witness significant investments into pipeline infrastructure for crude oil transportation during the forecast period.
  • Furthermore, there are three major pipeline projects in Brazil, including both capacity expansion pipelines and newly constructed pipelines. Capacity expansion pipeline includes the Bolivia-Brazil pipeline (GASBOL), which is anticipated to increase the pipeline capacity to an estimated 3.6 million cubic meters by 2022. The new construction of the gas pipeline includes the gas pipeline between Argentina and Brazil, and Sao Carlos, Sao Paulo, and Brazil.
  • Moreover, the region has been witnessing growth in the LNG market due to increasing gas demand from countries like Chile, Brazil, and Argentina. Chile, Brazil, and Argentina have been top LNG importers in the region, with imports of 3.7, 3.3, and 1.8 billion cubic meters, respectively, in 2020. In 2020, the entire South and Central American region imported a total of 13.9 billion cubic meters of LNG.
  • In March 2021, Bill 4476/2020, which institutes the New Gas Law, was passed by the Chamber of Deputies in Brazil. The bill shifts control away from the state-controlled Petrobras and allow companies that want to build gas pipelines to follow a simple authorization process rather than the previous more complex contract, and gives more power to the energy regulator, the Brazilian National Agency of Petroleum, Natural Gas, and Biofuels. The law is expected to generate significant shifts in the sector, as private companies can quickly get import permits for natural gas along with the third parties that can access LNG terminal infrastructure.
  • Therefore, owing to the above points, South America is expected to be the fastest-growing region in the oil and gas midstream market during the forecast period.

Oil & Gas Midstream Market Competitor Analysis

The oil and gas midstream market is moderately consolidated. Some of the key players in this market include APA Group, Chevron Corporation, BP PLC, Enbridge Pipelines Inc., 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 Oil and Gas Operating Pipeline Length Forecast (in km), till 2027
  • 4.3 Oil Production and Consumption Trend in thousand barrels per day, 2010-2021
  • 4.4 Gas Production and Consumption Trend in billion cubic feet per day (bcf/d), 2010-2021
  • 4.5 Key Midstream Projects Information
    • 4.5.1 Existing Projects
    • 4.5.2 Projects in Pipeline
    • 4.5.3 Upcoming Projects
  • 4.6 Recent Trends and Developments
  • 4.7 Government Policies and Regulations
  • 4.8 Market Dynamics
    • 4.8.1 Drivers
    • 4.8.2 Restraints
  • 4.9 Supply Chain Analysis
  • 4.10 Porter's Five Forces Analysis
    • 4.10.1 Bargaining Power of Suppliers
    • 4.10.2 Bargaining Power of Buyers/Consumers
    • 4.10.3 Threat of New Entrants
    • 4.10.4 Threat of Substitutes Products and Services
    • 4.10.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Sector
    • 5.1.1 Transportation
    • 5.1.2 Storage and Terminals
  • 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

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 APA Group
    • 6.3.2 Chevron Corporation
    • 6.3.3 BP PLC
    • 6.3.4 Enbridge Pipelines Inc.
    • 6.3.5 Shell PLC
    • 6.3.6 Baker Hughes Company
    • 6.3.7 Williams Inc.
    • 6.3.8 Enlink Midstream LLC

7 MARKET OPPORTUNITIES AND FUTURE TRENDS