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市场调查报告书
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1640402

越南石油和天然气上游－市场占有率分析、产业趋势、成长预测（2025-2030）

Vietnam Oil & Gas Upstream - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2025年越南油气上游市场规模为177,760桶/日，预计2030年将达到182,250桶/日，复合年增长率为0.5%。

越南石油天然气上游市场-IMG1

主要亮点

  • 中期来看，越南石油上游市场将主要由两个因素驱动。东南亚市场对越南低硫原油的需求不断增加，原油价格不断飙升，为新投资带来更多收益。
  • 另一方面，可再生能源计划投资的增加预计将在预测期内抑制市场成长。
  • 许多外国石油和天然气上游公司已经并将继续大力投资越南近海地区新的碳氢化合物发现。

越南油气上游市场趋势

海上业务预计将主导市场

  • 由于几个关键因素，越南石油和天然气上游市场正在成长。该国在南海拥有大量石油和天然气蕴藏量，特别是在九龙和南昆山等洋盆。持续的勘探工作正在发现新的蕴藏量、吸引投资并刺激上游成长。
  • 越南政府积极营造有利于外国投资油气产业的环境。透过实施有利的政策和法律规范，例如提供产品分成合约（PSC），各国政府鼓励国际公司参与勘探和生产活动。
  • 越南正专注于基础设施发展以支持上游业务。投资兴建海上生产平台、钻井钻机、管线及陆上加工设施。此类基础设施的增强将增强越南的石油和天然气探勘、生产和出口能力。
  • 根据能源研究所《2023年世界能源统计回顾》，该国2022年原油产量为19.4万桶/日，其中大部分来自海上油田。
  • 2023 年 1 月，Pharos Energy 宣布计划开始在越南东部近海 125 区块进行钻探。
  • 2023年1月，越南政府宣布加速两个海上天然气计划（Ca Voi Giang（蓝鲸）和B区块）的准备工作，以迅速实现该国能源来源多元化。越南最重要的海上天然气计划Ca Voi Xanh位于越南中部沿海，预计产能为1500亿立方公尺。 B区块位于西南海岸，估计蕴藏量为1,070亿立方公尺。
  • 预计这些发展将在预测期内推动石油和天然气上游市场的成长。

预计天然气需求增加将推动市场成长

  • 在天然气需求增加的推动下，越南上游石油和天然气市场预计将成长。造成需求激增的因素很多。
  • 首先，作为世界能源向清洁燃料转型的一部分，天然气作为煤炭和石油的清洁替代品而受到关注。为了减少碳排放并履行气候变迁承诺，越南正在转向使用天然气进行发电和工业应用。这一转变为越南上游产业的勘探和生产活动创造了机会。
  • 其次，越南正在扩大发电能力，天然气由于碳排放低于煤炭，成为发电厂的首选燃料。随着电力需求不断增加，天然气发电厂的建设需要稳定的天然气供应，这是市场勘探和生产活动的驱动力。
  • 越南的工商业部门在製造业、石化业和旅馆业等多种应用领域严重依赖天然气。随着该行业的持续增长，对天然气作为燃料和原料的需求不断增加，进一步增加了对额外天然气蕴藏量的需求，并增加了上游市场的活动。
  • 该国最近表示有兴趣增加天然气在其发电结构中的份额。根据世界能源统计，到2023年天然气将占能源结构总量的9.5%。
  • 2023年2月，越南政府核准省归仁市2250MW Son My 2CCGT电厂计划投资政策。该计划将需要投资18亿美元。建设将于 2023 年开始，预计于 2025 年试运行。
  • 2024年3月，日本三井石油探勘公司（MOECO）宣布决定投资开发越南B Block天然气田，其开发成本比重约7.4亿美元。该计划位于越南西南海岸330公里处，由一条连接天然气田和燃气发电厂的管道组成。
  • 越南旨在透过增加国内产量来减少对进口天然气的依赖。根据能源研究所《2023年世界能源统计回顾》显示，2022年越南天然气产量为7.5亿立方英尺/日，与前一年同期比较增长8.3%。
  • 由于这些发展，天然气需求的增加预计将推动石油和天然气上游市场的发展。

越南油气上游产业概况

越南上游油气市场处于半固定状态。该市场的主要企业包括埃克森美孚、埃尼公司、越南石油天然气集团（Petrovietnam）、Essar Oil And Gas Exploration And Production Lt 和 Jadestone Energy PLC。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第二章调查方法

第三章执行摘要

第四章市场概况

  • 介绍
  • 至2029年原油产量及预测（单位：千桶）
  • 至2029年天然气产量预测（单位：十亿立方英尺/天）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 原油价格上涨
      • 能源消耗对天然气的需求增加
    • 抑制因素
      • 复杂的许可流程和官僚作风
  • 供应链分析
  • PESTLE分析
  • 投资分析

第五章市场区隔

  • 部署地点
    • 陆上
    • 离岸
  • 产品
    • 原油
    • 天然气
    • 其他的

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • Vietnam Oil and Gas Group（Petrovietnam）
    • ExxonMobil Corporation
    • Japan Drilling Co. Ltd
    • Jadestone Energy PLC
    • Saipem SpA
    • Eni SpA
    • Essar Oil and Gas Exploration and Production Ltd
    • ONGC Videsh Ltd
  • 市场排名分析
  • 其他知名公司名单

第七章 市场机会及未来趋势

  • 与海外公司合作
简介目录
Product Code: 52508

The Vietnam Oil & Gas Upstream Market size is estimated at 177.76 thousand barrels per day in 2025, and is expected to reach 182.25 thousand barrels per day by 2030, at a CAGR of 0.5% during the forecast period (2025-2030).

Vietnam Oil & Gas Upstream - Market - IMG1

Key Highlights

  • Over the medium term, the upstream market of Vietnam is primarily driven by two main factors: the growing demand for Vietnam's sweet crude in Southeast Asian markets and the high prices of crude oil, which can bring more revenue for new investments.
  • On the other hand, the rising investments in renewable energy projects are expected to restrain the market's growth during the forecast period.
  • Many foreign upstream companies have invested heavily and continue to invest in new hydrocarbon discoveries in Vietnam's offshore region, which is likely to create opportunities for the market studied.

Vietnam Oil & Gas Upstream Market Trends

The Offshore Segment is Expected to Dominate the Market

  • Vietnam's oil and gas upstream market is witnessing an upward trend driven by several key factors. The country possesses significant offshore oil and gas reserves in the South China Sea, particularly in basins like Cuu Long and Nam Con Son. Ongoing exploration efforts have led to the discovery of new reserves, attracting investments and stimulating the growth of the upstream sector.
  • The Vietnamese government has actively fostered an environment conducive to foreign investment in the oil and gas industry. By implementing favorable policies and regulatory frameworks, such as offering production-sharing contracts (PSCs), the government has encouraged international companies to participate in exploration and production activities.
  • Vietnam has been focusing on infrastructure development to support upstream operations. Investments have been made in the construction of offshore production platforms, drilling rigs, pipelines, and onshore processing facilities. Such infrastructure enhancements strengthen Vietnam's oil and gas exploration, production, and export capabilities.
  • According to the Energy Institute Statistical Review of World Energy 2023, the crude oil production in the country in 2022 was 194 thousand barrels per day, the majority of which were from offshore blocks.
  • In January 2023, Pharos Energy announced that it planned to start drilling in Block 125 offshore in eastern Vietnam.
  • In January 2023, the Vietnamese government announced that it was seeking to accelerate preparatory work for two offshore gas projects - Ca Voi Xanh (Blue Whale) and Block B - to diversify the country's energy sources soon. Vietnam's most significant offshore gas project, Ca Voi Xanh, is located off Vietnam's central coast and has an estimated capacity of 150 billion cubic meters. Block B, located off the southwestern coast, is estimated to have 107 billion cubic meters in reserves.
  • Such developments are expected to boost the growth of the upstream oil and gas market during the forecast period.

Increasing Demand for Natural Gas is Expected to Drive the Market's Growth

  • The oil and gas upstream market in Vietnam is poised to experience growth driven by the increasing demand for natural gas. This surge in demand can be attributed to several factors.
  • Firstly, as part of the global energy transition toward cleaner fuels, natural gas is gaining prominence as a cleaner alternative to coal and oil. In its efforts to reduce carbon emissions and meet climate commitments, Vietnam is shifting toward utilizing natural gas for power generation and industrial applications. This transition creates opportunities for exploration and production activities in the country's upstream sector.
  • Secondly, Vietnam is expanding its electricity generation capacity, and natural gas is favored as a fuel for power plants due to its lower carbon emissions compared to coal. As the demand for electricity continues to rise, the construction of natural gas-fired power plants necessitates a stable supply of natural gas, thereby driving exploration and production efforts in the market.
  • Vietnam's industrial and commercial sectors rely heavily on natural gas for various applications such as manufacturing, petrochemicals, and hospitality. With ongoing industrial growth, the demand for natural gas as a fuel and feedstock is increasing, further stimulating the need for additional natural gas reserves and driving activity in the upstream market.
  • The country recently showed interest in increasing the share of natural gas in the power generation mix. According to the Statistical Review of World Energy, in 2023, electricity generation from natural gas stood at 9.5% of the total energy mix.
  • In February 2023, the Vietnamese government approved the investment policy of the 2,250 MW Son My 2 CCGT power plant project in Quy Nhon, Binh Dinh province. The project will require an investment of USD 1.8 billion. The construction was expected to begin in 2023, and the commissioning is scheduled for 2025.
  • In March 2024, Japan's Mitsui Oil Exploration (MOECO) announced its decision to invest in and develop Vietnam's Block B gas field, with its share of the development cost of about USD 740 million. The project, 330 km (205 miles) off southwest Vietnam, will comprise a gas field and a pipeline linking it to a gas-fired thermal power plant.
  • Vietnam aims to reduce its dependence on imported natural gas by increasing domestic production. According to the Energy Institute Statistical Review of World Energy 2023, natural gas production in the country in 2022 was 0.75 billion cubic feet per day, an increase of 8.3% compared to the previous year.
  • Owing to such developments, the growing demand for natural gas is expected to drive the oil and gas upstream market.

Vietnam Oil & Gas Upstream Industry Overview

The Vietnamese oil and gas upstream market is semi-consolidated. Some of the key players in the market include ExxonMobil Corporation, Eni SpA, Vietnam Oil and Gas Group (Petrovietnam), Essar Oil And Gas Exploration And Production Ltd, and Jadestone Energy 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 Crude Oil Production and Forecast, in Thousand Barrels, till 2029
  • 4.3 Natural Gas Production Forecast, in billion cubic feet per day, till 2029
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Increasing Crude Oil Prices
      • 4.6.1.2 Increasing Demand For Natural Gas For Energy Consumption
    • 4.6.2 Restraints
      • 4.6.2.1 Complex Permitting Processes, And Bureaucratic Procedures
  • 4.7 Supply Chain Analysis
  • 4.8 PESTLE Analysis
  • 4.9 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Location of Deployment
    • 5.1.1 Onshore
    • 5.1.2 Offshore
  • 5.2 Product
    • 5.2.1 Crude Oil
    • 5.2.2 Natural Gas
    • 5.2.3 Other Products

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 Vietnam Oil and Gas Group (Petrovietnam)
    • 6.3.2 ExxonMobil Corporation
    • 6.3.3 Japan Drilling Co. Ltd
    • 6.3.4 Jadestone Energy PLC
    • 6.3.5 Saipem SpA
    • 6.3.6 Eni SpA
    • 6.3.7 Essar Oil and Gas Exploration and Production Ltd
    • 6.3.8 ONGC Videsh Ltd
  • 6.4 Market Ranking Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Collaboration With Foreign Companies