市场调查报告书
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到 2030 年水力碾碎市场预测:按类型、特征、技术、应用和地区进行的全球分析Hydraulic Fracturing Market Forecasts to 2030 - Global Analysis By Type (Commissary/Shared Kitchen, Kitchen Pods and Other Types), Nature (Franchised and Standalone), Technology, Application and By Geography |
根据Stratistics MRC的数据,2023年全球水力碾碎市场规模为525亿美元,预计在预测期内复合年增长率为9.5%,到2030年将达到991亿美元。
水力碾碎(通常称为水力压裂)是一种用于从深层地下岩层(例如页岩)中提取天然气和石油的技术。水力碾碎涉及在高压下将水、沙子和化学物质的混合物注入岩石中,产生裂缝并释放捕获的碳氢化合物。这些裂缝使石油和天然气能够更自由地流到地表并被回收。儘管水力压裂大大增加了能源产量,但它仍存在争议,因为它可能会对环境造成影响,例如水污染和地震活动。
根据美国能源资讯署(EIA)预测,2050年美国页岩油产量将成长27%。据亚伯达能源监管机构称,预计2025年亚伯达原油总产量约为420万桶/日。
能源需求
水力碾碎市场的能源需求驱动因素是世界对能源资源(尤其是天然气和石油)日益增长的需求。随着常规蕴藏量的减少和能源消耗的持续上升,水力碾碎可以获取以前无法开采的页岩气和緻密油蕴藏量。这种方法使得提取大量能源成为可能,有助于满足世界日益增长的能源需求。此外,水力碾碎技术的进步使采矿变得更有效率和成本效益,进一步推动了其采用。
社区反对
由于环境问题和对公共健康的威胁,社区反对可能会严重限制水力碾碎市场。社区经常对与水力碾碎作业相关的水污染、空气污染和地震活动表示担忧。可能会出现抗议、法律挑战和监管障碍,从而延迟或阻止水力碾碎作业的进展。此外,负面宣传和社会耻辱可能会阻止投资者和公司进入社区抵制强烈的地区。
水资源管理解决方案
水资源的有效管理对于水力压裂至关重要,因为水力压裂需要大量的水来从页岩地层中提取石油和天然气。提供创新水处理、回收和处置技术的公司将从中受益。这些解决方案不仅解决了用水和污染方面的环境问题,而且还使采矿作业更有效率且更具成本效益。此外,随着法规的收紧和公众监督的加强,采矿业对永续水资源管理实践的需求可能会增加,从而为解决方案提供者创造利润丰厚的市场利基。
缺水
水力碾碎(水力压裂)因其高耗水消费量和潜在污染而对水资源短缺构成重大威胁。这个过程需要数百万加仑的水与化学物质和沙子混合,这增加了本已有限的水资源的压力。此外,水力碾碎会透过洩漏和径流污染地下水,进一步减少清洁水的供应。随着采矿作业在全球扩张,它们给供水带来了越来越大的压力,特别是在干旱地区,引发了人们对水资源短缺的担忧。水资源的永续管理对于减轻水力碾碎对水资源供应的负面影响和确保环境永续性至关重要。
COVID-19的爆发对水力碾碎市场产生了重大影响。封锁期间需求减少导致全球油价下跌,导致水力碾碎作业投资下降。许多水力碾碎计划被搁置或完全取消,导致市场低迷。此外,旅行限制和供应链中断阻碍了采矿活动,进一步加剧了市场挑战。儘管随着监管的放鬆,情况有所復苏,不确定性仍然存在,需求的持续波动和监管审查影响水力压裂市场的未来轨迹。
预计流体类型细分市场在预测期内将是最大的
由于技术进步导致开拓针对特定地质条件的更有效率、更有效的流体并增强整体碾碎作业,水力碾碎市场的流体类型领域正在显着成长。环境问题正在推动环保水基液体的采用,并推动该领域的需求。此外,传统型储存日益复杂,需要专门的流体配方来优化生产率,进一步推动该领域的发展。
预计緻密油领域在预测期内的复合年增长率最高。
緻密油领域的成长主要是由于页岩等緻密岩层中难以开采的石油蕴藏量的增加。为此,緻密油资源丰富地区的勘探和生产活动不断增加。此外,随着水力碾碎技术的创新,緻密油开采的经济性也有所提高,与传统方法相比更具成本效益。此外,緻密油的营运灵活性使其能够快速响应市场需求的波动,从而对投资者和营运商更具吸引力。此外,緻密油在促进能源安全和减少对进口石油依赖方面的潜力正在推动政府的支持和投资激励,进一步推动水力碾碎市场的成长。
北美水力碾碎的成长得益于丰富的页岩气和緻密油资源,使该地区成为碾碎作业的重点。水平钻井和水力压裂技术的进步显着降低了成本、提高了效率并使采矿更经济可行。与其他地区相比,法律规范(尤其是美国)总体上是有利的,并为产业扩张提供了有利的环境。
由于快速工业化、人口快速增长和能源需求不断增加,亚太地区正在经历显着增长,推动了传统型油气储存的勘探和生产活动。技术进步使水力碾碎变得更加容易和更具成本效益,吸引了国内外参与者的投资。此外,旨在促进能源安全和减少进口依赖的有利政府政策进一步推动了市场成长。该地区(尤其是中国和澳洲等国家)丰富的页岩气蕴藏量为水力碾碎公司提供了利润丰厚的机会。
According to Stratistics MRC, the Global Hydraulic Fracturing Market is accounted for $52.5 billion in 2023 and is expected to reach $99.10 billion by 2030 growing at a CAGR of 9.5% during the forecast period. Hydraulic fracturing, commonly known as fracking, is a technique used to extract natural gas and oil from deep underground rock formations such as shale. It involves injecting a mixture of water, sand, and chemicals at high pressure into the rock, creating fractures that release the trapped hydrocarbons. These fractures allow the oil or gas to flow more freely to the surface for collection. While fracking has significantly increased energy production, it is also controversial due to its potential environmental impacts, including water contamination and seismic activity.
According to the US Energy Information Administration (EIA), shale oil production in the United States output would increase by 27% in 2050. According to the Alberta Energy Regulator, total crude oil production in Alberta is forecast to be around 4.2 million barrels per day in 2025.
Energy Demand
The energy demand driver of the hydraulic fracturing market stems from the increasing global need for energy resources, particularly natural gas and oil. As traditional reserves decline and energy consumption continues to rise, hydraulic fracturing offers access to previously inaccessible shale gas and tight oil reserves. This method enables the extraction of vast amounts of energy resources, thereby helping meet the growing energy demand worldwide. Additionally, advancements in hydraulic fracturing technology have made extraction more efficient and cost-effective, further driving its adoption.
Community opposition
Community opposition can significantly restrain the hydraulic fracturing market due to environmental concerns and perceived threats to public health. Local communities often express fears about water contamination, air pollution, and seismic activity associated with fracking operations. Protests, legal challenges, and regulatory hurdles can arise, delaying or preventing fracking projects from proceeding. Moreover, negative publicity and social stigma can deter investors and companies from entering areas where community resistance is strong.
Water management solutions
With fracking requiring large volumes of water for the extraction of oil and gas from shale formations, the effective management of water resources is crucial. Companies offering innovative water treatment, recycling, and disposal technologies stand to benefit. These solutions not only address environmental concerns surrounding water usage and contamination but also enhance operational efficiency and cost-effectiveness for fracking operators. Moreover, as regulations tighten and public scrutiny increases, the demand for sustainable water management practices in fracking is likely to grow, presenting a lucrative niche for solution providers.
Water scarcity
Hydraulic fracturing, or fracking, poses a significant threat to water scarcity due to its high water consumption and potential for contamination. The process requires millions of gallons of water mixed with chemicals and sand, exacerbating stress on already limited water resources. Moreover, fracking can contaminate groundwater through leaks or spills, further reducing the availability of clean water. As fracking operations expand globally, particularly in arid regions, the strain on water supplies intensifies, heightening concerns about water scarcity. Sustainable management of water resources is crucial to mitigate the adverse effects of hydraulic fracturing on water availability and ensure environmental sustainability.
The COVID-19 pandemic has had a significant impact on the hydraulic fracturing market. The decline in global oil prices due to decreased demand during lockdowns led to reduced investment in fracking operations. Many fracking projects were put on hold or cancelled altogether, causing a downturn in the market. Additionally, restrictions on movement and supply chain disruptions hindered fracking activities, further exacerbating the market's challenges. Despite some recovery as restrictions eased, uncertainties persist, with ongoing fluctuations in demand and regulatory scrutiny affecting the future trajectory of the fracking market.
The fluid type segment is expected to be the largest during the forecast period
The Fluid Type segment in the hydraulic fracturing market has experienced notable growth due to advancements in technologies, which have led to the development of more efficient and effective fluids tailored to specific geological conditions, enhancing overall fracturing operations. Environmental concerns have prompted the adoption of eco-friendly and water-based fluids, driving demand within this segment. Additionally, the increasing complexity of unconventional reservoirs requires specialized fluid formulations to optimize production rates, further boosting the segment.
The tight oil segment is expected to have the highest CAGR during the forecast period
The growth in the tight oil segment can be attributed to increasing number of inaccessible oil reserves trapped in tight rock formations, particularly in shale plays. This has led to increased exploration and production activities in regions rich in tight oil resources. Moreover, the economics of tight oil extraction have improved with innovations in hydraulic fracturing techniques, making it more cost-effective compared to conventional methods. Additionally, the flexibility of tight oil operations allows for a quicker response to market demand fluctuations, enhancing its attractiveness to investors and operators. Furthermore, tight oil's contribution to energy security and its potential to reduce dependence on imported oil have spurred government support and investment incentives, further driving its growth in the hydraulic fracturing market.
The growth of hydraulic fracturing in North America has been driven by abundant shale gas and tight oil resources making the region a focal point for fracking operations. Technological advancements in horizontal drilling and fracking techniques have significantly lowered costs and increased efficiency, making extraction more economically viable. Regulatory frameworks, particularly in the United States, have generally been more favorable compared to other regions, providing a conducive environment for industry expansion.
The Asia-Pacific region has witnessed significant growth due to rapid industrialization, a burgeoning population, and increasing energy demand are driving exploration and production activities in unconventional oil and gas reservoirs. Technological advancements have made hydraulic fracturing more accessible and cost-effective, attracting investments from both domestic and international players. Additionally, favorable government policies aimed at promoting energy security and reducing dependency on imports have further propelled market growth. The region's vast shale gas reserves, particularly in countries like China and Australia, offer lucrative opportunities for hydraulic fracturing companies.
Key players in the market
Some of the key players in Hydraulic Fracturing market include Archer Well Company Inc., Baker Hughes a GE Co., Basic Energy Services, Calfrac Well Services Ltd, Cudd Energy Services, FTS International Services, Halliburton Company, Liberty Oilfield Services, NexTier Oilfield Solutions Inc., Patterson, ProPetro Holding Corp., Schlumberger Limited, Superior Energy Services, Trican Well Services and Weatherford.
In April 2024, Schlumberger and ChampionX Corporation announced a definitive agreement for SLB to purchase ChampionX in an all-stock transaction. The agreement was unanimously approved by the ChampionX board of directors. Under the terms of the agreement, ChampionX shareholders will receive 0.735 shares of SLB common stock in exchange for each ChampionX share.
In November 2023, Halliburton Company and Sekal AS have announced an agreement to jointly provide leading well construction automation solutions as part of a longer-term strategy to deliver fully automated drilling operations. Under the agreement, Halliburton and Sekal are collaborating on several technologies and services that incorporate Halliburton digitally integrated well construction solutions and the Sekal DrillTronics automation platform. In addition, both parties' remote operations centers will provide expertise and support to these offerings.