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市场调查报告书
商品编码
1734868
2032 年页岩气市场预测:按产品类型、技术、应用、最终用户和地区进行的全球分析Shale Gas Market Forecasts to 2032 - Global Analysis By Product Type (Dry Gas, Wet Gas and Associated Gas), Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球页岩气市场规模预计在 2025 年达到 964 亿美元,到 2032 年将达到 1,842 亿美元,预测期内的复合年增长率为 7.9%。
页岩气是一种蕴藏在页岩(一种细粒沉积岩)地层中的天然气。这种气体主要成分是甲烷,透过水力压裂法(简称「压裂」)开采。水力压裂法需要将水、沙子和化学物质注入页岩中以释放气体。由于开采技术的进步,页岩气已成为一种重要的能源来源,使以前无法开采的蕴藏量变得经济可行。页岩气为世界能源供应做出了贡献,被认为是煤炭的清洁能源来源替代品,但人们对其环境影响和用水量的担忧仍然很大。
根据美国能源资讯署(EIA)的数据,2022年美国页岩气干天然气产量将达到约28.5兆立方英尺(Tcf),约占2022年美国干天然气总产量的80%。
天然气需求不断成长
日益增长的天然气需求对页岩气市场产生了重大影响,促进了经济成长和能源安全。开采技术的进步使页岩气更易于获取且更具经济可行性,从而鼓励了基础设施投资,并支持了各行各业的就业机会。产量的激增导致天然气价格下降,惠及消费者和工业界。此外,向页岩气等更清洁能源来源的转变有助于减少温室气体排放,与全球应对气候变迁的努力一致,并促进更永续的能源未来。
监管审查和公众反对
监管审查和公众反对为市场带来了负面影响,阻碍了成长和扩张。围绕水力压裂、用水和环境保护的法规日益增多,导致公司营运成本上升、计划工期延误并降低盈利。公众对水污染、空气品质和地震活动的担忧引发了公众的反对,引发了抗议、法律诉讼,甚至一些地区禁止水力压裂。这些因素为市场带来了不确定性,并可能阻碍页岩气资源的投资和市场发展。
能源安全与独立
能源安全和独立正在对市场产生积极影响,因为它减少了对外国石油和天然气进口的依赖。当各国开发自己的页岩气资源时,它们不易受到地缘政治动盪和价格波动的影响,并且能够确保更稳定可靠的能源供应。这种转变有助于经济稳定,促进当地就业,并加强国家安全。此外,扩大国内页岩气产量有助于降低能源成本,并透过提供比其他石化燃料更清洁的替代品来实现环境永续性。
勘探和生产成本高
高昂的勘探和生产成本是市场的一个重要负面驱动因素,因为它限制了企业的盈利并增加了财务风险。开采页岩气蕴藏量成本高昂,因为钻井和水力压裂需要先进的技术和大量的资本投入。此外,油气价格波动可能会使企业难以收回这些成本,尤其是在大宗商品价格低迷时期。这些高成本可能会阻碍小型企业进入市场,并减缓页岩气产量的成长。
COVID-19的影响
新冠疫情严重衝击市场,导致全球能源需求因停工停产和工业活动减少而急剧下降。这导致油气价格下跌,迫使许多页岩气生产商减产并推迟新计画。金融不确定性和投资减少也影响了勘探和钻井活动。此外,疫情扰乱了供应链和劳动力供应,进一步阻碍了危机时期页岩气业务的成长和发展。
预计预测期内水平钻井领域将实现最大幅度成长
预计水平钻井领域将在预测期内占据最大的市场占有率。与垂直钻井不同,水平钻井是指水平穿过页岩地层的钻井,从而扩大了天然气开采的表面积。这种方法提高了产量,减少了所需的钻井数量,从而降低了营运成本。水平钻井与水力压裂相结合,使以前无法开采的页岩气蕴藏量变得经济可行,从而显着提高了全球页岩气产量。
预计预测期内发电部门的复合年增长率最高。
由于页岩气提供了一种比煤炭和其他石化燃料更清洁、更经济的替代方案,预计发电领域将在预测期内实现最高成长。丰富的页岩气储量促进了燃气发电厂的建设,与传统燃煤电厂相比,燃气发电厂的二氧化碳排放更低。因此,页岩气在减少能源领域的温室气体排放方面发挥关键作用,同时为发电提供了可靠且稳定的能源供应。
预计亚太地区将在预测期内占据最大的市场占有率。这些国家越来越注重开发国内能源资源,以减少对进口的依赖并提高能源安全。然而,技术限制、监管障碍和环境问题等挑战阻碍了快速成长。儘管如此,预计未来几年该地区钻井技术的进步和能源需求的不断增长将推动页岩气产量的成长。
预计北美地区将在预测期内实现最高的复合年增长率,因为水力压裂和水平钻井技术的进步使得开采先前无法开采的天然气蕴藏量成为可能。能源需求的不断增长,尤其是在美国和加拿大,正推动市场成长,同时天然气价格的下降也促使工业和发电行业转向更清洁的燃料。此外,能源独立的努力和政府的优惠政策也进一步推动了页岩气的生产,使其成为北美能源格局的重要组成部分。
According to Stratistics MRC, the Global Shale Gas Market is accounted for $96.4 billion in 2025 and is expected to reach $184.2 billion by 2032 growing at a CAGR of 7.9% during the forecast period. Shale gas is a type of natural gas that is found trapped within shale formations, which are fine-grained sedimentary rocks. This gas is primarily methane and is extracted through a process known as hydraulic fracturing or "fracking," where water, sand, and chemicals are injected into the shale to release the gas. Shale gas has become an important energy source due to advances in extraction technology, making previously inaccessible reserves economically viable. It has contributed to the global energy supply and has been considered a cleaner alternative to coal, though concerns about environmental impact and water use remain significant.
According to U.S. Energy Information Administration (EIA) in 2022, U.S. dry natural gas production from shale formations was about 28.5 trillion cubic feet (Tcf) and equal to about 80% of total U.S. dry natural gas production in 2022.Shale gas production may increase further due to new wells being drilled across the country.
Growing demand for natural gas
The growing demand for natural gas has significantly impacted the shale gas market, fostering economic growth and energy security. Advancements in extraction technologies have made shale gas more accessible and economically viable, encouraging investment in infrastructure and boosting employment opportunities across various sectors. This surge in production has led to a decrease in natural gas prices, benefiting consumers and industries alike. Additionally, the shift towards cleaner energy sources, such as shale gas, has contributed to reduced greenhouse gas emissions, aligning with global efforts to combat climate change and promoting a more sustainable energy future.
Regulatory scrutiny and public opposition
Regulatory scrutiny and public opposition have negatively impacted the market by creating barriers to growth and expansion. Stricter regulations on hydraulic fracturing, water use, and environmental protections increase operational costs for companies, delaying project timelines and reducing profitability. Public opposition, driven by concerns over water contamination, air quality, and seismic activity, has led to protests, legal challenges, and even bans on fracking in some regions. These factors create uncertainty in the market and may discourage investment and development of shale gas resources.
Energy security and independence
Energy security and independence have had a positive impact on the market by reducing reliance on foreign oil and gas imports. As countries develop their own shale gas resources, they can ensure a more stable and reliable energy supply, less vulnerable to geopolitical disruptions or price fluctuations. This shift supports economic stability, fosters local job creation, and enhances national security. Moreover, increased domestic production of shale gas helps lower energy costs and provides a cleaner alternative to other fossil fuels, contributing to environmental sustainability.
High exploration and production costs
High exploration and production costs are a significant negative factor in the market, as they limit profitability and increase financial risks for companies. Drilling and hydraulic fracturing require advanced technology and significant capital investment, making it expensive to access shale gas reserves. In addition, fluctuating oil and gas prices can make it difficult for companies to recover these costs, especially during periods of low commodity prices. These high costs may deter smaller players from entering the market and slow down the growth of shale gas production.
Covid-19 Impact
The COVID-19 pandemic severely impacted the market, causing a sharp decline in global energy demand due to lockdowns and reduced industrial activity. This led to a decrease in oil and gas prices, forcing many shale producers to cut back on production and delay new projects. Financial instability and reduced investments also affected exploration and drilling activities. Additionally, the pandemic disrupted supply chains and labor availability, further hindering the growth and development of shale gas operations during the crisis.
The horizontal drilling segment is expected to be the largest during the forecast period
The horizontal drilling segment is expected to account for the largest market share during the forecast period. Unlike vertical drilling, horizontal drilling involves drilling a wellbore that extends horizontally through the shale layer, increasing the surface area for gas extraction. This method enhances production rates and reduces the number of wells needed, lowering operational costs. Horizontal drilling, coupled with hydraulic fracturing, has made previously inaccessible shale gas reserves economically viable, significantly boosting shale gas production worldwide.
The power generation segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the power generation segment is predicted to witness the highest growth rate, as shale gas offers a cleaner and more cost-effective alternative to coal and other fossil fuels. The abundance of shale gas has led to the construction of gas-fired power plants, which produce electricity with lower carbon emissions compared to traditional coal plants. As a result, shale gas has played a key role in reducing greenhouse gas emissions in the energy sector, while providing a reliable and stable energy supply for electricity generation.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. These nations are increasingly focusing on developing domestic energy resources to reduce dependence on imports and improve energy security. However, challenges such as technological limitations, regulatory hurdles, and environmental concerns hinder rapid growth. Despite this, advancements in drilling technologies and rising energy demand in the region are expected to boost shale gas production in the coming years.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by advancements in hydraulic fracturing and horizontal drilling technologies, enabling the extraction of previously inaccessible gas reserves. Rising energy demand, particularly in the U.S. and Canada, boosts market growth, alongside lower natural gas prices, which encourage industrial and power generation sectors to shift to cleaner fuels. Additionally, energy independence initiatives and favorable government policies further support shale gas production, making it a key component of North America's energy landscape.
Key players in the market
Some of the key players profiled in the Shale Gas Market include Chevron Corporation, Shell PLC, ConocoPhillips Company, PetroChina Company Limited, Sinopec, BP PLC, TotalEnergies SE, EQT Corporation, Southwestern Energy Company, Antero Resources Corporation, Chesapeake Energy Corporation, Exxon Mobil Corporation, Baker Hughes Company, Halliburton Company and Schlumberger Limited.
In April 2025, Shell Eastern Trading Pte. Ltd., has completed the previously announced acquisition of 100% of the shares in Pavilion Energy Pte. Ltd. The acquisition will be absorbed within Shell's cash capital expenditure guidance. This acquisition helps to deliver on Shell's ambition to solidify its leading position in liquified natural gas (LNG) by growing sales by 4-5% per year through to 2030.
In March 2025, Chevron U.S.A. Inc., announced that it has closed on a transaction to sell a 70% interest in its East Texas gas assets to an affiliate of TG Natural Resources LLC ("TGNR"), a company indirectly owned by Tokyo Gas Co., Ltd. ("Tokyo Gas") and Castleton Commodities International LLC ("CCI"), for $525 million, with $75 million paid in cash and $450 million as a capital carry to fund Haynesville development. Chevron will retain a 30% non-operated working interest in a joint venture with TGNR and an overriding royalty interest in the assets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.