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市场调查报告书
商品编码
1946346
油气海底脐带供应连系管、立管及输油管市场-全球产业规模、份额、趋势、机会及预测(依产品、类型、地区及竞争格局划分,2021-2031年)Oil & Gas Subsea Umbilicals, Risers and Flowlines, Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented By Product, By Type, By Region & Competition, 2021-2031F |
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全球油气海底供应连系管、立管和输油管 (SURF) 市场预计将从 2025 年的 53.3 亿美元大幅成长至 2031 年的 89.6 亿美元,复合年增长率达 9.04%。
海底管网(SURF)组件作为关键的水下基础设施,连接海底井口和水面平台,实现油气运输和资料传输。推动这一增长的关键因素包括对深水探勘日益增长的兴趣,以及对海底回接的策略性关注,旨在最大限度地提高现有设施的产量。这两方面都受到全球能源安全努力的限制,而这些努力需要取得偏远的近海油气蕴藏量。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 53.3亿美元 |
| 市场规模:2031年 | 89.6亿美元 |
| 复合年增长率:2026-2031年 | 9.04% |
| 成长最快的细分市场 | 流线 |
| 最大的市场 | 亚太地区 |
然而,由于供应链受限和原材料价格上涨,市场发展正面临挑战,这威胁到计划进度和经济可行性。根据国际能源总署的数据,预计2024年,全球上游油气投资将成长7%,达到5,700亿美元。这一成长凸显了该行业资本密集的特点,投入成本的波动可能会推迟大规模海底计划的最终投资决策,或扰乱安装作业所需的复杂进度安排。
推动市场发展的关键因素是海上探勘与生产(E&P)资本支出的復苏,尤其是在深水领域。能源公司为确保长期蕴藏量补充,正越来越多地核准复杂的新计画,这推动了对大规模输油管线和供应连系管网路的需求,以便将油气从海底输送出去。对新盆地的大规模投资也印证了这个趋势。例如,道达尔能源公司于2024年10月宣布,将对其位于苏利南的Grand Morgue计划做出105亿美元的最终投资决定(FID)。而大规模的海底基础设施对于开发偏远地区的资源至关重要。
同时,经济型海底回接和现有设施改造的兴起正在改变采购模式。营运商优先考虑利用现有基础设施优化收益并减少碳排放的短期计划,依靠延伸的海底管道将偏远油井连接到现有枢纽。正如Aker BP在其2024年第二季报告中所述,该公司计划每年投入约50亿美元的资本支出,其中大部分资金将用于挪威大陆棚上的众多海底回接项目。同时,TechnipFMC报告称,2024年第三季海底订单达到25亿美元,证实了强劲的设备需求。
全球海底钻井平台(SURF)市场的扩张受到供应链瓶颈和原材料成本上涨的严重限制。这些问题显着加剧了经济波动,导致营运商因高等级钢材和先进聚合物等特殊材料价格波动而推迟最终投资决策(FID)。投入成本的意外上涨推高了深水计划所需的资本支出(CAPEX),往往会降低新建项目和回接项目的利润率,最终导致一些原本看似具有商业性可行性的计划被推迟或取消。
除了价格因素外,物流瓶颈和专业海底製造能力的不足也延长了前置作业时间,扰乱了原本就十分紧张的海上安装计画。安装船必须提前数年预订,而这些延误往往会导致高昂的延误成本。 2024年,英国海上能源协会(Offshore Energies UK)警告称,由于持续的资源短缺和供应链不稳定,到2040年,高达4,500亿英镑的能源基础设施投资目前面临风险。这造成了不确定性,抑制了长期投资,并减缓了市场成长势头,儘管能源需求仍在增长。
一体化工程、采购、施工及安装(iEPCI)合约模式的广泛应用正在改变采购方式,它将海底供应连系管、立管和输油管线(SURF)以及海底生产系统(SPS)整合到单一商业合约中。这种整合策略透过消除不同工作包之间的低效率环节来降低执行风险,并缩短复杂计划的首油生产週期。 TechnipFMC于2025年2月发布的2024年第四季财务业绩新闻稿印证了这一趋势,数据显示,2024年iEPCI订单量增长约25%,凸显了行业为提高资本效率而向这种模式的转变。
同时,热塑性复合管(TCP)作为传统钢管和柔性管的替代品,在深水环境中越来越广泛的应用。 TCP具有优异的抗疲劳和耐腐蚀性能,可降低营运成本并延长基础设施的使用寿命。其轻巧且可捲绕的特性也使其能够由小型、经济高效的船舶进行安装。 2025年8月,《世界管道》杂誌报道称,斯特罗姆公司获得了一份合同,将为马来西亚水域(水深达1500米)的天然气生产提供四根TCP连接管,这进一步证实了该材料在严苛的深水环境中的适用性,也印证了这一转变。
The Global Oil & Gas Subsea Umbilicals, Risers and Flowlines (SURF) Market is projected to expand significantly, rising from a valuation of USD 5.33 Billion in 2025 to USD 8.96 Billion by 2031, representing a CAGR of 9.04%. SURF components serve as critical underwater infrastructure, linking seabed wellheads to surface platforms to enable the transport of hydrocarbons and transmission of data. Key factors fueling this growth include renewed interest in deepwater exploration and a strategic focus on subsea tiebacks to maximize production from current facilities, all underpinned by a global push for energy security that necessitates accessing remote offshore reserves.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 5.33 Billion |
| Market Size 2031 | USD 8.96 Billion |
| CAGR 2026-2031 | 9.04% |
| Fastest Growing Segment | Flowlines |
| Largest Market | Asia Pacific |
Conversely, market progression faces hurdles due to supply chain limitations and rising raw material prices, which threaten project timelines and economic viability. Data from the International Energy Agency indicates that global upstream oil and gas investment is set to increase by 7% in 2024, reaching USD 570 billion. This rise underscores a capital-intensive landscape where volatility in input costs can postpone final investment decisions for large-scale subsea projects and disrupt the intricate scheduling required for installation campaigns.
Market Driver
A primary catalyst for the market is the renewed increase in offshore Exploration and Production (E&P) capital expenditure, especially within deepwater sectors. Energy firms are increasingly approving complex greenfield projects to ensure long-term reserve replacement, which drives the need for extensive flowline and umbilical networks to move hydrocarbons from the seabed. This trend is highlighted by substantial investments in new basins; for instance, TotalEnergies announced a USD 10.5 billion Final Investment Decision in October 2024 for the GranMorgu Project in Suriname, necessitating significant subsea infrastructure to tap into remote resources.
Simultaneously, the shift toward economical subsea tie-back and brownfield redevelopment is transforming procurement approaches. Operators are favoring short-cycle projects that leverage existing infrastructure to optimize returns and reduce carbon emissions, relying on extended subsea conduits to link remote wells to established hubs. As noted in Aker BP's Second Quarter 2024 Report, the operator plans a capital spend of roughly USD 5 billion for the year, largely fueled by numerous subsea tie-back initiatives on the Norwegian Continental Shelf, while TechnipFMC reported USD 2.5 billion in subsea inbound orders in the third quarter of 2024, confirming robust equipment demand.
Market Challenge
The expansion of the Global SURF Market is significantly hindered by supply chain restrictions and escalating raw material costs. These issues introduce considerable economic volatility, causing operators to delay Final Investment Decisions (FIDs) as the price of specialized materials like high-grade steel and advanced polymers fluctuates. Unexpected rises in input costs inflate the capital expenditure (CAPEX) needed for deepwater initiatives, often diminishing the profit margins of greenfield and tie-back developments and leading to the postponement or cancellation of projects once considered commercially feasible.
Beyond pricing, logistical bottlenecks and limited fabrication capacity for specialized subsea manufacturing result in prolonged lead times that interfere with strict offshore installation schedules. Such misalignment often causes expensive delays because installation vessels require booking years in advance. In 2024, Offshore Energies UK warned that a potential £450 billion investment in energy infrastructure by 2040 is currently jeopardized by persistent resource scarcity and supply chain instability, creating uncertainty that hampers long-term investment and stalls market momentum despite growing energy needs.
Market Trends
The widespread shift toward Integrated EPCI (iEPCI) contract models is reshaping procurement by combining subsea umbilicals, risers, and flowlines (SURF) with subsea production systems (SPS) into unified commercial agreements. This consolidated strategy reduces execution risks by removing inefficiencies at the interface of different work packages, thereby speeding up the timeline to first oil for complex projects. As evidence of this trend, TechnipFMC's Fourth Quarter 2024 Results press release in February 2025 noted a nearly 25% increase in the value of its iEPCI awards in 2024, illustrating the sector's move toward these structures to optimize capital use.
In parallel, the utilization of Thermoplastic Composite Pipes (TCP) is increasing as a preferred alternative to conventional steel and flexible pipes in deepwater settings. TCP offers superior resistance to fatigue and corrosion, which lowers operational costs and extends infrastructure lifespan, while its lightweight, spoolable nature allows for installation by smaller, more affordable vessels. This shift was underscored in August 2025 by World Pipelines, reporting that Strohm won a contract to supply four TCP jumpers for gas production in Malaysian waters up to 1,500 meters deep, confirming the material's suitability for demanding deepwater applications.
Report Scope
In this report, the Global Oil & Gas Subsea Umbilicals, Risers and Flowlines (SURF) Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Oil & Gas Subsea Umbilicals, Risers and Flowlines (SURF) Market.
Global Oil & Gas Subsea Umbilicals, Risers and Flowlines (SURF) Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: