エネルギー転換の世界市場：成長機会

石油・ガス業界は、環境への負荷を低減しながら事業を展開する方法を見出すことで、変革する必要に迫られています。

当レポートでは、世界のエネルギー転換市場について調査分析し、戦略的必須要件、成長環境、エネルギー転換の7つの柱（eMobility、再生可能エネルギー、水素、炭素回収・利用・貯蔵（CCUS）、電力事業、エネルギー貯蔵、バイオエネルギー）を中心に、主要石油・ガス企業10社のイノベーションと戦略について考察しています。

目次

戦略的必須要件

• 成長がますます困難になるのはなぜか？
• 戦略的必須要件 8（TM）
• 世界の石油・ガス（O＆G）産業におけるエネルギー転換に対する上位3つの戦略的必須要件の影響
• 成長機会がGrowth Pipeline Engine (TM)を促進

調査範囲、目的、調査手法、および背景

• 市場の定義

成長環境：エネルギー転換

• 成長環境-エネルギー転換：地域別
• エネルギー転換の柱
• エネルギー転換の進捗-主要な成長の柱別
• エネルギー転換の進捗-主要地域別
• エネルギー転換の進捗-企業別
• 転換の柱1-eMobility
• 転換の柱2-再生可能エネルギー
• 転換の柱3-水素
• 転換の柱4-CCUS
• 転換の柱5-電力事業
• 転換の柱6-エネルギー貯蔵
• 転換の柱7-バイオエネルギー

企業プロファイル：エネルギー転換

• 企業プロファイル-Shell
• 企業プロファイル-BP
• 企業プロファイル-Total Energies
• 企業プロファイル-Saudi Aramco
• 企業プロファイル-ExxonMobil
• 企業プロファイル-Chevron
• 企業プロファイル-Sinopec
• 企業プロファイル-Petronas
• 企業プロファイル-Ecopetrol
• 企業プロファイル-Lukoil

成長機会ユニバース：エネルギー転換

• 成長機会1：eMobility充電アプリケーション
• 成長機会2：大規模エネルギー生産のための地熱エネルギー
• 成長機会3：グリーン水素生産に使用される廃止された海洋施設
• 成長機会4：バイオエネルギーと炭素回収貯蔵（BECCS）の組み合わせ
• 成長機会5：海底電化
• 成長機会6：エネルギー貯蔵のための枯渇した油井
• 成長機会7：ガスタービン用バイオ燃料
• 図表リスト
• 免責事項

Transformative Mega Trends Drive Corporate Strategies towards Sustainability Goals

The energy transition is a complex pathway for the overall global energy industry-including suppliers and users-towards a shift from systems based on fossil fuels to zero-carbon solutions. Timelines for eliminating carbon from energy systems vary by region, but most goals-including the Paris Agreement-focus on achieving net zero by the second half of the 21st century.

Oil and gas companies, in particular, are at the front end of change and have both the most to win and the most to lose. As a whole, the oil and gas industry has a major negative environmental impact because of its use of fossil fuels and the high volume of carbon emissions produced from daily activities. The industry is unde pressure to transform by finding a way to operate while reducing its toll on the environment. This study looks at the innovations and strategies of 10 major oil and gas companies around 7 key pillars of the energy transition: eMobility; renewable energy; hydrogen; carbon capture, utilization, and storage (CCUS); electricity utilities; energy storage; and bioenergy.

Frost & Sullivan assesses the global energy transition by the following regions: the Americas, Europe, the Middle East and Africa (MEA),

Asia-Pacific (APAC), and the Rest of World (RoW). The study period is 2021-2030 and the forecast period is 2022-2030 using 2021 as the base year.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Energy Transition in the Global Oil and Gas (O&G) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope, Objectives, Methodology, and Background

• Market Definitions

Growth Environment-Energy Transition

• Growth Environment-Energy Transition by Region
• Energy Transition Pillars
• Energy Transition Progress by Key Growth Pillar
• Energy Transition Progress by Key Region
• Energy Transition Progress by Company
• Transition Pillar 1-eMobility
• Transition Pillar 1-eMobility (continued)
• Transition Pillar 1-eMobility (continued)
• Transition Pillar 2-Renewable Energy
• Transition Pillar 2-Renewable Energy (continued)
• Transition Pillar 2-Renewable Energy (continued)
• Transition Pillar 3-Hydrogen
• Transition Pillar 3-Hydrogen (continued)
• Transition Pillar 3-Hydrogen (continued)
• Transition Pillar 4-CCUS
• Transition Pillar 4-CCUS (continued)
• Transition Pillar 4-CCUS (continued)
• Transition Pillar 4-CCUS (continued)
• Transition Pillar 5-Electricity Utilities
• Transition Pillar 5-Electricity Utilities (continued)
• Transition Pillar 5-Electricity Utilities (continued)
• Transition Pillar 6-Energy Storage
• Transition Pillar 6-Energy Storage (continued)
• Transition Pillar 7-Bioenergy
• Transition Pillar 7-Bioenergy (continued)
• Transition Pillar 7-Bioenergy (continued)

Company Profiles-Energy Transition

• Company Profile-Shell
• Company Profile-Shell (continued)
• Company Profile-Shell (continued)
• Company Profile-BP
• Company Profile-BP (continued)
• Company Profile-TotalEnergies
• Company Profile-TotalEnergies (continued)
• Company Profile-TotalEnergies (continued)
• Company Profile-Saudi Aramco
• Company Profile-Saudi Aramco (continued)
• Company Profile-ExxonMobil
• Company Profile-ExxonMobil (continued)
• Company Profile-ExxonMobil (continued)
• Company Profile-Chevron
• Company Profile-Chevron (continued)
• Company Profile-Sinopec
• Company Profile-Sinopec (continued)
• Company Profile-Petronas
• Company Profile-Petronas (continued)
• Company Profile-Ecopetrol
• Company Profile-Ecopetrol (continued)
• Company Profile-Ecopetrol (continued)
• Company Profile-Lukoil
• Company Profile-Lukoil (continued)

Growth Opportunity Universe-Energy Transition

• Growth Opportunity 1: eMobility Charging Applications
• Growth Opportunity 1: eMobility Charging Applications (continued)
• Growth Opportunity 2: Geothermal Energy for Large-scale Energy Production
• Growth Opportunity 2: Geothermal Energy for Large-scale Energy Production (continued)
• Growth Opportunity 3: Obsolete Offshore Facilities Used for Green Hydrogen Production
• Growth Opportunity 3: Obsolete Offshore Facilities Used for Green Hydrogen Production (continued)
• Growth Opportunity 4: Combination of Bioenergy with Carbon Capture and Storage (BECCS)
• Growth Opportunity 4: Combination of Bioenergy with Carbon Capture and Storage (BECCS) (continued)
• Growth Opportunity 5: Subsea Electrification
• Growth Opportunity 5: Subsea Electrification (continued)
• Growth Opportunity 6: Depleted Oil Wells for Energy Storage
• Growth Opportunity 6: Depleted Oil Wells for Energy Storage (continued)
• Growth Opportunity 7: Biofuels for Gas Turbines
• Growth Opportunity 7: Biofuels for Gas Turbines (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer