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世界における石油・ガスの CAPEXの展望:成長、動向、予測(2020年~2025年)

Oil and Gas CAPEX Outlook - Growth, Trends, and Forecasts (2020 - 2025)

出版日: | 発行: Mordor Intelligence LLP | ページ情報: 英文 120 Pages | 納期: 2-3営業日

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世界における石油・ガスの CAPEXの展望:成長、動向、予測(2020年~2025年)
出版日: 2020年08月01日
発行: Mordor Intelligence LLP
ページ情報: 英文 120 Pages
納期: 2-3営業日
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  • 概要
  • 目次
概要

世界における石油・ガスの 設備投資(CAPEX)市場は、予測期間中に8.4%を超えるCAGRで成長すると予想されます。プロジェクトコストを削減し、ポートフォリオを最適化する傾向に続く強い収益性などの要因により、利益率の低いフィールドの売却と利益率の高い成長機会への投資への注目が高まり、予測期間中に設備投資が増加すると予想されます。さらに、LNG志向のガスプロジェクトは、炭素集約型燃料ではなく、低炭素経済への移行に役立つため、投資が増加しています。ただし、変動する原油および天然ガスの価格は、 世界レベルでの遅い経済成長と相まって、予測期間中の石油・ガスの設備投資を抑制すると予想されます。

  • 地域の国有企業がエネルギー安全保障を改善し、輸入への依存を減らすために国内の石油・ガスのプロジェクトを優先しているので、上流部門は最高のCAPEXを持つ最大のセグメントになると予想されます。
  • グリーンフィールドプロジェクトは、セネガルやモーリタニアなどのアフリカ諸国での深海および超深海の探査とともに、資本支出を増加させる十分な機会を持っています。
  • アジア太平洋地域は、CAPEXで最高の利益を記録しており、予測期間中の国内の石油会社の投資と新しい投資とともに世界の統合メジャーの運営により、最も急成長している地域である可能性が高いです。

当レポートは世界の石油・ガスの 設備投資(CAPEX)について調査しており、市場機会や動向、成長および抑制要因、セグメント別や地域別の市場分析、競合情勢、主要企業のプロファイル等の情報を提供しています。

目次

第1章 イントロダクション

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 市場概要

  • イントロダクション
  • 2025年までの市場規模と需要予測
  • 2025年までの原油生産と消費予測
  • 2025年までの天然ガスの生産と消費の予測
  • 2025年までに設置されたパイプラインの歴史的容量とキロメートル単位の予測
  • 2030年までの深海からのタイトオイル、オイルサンド、原油の歴史的および生産予測
  • 最近の傾向と発展
  • 政府の政策と規制
  • 市場力学
    • 促進要因
    • 抑制要因
  • サプライチェーン分析
  • ポーターのファイブフォース分析

第5章 市場区分

  • セクター別
    • 上流
    • 中流
    • 下流
  • ロケーション別
    • 陸上
    • オフショア
  • 地域別
    • 北米
    • 欧州
    • アジア太平洋地域
    • 南米
    • 中東・アフリカ地域

第6章 競合情勢

  • 合併と買収、合弁事業、コラボレーション、および契約
  • 主要企業が採用した戦略
  • 企業プロファイル
    • Operator Companies
    • Financial Institutions

第7章 市場機会および将来動向

目次
Product Code: 57110

The oil and gas CAPEX is expected to grow at a CAGR of more than 8.4% during the forecast period. Factors, such as strong profitability following a trend to reduce project costs and optimize portfolios, which has led to divestment of low-margin fields, and increased focus on investment in higher-margin growth opportunities, are expected to increase the CAPEX during the forecast period. Moreover, LNG-oriented gas projects are witnessing increased investment, as it is a less carbon-intensive fuel and helps in the transition to a lower carbon economy. However, volatile crude oil and natural gas prices, coupled with slow economic growth at a global level, are expected to restrain the oil and gas CAPEX during the forecast period.

  • The upstream sector is expected to be the largest segment, which would have the highest CAPEX, as several region's state-owned firms are prioritizing domestic oil and gas projects to improve energy security and reduce their dependence on imports.
  • Several greenfield projects, along with deepwater and ultra-deepwater exploration in African countries such as Senegal and Mauritania, possess ample opportunity for increased capital expenditure.
  • Asia-Pacific has recorded the highest gains in CAPEX and is likely to be the fastest-growing region, owing to operations of globally integrated majors along with national oil companies and new investments during the forecast period.

Key Market Trends

Upstream Sector to Dominate the Market

  • After the downturn in the oil and gas industry, as crude oil prices increased, the upstream sector gained momentum, and CAPEX represented a gain of 5.5% y-o-y in 2019 and 7.2% in 2018. As a number of oil and gas projects continues to increase, the upstream CAPEX is also expected to increase during the forecast period.
  • The upstream sector has almost 70% of the total CAPEX allocated to the oil and gas sector. It is expected to attract greater spending to fulfill the oil demand ensuring energy security. In 2019, IEA reported a CAPEX of USD 497 billion for upstream operations, with North America having the highest share.
  • The number of final investment decisions (FID) for the upstream sector was more than 60, which was greater than the midstream and downstream sectors combined. Several upstream projects such as Agogo Oil Discovery and Glaucus Gas Discovery in Middle-East and Africa region have attracted major players and are expected to increase in CAPEX during the forecast period.
  • The United States is expected to lead oil-supply in the next six years, supported by the shale industry, which has led to the transformation of the oil and gas industry, from nothing in 2010 to 7 mb/day 2019. The exploration and production activities in the United States have led the country to export more oil than Russia and overtake Saudi Arabia in the coming years. So, increased investment in the shale industry is expected to drive the CAPEX in the upstream sector.
  • Hence, to meet the strong global demand for crude oil and natural gas, more investment is required for the exploration and production activities, which in turn is promulgating the CAPEX in the oil and gas industry.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is expected to witness a significant growth in the oil and gas CAPEX in the coming years due to the recent discoveries in the offshore and onshore region, coupled with increasing energy demand from countries such as China and India.
  • The capital spending in the oil and gas sector is expected to witness a growth of 7% y-o-y in 2020 which is the highest amongst all regions. Major oil and gas companies have increased their spending, led by Chinese state-owned companies, notably PetroChina and Sinopec. These companies have raised their spending on domestic oil and gas exploration and production and on maintenance programs for mature fields.
  • India's state owned ONGC is moving forward in domestic oil and gas which plans spend USD6.9bn in 2020, from USD3.7bn in 2019, to focus on development of assets in the Krishna-Godavari basin and new offshore, deepwater blocks that it acquired under the Open Acreage License Programme in 2019.
  • Moreover, the energy consumption in Asia-Pacific is expected to grow by 48% over the next three decades. China and India have been largest consumers of oil & gas in the Asia-Pacific region, and pipeline network is growing in both of these countries. Hence, the CAPEX for oil and gas in the region is expected to increase during the forecast period.

Competitive Landscape

The global oil and gas CAPEX market is moderately fragmented. Some of the key players are BP PLC, Exxon Mobil Corporation, Total SA, Chevron Corporation, and Royal Dutch Shell PLC.

Reasons to Purchase this report:

  • The market estimate (ME) sheet in Excel format
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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 Market Size and Demand Forecast in USD billion, till 2025
  • 4.3 Crude Oil Production and Consumption Forecast, till 2025
  • 4.4 Natural Gas Production and Consumption Forecast, till 2025
  • 4.5 Installed Pipeline Historic Capacity and Forecast in Kilometers, till 2025
  • 4.6 Historic and Production Forecast of Tight Oil, Oil Sands and Crude from Deepwater in kb/d, until 2030
  • 4.7 Recent Trends and Developments
  • 4.8 Government Policies and Regulations
  • 4.9 Market Dynamics
    • 4.9.1 Drivers
    • 4.9.2 Restraints
  • 4.10 Supply Chain Analysis
  • 4.11 Porter's Five Forces Analysis
    • 4.11.1 Bargaining Power of Suppliers
    • 4.11.2 Bargaining Power of Consumers
    • 4.11.3 Threat of New Entrants
    • 4.11.4 Threat of Substitutes Products and Services
    • 4.11.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Sector
    • 5.1.1 Upstream
    • 5.1.2 Midstream
    • 5.1.3 Downstream
  • 5.2 Location
    • 5.2.1 Onshore
    • 5.2.2 Offshore
  • 5.3 Geography
    • 5.3.1 North America
    • 5.3.2 Europe
    • 5.3.3 Asia-Pacific
    • 5.3.4 South America
    • 5.3.5 Middle-East and Africa

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 Operator Companies
      • 6.3.1.1 BP PLC
      • 6.3.1.2 Royal Dutch Shell PLC
      • 6.3.1.3 Chevron Corporation
      • 6.3.1.4 Total SA
      • 6.3.1.5 Exxon Mobil Corporation
      • 6.3.1.6 Oil and Natural Gas Corporation (ONGC)
      • 6.3.1.7 China National Petroleum Corporation (CNPC)
      • 6.3.1.8 Cairn Oil & Gas, a vertical of Vedanta Limited
      • 6.3.1.9 Petroleo Brasileiro SA
      • 6.3.1.10 Equinor ASA
    • 6.3.2 Financial Institutions
      • 6.3.2.1 JPMorgan Chase & Co.
      • 6.3.2.2 Citigroup Inc.
      • 6.3.2.3 Bank of America Corp
      • 6.3.2.4 Royal Bank of Canada
      • 6.3.2.5 Barclays PLC
      • 6.3.2.6 Deutsche Bank AG
      • 6.3.2.7 Credit Suisse Group AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

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