石油・ガス上流工程市場における脱炭素化

当レポートでは、世界の石油・ガス上流工程市場における年間排出削減量を排出源別に予測しています。また脱炭素アプローチに基づき、2023年から2032年の間に必要となる年間設備投資額も予測しています。

目次

第1章 エグゼクティブサマリー

第2章 市場の問題

• 促進要因
  • 国民と投資家の感情
  • 政府の政策
  • 技術進歩
  • 資産のリスク回避
• 抑制要因
  • あらゆる化石燃料活動に反対
  • 不十分な設備またはインフラ
  • エネルギー要件
  • 高コストと不確実な収益
• 価格設定

第3章 業界のバリューチェーン

• 脱炭素化戦略
  • メタン排出の軽減
  • 非緊急フレアの排除
  • 電化
  • その他の取り組み
• 競合情勢
  • NOC (国営石油企業)
  • スーパーメジャー
  • 独立系生産者
  • 油田サービス会社
  • 企業合併・買収 (M&A) 活動

第4章 市場予測

• 分析手法
• 世界市場の概要
  • 北米
  • 欧州
  • アジア太平洋地域
  • ラテンアメリカ
  • 中東・アフリカ

第5章 結論・提言

• 3つの大きなポイント
• 推奨事項
  • O&G企業は、今までと考え方を変え、変化に備える必要がある
  • 立法者は、O&G企業の脱炭素化の取り組みを支援する必要がある
  • O&G企業は、新しい技術と新興企業をモニターする必要がある
  • 短期的・中期的・長期的パートナーシップの模索

第6章 頭字語と略語のリスト

第7章 目次

第8章 図表

第9章 分析範囲、情報源、分析手法、注記

List of Tables

• Annual Upstream O&G Emissions by Region, World Markets: 2023-2032
• Annual Upstream O&G Emissions by Source, World Markets: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Region, World Markets: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, World Markets: 2023-2032
• Annual Upstream O&G Emissions by Source, North America: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, North America: 2023-2032
• Annual Upstream O&G Emissions by Source, Europe: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Europe: 2023-2032
• Annual Upstream O&G Emissions by Source, Asia Pacific: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Asia Pacific: 2023-2032
• Annual Upstream O&G Emissions by Source, Latin America: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Latin America: 2023-2032
• Annual Upstream O&G Emissions by Source, Middle East & Africa: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Middle East & Africa: 2023-2032

List of Figures

• Annual Crude Oil Demand, World Markets: 2019-2028
• Annual Decarbonization Spending in the Upstream O&G Sector by Region, World Markets: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, North America: 2023-2032
• Annual Upstream O&G Emissions by Source, North America: 2023-2032
• Annual Decarbonization Spending in the Upstream Oil and Gas Sector by Approach, Europe: 2023-2032
• Annual Upstream O&G Emissions by Source, Europe: 2023-2032
• Annual Upstream O&G Emissions by Source, Asia Pacific: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Latin America: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Middle East & Africa: 2023-2032
• Annual Upstream O&G Emissions by Region, World Markets: 2023-2032
• Annual Upstream O&G Emissions by Source, World Markets: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, World Markets: 2023-2032
• Annual Decarbonization Spending in the Upstream O&G Sector by Approach, Asia Pacific: 2023-2032
• Annual Upstream O&G Emissions by Source, Latin America: 2023-2032
• Annual Upstream O&G Emissions by Source, Middle East & Africa: 2023-2032

Pictorial Representation of the O&G Industry Value Chain

This Guidehouse Insights report forecasts annual emissions reductions from the upstream oil & gas market based on the source of the emissions. It also provides forecasts for the annual CAPEX needed, based on the decarbonization approach, between 2023 and 2032.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
  • 2.1.1 Public and Investor Sentiment
  • 2.1.2 Government Policy
  • 2.1.3 Technology Advances
  • 2.1.4 De-risking Assets
• 2.2 Barriers
  • 2.2.1 Opposition to All Fossil Fuel Activity
  • 2.2.2 Inadequate Equipment or Infrastructure
  • 2.2.3 Energy Requirements
  • 2.2.4 High Costs with Iffy Returns
• 2.3 Pricing

3. Industry Value Chain

• 3.1 Decarbonization Strategies
  • 3.1.1 Mitigating Methane Emissions
  • 3.1.2 Eliminating Nonemergency Flaring
  • 3.1.3 Electrification
  • 3.1.4 Other Efforts
• 3.2 Competitive Landscape
  • 3.2.1 NOCs
  • 3.2.2 Supermajors
  • 3.2.3 Independent Producers
  • 3.2.4 Oilfield Service Companies
  • 3.2.5 Merger &Acquisition Activities

4. Market Forecasts

• 4.1 Methodology
• 4.2 Global Market Overview
  • 4.2.1 North America
  • 4.2.2 Europe
  • 4.2.3 Asia Pacific
  • 4.2.4 Latin America
  • 4.2.5 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 O&G Companies Must Think Differently and Prepare for Change
  • 5.2.2 Lawmakers Must Aid O&G Companies' Decarbonization Efforts
  • 5.2.3 O&G Companies Should Monitor New Technologies and Startups
  • 5.2.4 Explore Near-, Medium-, and Long-term Partnerships

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes