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市場調査レポート

衛星経由のエネルギー市場

Energy Markets via Satellite, 7th Edition

発行 Northern Sky Research, LLC 商品コード 264130
出版日 ページ情報 英文
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=111.05円で換算しております。
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衛星経由のエネルギー市場 Energy Markets via Satellite, 7th Edition
出版日: 2018年04月25日 ページ情報: 英文
概要

当レポートでは、エネルギーの中核 (石油・ガス、鉱業、ユーティリティ) 部門における衛星通信 (SATCOM) の機会について検証し、稼働数、収益、容量需要に焦点を当てて、動向、促進要因、抑制要因など、体系的な情報を提供しています。

エグゼクティブサマリー

第1章 市場の状況

  • エネルギー市場の機会
  • エネルギー市場の衛星通信 (SATCOM) の機会
  • エネルギー市場のスナップショット
  • 世界市場
  • サービスプロバイダー市場シェア
  • 市場動向
  • 結論

第2章 石油・ガス市場

  • 石油・ガス市場データ
  • 石油・ガスの世界マップ
  • 主要な市場動向と世界の数値
  • アドレッサブル市場
  • 前版との比較
  • オフショア石油・ガス分析:船舶別
  • 石油・ガスオンショアE&P
  • 石油・ガスオフショア支援船 (OSV)
  • オフショアリグ探査
  • オフショアリグ生産
  • パイプライン流通
  • 結論

第3章 鉱業市場

  • 鉱業市場データ
  • 鉱業の世界マップ
  • 主要な市場動向と世界の数値
  • アドレッサブル市場
  • 前版との比較
  • 鉱業探査・建設
  • 鉱業生産・閉鎖
  • 結論

第4章 ユーティリティ市場

  • ユーティリティ市場データ
  • ユーティリティの世界マップ
  • 主要な市場動向と世界の数値
  • アドレッサブル市場
  • 前版との比較
  • 発電
  • 電力T&D
  • 結論

付録:調査手法と前提条件

目次

NSR's “Energy Markets via Satellite, 7th Edition” continues as the industry's only dedicated assessment of satcom opportunities in all core energy segments. Diving into the core sub-sectors for each market, the study includes complete coverage of:

  • Oil & Gas
  • Mining
  • Utilities

The assessment provides further details according to segments, regions, and frequencies across a core-set of metrics vital to assess the health of the Energy Segment for the Satellite Communications sector. Focusing on In-service Units, Revenues, and Capacity Demand across FSS, GEO-HTS, Non-GEO HTS, and MSS capacity, the report dive-deep into the trends, drivers, and restraints behind each segment.

Key Questions Answered in this Report:

  • 1. Is the worst behind us for energy satcom markets?
  • 2. How will falling VSAT capacity pricing impact demand and revenues?
  • 3. Which markets and segments matter most in terms of revenues and capacity demand?
  • 4. How are addressable markets shaping up across Oil & Gas Onshore/Offshore, Mining, and Electrical Utilities?
  • 5. How will the emerging LEO and expanding incumbent Non-GEO HTS providers impact the market?
  • 6. Where is the growth story - an offshore O&G play? Mining? Can you build a business connecting the Electrical Utility market?
  • 7. Is demand shifting from a regional view? Are Offshore O&G segments still the growth engines for the O&G sector?
  • 8. What are the key drivers and restraints impacting uptake for satellite connectivity services?

Oil & Gas Satcom Connectivity is expected to be a $1 Billion-dollar opportunity by 2027, spread across Onshore E&P, Offshore Support Vessels, Offshore Rigs & Platforms, and Midstream Pipeline plays. Slowly recovering from the challenges of the past few years, HTS (in GEO and Non-GEO) will enable the next-era of growth across the Energy sector. At over $1.6 Billion for all Energy Markets considered in the report, how those revenues are divided amongst service revenues, equipment sales or passed upstream to satellite operators for capacity revenues will be the key trend to decide who wins and who loses. With End-users facing ongoing pressure to control costs causing widespread M&A activity, Service Providers will need new and innovative approaches to win fleets in an increasingly consolidating environment.

NEW In this Edition

“Energy Markets via Satellite, 7th Edition” expands on previous NSR coverage of the Energy Markets. The report now includes a “by Vessel” view of the Offshore O&G sector, a deeper split of the Mining markets into Exploration & Construction, and Production & Closure, and a revised outlook on the pipeline addressable market. With a deeper regional dive in select segments available for NSR's subscription clients, get even further resolution in matching demand and revenues against key capacity regional markets.

The report focuses on the core markets for Energy Service Providers, matching their business group organizations to streamline comparisons against market benchmarks and internal projections, removing merchant maritime tanker (midstream offshore distribution segments in previous reports), which typically is reported under commercial maritime business units.

With an honest, cross-vertical assessment of satellite capacity, just how long can the Energy markets sustain satellite capacity levels? During this period of adjustment, this edition lays out how capacity revenues, service revenues, and equipment revenues are shaping up for Service Providers and market players. Alongside the threat of Satellite Operators moving down into the service provider layer, just what does that mean for the incumbent providers?

Bottom Line, the report analyzes dynamics behind the curves in major segments and regions, and how changes to satellite capacity uptake are trickling down into connectivity revenues.

Key Features:

NSR's “Energy Markets via Satellite, 7th Edition” is based on an ongoing assessment of the Energy Markets, complied and expanded from NSR's industry-leading research library. As the market shows signs of returning to growth, NSR relaunched its dedicated-study on Energy Markets via Satellite. Rigorously tracking the developments of key players, end-users, and market segments, combined with extensive interviews across the value-chain, and deeper-dives in selected sub-segments and regions, all combine to form a complete quantification of major trends, drivers, and restraints present in the market.

The NSR Difference

NSR consistently stays ahead of the curve anticipating market dynamics in the satellite industry. In an era of profound changes to End-user markets, satellite capacity pricing uncertainty, new satellites in new orbits, and new competition from all sides, NSR is a trusted partner to distill fact from fiction, quantify these changing times, and provide bottom-line guidance to all segments of the value-chain. This report serves as an opportunity roadmap for future strategic decisions.

Primary Elements of the Report Include:

  • In-depth assessment on a segment, regional, and capacity basis for Oil & Gas, Mining, and Utilities.
  • A Bottom-up approach to market construction with an assessment on a per-terminal basis in all markets, and a per-vessel basis in the Offshore O&G segments.
  • Forecast results for In-Service Units, Equipment Revenues, Service Revenues, Capacity Demand & Revenues for FSS/HTS.
  • Comparisons with Historical Results dating back to 2012 for all markets, 2010 in the Oil & Gas segment.
  • Over 500 detailed Tables and Charts.

Table of Contents

ES. Executive Summary

  • ES.1. Global Map
  • ES.2. Key Findings
  • ES.3. Bottom Line

1. State of the Markets

  • 1.1. The Energy Market Opportunity-2017
  • 1.2. Energy Markets SATCOM Opportunity, by 2027
  • 1.3. Energy Market Snapshot, 2017
  • 1.4. Global Markets
    • 1.4.1. Global Markets-An Evolving Addressable Market
    • 1.4.2. Global Markets-Evolving Retail Revenues
    • 1.4.3. Global Markets-A Changing Global Picture
  • 1.5. Service Provider Market-Share
  • 1.6. Market Trends
    • 1.6.1. Market Trends-Steady Oil Prices = Higher End-User Comfort
    • 1.6.2. Market Trends-A U.S. Net-Exporter?
    • 1.6.3. Market Trends-The Opening Move? SES + Ivanhoe Mines
  • 1.7. Bottom Line

2. Oil & Gas Markets

  • 2.1. Oil & Gas Market Data At-A-Glance
  • 2.2. Oil & Gas Global Map
  • 2.3. Major Market Trends & Global Figures
    • 2.3.1. Major Market Trends and Global Figures-Offshore vs. Onshore Units
    • 2.3.2. Major Market Trends and Global Figures-End-user Consolidation
    • 2.3.3. Major Market Trends and Global Figures-Crude Pricing Recovery
    • 2.3.4. Major Market Trends - “Big Data” is the 0th App, What's the First?
  • 2.4. Addressable Market
    • 2.4.1. Addressable Market - E&P
    • 2.4.2. Addressable Market - Pipelines
  • 2.5. Comparisons with Previous Editions
  • 2.6. Offshore O&G Analysis by Vessel
    • 2.6.1. Offshore O&G Analysis by Vessel, Bandwidth Demand
    • 2.6.2. Offshore O&G Analysis by Vessel, Monthly Revenues
  • 2.7. Oil & Gas Onshore E&P
    • 2.7.1. Oil & Gas Onshore E&P - In-Service Units
    • 2.7.2. Oil & Gas Onshore E&P - ARPU
    • 2.7.3. Oil & Gas Onshore E&P - Capacity Demand & Revenues
    • 2.7.4. Oil & Gas Onshore E&P - Revenues
  • 2.8. Oil & Gas Offshore Support Vessels
    • 2.8.1. Oil & Gas Offshore Support Vessels - In-service Units
    • 2.8.2. Oil & Gas Offshore Support Vessels-ARPU
    • 2.8.3. Oil & Gas Offshore Support Vessels - Capacity Demand & Revenues
    • 2.8.4. Oil & Gas Offshore Support Vessels - Revenues
  • 2.9. Offshore Rigs Exploration
    • 2.9.1. Offshore Rigs Exploration - In-service Units
    • 2.9.2. Offshore Rigs Exploration-ARPU
    • 2.9.3. Offshore Rigs Exploration - Capacity Demand & Revenues
    • 2.9.4. Offshore Rigs Exploration-Revenues
  • 2.10. Offshore Rigs Production
    • 2.10.1. Offshore Rigs Production - In-service Units
    • 2.10.2. Offshore Rigs Production-ARPU
    • 2.10.3. Offshore Rigs Production - Capacity Demand & Revenues
    • 2.10.4. Offshore Rigs Production-Revenues
  • 2.11. Pipelines Distribution
    • 2.11.1. Pipelines Distribution - In-service Units
    • 2.11.2. Pipelines Distribution-ARPU
    • 2.11.3. Pipelines Distribution - Capacity Demand & Revenues
    • 2.11.4. Pipelines Distribution-Revenues
  • 2.12. Bottom Line

3. Mining Markets

  • 3.1. Mining Market Data At-A-Glance
  • 3.2. Mining Global Map
  • 3.3. Major Market Trends and Global Figures
    • 3.3.1. Major Market Trends and Global Figures-Revenue Growth
    • 3.3.2. Major Market Trends and Global Figures-Market Factors
    • 3.3.3. Major Market Trends and Global Figures-Assessments of the End-user Market
  • 3.4. Addressable Markets
  • 3.5. Comparisons with Previous Editions
  • 3.6. Mining Exploration & Construction
    • 3.6.1. Mining Exploration & Construction - In-Service Units
    • 3.6.2. Mining Exploration & Construction-ARPU
    • 3.6.3. Mining Exploration & Construction - Capacity Demand & Revenues
    • 3.6.4. Mining Exploration & Construction - Revenues
  • 3.7. Mining Production & Closure
    • 3.7.1. Mining Production & Closure - In-Service Units
    • 3.7.2. Mining Production & Closure - ARPU
    • 3.7.3. Mining Production & Closure - Capacity Demand & Revenues
    • 3.7.4. Mining Production & Closure - Revenues
  • 3.8. Bottom Line

4. Utility Markets

  • 4.1. Utility Market Data At-A-Glance
  • 4.2. Utility Global Map
  • 4.3. Major Market Trends and Global Figures
    • 4.3.1. Major Market Trends and Global Figures-In-Service Unit Growth
    • 4.3.2. Major Market Trends and Global Figures-Changing Profile of Electrical Generation
    • 4.3.3. Major Market Trends and Global Figures-Cyber Protection: Driver or Restraint?
  • 4.4. Addressable Markets
  • 4.5. Comparison with Previous Edition
  • 4.6. Electrical Generation
    • 4.6.1. Electrical Generation - In-Service Units
    • 4.6.2. Electrical Generation - ARPU
    • 4.6.3. Electrical Generation - Capacity Demand & Revenues
    • 4.6.4. Electrical Generation - Revenues
  • 4.7. Electrical T&D
    • 4.7.1. Electrical T&D - In-Service Units
    • 4.7.2. Electrical T&D - ARPU
    • 4.7.3. Electrical T&D - Capacity Demand & Revenues
    • 4.7.4. Electrical T&D - Revenues
  • 4.8. Bottom Line

Annex - Methodology & Assumptions

  • A.1. Definitions - Forecast Variables
  • A.2. Change Log
  • A.3. Methodology Changes-Addressable Markets
  • A.4. Regional Definitions
  • A.5. Forecast Methodology Workflow
  • A.6. High-Level Forecast Model
  • A.7. Forecast Methodology

List of Exhibits

ES. Executive Summary

  • Energy Markets Global Map
  • Energy Markets Via Satellite, 7th Edition Retail Revenues ($M), by Market
  • FSS Capacity Demand (TPEs)
  • HTS Capacity Demand (Gbps)

1. State of the Markets

  • Energy Market Addressable Market (2017)
  • O&G Addressable Market: E&P (2013)
  • O&G Addressable Market: E&P (2017)
  • O&G Markets Retail Revenues, 2017-2027
  • Energy Markets via Satellite, 7th Edition Service Provider Market Share-2017

2. Oil & Gas Markets

  • Oil & Gas Markets Dashboard
  • Oil & Gas Markets Global Map
  • Oil & Gas In-Service Units, by Segment, 2017
  • O&G Addressable Market: E&P
  • O&G Addressable Market: Pipelines
  • Oil & Gas In-Service Units, Historical Comparisons
  • Oil & Gas Retail Revenues ($M), Historical Comparisons
  • Oil & Gas Capacity Demand (TPEs), Historical Comparisons
  • Oil & Gas Capacity Demand (Gbps), Historical Comparisons
  • Average VSAT Mbps Demand Per Vessel by Market
  • Average VSAT Mbps Demand Per Vessel by Market
  • Average Revenue Per Month for Maritime Broadband by Vessel
  • Average Revenue Per Month for Maritime Broadband by Vessel
  • Oil & Gas Onshore E&P In-Service Units, by Capacity
  • Oil & Gas Onshore E&P In-Service Units, by Region
  • Oil & Gas Onshore E&P ARPU, by Capacity
  • Oil & Gas Onshore E&P ARPU, by Region
  • Oil & Gas Onshore E&P Capacity Demand, by Capacity
  • Oil & Gas Onshore E&P Capacity Revenues ($M), by Capacity
  • Oil & Gas Onshore E&P Service Revenues ($M), by Capacity
  • Oil & Gas Onshore E&P Equipment Revenues ($M), by Capacity
  • Oil & Gas Onshore E&P Retail Revenues ($M), by Capacity
  • Oil & Gas Offshore Support Vessels In-Service Units, by Capacity
  • Oil & Gas Offshore Support Vessels In-Service Units, by Region
  • Oil & Gas Offshore Support Vessels ARPU, by Capacity
  • Oil & Gas Offshore Support Vessels ARPU, by Region
  • Oil & Gas Offshore Support Vessels Capacity Demand, by Capacity
  • Oil & Gas Offshore Support Vessels Capacity Revenues ($M), by Capacity
  • Oil & Gas Offshore Support Vessels Service Revenues ($M), by Capacity
  • Oil & Gas Offshore Support Vessels Equipment Revenues ($M), by Capacity
  • Oil & Gas Offshore Support Vessels Retail Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Exploration In-Service Units, by Capacity
  • Oil & Gas Offshore Rigs Exploration In-Service Units, by Region
  • Oil & Gas Offshore Rigs Exploration ARPU, by Capacity
  • Oil & Gas Offshore Rigs Exploration ARPU, by Region
  • Oil & Gas Offshore Rigs Exploration Capacity Demand, by Capacity
  • Oil & Gas Offshore Rigs Exploration Capacity Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Exploration Service Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Exploration Equipment Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Exploration Retail Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Production In-Service Units, by Capacity
  • Oil & Gas Offshore Rigs Production In-Service Units, by Region
  • Oil & Gas Offshore Rigs Production ARPU, by Capacity
  • Oil & Gas Offshore Rigs Production ARPU, by Region
  • Oil & Gas Offshore Rigs Production Capacity Demand, by Capacity
  • Oil & Gas Offshore Rigs Production Capacity Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Production Service Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Production Equipment Revenues ($M), by Capacity
  • Oil & Gas Offshore Rigs Production Retail Revenues ($M), by Capacity
  • Oil & Gas Pipeline Distribution In-Service Units, by Capacity
  • Oil & Gas Pipeline Distribution In-Service Units, by Region
  • Oil & Gas Pipeline Distribution ARPU, by Capacity
  • Oil & Gas Pipeline Distribution ARPU, by Region
  • Oil & Gas Pipeline Distribution Capacity Demand, by Capacity
  • Oil & Gas Pipeline Distribution Capacity Revenues ($M), by Capacity
  • Oil & Gas Pipeline Distribution Service Revenues ($M), by Capacity
  • Oil & Gas Pipeline Distribution Equipment Revenues ($M), by Capacity
  • Oil & Gas Pipeline Distribution Retail Revenues ($M), by Capacity

3. Mining Markets

  • Mining Markets Dashboard
  • Mining Markets Global Map
  • Mining Retail Revenues ($M), by Capacity (2017 vs. 2027)
  • Mining Retail Revenues ($M), by Segment (2017 vs. 2027)
  • Mining Market Addressable Market
  • Mining Retail Revenues ($M), Historical Comparisons
  • Mining Capacity Demand (TPEs), Historical Comparisons
  • Mining Capacity Demand (Gbps), Historical Comparisons
  • Mining Exploration & Construction In-Service Units, by Capacity
  • Mining Exploration & Construction In-Service Units, by Region
  • Mining Exploration & Construction ARPU, by Capacity
  • Mining Exploration & Construction ARPU, by Region
  • Mining Exploration & Construction Capacity Demand, by Capacity
  • Mining Exploration & Construction Capacity Revenues ($M), by Capacity
  • Mining Exploration & Construction Service Revenues ($M), by Capacity
  • Mining Exploration & Construction Equipment Revenues ($M), by Capacity
  • Mining Exploration & Construction Retail Revenues ($M), by Capacity
  • Mining Production & Closure In-Service Units, by Capacity
  • Mining Production & Closure In-Service Units, by Region
  • Mining Production & Closure ARPU, by Capacity
  • Mining Production & Closure ARPU, by Region
  • Mining Production & Closure Capacity Demand, by Capacity
  • Mining Production & Closure Capacity Revenues ($M), by Capacity
  • Mining Production & Closure Service Revenues ($M), by Capacity
  • Mining Production & Closure Equipment Revenues ($M), by Capacity
  • Mining Production & Closure Retail Revenues ($M), by Capacity

4. Utility Markets

  • Utility Markets Dashboard
  • Utility Market Global Map
  • Utility In-Service Units, by Segment (2017 vs. 2027)
  • Utility Market Addressable Market
  • Utility In-Service Units, Historical Comparisons
  • Utility Retail Revenues ($M), Historical Comparisons
  • Utility Capacity Demand (TPEs), Historical Comparisons
  • Utility Capacity Demand (Gbps), Historical Comparisons
  • Utility Electrical Generation In-Service Units, by Capacity
  • Utility Electrical Generation In-Service Units, by Region
  • Utility Electrical Generation ARPU, by Capacity
  • Utility Electrical Generation ARPU, by Region
  • Utility Electrical Generation Capacity Demand, by Capacity
  • Utility Electrical Generation Service Revenues ($M), by Capacity
  • Utility Electrical Generation Service Revenues ($M), by Capacity
  • Utility Electrical Generation Equipment Revenues ($M), by Capacity
  • Utility Electrical Generation Retail Revenues ($M), by Capacity
  • Utility Electrical T&D In-Service Units, by Capacity
  • Utility Electrical T&D In-Service Units, by Region
  • Utility Electrical T&D ARPU, by Capacity
  • Utility Electrical T&D ARPU, by Region
  • Utility Electrical T&D Capacity Demand, by Capacity
  • Utility Electrical T&D Capacity Revenues ($M), by Capacity
  • Utility Electrical T&D Service Revenues ($M), by Capacity
  • Utility Electrical T&D Equipment Revenues ($M), by Capacity
  • Utility Electrical T&D Retail Revenues ($M), by Capacity
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