深水和超深水勘探與生產市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

在 2022 年至 2027 年的預測期內，深水和超深水勘探和生產市場的複合年增長率預計將超過 10.5%。

隨著 2020 年第一季度 COVID-19 的爆發，由於冠狀病毒的高風險，勘探和生產公司被迫推遲周轉並推遲新的運營。 諸如深水石油和天然氣勘探活動增加，特別是在墨西哥灣和北海，以及深水和超深水項目的可行性增加等因素預計將在預測期內推動市場。 然而，為限制二氧化碳排放而對石油和天然氣勘探和生產活動實施嚴格的環境和安全法規，以及對可再生和可持續能源的需求增加，預計將阻礙預測期內的市場增長。

主要亮點

• 預計深水行業在預測期內將實現顯著增長。
• 加蓬、塞內加爾、圭亞那、特立尼達和多巴哥、埃及、墨西哥灣等技術進步和新油氣田的發現等因素正在積極推動深水和超深水儲量的開發。 預計這將在不久的將來成為運營國家的主要商機。
• 中東和非洲主導著全球市場，需求來自尼日利亞、安哥拉和埃及。

主要市場趨勢

深海事業部增長顯著

• 對化石燃料（尤其是石油和天然氣）的需求不斷增長，迫使勘探和生產行業在 1,000 到 5,000 英尺的深度進行鑽探。
• 自 2014 年年中以來石油和天然氣價格的波動促使世界各地的石油和天然氣運營商實施多項削減成本和提高效率的措施，導致 2014 年至 2017 年的深水成本節約減少了約 30-40%。 此外，隨著油價上漲，一些深水開始投入運營，增加了對深水開放水面和生產活動的投資。 此外，自 2014 年以來，深水和產量的盈虧平衡點已經下降，預計在預測期內將遵循同樣的趨勢。
• 從 2014 年到 2020 年，全球深海海底鑽探活動呈上升趨勢，巴西、美國墨西哥灣 (GoM)、挪威、安哥拉和尼日利亞等地區都貢獻了大部分資本投資。西非預計將有最大的區域增長。
• 2021 年 4 月，Reliance Industries Limited (RIL) 和 BP Plc 宣布印度東海岸 KG D6 區塊的 Satellite Cluster 氣田開始生產。 兩家公司正在 KG D6 區塊開發三個深水項目：R Cluster、Satellite Cluster 和 MJ，到 2023 年合計將生產約 30mmscmd（十億立方英尺/天）的天然氣，預計將滿足高達 15% 的需求印度的天然氣需求。
• 此外，最近的成本削減浪潮和重要的技術突破使許多石油和天然氣勘探和生產公司能夠擴大其可持續的深水產品組合。
• 因此，基於上述因素，預計在預測期內，深水部分以及深水和超深水勘探和生產市場將有大量需求。

中東和非洲主導市場

• 中東和非洲地區在石油和天然氣生產中佔有很大份額。 該地區的石油生產來自海上項目，深水和超深水佔海上生產的主要份額。
• 安哥拉近海是非洲最有前途的礦區之一，高水平的投資仍在繼續。 發掘結果總體良好，近年來有不少有影響的發現。 2011年以來，寬扎盆地鹽下層共獲得5個重要發現。 其中，Bicuar、Cameia、Lontra、Mavinga 和 Orca 被發現於第 20 和 21 區塊。
• 另一方面，安哥拉最有潛力的礦區是深水、超深水和鹽下層，勘探可以說是高風險、高回報。 雪佛龍、BP、埃尼、埃克森美孚、挪威國家石油公司、道達爾和國家石油公司 Sonangol 等行業巨頭預計將繼續在深水和鹽下地層進行鑽探。
• 尼日利亞擁有最大的深海原油和凝析油儲量，在十個國家中排名第一。 其中大部分發現於尼日利亞的尼日爾三角洲和貝寧灣、幾內亞灣和邦尼灣近海。 雖然目前有陸基勘探，但勘探活動的重點是近海深水和超深水區。
• 1993 年，殼牌尼日利亞勘探與生產公司 (SNEPCO) 收到了尼日利亞第一個商業深水油田 Bonga 油田的訂單。 然而，直到 2005 年才開始生產。 Bonga 取得成功後，幾個深水油田接二連三地被勘探，包括 Agbami（雪佛龍）、Elha（埃克森美孚）、Akpo、Aegina 和 Usan（道達爾）。
• 此外，2020 年 2 月，ENI 開始在阿曼近海 52 號區塊鑽深水勘探井。 這口井將是該國的第一口深海鑽井。
• 2021 年 1 月，埃及石油和礦產資源部部長與穆巴達拉石油公司簽署了紅海 4 號區塊油氣勘探活動的特許經營權協議。
• 因此，預計在預測期內，增加投資和對石油和天然氣出口的需求激增將推動中東和非洲地區的深水和超深水勘探和生產市場。

競爭格局

深水和超深水勘探和生產市場適度整合。 市場上的主要參與者是英國石油公司、雪佛龍公司、中國海洋石油總公司、埃克森美孚公司、殼牌公司等。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

• 簡介
• 到 2027 年的市場規模和需求預測（單位：十億美元）
• 離岸資本支出預測（單位：十億美元，按深度分類，2022-2027 年）
• 離岸資本支出預測（單位：十億美元，按地區劃分，2022-2027 年）
• 近期趨勢和發展
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 搬運工五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 深度
  • 深海
  • 超深海
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東和非洲

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • BP PLC
  • Chevron Corporation
  • China National Offshore Oil Corporation
  • Eni S.p.A.
  • Equinor ASA
  • Exxon Mobil Corporation
  • Petroleo Brasileiro SA
  • Petroleos Mexicanos
  • Shell PLC
  • TotalEnergies SE

第7章 市場機會未來動向

The deepwater and ultra-deepwater exploration and production market is expected to register a CAGR of more than 10.5% during the forecast period of 2022 - 2027. With the COVID-19 outbreak in Q1 of 2020, exploration and production companies were forced to delay turnarounds and postpone new operations due to the high risks of coronavirus. Factors such as rising deepwater oil and gas exploration activities, especially in the Gulf of Mexico and the North Sea, and improved viability of deepwater and ultra-deepwater projects are expected to drive the market during the forecast period. However, stringent environmental and safety regulations for oil and gas exploration and production activities to limit the carbon footprint and increasing demand for renewable and sustainable energy resources are expected to hinder the market's growth during the forecast period.

Key Highlights

• The deepwater segment is expected to witness a significant growth rate during the forecast period.
• Factors such as technological improvements and the discovery of new oil & gas fields in Gabon, Senegal, Guyana, Trinidad & Tobago, Egypt, and the Gulf of Mexico are actively promoting the development of deepwater and ultra-deepwater reserves. This, in turn, is expected to create significant opportunities for the operating countries in the near future.
• Middle-East and Africa dominated the global market, with the majority of demand coming from Nigeria, Angola, and Egypt.

Key Market Trends

Deepwater Segment to Witness Significant Growth

• The constant and ever-increasing demand for fossil fuels, particularly oil and gas, has pushed the exploration and production industry to drill in deep waters ranging from 1000 to 5000 feet.
• Owing to the oil price volatility starting in mid-2014, the oil and gas operators worldwide undertook several cost-cutting and efficiency gains measures, which resulted in the cost-reduction of deepwater approximately 30-40% from 2014-2017. Furthermore, with the improvement in oil prices, several deepwater has become viable to operate and have resulted in increased investments for deepwater exdeepwater and production activities. Also, the breakeven for deepwater exdeepwater and production has fallen since 2014 and is expected to follow the same trend during the forecast period.
• From 2014 to 2020, global deepwater exdeepwater has increased, and regions, such as Brazil, United States Gulf of Mexico (GoM), Norway, Angola, and Nigeria constitute a large amount of this capital expenditure, respectively, with West Africa anticipated to have the greatest regional growth.
• In April 2021, Reliance Industries Limited (RIL) and BP Plc announced the start of production from the Satellite Cluster gas field in block KG D6 off the east coast of India. They have been developing three deepwater projects in block KG D6 - R Cluster, Satellite Cluster, and MJ - which together are expected to produce around 30 mmscmd (1 billion cubic feet a day) of natural gas by 2023, meeting up to 15% of India's natural gas demand.
• Moreover, the recent waves of cost reductions and critical technological breakthroughs have enabled many oil and gas exploration and production companies to expand their portfolio of sustainable deepwater.
• Therefore, based on the above-mentioned factors, there is expected to be significant demand for the deepwater segment and the deepwater and deepwater exploration and production market during the forecast period.

Middle-East and Africa to Dominate the Market

• The Middle-East and African region holds a leading share of oil and gas production. The region's oil production comes from offshore projects, with deepwater and ultra-deepwater accounting for the major share of offshore production.
• The Angolan offshore is among the most prospective plays in Africa and continues to draw high levels of investment. Drilling results are broadly positive, with exploration yielding several high-impact discoveries in recent years. A heavy focus on the Kwanza Basin pre-salt has returned five major discoveries since 2011: Bicuar, Cameia, Lontra, Mavinga, and Orca, in blocks 20 and 21.
• On the flip side, with Angola's most prospective acreage in the deepwater, ultra-deepwater, and pre-salt areas, exploration can be characterized as high-risk, high-reward. The bulk of drilling is expected to continue to target deepwater and pre-salt prospects, spearheaded by industry giants, such as Chevron, BP, Eni, Exxon Mobil, Statoil, and Total, along with national oil company Sonangol.
• Nigeria holds the top position among the ten countries, with the largest remaining crude oil and condensate deepwater reserves. Most reserves are along the country's Niger River Delta and offshore in the Bight of Benin, the Gulf of Guinea, and the Bight of Bonny. As of now, exploration activities are mostly focused on the deep and ultra-deep offshore, although some onshore exploration is also taking place.
• The first Nigerian commercial deepwater discovery, the Bonga oil field, was awarded to Shell Nigeria Exploration and Production Company (SNEPCO) in 1993. However, production did not start till 2005. After Bonga's success, several other deepwater oil explorations followed in quick succession, including Agbami (Chevron), Erha (ExxonMobil), and Akpo, Egina, and Usan (Total), among others.
• Furthermore, in February 2020, ENI started drilling a deepwater exploration well for offshore Oman in the Block 52 concession. The well is believed to be the nation's first in deep water offshore.
• In January 2021, Egypt's Minister of Petroleum and Mineral Resources signed a concession agreement with Mubadala Petroleum for oil and gas exploration activities in Red Sea block 4.
• Therefore, increasing investments and surging demand for oil and gas exports are expected to drive the deepwater and ultra-deepwater exploration and production market in the Middle-East and African region during the forecast period.

Competitive Landscape

The deepwater and ultra-deepwater exploration and production market is moderately consolidated. The key players in the market include BP PLC, Chevron Corporation, China National Offshore Oil Corporation, Exxon Mobil Corporation, and Shell PLC, among others.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Offshore CAPEX Forecast, in USD billion, by Water Depth, 2022-2027
• 4.4 Offshore CAPEX Forecast, in USD billion, by Region, 2022-2027
• 4.5 Recent Trends and Developments
• 4.6 Government Policies and Regulations
• 4.7 Market Dynamics
  • 4.7.1 Drivers
  • 4.7.2 Restraints
• 4.8 Supply Chain Analysis
• 4.9 Porters' Five Forces Analysis
  • 4.9.1 Bargaining Power of Suppliers
  • 4.9.2 Bargaining Power of Consumers
  • 4.9.3 Threat of New Entrants
  • 4.9.4 Threat of Substitute Products and Services
  • 4.9.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Water Depth
  • 5.1.1 Deepwater
  • 5.1.2 Ultra-Deepwater
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South America
  • 5.2.5 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 BP PLC
  • 6.3.2 Chevron Corporation
  • 6.3.3 China National Offshore Oil Corporation
  • 6.3.4 Eni S.p.A.
  • 6.3.5 Equinor ASA
  • 6.3.6 Exxon Mobil Corporation
  • 6.3.7 Petroleo Brasileiro SA
  • 6.3.8 Petroleos Mexicanos
  • 6.3.9 Shell PLC
  • 6.3.10 TotalEnergies SE

7 MARKET OPPORTUNITIES AND FUTURE TRENDS