鑽桿市場——COVID-19 的增長、趨勢、影響和預測 (2023-2028)

鑽桿市場預計在預測期內 (2022-2027) 的複合年增長率將超過 4.5%。

COVID-19 大流行對市場產生了負面影響，因為較低的油價已經停止或暫時停止了上游活動，對一些上游公司造成了不利局面。 例如，由於 2020 年上半年布倫特油價低迷，沙特阿美暫停了與 Shelf Drilling 的鑽井合同 12 個月。 預計鑽桿市場也將通過活躍勘探活動和重點開發新的油氣田而得到振興。 然而，原油價格的波動可能在預測期內對市場產生負面影響。

主要亮點

• 陸上鑽探預計將佔據最大的市場份額。 陸上鑽探包括陸地上的所有鑽探點，佔世界石油產量的 70%。
• 雖然可再生能源正在增加，但據說世界各國可能會在 2040 年之前依賴化石燃料。 此外，根據國際能源署 (IEA) 的數據，2021 年至 2030 年間，全球對石油和天然氣的投資預計將達到約 3750 億美元。 因此，巨大的鑽探工作可能會在未來幾年為市場增長創造機會。
• 北美是最大的鑽桿市場，因為頁巖油田的鑽探活動不斷增加。 頁巖氣、水平鑽井和水力壓裂的發展增加了對鑽桿的需求。

鑽桿市場趨勢

土地部門主導市場

• 由於近年來原油價格波動，全球鑽管市場放緩。 然而，隨著原油價格趨於穩定，預計在預測期內市場將擴大。
• 世界上大約 70% 的石油產量產自陸地。 隨著陸上勘探活動更加活躍，預計未來鑽桿市場將會擴大。
• 今天鑽探的大部分油井已經被發現。 今天鑽探的井比以往任何時候都更深、更複雜，這導致了鑽桿市場的增長。 此外，在印度等一些國家，陸地區域尚未得到充分勘探。 這些國家陸地地區的勘探活動可能會增加鑽桿的使用。
• 2021 年 1 月，Tetis Oil 將開始在阿曼 49 區塊的陸上 Tamin 1 進行鑽探作業，鑽探深度約為 4,000 米。
• 同樣，在 2021 年 2 月，印度國有石油天然氣有限公司在古吉拉特邦的 Kutch 區發現了一個新的陸上區塊。 該公司計劃在 2021 年 5 月之前開始勘探鑽井作業，直接提振鑽桿市場。
• 隨著原油價格上漲，上游投資有望大幅增長，多個項目有望投產，帶動市場。

北美主導市場

• 由於最近的頁巖氣開發，北美已成為鑽桿的主要市場。 墨西哥灣的勘探活動也有所增加，進一步補充了該地區的鑽桿市場。
• 根據 2021 年《BP 世界能源統計評論》，北美的石油產量佔世界第二大份額。 2020年，該地區日產量為2352萬桶。
• 原油價格上漲和鑽井成本下降預計將顯著增加美國的海上鑽井平台數量和海上石油產量，表明海上鑽井擴張，這將成為美國鑽桿市場的主要推動力國家。將是
• 此外，2021 年墨西哥灣將發現約 12 口深水油氣井。 一些最大的項目預計將在 2022 年上線，包括英國石油公司的 Mad Dog 二期、殼牌的 Bito 油田和墨菲石油公司的 Khaleesi、Samurai 和 Mormont 三個油田。
• 加拿大計劃在 2022 年將對石油和天然氣行業的投資比 2021 年增加約 22%。 在約328億美元的總投資中，預計將有240億美元投資於上游領域。
• 因此，預計在預測期內，增加油氣投資和頁巖氣開發將提振鑽桿市場。

鑽桿市場競爭分析

鑽桿市場部分分散，有許多活躍的參與者。 主要參與者包括 Hunting PLC、National-Oilwell Barco Inc.、Workstrings International、International Drilling Services Ltd (IDS)、Hilong Holding Ltd、Tenaris SA 和 Trubnaya Metallurgicheskaya Kmpny PAO。

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

• 介紹
• 到 2027 年的市場規模和需求預測（單位：億美元）
• 到 2022 年運營的鑽井平台數量
• 上游資本投資歷史和需求預測（單位：十億美元，在岸/離岸，2022-2027 年）
• 近期趨勢和發展
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 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

• 類型
  • 標準鑽桿
  • 重型鑽桿
  • 鑽鋌
• 展開
  • 陸上
  • 離岸
• 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
  • Hunting PLC
  • Hilong Group
  • International Drilling Services Ltd（IDS）
  • TMK Group
  • National Oilwell Varco, Inc.（NOV）
  • Tenaris SA
  • Drill pipe international LLC
  • Oil Country Tubular Limited
  • Workstrings International
  • Texas Steel Conversion Inc.（TSC）
  • Tejas Tubular Products Inc.
  • DP Master Manufacturing（S）Pte Ltd
  • Challenger International Inc.

第7章 市場機會未來動向

The drill pipe market is expected to record a CAGR of over 4.5% during the forecast period (2022 - 2027). Due to the COVID-19 pandemic, the market was adversely affected as upstream activities were suspended or temporarily shut down due to lower crude oil prices, which created an unfavorable condition for several upstream players. For instance, Saudi Aramco suspended its drilling contract with Shelf drilling for 12 months due to the low Brent crude oil price in H1 2020. The increased exploration activity and a focus on developing new oil and gas fields are expected to help drive the market for drill pipes. However, the volatile nature of oil prices may impact the market negatively during the forecast period.

Key Highlights

• The onshore is expected to have the maximum share in the market. Onshore drilling encompasses all the drilling sites on dry land and accounts for 70% of the global oil production.
• Though renewable energy sources are increasing, countries worldwide will likely depend on fossil fuels until 2040. Moreover, as per the International Energy Agency (IEA), the global oil and gas investment will likely be around USD 375 billion from 2021 to 2030. Hence, immense drilling operations may create opportunities for the market's growth in the coming years.
• North America is the biggest market for drill pipes due to the region's increased drilling activity in shale plays. The recent development of shale plays, horizontal drilling, and fracking increased the demand for drill pipes in the region.

Drill Pipe Market Trends

Onshore to Dominate the Market

• The global market for drill pipes saw a growth slowdown due to the volatile oil prices in recent years. However, with the oil prices becoming stable, the market is expected to grow during the forecast period.
• Onshore oil production accounts for around 70% of global oil production. Increased onshore exploration activity in the future is expected to help boost the market for drill pipes.
• Almost all the easy oil has already been discovered. The wells now being drilled are deeper and more complex than before, leading to a growth in the drill pipe market. Further, onshore is yet to be explored completely in several countries like India. Exploration activities in the onshore regions of such countries may lead to an increased usage of drill pipes.
• In January 2021, Tethys Oil started drilling oil operations on the onshore Thameen-1 on Block 49 in Oman, and the drilling depth will be around 4,000 meters below ground.
• Similarly, in February 2021, India's state-owned company, Oil and Natural Gas Corporation, discovered a new onshore block in Gujrat's Kutch district. The company plans to start exploratory operations by May 2021, directly aiding the drill pipe market.
• As the crude oil prices increase, the upstream investment is expected to grow significantly and bring several projects online, thus driving the market.

North America to Dominate the Market

• North America is a major market for drill pipes due to the recent shale gas exploration in the region. Exploration in the Gulf of Mexico is also rising, further complimenting the drill pipe market in the region.
• According to the BP Statistical Review of World Energy 2021, North America produced the second-highest global share of oil. In 2020, the region produced 23.52 million barrels per day.
• As a result of higher oil prices and declining drilling costs, the offshore rig count and offshore oil production in United States increased significantly, indicating growing offshore drilling, which is expected to be a major driver for the drill pipe market in the country.
• Further, in 2021, around 12 deepwater oil and gas well discoveries were made in the Gulf of Mexico. In 2022, three of the largest projects are expected to come online, including British Petroleum's Mad Dog Phase 2, Shell's Vito field, and three fields operated by Murphy Oil, namely Khaleesi, Samurai, and Mormont.
• Canada plans to increase investment in the oil and gas sector by around 22% in 2022 compared to 2021. Of the total investment of around USD 32.8 billion, USD 24 billion is likely to be in the upstream sector.
• Therefore, rising oil and gas investments and the development of shale plays are expected to boost the drill pipe market during the forecast period.

Drill Pipe Market Competitive Analysis

The drill pipe market is partially fragmented, with many active players. Some of the key players are Hunting PLC, National-Oilwell Varco Inc., Workstrings International, International Drilling Services Ltd (IDS), Hilong Holding Ltd, Tenaris SA, and Trubnaya Metallurgicheskaya Kmpny PAO.

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 Active Rig Count, till 2022
• 4.4 Historic and Demand Forecast of Upstream CAPEX in USD billion, by Onshore and Offshore, 2022-2027
• 4.5 Recent Trends and Developments
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 Standard Drill Pipe
  • 5.1.2 Heavy Weight Drill Pipe
  • 5.1.3 Drill Collar
• 5.2 Deployment
  • 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 Hunting PLC
  • 6.3.2 Hilong Group
  • 6.3.3 International Drilling Services Ltd (IDS)
  • 6.3.4 TMK Group
  • 6.3.5 National Oilwell Varco, Inc. (NOV)
  • 6.3.6 Tenaris SA
  • 6.3.7 Drill pipe international LLC
  • 6.3.8 Oil Country Tubular Limited
  • 6.3.9 Workstrings International
  • 6.3.10 Texas Steel Conversion Inc. (TSC)
  • 6.3.11 Tejas Tubular Products Inc.
  • 6.3.12 DP Master Manufacturing (S) Pte Ltd
  • 6.3.13 Challenger International Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS