水力壓裂化學品市場增長、趨勢、COVID-19 影響和預測 (2023-2028)

水力壓裂化學品市場預計在 2022 年至 2027 年的預測期內以 6.5% 左右的複合年增長率增長。

COVID-19 大流行對水力壓裂行業產生了嚴重影響，因為對石油和天然氣的需求下降突然停止了上游石油和天然氣流程，從而壓低了商品價格。 例如在美國，WTI（西德克薩斯中質原油）原油價格從年初的每桶63美元跌至每桶14美元的最低價。 此外，水力壓裂的成本高得令人望而卻步，對於贏得幾個項目這樣的場景來說是遙不可及的。 由於世界各地對非常規資源水平鑽井的需求增加和天然氣的高產量，預計水力壓裂化學品市場將在不久的將來蓬勃發展。 然而，由於能源轉換為可再生能源導致的石油產量下降預計將在不久的將來阻礙市場。

許多國家/地區的水平鑽井數量正在增加，預計在預測期內將以最快的速度增長。

無水水力壓裂、綠色化學品和丙烷凝膠等新的替代水力壓裂技術有望在未來創造巨大的增長機會。

由於非常規油氣產量在美國和加拿大的石油產量中所佔比例很高，因此預計在預測期內北美地區將主導市場。

壓裂化工市場趨勢

水平或定向細分市場的可能增長

水平鑽井是一種與垂直井筒成至少 80 度角的鑽井技術。 這是一種通過在高壓下注入水力壓裂（壓裂液）來破碎基巖以提取石油和天然氣的技術。 一般在非常規油氣資源情況下進行。

特別是在美國頁巖氣繁榮之後，水力壓裂已成為從緻密的非常規資源中開採天然氣不可或缺的技術，並得到廣泛應用。 2020年美國頁巖氣產量將達到261390億立方英尺，比過去五年增長近70%。

此外，預計未來幾年世界其他地區的非常規石油產量也將激增。 例如，中國石油和天然氣行業的老牌中海油已宣布計劃在 2022 年 1 月增加國內非常規油氣產量。 國內資源是三個非常規煤層氣和緻密氣項目，總峰值產量為 18,100 桶當量/天或 3.05 Mcm/d。

2021 年 11 月，沙特阿美公司宣布開始開發 Jahoura 非常規氣田，這是沙特阿拉伯最大的頁巖氣資源無關氣田。 預計該油田將於 2025 年開始每天生產 2 億立方英尺。

在此背景下，水平鑽井有望成為未來的一大商機。

北美有望主導市場

隨著對原油和液化天然氣的需求增加，預計北美將繼續成為水力壓裂化學品的最大市場，這最終將反映在美國和加拿大的高產油量上。

在美國，到 2020 年，緻密油產量將佔原油總產量的很大一部分，尤其是來自著名的非常規石油和天然氣公司，例如 Eagle Ford、Spraberry、Bakken、Wolfcamp 和 Woodford。它有到過。 據美國能源信息署稱，該國的原油產量預計到 2023 年將達到創紀錄水平，預計達到每天 1260 萬桶 (b/d)。 二疊紀盆地擁有大量非常規資源，預計將帶動美國原油產量的增長。

在過去的二十年裡，美國政府每年還投資約 200 億美元，為新的石油和天然氣項目增加價值，包括巴肯地層、海恩斯維爾頁巖、阿巴拉契亞、伊格爾福特和二疊紀盆地。在頁巖熱潮中，增加了企業的預期利潤。 預計此類政府舉措將促進私營部門對生產的投資。

2022 年 1 月，加拿大石油生產商協會 (CAPP) 預測，隨著全球對石油和天然氣的需求增加，2022 年天然氣和石油投資將增長 22%。 預計到 2022 年，加拿大油砂投資（非常規）的增長將從 2021 年的 87 億美元增長約 33% 至 116 億美元。

隨著這些新興市場的發展，該地區有望成為水力壓裂化工行業最大的市場。

壓裂化學品市場競爭分析

水力壓裂化學品市場較為分散。 主要參與者包括陶氏化學公司、Parchem Fine & Specialty Chemicals、Flotek Industries Inc.、BASF SE、Solvay SA 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

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 介紹
• 到 2027 年的市場規模和需求預測（單位:十億美元）
• 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
• 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

• 液體類型
  • 水性流體
  • 充滿活力
  • 其他流體類型
• 井的類型
  • 按行業
  • 水平或定向
• 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
  • The Dow Chemical Company
  • Parchem Fine and Specialty Chemicals Inc.
  • Halliburton Company
  • Baltimore Aircoil Company
  • Solvay SA
  • SNF Group
  • DuPont de Nemours Inc.
  • BASF SE
  • Flotek Industries Inc.
  • CES Energy Solutions Corp.

第7章 市場機會未來動向

The fracking chemicals market is expected to record a CAGR of around 6.5% during the forecast period 2022-2027. The COVID-19 pandemic severely impacted the fracking industry as oil and gas upstream operations came to a sudden halt due to low demand for oil and gas, which resulted in low commodity prices. For instance, in United States, the price of WTI (West Texas Intermediate) crude reached its lowest level, amounting to USD 14 per barrel from USD 63 per barrel at the beginning of the year. The cost of the fracking process is exorbitantly high, thus was not affordable in a scenario where they got a few projects. The fracking chemicals market is expected to thrive in the near future due to the increased demand for horizontal drilling for unconventional resources and the high rate of production of natural gas in many parts of the world. However, the reduced oil production due to the energy transition toward renewables is expected to impede the market in the near future.

* The horizontal or drilling segment is expected to grow at the fastest rate during the forecast period due to the increased number of horizontally drilled wells in many countries.

* The new alternative fracking technologies, such as waterless fracking, the introduction of green chemicals, propane gel, and other technologies, are expected to create tremendous growth opportunities in the future.

* The North American region is expected to dominate the market during the forecast period due to the high share of unconventional oil and gas production in petroleum production in United States and Canada.

Fracking Chemicals Market Trends

Horizontal or Directional Segment Expected to Witness Significant Growth

* Horizontal drilling is a technique in which drilling is done at an at least 80 degrees angular direction to the vertical wellbore. The technique involves hydraulic fracturing to extract oil or gas deposits, a process in which fracking fluid is injected at high pressure toward difficult rock formations. The process is generally carried out in the case of unconventional petroleum resources.

* The process became a widely used technique, particularly after the US shale gas boom, when hydraulic fracturing became an indispensable part of gas extraction from tight unconventional resources. The shale gas production in United States reached 26,139 billion cubic feet in 2020, an increase of around 70% over the last five years.

* Furthermore, in other parts of the world too, unconventional petroleum production is expected to get a spike over the coming years. For example, in January 2022, CNOOC, China's veteran oil and gas industry player, announced plans to increase domestic unconventional oil and gas production in 2022. The domestic sources include three unconventional coal bed methane and tight gas projects, with a total peak output of 18,100 boe/d or 3.05 Mcm/day.

* In November 2021, Saudi Aramco announced the commencement of the development of the Jafurah unconventional gas field, the largest non-associated gas field in Saudi Arabia with shale gas resources. The field is expected to commence production in 2025, with 200 million standard cubic feet per day (scfd).

* Owing to such developments, the horizontal drilling segment is expected to get major opportunities in the near future.

North America Expected to Dominate the Market

* The North American region is likely to continue as the largest market in the fracking chemicals industry due to the increased demand for crude oil and LNG, which is ultimately likely to be reflected in a high rate of petroleum production in United States and Canada.

* In United States, tight oil production accounted for a significant share of the overall crude production in 2020, specifically from the prominent unconventional oil and gas players like Eagle Ford, Spraberry, Bakken, Wolfcamp, Woodford, etc. According to the US Energy Information Administration, crude oil production is expected to reach record-high levels in the country by 2023, reaching a forecast of 12.6 million barrels per day (b/d). The Permian Basin, which has a significant share of unconventional resources, is expected to steer the overall US crude oil production growth.

* Furthermore, the US government invested around USD 20 billion annually toward boosting the value of new oil and gas projects in the last two decades, which increased companies' expected profits during the shale booms in the Bakken Formation, Haynesville Shale and Appalachian, Eagle Ford, and Permian Basins. Such initiatives by the government are expected to attract more private investments for production.

* In January 2022, the Canadian Association of Petroleum Producers (CAPP) forecast a 22% increase in natural gas and oil investment in 2022 due to the increased global demand for oil and gas. The growth in oil sands investment (unconventional) in Canada is forecast to increase by around 33% to USD 11.6 billion in 2022 as compared to USD 8.7 billion in 2021.

* Such developments are likely to make the region the largest market for the fracking chemicals industry.

Fracking Chemicals Market Competitive Analysis

The fracking chemicals market is moderately fragmented. Some of the key players include Dow Chemical Company, Parchem Fine & Specialty Chemicals, Flotek Industries Inc., BASF SE, and Solvay SA, 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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Fluid Type
  • 5.1.1 Water-based Fluid
  • 5.1.2 Foam-based Fluid
  • 5.1.3 Other Fluid Types
• 5.2 Well Type
  • 5.2.1 Vertical
  • 5.2.2 Horizontal or Directional
• 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 The Dow Chemical Company
  • 6.3.2 Parchem Fine and Specialty Chemicals Inc.
  • 6.3.3 Halliburton Company
  • 6.3.4 Baltimore Aircoil Company
  • 6.3.5 Solvay SA
  • 6.3.6 SNF Group
  • 6.3.7 DuPont de Nemours Inc.
  • 6.3.8 BASF SE
  • 6.3.9 Flotek Industries Inc.
  • 6.3.10 CES Energy Solutions Corp.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS