美國石油和天然氣下游 -市場佔有率分析、行業趨勢、成長預測（2025-2030）

United States Oil And Gas Downstream - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 出版商:

Mordor Intelligence | 英文 70 Pages | 商品交期: 2-3個工作天內

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簡介目錄

根據產能，美國下游油氣市場預計將從2025年的1915萬桶/日成長到2030年的2010萬桶/日，預測期間（2025-2030年）複合年成長率為0.97%。

美國石油和天然氣下游市場預計在預測期內複合年成長率為0.92%。

主要亮點

從中期來看，石油產品需求增加和煉油廠即將投資等因素預計將在預測期內推動美國石油和天然氣下游市場的發展。
另一方面，可再生能源等清潔能源技術的採用預計將對電力產業產生重大影響，並在未來幾年影響石油和天然氣產業。
根據國際能源總署 (IEA) 預測，到 2050 年，石化產品預計將成為全球石油需求中唯一成長的部分。此外，美國的幾個石化計劃預計將在預測期內運作。因此，石化產業預計將成為該國下游企業的主要成長機會。

美國油氣下游市場走勢

精製業溫和成長

美國的能源需求最近有所增加。這種需求的成長是由於已開發國家的人口成長和生活水準的提高。石油燃料仍然是全球主要能源來源，新能源和可再生能源在國內越來越受歡迎。這一趨勢預計將持續數十年，使石油業的所有部門受益。
工業活動的活性化和經濟成長預計將支持精製產業。預計馬薩諸塞州、康乃狄克州和明尼蘇達州等已開發國家未來幾年對柴油和其他餾分油的需求將保持強勁。需求的成長得益於這些國家煉油工業的實力。
預計美國墨西哥灣沿岸地區在預測期內將出現新一波下游投資浪潮。此外，自頁岩革命開始以來，美國頁岩產量幾乎加倍，並且預計將繼續增加。
截至2023年，美國精製能力將達到1,842萬桶/日。隨著持續投資和激烈競爭，2023年美國精製能將以2%的速度成長。
截至2023年，美國有132家正在營運的精製。美國最新的煉油廠是位於德克薩斯州Channelview 的45,000 桶/CD 德克薩斯國際碼頭煉油廠，該煉油廠於2022 年1 月1 日開業，但實際上將於2022 年2 月開始營運。
2024年6月，Element Fuels Holdings提案興建日產能50,000至55,000桶的煉油廠。該公司預計在早期開發階段投資約12億美元。
除此類計劃外，國內石油需求也逐年增加。例如，2023年石油需求成長近1%，達到約20,360桶/日。同樣，去年石油需求也有所增加。
因此，石油需求的增加以及精製業即將進行的投資預計將在預測期內溫和成長。

石油產品需求增加

石油包括精製石油產品，如汽油、柴油、噴射機燃料和精製，以及液體，如燃料級乙醇、汽油混合成分和其他精製投入。
儘管美國消耗的大部分石油都是自己生產的，但它仍然依賴進口來滿足不斷成長的需求。從其他國家進口有助於滿足國內石油需求。根據能源資訊署統計，2023年該國每天進口原油及產品852.6萬桶，與前一年同期比較成長約2.3%。
其中，進口石油產品61,338,000桶。液化天然氣367萬桶，成品汽油329.4萬桶，其餘為煤油、重油、柴油等。
除了進口外，該國還在不斷增加石油產品的產量。 2023年石油產品產量從2022年的1,939萬桶/日增加到1,943萬桶/日。此外，由於運輸和工業等領域的消費增加，未來幾年對石油產品的需求可能會增加。
2023年，美國乘用車銷量將成長約9%。乘用車銷量從2022年的285萬輛增加到2023年的311萬輛。隨著人口和收入的成長，乘用車銷售量可能會增加，導致該國對石油產品的需求增加。
此外，還有航空和鐵路兩個運輸業，其擴張可能會進一步增加石油產品的消耗。
因此，這種情況預計將在未來幾年推動美國石油和天然氣下游市場的發展。

美國油氣下游產業概況

美國下游油氣市場呈現半碎片化，多家主要企業進入該市場，包括（排名不分先後）馬拉松石油公司、雪佛龍公司、瓦萊羅能源公司、埃克森美孚公司、菲利普斯66公司和皇家石油公司荷蘭殼牌公司已成為。

其他好處

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

Over the medium term, factors such as increasing petroleum products demand, and upcoming investment in oil refineries are likely to drive the United States oil and gas downstream market during the forecast period.
On the other hand, adopting clean energy technology, like renewables, is expected to significantly influence the power sector, thus impacting the oil and natural gas industry in the upcoming years.
Nevertheless, according to the International Energy Agency, petrochemicals are expected to become the only growing segment of global oil demand by 2050. Moreover, several petrochemical projects are expected to come online in the United States during the forecast period. Hence, the petrochemical sector is expected to present a huge growth opportunity for the downstream players in the country.

US Downstream Oil and Gas Market Trends

Refining Sector to Register a Modest Growth

The United States has been witnessing growing energy demand in recent days. This growth in demand can be attributed to the growing population and an improvement in living standards in the developed states. Even though new and renewable energy sources are gaining popularity around the country, petroleum fuel remains a major energy source globally. This trend is expected to continue for the next few decades and benefit all sectors of the petroleum industry.
Increasing industrial activity and economic growth are likely to support the refining industry. In developed states such as Massachusetts, Connecticut, and Minnesota, the demand for diesel and other distillates is expected to be robust in the coming years. This demand growth can be attributed to the strong refinery industry in these countries.
The United States Gulf Coast region is expected to witness a fresh wave of investment in the downstream business during the forecast period. In addition, the United States' shale production has almost doubled since the shale revolution started and is expected to increase further.
As of 2023, the refining capacity of the United States stood at 18.42 million barrels per day. With continuous investments and high competition, the refining throughput of the United States increased at a rate of 2% in 2023.
As of 2023, there were 132 operable petroleum refineries in the United States. The newest refinery in the United States is the Texas International Terminals 45,000 b/cd refinery in Channelview, Texas, which was operable on January 1, 2022, but actually started operating in February 2022.
In the June 2024, Element Fuels Holdings proposed to build a refinery with a capacity of around 50,000 to 55,000 barrels per day. The company estimatewd to have an investment of around USD 1.2 billion in the initial phase of development.
Apart from such projects, demand for oil in the country is increasing over the years. For instance, in 2023, the oil demand increased by nearly 1% to around 20.36 thousand barrels per day. Similarly, in the previous year, the country witnessed growth in oil demand.
Hence, increased in oil demand, along with upcoming investment in the refining sector is expected to have a moderate growth in the forecast period.

Increasing Demand for Petroleum Products

Petroleum includes refined petroleum products, such as gasoline, diesel fuel, jet fuel, unfinished oils, and other liquids, such as fuel ethanol, blending components for gasoline, and other refinery inputs.
The United States produces a large share of the petroleum it consumes, but the country still relies on imports to meet the increasing demand. Imports from other countries help to meet the domestic demand for petroleum. According to the Energy Information Agency, in 2023, the country imported 8526 thousand barrels per day of crude oil and products, an increase of around 2.3% as compared to the previous year.
Among all, 61338 thousand barrel of petrolume producst were imported. 3670 thousand barrels were natural gas liquids, 3294 thousand barrels were finished motor gasoline, and rest were kerosene, fuel oil, diesel fuel, etc.
In addition to imports, the country is continously increasing its petroleum products output. In 2023, petroleum products output increased to 19.43 million barrels per day, from 19.39 million barrels per day in 2022. Further, in the upcoming years, the demand for petroleum products are likley to increase due to increasing consumption in sectors like transportation, and industries.
In 2023, the United States witnessed increased in sales of passenger vahicles by around 9%. From 2.85 million in 2022, the passenger vehicle sales increased to 3.11 million in 2023. With increase in population, and income, sales of such vehicles are likley to increase, thus increasing demand for petroleum products in the country.
In addition, aviation and railway are another two transportation industry, expantion of which is further likely to increase consumption of petrioleum products.
Hence, such a scenario is expected to drive the United States oil and gas downstream market in the upcoming years.

US Downstream Oil and Gas Industry Overview

The market for United States oil and gas downstream market is semi-fragmented, with a number of key players, including (in no particular order) Marathon Petroleum Corp., Chevron Corporation, Valero Energy Corporation, Exxon Mobil Corporation, Phillips 66, and Royal Dutch Shell PLC.

Additional Benefits:

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

1 INTRODUCTION

1.1 Market Definition
1.2 Study Assumptions
1.3 Study Deliverables

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

4.1 Introduction
4.2 Refining Capacity and Forecast in million barrels per day, till 2029
4.3 Recent Trends and Developments
4.4 Government Policies and Regulations
4.5 Market Dynamics
- 4.5.1 Drivers
  - 4.5.1.1 Increasing Demand for Petroleum Products
  - 4.5.1.2 Upcoming Investment in the Refining Sector
- 4.5.2 Restraints
  - 4.5.2.1 Adoption of Clean Energy Technology
4.6 PESTLE Analysis
4.7 Investment Analysis

5 MARKET SEGMENTATION BY SECTOR

5.1 Refining
5.2 Petrochemical

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 Marathon Petroleum Corp.
- 6.3.2 Phillips 66
- 6.3.3 Valero Energy Corporation
- 6.3.4 Exxon Mobil Corporation
- 6.3.5 Shell Plc
- 6.3.6 Hunt Refining Company
- 6.3.7 U.S. Oil & Refining Co.
6.4 List of Other Prominent Companies
6.5 Market Ranking Analysis