2023年油气行业最紧迫的主题

据钻机地带4月27日报道，根据数据和分析公司GlobalData的数据显示，地缘政治和能源转型是2023年油气行业最紧迫的主题。

GlobalData在周四(4月27日）发给Rigzone（钻机地带）的一份声明中指出，自去年地缘政治冲突开始以来，地缘政治已成为油气行业的关键宏观经济主题，并补充道油气公司将继续追求“支持向零排放技术过渡的新行业主题”。

该声明强调，该公司的一份新报告确定了今年影响油气行业的20个“突出主题”。GlobalData在声明中概述，该报告显示，人工智能、区块链、云计算、网络安全、物联网、机器人和元宇宙将是“影响该行业的颠覆性技术主题”。

GlobalData的油气分析师Ravindra Puranik在一份公司声明中表示，目前东欧的地缘政治冲突正在深刻影响全球油气行业，并重塑其供应链。

Puranik补充道，在这种环境下，行业参与者需要意识到可能会降低其盈利能力或开辟新市场途径的情境。

Puranik继续说道，向清洁能源的持续转型也将严重影响油气行业。可再生能源和电动汽车等主题是该行业的主要颠覆者，而CCS和低碳氢将在未来几年为石油和天然气企业创造新的机会。

这位GlobalData分析师接着指出，技术主题将继续影响未来十年的运营能力。

Puranik称，及时而有条理的科技投资可以为油气公司提供竞争优势。

在其报告中，GlobalData将2023年的20大主题分为四类，分别是工业、科技、ESG和宏观经济。该报告强调了几个“主要参与者”，包括bp、壳牌、Equinor、埃克森美孚、埃尼、雪佛龙、道达尔能源和沙特阿美。

可再生能源

在上个月发给Rigzone的另一份声明中，GlobalData指出，各油气公司已承诺在可再生能源市场进行“大量投资”，以提高其在未来几年的份额。

该声明强调，2022年，油气公司在全球可再生能源总装机发电量中的占比略高于1%，并概述了2022年至2030年期间，全球可再生能源发电量预计将以6.9%的复合年增长率增长。

Puranik当时在一份公司声明中表示，由于联合国等国际机构强调了减少碳排放的必要性，领先的油气公司正在通过增加投资来扩大他们在可再生能源的占比。

Puranik补充道，展望未来，随着太阳能和风能等替代能源越来越受欢迎，油气行业将越多地采用零碳能源。油气行业的领导者越来越多地将自己定位为可再生能电力和可再生燃料的供应商。太阳能和风能项目具有相对更高的增长潜力，项目成本也在下降。这使它们成为油气公司在能源转型中的理想投资。

2023年石油、天然气主题

早在今年1月，风险情报公司RANE的高级全球分析师Matthew Bey告诉钻机地带称，西方制裁和七国集团对石油价格上限的影响将成为2023年油气行业的首要问题。

麦肯锡公司高级合伙人兼全球油气业务负责人Micah Smith当时告诉钻机地带，2023年定义油气行业的一个词是“和”。

Smith在1月份告诉钻机地带称，随着该行业不断适应新的挑战，当务之急将是实现清洁和廉价的能源与能源安全&充足之间的平衡。

惠誉解决方案国家风险与行业研究公司的分析师在去年年底发布的一份概述2023年主要油气主题的报告中表示，2023年，持续的供应增长和疲软的需求增长将缓解紧张的市场，并缓解2022年推高能源价格的一些价格压力。

郝芬 译自 钻机地带 网站

原文如下：

These Are the Most Pressing Themes for Oil, Gas in 2023

Geopolitics and the energy transition are the most pressing themes for the oil and gas industry in 2023, according to data and analytics company GlobalData.  

In a statement sent to Rigzone on Thursday, GlobalData noted that geopolitics has become a pivotal macroeconomic theme for the oil and gas industry ever since the start of the conflict and added that oil and gas companies will continue to pursue “newer industry themes that support the energy transition towards zero emission technologies”.

The statement highlighted that a new report by the company had identified 20 “prominent themes” impacting the oil and gas sector this year. The report revealed that artificial intelligence, blockchain, cloud computing, cybersecurity, the Internet of Things, robotics, and the metaverse will be “the disruptive tech themes impacting the industry”, GlobalData outlined in the statement.

“The current geopolitical conflict in Eastern Europe is deeply impacting the global oil and gas industry and reshaping its supply chains,” Ravindra Puranik, an Oil and Gas Analyst at GlobalData, said in a company statement.

“In this environment, industry participants need to sense the scenarios that could either diminish their profitability or open new market avenues,” Puranik added.

“The ongoing transition towards clean energy sources will also weigh heavily on the oil and gas players. Themes such as renewable energy and electric vehicles are major disruptors to the industry, while CCS and low-carbon hydrogen will create new opportunities for oil and gas players in the coming years,” Puranik continued.

The GlobalData analyst went on to note that technology themes will continue to shape operational capabilities in this decade.

“Timely and methodical investments in tech themes could provide competitive advantages for oil and gas players,” Puranik said.

In its report, GlobalData classified its top 20 themes for 2023 into four categories, comprising industry, technology, ESG, and macroeconomy. The report highlighted several “key players” including BP, Shell, Equinor, ExxonMobil, Eni, Chevron, TotalEnergies, and Saudi Aramco.

Renewable Energy

In a separate statement sent to Rigzone last month, GlobalData noted that oil and gas players have pledged “considerable investments” in the renewable energy market to improve their share in the coming years.

The statement highlighted that oil and gas companies held little over one percent of the total installed renewable energy capacity globally in 2022 and outlined that renewable power generation across the world is expected to grow at a compound annual growth rate of 6.9 percent between 2022 and 2030.

“Leading oil and gas companies are expanding their exposure to renewable energy through increased investments, as international bodies, such as the United Nations, have highlighted the need to mitigate carbon emissions,” Puranik said in a company statement at the time.

“Going forward, the oil and gas industry will increase its adoption of zero-carbon sources, with alternatives such as solar and wind power becoming increasingly popular,” Puranik added.

“Oil and gas leaders are increasingly positioning themselves as the providers of renewable power and renewable fuels. Solar and wind power projects have comparatively higher growth potential and are also witnessing falling project costs. This makes them ideal investments for oil and gas companies in their energy transition,” Puranik added.

2023 Oil, Gas Themes

Back in January this year, Matthew Bey, a Senior Global Analyst for risk intelligence company RANE, told Rigzone that the impact of Western sanctions and the G-7 price cap oil will be the top issue for the oil and gas sector in 2023.

Micah Smith, a Senior Partner and Global Oil & Gas Practice Leader at McKinsey & Company, told Rigzone at the time that one word that will define the oil and gas industry in 2023 is “and”.

“As the industry continues to adjust to a new challenging reality, the imperative will be achieving the balance of clean and affordable and plentiful and secure energy,” Smith told Rigzone in January.

In a report outlining 2023’s key oil and gas themes published late last year, analysts at Fitch Solutions Country Risk & Industry Research stated that, in 2023, ongoing supply growth and weaker demand growth will ease tight markets and relieve some of the price pressures that pushed energy prices higher in 2022.