据今日石油网2023年7月24日报道，挪威咨询公司雷斯塔能源（Rystad）称，拉丁美洲、中东和北海将成为下一波全球上游油气投资的关键地区。Rystad的研究强调，全球范围内这些投资大幅增加，预计今年全球上游油气支出将达到大约5700亿美元，比去年的水平增加1400亿美元。
Rystad供应链研究主管Audun Martinsen强调，这一投资激增仅仅是第一波，由各国寻求可靠、负担得起和可持续的能源推动。随着能源转型的推进，以及对低碳电力的强烈关注，这一投资激增势头可能会加速，这就需要在国家和区域市场上扩大供应链。
尽管去年年初的初步预测估计全球上游投资到年底将达到4700亿美元，但地缘政治冲突极大地改变了Rystad预测的前景。对能源出口实施制裁，再加上能源价格和通胀不断上涨，在全球能源市场引发了破坏性的连锁反应。因此，修正后的估计比最初的预测增加了1000亿美元。
值得注意的是，主要在北美和中东地区，油田服务的价值和利用率正在达到历史最高水平，预计在可预见的未来油服市场仍将保持紧张状态。然而，最显著的海上市场增长预计将来自拉丁美洲、中东和北海。这些地区海上活动的增加需要船只、钻机、建筑和海底基础设施的激增。
预计拉丁美洲也将在蓬勃发展的海上风电市场中发挥关键作用，到2030年前，这个风电市场与碳捕获、利用和封存(CCUS)的投资预计将占全球所有海上投资的近一半。
李峻 译自 今日石油网
原文如下：
Latin America a key driver in global upstream oil and gas investments: Rystad Energy
Latin America, along with the Middle East and North Sea, is set to be a pivotal region for the next wave of global upstream oil and gas investments, according to Rystad Energy. The study underlines a significant surge in these investments worldwide, with global upstream expenditure expected to reach around US$570 billion this year, an increase of US$140 billion from 2022 levels.
Audun Martinsen, Head of Supply Chain Research at Rystad Energy, highlighted that this surge in investments is merely the first wave, fuelled by countries seeking reliable, affordable, and sustainable energy sources. As the energy transition advances, with a keen focus on low-carbon power, the momentum will likely accelerate, necessitating supply chain expansion in national and regional markets.
Despite an initial forecast in early 2022 estimating global upstream investments to reach US$470 billion by the end of the year, the unexpected conflict between
The war drastically reshaped Rystad Energy’s outlook. The imposition of sanctions on energy exports, coupled with escalating energy prices and inflation, sparked a disruptive ripple effect across global energy markets. As a result, the revised estimation jumped US$100 billion over the initial forecast.
Notably, the value and utilisation of oilfield services, primarily in North America and the Middle East, are reaching record levels and are predicted to remain tight for the foreseeable future. However, the most significant offshore market growth is anticipated to come from Latin America, the Middle East, and the North Sea. Increased offshore activity in these regions necessitates a surge in vessels, rigs, construction, and subsea infrastructure.
Latin America is also expected to play a crucial role in the burgeoning offshore wind market, which, along with carbon capture, utilisation, and storage (CCUS), is projected to constitute nearly half of all offshore investments by 2030.
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