據(jù)鉆機(jī)地帶4月27日?qǐng)?bào)道，根據(jù)數(shù)據(jù)和分析公司GlobalData的數(shù)據(jù)顯示，地緣政治和能源轉(zhuǎn)型是2023年油氣行業(yè)最緊迫的主題。

GlobalData在周四(4月27日）發(fā)給Rigzone（鉆機(jī)地帶）的一份聲明中指出，自去年地緣政治沖突開(kāi)始以來(lái)，地緣政治已成為油氣行業(yè)的關(guān)鍵宏觀經(jīng)濟(jì)主題，并補(bǔ)充道油氣公司將繼續(xù)追求“支持向零排放技術(shù)過(guò)渡的新行業(yè)主題”。

該聲明強(qiáng)調(diào)，該公司的一份新報(bào)告確定了今年影響油氣行業(yè)的20個(gè)“突出主題”。GlobalData在聲明中概述，該報(bào)告顯示，人工智能、區(qū)塊鏈、云計(jì)算、網(wǎng)絡(luò)安全、物聯(lián)網(wǎng)、機(jī)器人和元宇宙將是“影響該行業(yè)的顛覆性技術(shù)主題”。

GlobalData的油氣分析師Ravindra Puranik在一份公司聲明中表示，目前東歐的地緣政治沖突正在深刻影響全球油氣行業(yè)，并重塑其供應(yīng)鏈。

Puranik補(bǔ)充道，在這種環(huán)境下，行業(yè)參與者需要意識(shí)到可能會(huì)降低其盈利能力或開(kāi)辟新市場(chǎng)途徑的情境。

Puranik繼續(xù)說(shuō)道，向清潔能源的持續(xù)轉(zhuǎn)型也將嚴(yán)重影響油氣行業(yè)。可再生能源和電動(dòng)汽車等主題是該行業(yè)的主要顛覆者，而CCS和低碳?xì)鋵⒃谖磥?lái)幾年為石油和天然氣企業(yè)創(chuàng)造新的機(jī)會(huì)。

這位GlobalData分析師接著指出，技術(shù)主題將繼續(xù)影響未來(lái)十年的運(yùn)營(yíng)能力。

Puranik稱，及時(shí)而有條理的科技投資可以為油氣公司提供競(jìng)爭(zhēng)優(yōu)勢(shì)。

在其報(bào)告中，GlobalData將2023年的20大主題分為四類，分別是工業(yè)、科技、ESG和宏觀經(jīng)濟(jì)。該報(bào)告強(qiáng)調(diào)了幾個(gè)“主要參與者”，包括bp、殼牌、Equinor、埃克森美孚、埃尼、雪佛龍、道達(dá)爾能源和沙特阿美。

可再生能源

在上個(gè)月發(fā)給Rigzone的另一份聲明中，GlobalData指出，各油氣公司已承諾在可再生能源市場(chǎng)進(jìn)行“大量投資”，以提高其在未來(lái)幾年的份額。

該聲明強(qiáng)調(diào)，2022年，油氣公司在全球可再生能源總裝機(jī)發(fā)電量中的占比略高于1%，并概述了2022年至2030年期間，全球可再生能源發(fā)電量預(yù)計(jì)將以6.9%的復(fù)合年增長(zhǎng)率增長(zhǎng)。

Puranik當(dāng)時(shí)在一份公司聲明中表示，由于聯(lián)合國(guó)等國(guó)際機(jī)構(gòu)強(qiáng)調(diào)了減少碳排放的必要性，領(lǐng)先的油氣公司正在通過(guò)增加投資來(lái)擴(kuò)大他們?cè)诳稍偕茉吹恼急取?/p>

Puranik補(bǔ)充道，展望未來(lái)，隨著太陽(yáng)能和風(fēng)能等替代能源越來(lái)越受歡迎，油氣行業(yè)將越多地采用零碳能源。油氣行業(yè)的領(lǐng)導(dǎo)者越來(lái)越多地將自己定位為可再生能電力和可再生燃料的供應(yīng)商。太陽(yáng)能和風(fēng)能項(xiàng)目具有相對(duì)更高的增長(zhǎng)潛力，項(xiàng)目成本也在下降。這使它們成為油氣公司在能源轉(zhuǎn)型中的理想投資。

2023年石油、天然氣主題

早在今年1月，風(fēng)險(xiǎn)情報(bào)公司RANE的高級(jí)全球分析師Matthew Bey告訴鉆機(jī)地帶稱，西方制裁和七國(guó)集團(tuán)對(duì)石油價(jià)格上限的影響將成為2023年油氣行業(yè)的首要問(wèn)題。

麥肯錫公司高級(jí)合伙人兼全球油氣業(yè)務(wù)負(fù)責(zé)人Micah Smith當(dāng)時(shí)告訴鉆機(jī)地帶，2023年定義油氣行業(yè)的一個(gè)詞是“和”。

Smith在1月份告訴鉆機(jī)地帶稱，隨著該行業(yè)不斷適應(yīng)新的挑戰(zhàn)，當(dāng)務(wù)之急將是實(shí)現(xiàn)清潔和廉價(jià)的能源與能源安全&充足之間的平衡。

惠譽(yù)解決方案國(guó)家風(fēng)險(xiǎn)與行業(yè)研究公司的分析師在去年年底發(fā)布的一份概述2023年主要油氣主題的報(bào)告中表示，2023年，持續(xù)的供應(yīng)增長(zhǎng)和疲軟的需求增長(zhǎng)將緩解緊張的市場(chǎng)，并緩解2022年推高能源價(jià)格的一些價(jià)格壓力。

郝芬 譯自 鉆機(jī)地帶 網(wǎng)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.