2023 年石油和天然氣 (O&G) 服務公司的能源轉型成長機會

變革性大趨勢與脫碳目標推動企業策略邁向永續性

能源轉型是指從基於石化燃料的系統轉向零碳解決方案的轉變，對於全球能源產業（包括供應商和使用者）來說是一個複雜的過程。儘管從能源系統中消除碳的時間表因地區而異，但包括《巴黎協定》在內的大多數目標都專注於在 21 世紀下半葉實現淨零排放。

油氣服務和解決方案公司處於轉型的最前沿，推動創新，為世界各地的市場帶來新的脫碳解決方案。由於石化燃料的生產和使用以及日常活動產生的大量碳排放，油氣產業對環境產生了顯著的負面影響。石油與天然氣產業面臨轉型的壓力，需要尋找方法來滿足世界日益成長的能源需求，同時減少其環境負擔。

這項研究圍繞著能源轉型的六大支柱考察了領先的油氣服務公司的創新和策略：自動化、可再生能源、氫氣製造、碳捕獲、利用和儲存、製程電氣化和排放管理。評估美洲、歐洲、中東和非洲、亞太等地區的世界能源轉型。研究期間為2020-2030年，預測期為2023-2030年，2022年為基準年。

目錄

戰略衝動

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略激勵措施對全球油氣產業能源轉型的影響
• 成長機會推動Growth Pipeline Engine（TM）

研究範圍、目的、調查方法、背景

• 市場定義

成長環境：能源轉型

• 能源轉型的支柱
• 按主要成長支柱分類的能源轉型進展
• 按主要地區分類的能源轉型進展
• 按公司分類的能源轉型進展
• 轉型支柱 1：排放管理
• 轉型支柱 2：自動化
• 轉型支柱 3：電氣化
• 轉型支柱 4：可再生能源
• 轉型支柱 5：氫
• 轉型支柱 6：CCUS

公司簡介

• Halliburton
• Baker Hughes
• SLB
• Emerson
• ABB
• Honeywell
• Rockwell Automation
• Saipem

成長機會宇宙

• 成長機會 1：用於排放管理的 PEMS
• 成長機會2：將自動化技術應用於鑽井流程以最佳化效率
• 成長機會3：海上電氣化浮動式風力發電
• 成長機會4：浮體式太陽能
• 成長機會 5：DAC 作為碳捕獲替代方案
• 成長機會 6：先進電解可提高氫的可擴展性

下一步

Transformative Mega Trends and Decarbonization Goals Drive Corporate Strategies Toward Sustainability

Energy transition, which refers to the shift from fossil fuel-based systems to zero-carbon solutions, is a complex process for the global energy industry, including suppliers and users. Timelines for eliminating carbon from energy systems vary by region, but most goals-including the Paris Agreement-focus on achieving net zero by the second half of the 21^st century.

O&G service and solution companies are at the forefront of change and driving innovation to bring new decarbonization solutions to markets worldwide. The O&G industry has a major negative environmental impact because of its production and use of fossil fuels and the high volume of carbon emissions produced from daily activities. The industry is under pressure to transform by finding ways to address global energy demand growth while reducing its environmental toll.

In this report, Frost & Sullivan studies the innovations and strategies of major O&G service companies around six key pillars of the energy transition: automation; renewable energy; hydrogen production; carbon capture, utilization, and storage; process electrification; and emissions management. We assess the global energy transition in the following regions: the Americas, Europe, the Middle East and Africa, Asia-Pacific, and the Rest of the World. The study period is 2020-2030, and the forecast period is 2023-2030, using 2022 as the base year.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Energy Transition in the Global O&G Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope, Objectives, Methodology, and Background

• Market Definitions

Growth Environment-Energy Transition

• Energy Transition Pillars
• Energy Transition Progress by Key Growth Pillar
• Energy Transition Progress by Key Region
• Energy Transition Progress by Company
• Transition Pillar 1-Emissions Management
• Transition Pillar 2-Automation
• Transition Pillar 3-Electrification
• Transition Pillar 4-Renewable Energy
• Transition Pillar 5-Hydrogen
• Transition Pillar 6-CCUS

Company Profiles

• Halliburton
• Baker Hughes
• SLB
• Emerson
• ABB
• Honeywell
• Rockwell Automation
• Saipem

Growth Opportunity Universe

• Growth Opportunity 1: PEMS for Emissions Management
• Growth Opportunity 2: Automation Technologies Applied to Drilling Process for Efficiency Optimization
• Growth Opportunity 3: Floating Wind Farms for Offshore Electrification
• Growth Opportunity 4: Floating Solar Energy
• Growth Opportunity 5: DAC as a Carbon Capture Alternative
• Growth Opportunity 6: Advanced Electrolysis for Hydrogen Scalability

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer