2025年全球石油與天然氣（O&G）產業展望與成長機會

Global Oil and Gas Industry Outlook and Growth Opportunities, 2025

出版日期: 2025年06月12日 | 出版商:

Frost & Sullivan | 英文 61 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

變革大趨勢推動石油和燃氣公司的數位化和脫碳

全球能源產業正在經歷前所未有的轉型，為石油和天然氣 (O&G) 產業創造了新的成長機會，但向淨零排放未來的過渡意味著許多公司面臨定價、能源安全、變化速度、競爭優先事項和產業中斷等挑戰。

隨著產業邁向脫碳和永續性目標，弗若斯特沙利文 (Frost & Sullivan) 確定了能源轉型中的五大關鍵機會支柱：碳捕獲、利用和封存 (CCUS)、排放管理、自動化、自主化和增強、上游電氣化以及未來燃料。同時，當今油氣產業面臨的一個關鍵挑戰是如何在向淨零排放轉型的同時，盡可能有效率、永續滿足當前對石化燃料的需求。

創新、市場轉型、雄心勃勃的永續性目標和顛覆性的經營模式也正在改變石油和天然氣產業未來的競爭格局。

最重要的是，它為相關利益者提供了未來十年在充滿活力的石油和天然氣領域可以利用的見解和機會。

研究範圍
《全球石油與天然氣展望》涵蓋哪些內容？
2024年全球油氣產業亮點
2024年油氣關鍵績效指標（KPI）：績效
2025年油氣產業關鍵績效指標（KPI）：預測
價格：WTI 和布蘭特原油價格趨勢和事件
基礎設施：全球平均鑽機數量與油價基準

2025年石油與天然氣趨勢與機會

2025年後影響油氣產業的趨勢
趨勢一：CCUS是脫碳方程式的關鍵部分
趨勢一：全球CCUS計劃類型及現況（年初及未來）
趨勢一：美洲的CCUS狀況
趨勢一：歐洲CCUS現狀
趨勢一：亞太地區CCUS現狀
趨勢一：中東和非洲的CCUS情勢
趨勢一：直接空氣捕獲（DACC）
趨勢 1：DACC 實施盈利的最終場景
趨勢一：CCUS 的成長機會領域
趨勢二：液化天然氣在能源頻譜中的作用
趨勢二：影響全球液化天然氣貿易的關鍵趨勢
趨勢三：油氣電氣化是脫碳之路
趨勢三：石油與天然氣電氣化技術
趨勢四：氫經濟的崛起
趨勢五：油氣自動化
收益預測
趨勢五：石油和天然氣機器人技術的新興趨勢
趨勢六：排放管理
趨勢七：替代燃料－難以脫碳產業的脫碳催化劑
趨勢8：鑽井自動化在上游作業中的作用
趨勢八：鑽井自動化

2025年油氣上游領域展望

2025年上游油氣產業八大預測
世界石油產量預測
天然氣產量預測
油氣上游資本支出總額

2025年區域預測

北美洲
拉丁美洲
歐洲
中東和非洲
亞太地區
俄羅斯和獨立國協

成長機會宇宙

成長機會一：基於人工智慧的電動鑽井系統
成長機會二：透過海底電氣化減少碳排放
成長機會3：利用二氧化碳生產 SAF 的 DACC
成長機會4：實現淨零目標的負排放技術
成長機會五：CCUS叢集與不同產業叢集整合樞紐
成長機會6：透過在運輸業使用低碳燃料來排放排放
成長機會7：實現油田全面自動化的先進人工智慧系統
成長機會8：物聯網驅動的超連接，實現油田全面自動化
成長機會9：面向未來油田的下一代數位雙胞胎
成長機會10：用於認知領域發展的量子運算
成長機會11：排放管理作為端到端解決方案

結論

結論與未來展望

後續步驟Next steps

成長機會的益處和影響
後續步驟Next steps
文件清單
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簡介目錄

Product Code: KB80-14

Transformative Megatrends Drive Oil and Gas Companies to Digitize and Implement Decarbonization Initiatives

The global energy industry is undergoing an unprecedented transition, bringing exciting new growth opportunities to the oil and gas (O&G) industry. However, shifting to a net-zero future for carbon emissions means many companies struggle with pricing, energy security, pace of change, conflicting priorities, and industry disruption.

As the industry moves to meet decarbonization and sustainability goals, Frost & Sullivan has identified five key pillars of opportunity for the energy transition: carbon capture, utilization, and storage (CCUS); emissions management; automation, autonomy, and augmentation; upstream electrification; and future fuels. Meanwhile, the main challenge of today's O&G industry is balancing the transition to net zero while meeting the current demand for fossil fuels as efficiently and sustainably as possible.

The competitive landscape for the future O&G industry is also changing, driven by innovation, market transformation, ambitious sustainability goals, and disruptive business models.

Notably, the study offers stakeholders insights and opportunities they can leverage in the dynamic O&G space over the next decade.

Analysis Highlights

The 2024 Oil and Gas Industry in Review: Forecast vs. Actual
Historical and Future Analysis: Global O&G Industry Upstream CAPEX
Top Predictions for 2025

Strategic Imperatives

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

Growth Environment

Research Scope
What Does the Global O&G Outlook Cover?
2024 Highlights of the Global O&G Industry
2024 O&G Key Performance Indicators KPIs: Actual
2025 O&G KPIs: Forecast
Pricing: Trends and Events in Historical Prices for West Texas Intermediate WTI and Brent
Infrastructure: Global Average Rig Count vs Benchmark Crude Oil Prices

Oil & Gas Trends and Opportunities, 2025

O&G Industry Trends Shaping 2025 and Beyond
Trend 1: CCUS an Important Equation in Decarbonization
Trend 1: Global CCUS Project Type and Status Year-to-Date and Future
Trend 1: CCUS Landscape in the Americas
Trend 1: CCUS Landscape in Europe
Trend 1: CCUS Landscape in APAC
Trend 1: CCUS Landscape in MEA
Trend 1: Direct Air Carbon Capture DACC
Trend 1: Endgame Scenarios for Profitable DACC Implementation
Trend 1: CCUS Growth Opportunity Areas
Trend 2: Role of LNG in the Energy Spectrum
Trend 2: Main Trends Affecting the Global LNG Trade
Trend 3: O&G Electrification as a Decarbonization Pathway
Trend 3: Oil & Gas Electrification Technologies
Trend 4: Rise of the Hydrogen Economy
Trend 5: O&G Automation
Revenue Forecast
Trend 5: Robotics Emerging Trends in O&G
Trend 6: Emissions Management
Trend 7: Alternative Fuels-A Catalyst to Decarbonize Hard-to-abate Industries
Trend 8: The Role of Drilling Automation in Upstream Operations
Trend 8: Drilling Automation

O&G Upstream Segment Outlook, 2025

Top 8 Upstream O&G Predictions for 2025
Global Oil Production Forecast
Natural Gas Production Forecast
Total O&G Upstream CAPEX Investments

Regional Predictions, 2025

North America
LATAM
Europe
Middle East & Africa
APAC
Russia and CIS

Growth Opportunity Universe

Growth Opportunity 1: AI-enhanced Electrified Drilling Systems
Growth Opportunity 2: Subsea Electrification to Reduce Carbon Intensity
Growth Opportunity 3: DACC with CO2 Used for SAF
Growth Opportunity 4: Negative-emission Technologies for Achieving the Net-zero Target
Growth Opportunity 5: CCUS Clusters and Hubs for Integrating Different Industrial Clusters
Growth Opportunity 6: Use of Low-carbon Fuels in the Transportation Industry to Offset Emissions
Growth Opportunity 7: Advanced AI Systems for Full Oilfield Automation
Growth Opportunity 8: IoT-driven Hyperconnectivity for Full Oilfield Automation
Growth Opportunity 9: Next-generation Digital Twins for Tomorrow's Cognitive Oilfields
Growth Opportunity 10: Quantum Computing for Cognitive Oilfield Development
Growth Opportunity 11: Emissions Management as an End-to-End Solution