石油天然氣產業創新追蹤：自動化，2025

動態公司致力於推動人工智慧、機器學習、分析、物聯網和數位化領域的創新。

石油和天然氣（O&G）產業經歷重大的技術和數位轉型，各公司正將重點從用於自動化 O&G 流程的傳統操作技術（OT）轉向更新、更先進的技術，包括人工智慧、物聯網和機器人技術。

O&G公司正大幅增加上游作業（尤其是海上作業）自動化技術的應用。最受歡迎的自動化技術包括感測器、變送器、控制器、SCADA系統、PLC和DCS。然而，強勁的數位化趨勢推動對預測性維護、機器學習和物聯網主導的監控技術的需求。此外，O&G產業也面臨一些迫切的問題，例如需要提高職場安全、提升生產效率和永續性。自動化技術為應對這些挑戰提供了直接的解決方案。隨著監管和數位化趨勢的不斷推進，該行業將繼續發展並變得更加自動化。

本研究分析了 10 家為石油天然氣產業數位化和自動化發展做出貢獻的公司。

收入預測

2024年基準年收入預估為208.6億美元，2024-2030年研究期間的年複合成長率為 7.4%。

三大戰略重點對O&G自動化產業的影響

變革性大趨勢

• 原因
• 交通運輸業佔世界能源需求的30%，其中 90%為石油產品。
• 交通運輸部門每年排放約 80億噸二氧化碳（CO2），約佔全球整體排放的七分之一。
• 為實現淨零排放目標，各國政府推出政策和法規，推動全球對生質燃料、沼氣和電子燃料等低碳燃料的使用要求改變。
• Frost的觀點
• 到2030年，隨著各國政府強制推行替代燃料混合物，對生質柴油、再生柴油、生物液化天然氣（LNG）和電子燃料等燃料的需求將翻倍。
• 製程和技術進步以及新原料的出現，可能會在未來三到五年內推動技術的普及應用。
• 再生柴油，或稱為加氫裂解植物油（HVO），與傳統柴油具有相同的化學和物理性質，但碳含量較低。

顛覆性技術

• 原因：
• 減少二氧化碳排放和推動電氣化等全球永續發展趨勢正變得越來越重要。
• 人工智慧、物聯網和機器人等顛覆性新技術徹底改變石油和天然氣產業。
• 這些技術是人類勞動力的補充，使石油和天然氣公司能夠更安全、更有效率、更有效率地進行燃料轉換活動。
• Frost的觀點
• 技術進步和規模經濟將使再生能源生產以及電解槽的資本和營業成本更具競爭力。
• 研究與開發活動將提高再生燃料的成本效益和能源效率，使其更具競爭力和受歡迎程度。

產業融合

• 原因：
• 在所有溫室氣體排放量龐大且難以減少的產業中，替代燃料都得到了應用。如果沒有跨產業的支持，實現氣候變遷目標將是不可能的。
• 透過各行業共用在測試階段所獲得的經驗教訓，可以促進替代燃料的更廣泛應用。
• 這將為技術開發商和服務提供者提供探索新途徑和新行業的機會，使他們能夠進一步企業發展。
• Frost的觀點：
• 許多石油天然氣公司已經與航空公司合作，共同開發永續航空燃料（SAF）市場。
• 該航空公司正與技術開發公司合作，設計和開發低碳燃料引擎。
• 在汽車領域，殼牌和埃克森美孚目前測試利用捕獲的二氧化碳生產綠色氫氣和合成燃料。

競爭環境

競爭對手數量

• 150家公司

競爭因素

• 成本、性能、進度、支援、技術、可靠性、承包商關係、客戶關係

主要終端用戶產業

• 上游O&G

主要競爭對手

• Siemens、Baker Hughes、Honeywell、Emerson、SLB

2024年排名前五的公司收入佔有率

• 58.0%

其他值得關注的競爭對手

• Rockwell Automation、ABB、Halliburton、Weatherford、C3 AI

值得關注的併購

• SLB與Nauticus Robotics達成合作，Halliburton收購Resoptima

主要競爭對手

全球的

• EMERSON
• SIEMENS
• ABB
• BAKER HUGHES
• HONEYWELL
• SCHNEIDER ELECTRIC
• GENERAL ELECTRIC
• ROCKWELL AUTOMATION
• SLB
• HALLIBURTON
• WEATHERFORD

北美洲

• EATON
• C3AI
• FORTIVE
• AMETEK EIG
• CHAMPIONX
• TELEDYNE INSTRUMENTS
• NAM AUTOMATION

歐洲

• SAIPEM
• HAAS COMPANY
• SYSCOM
• ZYFRA
• EXROBOTICS
• COGNITE
• OILASOFT
• ENDRESS + HAUSER
• 1C COMPANY
• PHOENIX CONTACT

亞太地區

• PROTIVITI
• ADVANTECH
• YOKOGAWA ELECTRIC
• MITSUBISHI ELECTRIC

拉丁美洲

• INTEROP LATINOAMERICA
• LATINOAMERICA AUTOMATION

中東和非洲

• VISTA AUTOMATION
• AUTOMATION TECHNOLOGY LLC

目錄

範圍和細分

• 分析範圍
• 技術細分
• 應用分段
• 區域細分

石油天然氣自動化轉型

• 為什麼成長變得越來越難？
• The Strategic Imperative 8（TM）
• 三大戰略要務對O&G自動化產業的影響

成長環境：全球O&G自動化市場機會摘要

• 石油天然氣自動化領域的關鍵顛覆性趨勢
• 趨勢1：完全自主油田的興起
• 趨勢2：人工智慧驅動的決策智慧
• 趨勢3：高度互聯的油田
• 趨勢4：永續性主導的自動化
• 趨勢5：數位雙胞胎模擬現實
• O&G自動化領域的成長環境

生態系統

• 競爭環境
• 主要競爭對手
• 主要客戶
• 主要競爭對手：依技術分類
• 主要競爭對手：依應用
• 競爭格局
• 創新：依應用
• 競爭生態系統 - 領先創新者的基準化分析

成長要素

• 成長環境摘要
• O&G自動化領域的成長環境
• 收入預測
• 收入預測：依地區
• 收入預測：依技術
• 收入預測：依應用

採取行動的公司

• 創新目標
• Cognite - 公司簡介
• Cognite - 分析師觀點
• Aegex Technologies - 公司簡介
• Aegex Technologies - 分析師觀點
• Beyond Limits - 公司簡介
• Beyond Limits - 分析師觀點
• C3 AI - 公司簡介
• C3 AI - 分析師觀點
• Palantir - 公司簡介
• Palantir - 分析師觀點
• Envana - 公司簡介
• Envana - 分析師觀點
• Akselos - 公司簡介
• Akselos - 分析師觀點
• Sekal AS - 公司簡介
• Sekal AS - 分析師觀點
• Emitwise - 公司簡介
• Emitwise - 分析師觀點
• Reelwell - 公司簡介
• Reelwell - 分析師觀點
• 結語
• 調查方法

成長機會領域

• 成長機會1：全自動油田
• 成長機會2：全自動油田的先進人工智慧系統
• 成長機會3：實現油田全自動化的智慧鑽井
• 成長機會4：物聯網主導的超連接實現油田全自動化
• 成長機會5：認知油田
• 成長機會6：面向未來自學習油田的認知人工智慧
• 成長機會7：面向未來認知油田的下一代數位孿生技術
• 成長機會8：量子運算在認知油田開發的應用
• 成長機會9：認知油田的自學習機器人

附錄與後續步驟

• 成長機會帶來的益處和影響
• 下一步
• 附件清單
• 免責聲明

Dynamic Companies Driving Innovation in Artificial Intelligence, Machine Learning, Analytics, Internet of Things, and Digitalization

The oil and gas (O&G) sector is experiencing a significant technological and digital transformation. Companies are shifting their focus from traditional operational technologies (OTs) used for automating O&G processes to newer, more advanced technologies, including AI, IoT, and robotics.

O&G companies have significantly increased their adoption of automation technologies for upstream activities, particularly for offshore automation. The most sought-after automation technologies include sensors, transmitters, controllers, SCADA systems, PLCs, and DCSs. However, strong digitalization trends have driven the demand for predictive maintenance, ML, and IoT-driven monitoring technologies. Moreover, pressing concerns have emerged in the O&G sector, including the need to increase workplace safety and boost production efficiency and sustainability. Automation technologies offer a direct solution to these challenges. As pressing regulations and digitalization trends advance, the sector will continue to evolve and become more autonomous.

This study analyzes 10 dynamic firms driving meaningful progress in the digitalization and automation landscape in the O&G sector.

Revenue Forecast

Revenue estimate for the base year 2024 is $20.86 billion with a CAGR of 7.4% for the study period 2024-2030.

The Impact of the Top 3 Strategic Imperatives on the O&G Automation Industry

Transformative Megatrends

• Why:
• The transport industry accounts for 30% of the global energy demand, of which 90% comprises oil products.
• Carbon dioxide (CO2) emissions from the transport sector amount to about 8 gigatons a year, about one-seventh of global emissions.
• Mandates on using low-carbon fuels, such as biofuels, biogas, and e-fuels, are changing globally, with the support of government policies and legislation to achieve net-zero targets.
• Frost Perspective:
• As governments develop blending mandates for alternative fuels, the demand for fuels such as biodiesel, renewable diesel, bio-liquefied natural gas (LNG), and e-fuels will double by 2030.
• Technological advancements in processes and new feedstocks will increase the adoption rate during the next 3-5 years.
• Renewable diesel, or hydrotreated vegetable oil (HVO), has the same chemical and physical properties as conventional diesel but a low carbon content.

Disruptive Technologies

• Why:
• Sustainability trends, such as reducing carbon emissions and deploying electrifying processes, are gaining importance globally.
• New disruptive technologies, such as AI, IoT, and robotics, are revolutionizing O&G operations.
• These technologies will complement human labor and enable O&G companies to increase safety, efficiency, and productivity in their fuel transformation activities.
• Frost Perspective:
• Technological advances and economies of scale make renewable energy production and electrolyzer capital and operational costs more competitive.
• Research and development (R&D) activities enhance renewable fuels cost and energy efficiency, thereby increasing their competitiveness and adoption.

Industry Convergence

• Why:
• Alternative fuels find applications in all industries where greenhouse gases (GHGs) are evident and difficult to abate. Achieving climate goals is impossible without cross-industry support.
• The increased adoption of alternative fuels is achievable by sharing the lessons various industries have learned throughout their pilot phases.
• This will provide technology developers and service providers opportunities to explore new avenues and industries, offering a broader operational space.
• Frost Perspective:
• Cross-industry convergence is inevitable in the alternative fuels market, with many O&G companies already collaborating with airline companies to develop a sustainable aviation fuel (SAF) market.
• Airline companies are collaborating with technology developers to design and develop engines for low-carbon fuels.
• The automotive sector is polar testing synthetic fuels from Shell and ExxonMobil using green hydrogen and captured CO2.

Competitive Environment

Number of Competitors

• 150

Competitive Factors

• Cost, performance, schedule, support, technology, reliability, contractor relationships, customer relationships

Key End-user Industry Verticals

• Upstream O&G

Leading Competitors

• Siemens, Baker Hughes, Honeywell, Emerson, SLB

Revenue Share of Top 5 Competitors, 2024

• 58.0%

Other Notable Competitors

• Rockwell Automation, ABB, Halliburton, Weatherford, C3 AI

Notable Mergers and Acquisitions

• SLB partnered with Nauticus Robotics, Halliburton acquired Resoptima

Key Competitors

Global

• EMERSON
• SIEMENS
• ABB
• BAKER HUGHES
• HONEYWELL
• SCHNEIDER ELECTRIC
• GENERAL ELECTRIC
• ROCKWELL AUTOMATION
• SLB
• HALLIBURTON
• WEATHERFORD

North America

• EATON
• C3AI
• FORTIVE
• AMETEK EIG
• CHAMPIONX
• TELEDYNE INSTRUMENTS
• NAM AUTOMATION

Europe

• SAIPEM
• HAAS COMPANY
• SYSCOM
• ZYFRA
• EXROBOTICS
• COGNITE
• OILASOFT
• ENDRESS + HAUSER
• 1C COMPANY
• PHOENIX CONTACT

APAC

• PROTIVITI
• ADVANTECH
• YOKOGAWA ELECTRIC
• MITSUBISHI ELECTRIC

LATAM

• INTEROP LATINOAMERICA
• LATINOAMERICA AUTOMATION

MEA

• VISTA AUTOMATION
• AUTOMATION TECHNOLOGY LLC

Table of Contents

Scope and Segmentation

• Scope of Analysis
• Technology Segmentation
• Application Segmentation
• Regional Segmentation

Transformation in O&G Automation

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the O&G Automation Industry

Growth Environment: Summary of Opportunities in the Global Oil and Gas Automation Market

• Key Disruptive Trends in O&G Automation
• Trend 1: The Rise of Fully Autonomous Oilfields
• Trend 2: AI-Powered Decision Intelligence
• Trend 3: The Hyperconnected Oilfield
• Trend 4: Sustainability-Driven Automation
• Trend 5: The Digital Twin Simulated Reality
• O&G Automation Growth Environment

Ecosystem

• Competitive Environment
• Key Competitors
• Key Customers
• Key Competitors by Technology
• Key Competitors by Application
• Competitive Landscape
• Innovators by Application
• Competitive Ecosystem-Benchmarking Leading Innovators

Growth Generator

• Growth Environment Summary
• Growth Environment for O&G Automation
• Revenue Forecast
• Revenue Forecast by Region
• Revenue Forecast by Technology
• Revenue Forecast by Application

Companies to Action

• Innovation Target
• Cognite-Company Profile
• Cognite-Analyst Viewpoint
• Aegex Technologies-Company Profile
• Aegex Technologies-Analyst Viewpoint
• Beyond Limits-Company Profile
• Beyond Limits-Analyst Viewpoint
• C3 AI-Company Profile
• C3 AI-Analyst Viewpoint
• Palantir-Company Profile
• Palantir-Analyst Viewpoint
• Envana-Company Profile
• Envana-Analyst Viewpoint
• Akselos-Company Profile
• Akselos-Analyst Viewpoint
• Sekal AS-Company Profile
• Sekal AS-Analyst Viewpoint
• Emitwise-Company Profile
• Emitwise-Analyst Viewpoint
• Reelwell-Company Profile
• Reelwell-Analyst Viewpoint
• The Last Word
• Scoring Methodology

Growth Opportunity Universe

• Growth Opportunity 1: Fully Autonomous Oilfields
• Growth Opportunity 2: Advanced AI Systems for Full Oilfield Automation
• Growth Opportunity 3: Intelligent Drilling for Full Oilfield Automation
• Growth Opportunity 4: IoT-Driven Hyperconnectivity for Full Oilfield Automation
• Growth Opportunity 5: Cognitive Oilfields
• Growth Opportunity 6: Cognitive AI for the Future Self-Learning Oilfield
• Growth Opportunity 7: Next-Generation Digital Twins for Tomorrow's Cognitive Oilfields
• Growth Opportunity 8: Quantum Computing for Cognitive Oilfield Development
• Growth Opportunity 9: Self-Learning Robotics for the Cognitive Oilfield

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer