石油和天然氣產業排放控制領域的成長機會：全球市場（2024-2035 年）

到 2035 年，人工智慧 (AI) 和機器學習 (ML) 能否改變石油和天然氣產業的排放管理？

隨著各產業加速推動脫碳策略，企業尋求排放影響，排放管理構成了一條複雜且動態的價值鏈，其中包含一系列充滿機會的流程步驟：規劃與諮詢、測量與監控、減排、清除、報告和抵消。支撐這些步驟的是數位化平台和創造性經營模式，它們提供端到端的解決方案。

企業正投資於創新技術，例如智慧感測器，以精確收集各類排放資料；以及無人機和衛星影像，用於地圖繪製。人工智慧 (AI)、機器學習 (ML) 和雲端服務等新興技術正使大規模資料集的管理和儲存成為各行業的普遍做法。未來十年，自動化和機器人技術與數據分析相結合，將在排放的測量和控制方面發揮越來越重要的作用。

本研究重點關注石油和天然氣產業，並重點介紹了在測量、監測和​​報告排放取得的進展。

收入預測

以 2024 年為基準年，預計營收將達到 18.868 億美元，在 2024 年至 2035 年期間的複合年成長率為 8.3%。

分析範圍

• 2015年12月12日，196個國家通過了「巴黎協定」。這是一項具有法律約束力的國際氣候變遷條約，旨在將全球氣溫升幅控制在遠低於工業化前水平2攝氏度以內，並力爭將其限制在1.5攝氏度以內。十年過去了，該協定仍是全球氣候行動的基石，它團結各國致力於減少溫室氣體排放，並在2050年左右實現淨零排放。儘管「巴黎協定」已取得顯著進展，但距離實現長期目標還有25年的時間，因此，加快和協調行動的迫切性前所未有。
• 溫室氣體主要由二氧化碳（CO2）76%、甲烷16%、氧化亞氮（N2O）6%及其他氣體2%組成。本研究重點在於全球油氣產業溫室氣體排放端到端管理的硬體和軟體解決方案。
• 這些氣體對環境和人類健康的影響因以下幾個關鍵因素而異：
  • 輻射效率（能量吸收能力）
  • 大氣中的停留時間（壽命）
• 各行各業都在迅速加大減排排放。能源產業（包括石油和天然氣）佔全球排放的50%以上，正面臨實現氣候目標的社會壓力。監管合規和法律措施，例如營運處罰和經濟制裁，使得排放管理日益重要。
• 排放管理是一個廣泛而複雜的主題。本研究涵蓋了硬體和軟體解決方案，例如連續排放監測系統 (CEMS)，它可以持續測量、監控和報告數據；以及數位解決方案，例如邊緣/物聯網設備和預測性排放監測系統 (PEMS)，這些解決方案連接到 ERP 和 SAP 軟體，用於流程最佳化、資產管理、風險緩解和數據分析，從而實現智慧決策。
• 由於排放管理市場是由多種產品和服務組成的複雜組合，因此很難估算單位成本，需要採用由下而上的方法來估算市場規模。
• 區域分析包括北美（美國、墨西哥、加拿大）、拉丁美洲（巴西、委內瑞拉、圭亞那、阿根廷）、歐洲（挪威、英國、法國、荷蘭、瑞士、德國）、中東和非洲（沙烏地阿拉伯、阿拉伯聯合大公國、阿曼、卡達、埃及、奈及利亞、安哥拉、剛果共和國）以及亞太地區（中國、印度、馬來西亞、澳洲、印尼、日本、新加坡）。
• 分析範圍
• 規劃與建議
  • 削減計劃
  • 藍圖
  • 目標設定
  • 諮詢費
  • 績效協議
  • 氣候變遷行動計劃
  • 資金籌措
• 測量與監測
  • 即時監控
  • 診斷
  • 感測器安裝
  • 地圖
  • 設想
  • 預言
  • 衛星影像
  • 無人機
• 緩解措施
  • 設備效率
  • 新系統
  • 營運變更
  • 材料和燃料的選擇
  • 能源採購
  • 可再生能源併網
  • 電氣化
  • 氫
• 移動
  • 二氧化碳捕集
  • 使用和儲存
  • 空氣污染防治
  • 空氣過濾
• 報告
  • 碳計量
  • 排放報告
  • 遵守
  • 追蹤
  • 基準化分析
  • 企業社會責任與環境、社會及治理報告
  • 碳預算
  • 自動報告
• 抵銷
  • 投資重點
  • 信用管理
  • 計劃開發
  • 嵌入
  • 投資組合管理

數位平台

• 軟體許可
• SaaS模式
• 排放管理服務
• 物聯網資料集
• 參與數據市場
• 基於人工智慧的決策

三大策略要務對石油天然氣產業排放控制產業的影響

顛覆性技術

• 背景：氣候變遷和永續性是影響全球企業的主要議題，促使企業對創新技術進行大量投資，以減少排放並實現淨零排放目標。缺乏實際排放的資訊以及對減排成本效益的認知不足，是減少甲烷排放面臨的兩大課題。
• 弗羅斯特的觀點：隨著智慧感測器等創新技術能夠精確收集各種類型的排放數據，相關投資正在增加。人工智慧、機器學習和雲端服務等新興技術對於管理和儲存大型資料集至關重要。未來十年，自動化、機器人技術和數據分析將在排放測量和控制排放中得到更廣泛的應用。

變革性大趨勢

• 背景：許多產業正在加快減排排放。能源產業，包括佔全球排放50%以上的石油和天然氣產業，正面臨越來越大的壓力，需要實現氣候目標。監管合規和法律後果，例如營運和經濟處罰，使得排放管理日益重要。
• 弗羅斯特的觀點：排放管理服務供應商不應只關注石油和天然氣產業，還應針對其他難以減排的產業客製化產品和服務，並拓展其商業價值提案。從測量和監控到管理和減排的端到端排放管理解決方案將成為未來的主流經營模式。

創新經營模式

• 背景：石油和天然氣終端用戶正在尋求價格合理、高品質、精度高的氣體檢測和分析解決方案。然而，高昂的實施成本，尤其是分析儀、固定式偵測器和感測器網路的成本，阻礙了企業進行大量投資。因此，企業往往更注重滿足合規性要求。
• 弗羅斯特的觀點：基於訂閱的「即服務」經營模式使服務提供者能夠以低成本提供高品質服務。服務供應商可以實施訂閱服務，例如氣體檢測服務，並利用必要的物聯網平台、雲端連接、人工智慧和數據分析解決方案來獲取洞察。感測器公司可以與工業機器人供應商合作，共同開發「即服務」經營模式。

主要競爭對手

• 世界
  • ABB
  • Honeywell
  • Emerson
  • Siemens Energy
  • SLB
  • Baker Hughes
  • Schneider Electric
  • Yokogawa Electric
  • GE Vernova
  • Rockwell Automation
  • Enablon (Wolters Kluwer)
  • ChampionX
  • Microsoft
  • DNV
  • Bureau Veritas
  • IBM Envizi
  • Salesforce
• 北美洲
  • Persefoni
  • Sphera
  • FLIR (Teledyne)
  • Fluke
  • GHGSat
  • Kairos Aerospace
  • Carbon Mapper
  • Bridger Photonics
  • Envana (Halliburton)
  • Thermo Fisher Scientific
  • OneTrust ESG
  • Validere
  • Qube Technologies
  • SeekOps
  • Intelek
  • Highwood
  • ICI
  • Opgal & Gevasol Company
• 歐洲
  • Emitwise
  • Carbmee
  • Plan A
  • Greenly
  • Normative
  • SICK AG
  • OPSIS
  • Protea Ltd
  • Gasmet Technologies
  • SimaPro
  • Sensia Solution
  • NEMS AS
  • Eserv
  • Arolytics
  • Gasera
  • Ecovadis
• 亞太地區
  • JGC Holdings
  • INPEX
  • CarbonetX
  • Simble Solutions Limited
  • Avarni
  • Carbonstop
  • CarbonView Ltd
  • Gasmet Technologies
  • Apex Instruments, Inc.
  • Cerex Monitoring Solutions
  • ENVEA
  • Twin-Tek (Protea)
  • LogicLadder Technologies
  • Carbonstop
• 其他地區
  • SBS
  • Enviromnics, Inc
  • OPSIS AB
  • Cerex Monitoring Solutions
  • Ecomserve
  • EmiAfrica SARL
  • Anethsis Group
  • NetO
  • CODEL - Forbes Marshall
  • NEO Monitors (Nederman company)
  • Tekran Instruments Corporation

成長促進因素

• 企業永續性與淨零排放目標
• 監理合規與報告
• 成本最佳化和營運效率
• 更嚴格的法規和甲烷排放
• 資產保護和風險管理
• 先進技術與整合

成長阻礙因素

• 監管的不確定性和波動性
• 資料安全和智慧財產權問題
• 傳統基礎設施和資料孤島
• 缺乏標準化
• 前期成本高，投資報酬率不確定
• 缺乏數位化和排放的專業知識

目錄

調查範圍

成長環境：石油與天然氣產業排放管理轉型

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對油氣排放控制產業的影響

石油和天然氣排放管理生態系統

• 競爭環境
• 主要競爭對手

石油和天然氣排放控制領域的成長促進因素

• 成長指標
• 成長促進因素
• 成長阻礙因素
• 預測考量
• 收入預測
• 收入預測分析
• 依產品分類的收入預測
• 產品收入預測分析
• 依地區分類的收入預測
• 依最終用戶行業分類的收入預測
• 依最終用戶行業分類的收入預測分析
• 收益分成
• 收入佔有率分析

成長動力：北美油氣產業的排放控制

• 成長指標
• 收入預測
• 依產品分類的收入預測
• 依最終用戶行業分類的收入預測

成長引擎：歐洲石油和天然氣產業的排放控制

• 成長指標
• 收入預測
• 依產品分類的收入預測
• 各行業收入預測
• 收入預測分析

成長動力：亞太地區油氣產業的排放控制

• 成長指標
• 收入預測
• 依產品分類的收入預測
• 各行業收入預測
• 收入預測分析

成長動力：石油和天然氣產業的排放控制－中東和非洲

• 成長指標
• 收入預測
• 依產品分類的收入預測
• 各行業收入預測
• 收入預測分析

成長動力：拉丁美洲石油和天然氣產業的排放控制

• 成長指標
• 收入預測
• 依產品分類的收入預測
• 各行業收入預測
• 收入預測分析

石油和天然氣產業排放控制領域蘊藏著巨大的成長機會

• 成長機會 1：先進的甲烷外洩檢測與修復 (LDAR) 解決方案
• 成長機會 2：自動化排放報告和合規軟體
• 成長機會3：量子運算在排放最佳化的應用
• 成長機會 4：即時排放監測系統的物聯網和邊緣設備
• 成長機會 5：基於人工智慧的排放氣體異常檢測與預測性維護
• 成長機會 6：自動化排放解決方案
• 成長機會7：人工智慧主導的上游油氣排放最佳化
• 成長機會 8：先進的排放分析解決方案
• 成長機會9：基於情境的排放管理數位雙胞胎

附錄

下一步

Will AI and ML Transform Emissions Management in the Oil and Gas Industry by 2035?

As decarbonization strategies gather pace across industries, emissions management is emerging as a key growth opportunity because companies like to minimize their emissions impact. Frost & Sullivan has identified a complex and dynamic value chain and a set of process steps where opportunities abound: planning and advisory, measuring and monitoring, mitigation, removal, reporting, and offsetting. Digital platforms and creative business models that deliver end-to-end solutions underpin these steps.

Companies are investing in innovative technologies like smart sensors to accurately capture different types of emissions data, as well as drones and satellite imagery for mapping. With emerging technologies such as artificial intelligence (AI), machine learning (ML), and cloud services, managing and storing large datasets is becoming common across industries. Over the next 10 years, automation and robotics, combined with data analytics, will become increasingly prevalent in measuring and controlling emissions.

In this study, we focus on the oil and gas industry, highlighting the developments in measuring, monitoring, and reporting.

Revenue Forecast

The revenue estimate for the base year 2024 is $1,886.8 million with a CAGR of 8.3% for the study period 2024-2035.

Scope of Analysis

• On 12 December 2015, 196 parties adopted the Paris Agreement, a legally binding international treaty on climate change aimed at limiting global temperature rise to well below 2°C, with efforts to cap it at 1.5°C above pre-industrial levels. Now, a decade later, the agreement remains a cornerstone of global climate action, uniting nations in their commitment to reduce greenhouse gas emissions and achieve net-zero emissions by around mid-century, typically by 2050. The Paris Agreement has driven significant progress, but with only 25 years remaining to meet its long-term goals, the urgency for accelerated and coordinated action has never been greater.
• GHGs mainly comprise 76% CO2, 16% methane, 6% nitrous oxide (N2O), and 2% other gases*. This study focuses on hardware and software solution for the end-to-end emissions management of GHGs emissions from the global O&G industry.
• These gases have different impacts on the environment and human health according to the following main factors:
  • Radiative efficiency or ability to absorb energy
  • Longevity or how long the gases stay in the atmosphere
• The drive to reduce emissions is rapidly escalating across various industry verticals. The energy sector (including O&G), which is responsible for more than 50% of global emissions) is facing mounting social pressure to meet climate goals. Regulatory compliance and legal measures in the form of operational and financial penalties have increased the importance of emissions management.
• Emissions management is a broad and complex topic. This study covers hardware and software solutions such as Continuous Emissions Monitoring System (CEMS) used to continuously measure, monitor and report data. The study also covers digital solutions such as Predictive Emissions Monitoring Systems (PEMS), edge and IoT based devices connected to ERP and SAP software for optimization of processes, Asset management, risk mitigation and data analytics for smart decision making.
• Since the emission management market is combination of product and service, it is difficult to estimate per unit cost and hence bottom-up approach is used to estimate the market size.
• The regional analysis includes NA (the United States, Mexico and Canada), Latin America (Brazil, Venezuela, Guyana, and Argentina), Europe (Norway, the United Kingdom, France, the Netherlands, Switzerland, and Germany), MEA (Saudi Arabia, the United Arab Emirates, Oman, Qatar, Egypt, Nigeria, Angola, and the Republic of Congo), and APAC (China, India Malaysia, Australia, Indonesia, Japan, and Singapore).
• Scope of Analysis
• Planning and Advisory
  • Reduction plans
  • Roadmaps
  • Goal setting
  • Consulting fees
  • Performance contracting
  • Climate action plans
  • Financing
• Measuring and Monitoring
  • Real-time monitoring
  • Diagnostics
  • Sensor deployment
  • Mapping
  • Scenarios
  • Forecasting
  • Satellite imagery
  • Drones
• Mitigation
  • Equipment efficiency
  • New systems
  • Operating changes
  • Material/fuel choices
  • Energy procurement
  • Renewables integration
  • Electrification
  • Hydrogen
• Removal
  • Carbon capture
  • Usage/storage
  • Air pollution control
  • Air filtration
• Reporting
  • Carbon accounting
  • Emission reporting
  • Compliance
  • Tracking
  • Benchmarking
  • CSR and ESG reports
  • Carbon budgets
  • Automated reporting
• Offsetting
  • Investment priorities
  • Credit management
  • Project development
  • Insetting
  • Portfolio management

Digital Platforms

• Software licensing
• SaaS models
• Emissions Management-as-a-Service
• IoT datasets
• Data marketplace participation
• AI-based decision-making

The Impact of the Top 3 Strategic Imperatives on the Emissions Management Industry in Oil and Gas

Disruptive Technologies

• Why: Climate change and sustainability are the main issues affecting companies globally, driving significant investments in innovative technologies to lower emissions and achieve net-zero targets. Incomplete information about actual emission levels and a lack of awareness about the cost-effectiveness of abatement are 2 challenges in reducing methane emissions.
• Frost Perspective: Investment in innovative technologies, such as smart sensors, is increasing because they accurately capture different emission data types. Emerging technologies, including AI, machine learning (ML), and cloud services, will be integral to managing and storing large datasets. In the next 10 years, automation, robotics, and data analytics will become more prevalent in measuring and controlling emissions.

Transformative Mega Trends

• Why: Many industry verticals are accelerating their efforts to lower emissions. The energy sector-including O&G, which is responsible for more than 50% of global emissions-faces mounting pressure to meet climate goals. Regulatory compliance and legal measures in the form of operational and financial penalties have increased the importance of managing emissions.
• Frost Perspective: Emissions management service providers should not only focus on the O&G industry but also tailor their products and services to other hard-to-abate industries, thereby expanding their business value proposition. End-to-end emissions management solutions, from measuring and monitoring to managing and lowering, will be the main business model in the future.

Innovative Business Model

• Why: O&G end users are looking for high-quality, accurate gas detection and analysis solutions at affordable costs. However, high acquisition costs, especially for analyzers, fixed detectors, and sensor networks, often deter companies from investing heavily. Companies focus instead on meeting compliance parameters.
• Frost Perspective: A subscription-based, as-a-service business model will enable providers to offer high-quality services at a low cost. Providers can implement subscription services, such as gas detection-as-a-service, with the required Internet of Things (IoT) platforms, cloud connectivity, AI, and data analytics-based solutions to gather intelligence. Sensor companies can partner with industrial robot providers to develop an as-a-service business model.

Key Competitors

• Global
  • ABB
  • Honeywell
  • Emerson
  • Siemens Energy
  • SLB
  • Baker Hughes
  • Schneider Electric
  • Yokogawa Electric
  • GE Vernova
  • Rockwell Automation
  • Enablon (Wolters Kluwer)
  • ChampionX
  • Microsoft
  • DNV
  • Bureau Veritas
  • IBM Envizi
  • Salesforce
• North America
  • Persefoni
  • Sphera
  • FLIR (Teledyne)
  • Fluke
  • GHGSat
  • Kairos Aerospace
  • Carbon Mapper
  • Bridger Photonics
  • Envana (Halliburton)
  • Thermo Fisher Scientific
  • OneTrust ESG
  • Validere
  • Qube Technologies
  • SeekOps
  • Intelek
  • Highwood
  • ICI
  • Opgal & Gevasol Company
• Europe
  • Emitwise
  • Carbmee
  • Plan A
  • Greenly
  • Normative
  • SICK AG
  • OPSIS
  • Protea Ltd
  • Gasmet Technologies
  • SimaPro
  • Sensia Solution
  • NEMS AS
  • Eserv
  • Arolytics
  • Gasera
  • Ecovadis
• Asia-Pacific
  • JGC Holdings
  • INPEX
  • CarbonetX
  • Simble Solutions Limited
  • Avarni
  • Carbonstop
  • CarbonView Ltd
  • Gasmet Technologies
  • Apex Instruments, Inc.
  • Cerex Monitoring Solutions
  • ENVEA
  • Twin-Tek (Protea)
  • LogicLadder Technologies
  • Carbonstop
• Rest of World
  • SBS
  • Enviromnics, Inc
  • OPSIS AB
  • Cerex Monitoring Solutions
  • Ecomserve
  • EmiAfrica SARL
  • Anethsis Group
  • NetO
  • CODEL - Forbes Marshall
  • NEO Monitors (Nederman company)
  • Tekran Instruments Corporation

Growth Drivers

• Corporate Sustainability and Net-Zero Goals
• Regulatory Compliance and Reporting
• Cost Optimization and Operational Efficiency
• Increased Regulations Methane Emissions
• Asset Integrity and Risk Management
• Advanced Technologies and Integration

Growth Restraints

• Regulatory Uncertainty and Volatility
• Data Security and IP Concerns
• Legacy Infrastructure and Data Silos
• Lack of Standardization
• High Initial Costs and Uncertain ROI
• Limited Digital and Emissions Expertise

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation by Product
• Segmentation by End-User Industries
• Segmentation by Region

Growth Environment: Transformation in Emissions Management for Oil and Gas Industry

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Emissions Management Industry in Oil and Gas

Ecosystem in Emissions Management for Oil and Gas Industry

• Competitive Environment
• Key Competitors

Growth Generator in Emissions Management for Oil and Gas Industry

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Forecast by Product
• Revenue Forecast Analysis By Product
• Revenue Forecast by Region
• Revenue Forecast by End-User Industries
• Revenue Forecast Analysis By End-User Industries
• Revenue Share
• Revenue Share Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-North America

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by End-User Industries

Growth Generator: Emissions Management for Oil and Gas Industry-Europe

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-Asia-Pacific

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-Middle East and Africa

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Generator: Emissions Management for Oil and Gas Industry-Latin America

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Industry Vertical
• Revenue Forecast Analysis

Growth Opportunity Universe in Emissions Management for Oil and Gas Industry

• Growth Opportunity 1: Advanced Methane Leak Detection and Repair LDAR Solutions
• Growth Opportunity 2: Automated Emissions Reporting and Compliance Software
• Growth Opportunity 3: Quantum Computing for Emissions Optimization
• Growth Opportunity 4: IoT and Edge Devices for Real-Time Emissions Monitoring Systems
• Growth Opportunity 5: AI-Powered Emissions Anomaly Detection and Predictive Maintenance
• Growth Opportunity 6: Automated Emissions Reduction Solutions
• Growth Opportunity 7: AI-Driven Emissions Optimization for Upstream Oil and Gas Operations
• Growth Opportunity 8: Advanced Emission Analytics Solutions
• Growth Opportunity 9: Digital Twins for Scenario-Based Emissions Management

Appendix

• List of Other Companies

Next Steps

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