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市場調查報告書
商品編碼
1734868
2032 年頁岩氣市場預測:按產品類型、技術、應用、最終用戶和地區進行的全球分析Shale Gas Market Forecasts to 2032 - Global Analysis By Product Type (Dry Gas, Wet Gas and Associated Gas), Technology, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球頁岩氣市場規模預計在 2025 年達到 964 億美元,到 2032 年將達到 1,842 億美元,預測期內的複合年成長率為 7.9%。
頁岩氣是一種蘊藏在頁岩(一種細粒沉積岩)地層中的天然氣。這種氣體主要成分是甲烷,透過水力壓裂法(簡稱「壓裂」)開採。水力壓裂法需要將水、沙子和化學物質注入頁岩中以釋放氣體。由於開採技術的進步,頁岩氣已成為一種重要的能源來源,使以前無法開採的蘊藏量變得經濟可行。頁岩氣為世界能源供應做出了貢獻,被認為是煤炭的清潔能源來源替代品,但人們對其環境影響和用水量的擔憂仍然很大。
根據美國能源資訊署(EIA)的數據,2022年美國頁岩氣乾天然氣產量將達到約28.5兆立方英尺(Tcf),約佔2022年美國乾天然氣總產量的80%。
天然氣需求不斷成長
日益成長的天然氣需求對頁岩氣市場產生了重大影響,促進了經濟成長和能源安全。開採技術的進步使頁岩氣更易於獲取且更具經濟可行性,從而鼓勵了基礎設施投資,並支持了各行各業的就業機會。產量的激增導致天然氣價格下降,惠及消費者和工業界。此外,向頁岩氣等更清潔能源來源的轉變有助於減少溫室氣體排放,與全球應對氣候變遷的努力一致,並促進更永續的能源未來。
監管審查和公眾反對
監管審查和公眾反對為市場帶來了負面影響,阻礙了成長和擴張。圍繞水力壓裂、用水和環境保護的法規日益增多,導致公司營運成本上升、計劃工期延誤並降低盈利。公眾對水污染、空氣品質和地震活動的擔憂引發了公眾的反對,引發了抗議、法律訴訟,甚至一些地區禁止水力壓裂。這些因素為市場帶來了不確定性,並可能阻礙頁岩氣資源的投資和市場發展。
能源安全與獨立
能源安全和獨立正在對市場產生積極影響,因為它減少了對外國石油和天然氣進口的依賴。當各國開發自己的頁岩氣資源時,它們不易受到地緣政治動盪和價格波動的影響,並且能夠確保更穩定可靠的能源供應。這種轉變有助於經濟穩定,促進當地就業,並加強國家安全。此外,擴大國內頁岩氣產量有助於降低能源成本,並透過提供比其他石化燃料更清潔的替代品來實現環境永續性。
探勘和生產成本高
高昂的探勘和生產成本是市場的一個重要負面促進因素,因為它限制了企業的盈利並增加了財務風險。開採頁岩氣蘊藏量成本高昂,因為鑽井和水力壓裂需要先進的技術和大量的資本投入。此外,油氣價格波動可能會使企業難以收回這些成本,尤其是在大宗商品價格低迷時期。這些高成本可能會阻礙小型企業進入市場,並減緩頁岩氣產量的成長。
COVID-19的影響
新冠疫情嚴重衝擊市場,導致全球能源需求因停工停產和工業活動減少而急劇下降。這導致油氣價格下跌,迫使許多頁岩氣生產商減產並推遲新計畫。金融不確定性和投資減少也影響了探勘和鑽井活動。此外,疫情擾亂了供應鏈和勞動力供應,進一步阻礙了危機時期頁岩氣業務的成長和發展。
預計預測期內水平鑽井領域將實現最大幅度成長
預計水平鑽井領域將在預測期內佔據最大的市場佔有率。與垂直鑽井不同,水平鑽井是指水平穿過頁岩地層的鑽井,從而擴大了天然氣開採的表面積。這種方法提高了產量,減少了所需的鑽井數量,從而降低了營運成本。水平鑽井與水力壓裂相結合,使以前無法開採的頁岩氣蘊藏量變得經濟可行,從而顯著提高了全球頁岩氣產量。
預計預測期內發電部門的複合年成長率最高。
由於頁岩氣提供了一種比煤炭和其他石化燃料更清潔、更經濟的替代方案,預計發電領域將在預測期內實現最高成長。豐富的頁岩氣儲量促進了燃氣發電廠的建設,與傳統燃煤電廠相比,燃氣發電廠的二氧化碳排放更低。因此,頁岩氣在減少能源領域的溫室氣體排放方面發揮關鍵作用,同時為發電提供了可靠且穩定的能源供應。
預計亞太地區將在預測期內佔據最大的市場佔有率。這些國家越來越注重開發國內能源資源,以減少對進口的依賴並提高能源安全。然而,技術限制、監管障礙和環境問題等挑戰阻礙了快速成長。儘管如此,預計未來幾年該地區鑽井技術的進步和能源需求的不斷成長將推動頁岩氣產量的成長。
預計北美地區將在預測期內實現最高的複合年成長率,因為水力壓裂和水平鑽井技術的進步使得開採先前無法開採的天然氣蘊藏量成為可能。能源需求的不斷成長,尤其是在美國和加拿大,正推動市場成長,同時天然氣價格的下降也促使工業和發電行業轉向更清潔的燃料。此外,能源獨立的努力和政府的優惠政策也進一步推動了頁岩氣的生產,使其成為北美能源格局的重要組成部分。
According to Stratistics MRC, the Global Shale Gas Market is accounted for $96.4 billion in 2025 and is expected to reach $184.2 billion by 2032 growing at a CAGR of 7.9% during the forecast period. Shale gas is a type of natural gas that is found trapped within shale formations, which are fine-grained sedimentary rocks. This gas is primarily methane and is extracted through a process known as hydraulic fracturing or "fracking," where water, sand, and chemicals are injected into the shale to release the gas. Shale gas has become an important energy source due to advances in extraction technology, making previously inaccessible reserves economically viable. It has contributed to the global energy supply and has been considered a cleaner alternative to coal, though concerns about environmental impact and water use remain significant.
According to U.S. Energy Information Administration (EIA) in 2022, U.S. dry natural gas production from shale formations was about 28.5 trillion cubic feet (Tcf) and equal to about 80% of total U.S. dry natural gas production in 2022.Shale gas production may increase further due to new wells being drilled across the country.
Growing demand for natural gas
The growing demand for natural gas has significantly impacted the shale gas market, fostering economic growth and energy security. Advancements in extraction technologies have made shale gas more accessible and economically viable, encouraging investment in infrastructure and boosting employment opportunities across various sectors. This surge in production has led to a decrease in natural gas prices, benefiting consumers and industries alike. Additionally, the shift towards cleaner energy sources, such as shale gas, has contributed to reduced greenhouse gas emissions, aligning with global efforts to combat climate change and promoting a more sustainable energy future.
Regulatory scrutiny and public opposition
Regulatory scrutiny and public opposition have negatively impacted the market by creating barriers to growth and expansion. Stricter regulations on hydraulic fracturing, water use, and environmental protections increase operational costs for companies, delaying project timelines and reducing profitability. Public opposition, driven by concerns over water contamination, air quality, and seismic activity, has led to protests, legal challenges, and even bans on fracking in some regions. These factors create uncertainty in the market and may discourage investment and development of shale gas resources.
Energy security and independence
Energy security and independence have had a positive impact on the market by reducing reliance on foreign oil and gas imports. As countries develop their own shale gas resources, they can ensure a more stable and reliable energy supply, less vulnerable to geopolitical disruptions or price fluctuations. This shift supports economic stability, fosters local job creation, and enhances national security. Moreover, increased domestic production of shale gas helps lower energy costs and provides a cleaner alternative to other fossil fuels, contributing to environmental sustainability.
High exploration and production costs
High exploration and production costs are a significant negative factor in the market, as they limit profitability and increase financial risks for companies. Drilling and hydraulic fracturing require advanced technology and significant capital investment, making it expensive to access shale gas reserves. In addition, fluctuating oil and gas prices can make it difficult for companies to recover these costs, especially during periods of low commodity prices. These high costs may deter smaller players from entering the market and slow down the growth of shale gas production.
Covid-19 Impact
The COVID-19 pandemic severely impacted the market, causing a sharp decline in global energy demand due to lockdowns and reduced industrial activity. This led to a decrease in oil and gas prices, forcing many shale producers to cut back on production and delay new projects. Financial instability and reduced investments also affected exploration and drilling activities. Additionally, the pandemic disrupted supply chains and labor availability, further hindering the growth and development of shale gas operations during the crisis.
The horizontal drilling segment is expected to be the largest during the forecast period
The horizontal drilling segment is expected to account for the largest market share during the forecast period. Unlike vertical drilling, horizontal drilling involves drilling a wellbore that extends horizontally through the shale layer, increasing the surface area for gas extraction. This method enhances production rates and reduces the number of wells needed, lowering operational costs. Horizontal drilling, coupled with hydraulic fracturing, has made previously inaccessible shale gas reserves economically viable, significantly boosting shale gas production worldwide.
The power generation segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the power generation segment is predicted to witness the highest growth rate, as shale gas offers a cleaner and more cost-effective alternative to coal and other fossil fuels. The abundance of shale gas has led to the construction of gas-fired power plants, which produce electricity with lower carbon emissions compared to traditional coal plants. As a result, shale gas has played a key role in reducing greenhouse gas emissions in the energy sector, while providing a reliable and stable energy supply for electricity generation.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. These nations are increasingly focusing on developing domestic energy resources to reduce dependence on imports and improve energy security. However, challenges such as technological limitations, regulatory hurdles, and environmental concerns hinder rapid growth. Despite this, advancements in drilling technologies and rising energy demand in the region are expected to boost shale gas production in the coming years.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by advancements in hydraulic fracturing and horizontal drilling technologies, enabling the extraction of previously inaccessible gas reserves. Rising energy demand, particularly in the U.S. and Canada, boosts market growth, alongside lower natural gas prices, which encourage industrial and power generation sectors to shift to cleaner fuels. Additionally, energy independence initiatives and favorable government policies further support shale gas production, making it a key component of North America's energy landscape.
Key players in the market
Some of the key players profiled in the Shale Gas Market include Chevron Corporation, Shell PLC, ConocoPhillips Company, PetroChina Company Limited, Sinopec, BP PLC, TotalEnergies SE, EQT Corporation, Southwestern Energy Company, Antero Resources Corporation, Chesapeake Energy Corporation, Exxon Mobil Corporation, Baker Hughes Company, Halliburton Company and Schlumberger Limited.
In April 2025, Shell Eastern Trading Pte. Ltd., has completed the previously announced acquisition of 100% of the shares in Pavilion Energy Pte. Ltd. The acquisition will be absorbed within Shell's cash capital expenditure guidance. This acquisition helps to deliver on Shell's ambition to solidify its leading position in liquified natural gas (LNG) by growing sales by 4-5% per year through to 2030.
In March 2025, Chevron U.S.A. Inc., announced that it has closed on a transaction to sell a 70% interest in its East Texas gas assets to an affiliate of TG Natural Resources LLC ("TGNR"), a company indirectly owned by Tokyo Gas Co., Ltd. ("Tokyo Gas") and Castleton Commodities International LLC ("CCI"), for $525 million, with $75 million paid in cash and $450 million as a capital carry to fund Haynesville development. Chevron will retain a 30% non-operated working interest in a joint venture with TGNR and an overriding royalty interest in the assets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.