據鉆機地帶4月27日報道，根據數據和分析公司GlobalData的數據顯示，地緣政治和能源轉型是2023年油氣行業最緊迫的主題。

GlobalData在周四(4月27日）發給Rigzone（鉆機地帶）的一份聲明中指出，自去年地緣政治沖突開始以來，地緣政治已成為油氣行業的關鍵宏觀經濟主題，并補充道油氣公司將繼續追求“支持向零排放技術過渡的新行業主題”。

該聲明強調，該公司的一份新報告確定了今年影響油氣行業的20個“突出主題”。GlobalData在聲明中概述，該報告顯示，人工智能、區塊鏈、云計算、網絡安全、物聯網、機器人和元宇宙將是“影響該行業的顛覆性技術主題”。

GlobalData的油氣分析師Ravindra Puranik在一份公司聲明中表示，目前東歐的地緣政治沖突正在深刻影響全球油氣行業，并重塑其供應鏈。

Puranik補充道，在這種環境下，行業參與者需要意識到可能會降低其盈利能力或開辟新市場途徑的情境。

Puranik繼續說道，向清潔能源的持續轉型也將嚴重影響油氣行業。可再生能源和電動汽車等主題是該行業的主要顛覆者，而CCS和低碳氫將在未來幾年為石油和天然氣企業創造新的機會。

這位GlobalData分析師接著指出，技術主題將繼續影響未來十年的運營能力。

Puranik稱，及時而有條理的科技投資可以為油氣公司提供競爭優勢。

在其報告中，GlobalData將2023年的20大主題分為四類，分別是工業、科技、ESG和宏觀經濟。該報告強調了幾個“主要參與者”，包括bp、殼牌、Equinor、埃克森美孚、埃尼、雪佛龍、道達爾能源和沙特阿美。

可再生能源

在上個月發給Rigzone的另一份聲明中，GlobalData指出，各油氣公司已承諾在可再生能源市場進行“大量投資”，以提高其在未來幾年的份額。

該聲明強調，2022年，油氣公司在全球可再生能源總裝機發電量中的占比略高于1%，并概述了2022年至2030年期間，全球可再生能源發電量預計將以6.9%的復合年增長率增長。

Puranik當時在一份公司聲明中表示，由于聯合國等國際機構強調了減少碳排放的必要性，領先的油氣公司正在通過增加投資來擴大他們在可再生能源的占比。

Puranik補充道，展望未來，隨著太陽能和風能等替代能源越來越受歡迎，油氣行業將越多地采用零碳能源。油氣行業的領導者越來越多地將自己定位為可再生能電力和可再生燃料的供應商。太陽能和風能項目具有相對更高的增長潛力，項目成本也在下降。這使它們成為油氣公司在能源轉型中的理想投資。

2023年石油、天然氣主題

早在今年1月，風險情報公司RANE的高級全球分析師Matthew Bey告訴鉆機地帶稱，西方制裁和七國集團對石油價格上限的影響將成為2023年油氣行業的首要問題。

麥肯錫公司高級合伙人兼全球油氣業務負責人Micah Smith當時告訴鉆機地帶，2023年定義油氣行業的一個詞是“和”。

Smith在1月份告訴鉆機地帶稱，隨著該行業不斷適應新的挑戰，當務之急將是實現清潔和廉價的能源與能源安全&充足之間的平衡。

惠譽解決方案國家風險與行業研究公司的分析師在去年年底發布的一份概述2023年主要油氣主題的報告中表示，2023年，持續的供應增長和疲軟的需求增長將緩解緊張的市場，并緩解2022年推高能源價格的一些價格壓力。

郝芬 譯自 鉆機地帶 網站

原文如下：

These Are the Most Pressing Themes for Oil, Gas in 2023

Geopolitics and the energy transition are the most pressing themes for the oil and gas industry in 2023, according to data and analytics company GlobalData.  

In a statement sent to Rigzone on Thursday, GlobalData noted that geopolitics has become a pivotal macroeconomic theme for the oil and gas industry ever since the start of the conflict and added that oil and gas companies will continue to pursue “newer industry themes that support the energy transition towards zero emission technologies”.

The statement highlighted that a new report by the company had identified 20 “prominent themes” impacting the oil and gas sector this year. The report revealed that artificial intelligence, blockchain, cloud computing, cybersecurity, the Internet of Things, robotics, and the metaverse will be “the disruptive tech themes impacting the industry”, GlobalData outlined in the statement.

“The current geopolitical conflict in Eastern Europe is deeply impacting the global oil and gas industry and reshaping its supply chains,” Ravindra Puranik, an Oil and Gas Analyst at GlobalData, said in a company statement.

“In this environment, industry participants need to sense the scenarios that could either diminish their profitability or open new market avenues,” Puranik added.

“The ongoing transition towards clean energy sources will also weigh heavily on the oil and gas players. Themes such as renewable energy and electric vehicles are major disruptors to the industry, while CCS and low-carbon hydrogen will create new opportunities for oil and gas players in the coming years,” Puranik continued.

The GlobalData analyst went on to note that technology themes will continue to shape operational capabilities in this decade.

“Timely and methodical investments in tech themes could provide competitive advantages for oil and gas players,” Puranik said.

In its report, GlobalData classified its top 20 themes for 2023 into four categories, comprising industry, technology, ESG, and macroeconomy. The report highlighted several “key players” including BP, Shell, Equinor, ExxonMobil, Eni, Chevron, TotalEnergies, and Saudi Aramco.

Renewable Energy

In a separate statement sent to Rigzone last month, GlobalData noted that oil and gas players have pledged “considerable investments” in the renewable energy market to improve their share in the coming years.

The statement highlighted that oil and gas companies held little over one percent of the total installed renewable energy capacity globally in 2022 and outlined that renewable power generation across the world is expected to grow at a compound annual growth rate of 6.9 percent between 2022 and 2030.

“Leading oil and gas companies are expanding their exposure to renewable energy through increased investments, as international bodies, such as the United Nations, have highlighted the need to mitigate carbon emissions,” Puranik said in a company statement at the time.

“Going forward, the oil and gas industry will increase its adoption of zero-carbon sources, with alternatives such as solar and wind power becoming increasingly popular,” Puranik added.

“Oil and gas leaders are increasingly positioning themselves as the providers of renewable power and renewable fuels. Solar and wind power projects have comparatively higher growth potential and are also witnessing falling project costs. This makes them ideal investments for oil and gas companies in their energy transition,” Puranik added.

2023 Oil, Gas Themes

Back in January this year, Matthew Bey, a Senior Global Analyst for risk intelligence company RANE, told Rigzone that the impact of Western sanctions and the G-7 price cap oil will be the top issue for the oil and gas sector in 2023.

Micah Smith, a Senior Partner and Global Oil & Gas Practice Leader at McKinsey & Company, told Rigzone at the time that one word that will define the oil and gas industry in 2023 is “and”.

“As the industry continues to adjust to a new challenging reality, the imperative will be achieving the balance of clean and affordable and plentiful and secure energy,” Smith told Rigzone in January.

In a report outlining 2023’s key oil and gas themes published late last year, analysts at Fitch Solutions Country Risk & Industry Research stated that, in 2023, ongoing supply growth and weaker demand growth will ease tight markets and relieve some of the price pressures that pushed energy prices higher in 2022.