隨著全球化石燃料需求依然強(qiáng)勁，各國都在尋找碳友好型生產(chǎn)資源，海上開采又重新成為人們關(guān)注的焦點。2023年至2024年，海上油氣活動預(yù)計將占所有獲批常規(guī)油氣的68%，高于2015年至2018年期間的40%。與這一時期進(jìn)行比較是謹(jǐn)慎的，因為它發(fā)生在疫情期間和相關(guān)油價暴跌之前。就項目總數(shù)而言，未來兩年，海上開發(fā)項目將占到所有獲批項目的近一半，而2015年至2018年這一比例僅為29%。
這些新投資將為離岸服務(wù)市場帶來福音，2023年和2024年供應(yīng)鏈支出將增長16%，同比增長210億美元，為10年來的最高水平。海上鉆井平臺、船舶、海底和浮式生產(chǎn)儲卸載(FPSO)活動都將蓬勃發(fā)展。
全球主要驅(qū)動因素之一是中東離岸勘探開采活動的大規(guī)模擴(kuò)張。受沙特阿拉伯、卡塔爾和阿聯(lián)酋大型項目的提振，該地區(qū)的海上上游支出將首次超過其他地區(qū)。該地區(qū)的海外支出增長至少在未來三年還將持續(xù)，從今年的330億美元增長到2025年的410億美元。這些國家正在開發(fā)其巨大的海上資源，以滿足日益增長的全球石油需求，并得到必要的資本和基礎(chǔ)設(shè)施的支持，以趕超其他產(chǎn)油國。
原文如下：
Offshore Oil And Gas Is Back With More Than $200 Billion In New Investment
The offshore oil and gas (O&G) sector is set for the highest growth in a decade in the next two years, with $214 billion of new project investments lined up. Rystad Energy research shows that annual greenfield capital expenditure (capex) will break the $100 billion threshold in 2023 and in 2024 – the first breach for two straight years since 2012 and 2013.
As global fossil fuel demand remains strong and countries look for carbon-friendly production sources, offshore is back in the spotlight. Offshore activity is expected to account for 68% of all sanctioned conventional hydrocarbons in 2023 and 2024, up from 40% between 2015-2018. Comparisons against this period are prudent as it predates the Covid-19 pandemic and related oil price crash. In terms of total project count, offshore developments will make up almost half of all sanctioned projects in the next two years, up from just 29% from 2015-2018.
These new investments will be a boon for the offshore services market, with supply chain spending to grow 16% in 2023 and 2024 , a decade-high year-on-year increase of $21 billion. Offshore rigs, vessels, subsea and floating production storage and offloading (FPSO) activity are all set to flourish.
One of the leading global drivers is the sizable expansion of offshore activities in the Middle East. For the first time, offshore upstream spending in the region will surpass all others, lifted by mammoth projects in Saudi Arabia, Qatar and the UAE. The area’s offshore spending growth looks set to continue at least for the next three years, growing from $33 billion this year to $41 billion in 2025. These countries are tapping into their vast offshore resources to meet rising global oil demand, backed by the necessary capital and infrastructure to outpace other producers.
