随着全球化石燃料需求依然强劲，各国都在寻找碳友好型生产资源，海上开采又重新成为人们关注的焦点。2023年至2024年，海上油气活动预计将占所有获批常规油气的68%，高于2015年至2018年期间的40%。与这一时期进行比较是谨慎的，因为它发生在疫情期间和相关油价暴跌之前。就项目总数而言，未来两年，海上开发项目将占到所有获批项目的近一半，而2015年至2018年这一比例仅为29%。
这些新投资将为离岸服务市场带来福音，2023年和2024年供应链支出将增长16%，同比增长210亿美元，为10年来的最高水平。海上钻井平台、船舶、海底和浮式生产储卸载(FPSO)活动都将蓬勃发展。
全球主要驱动因素之一是中东离岸勘探开采活动的大规模扩张。受沙特阿拉伯、卡塔尔和阿联酋大型项目的提振，该地区的海上上游支出将首次超过其他地区。该地区的海外支出增长至少在未来三年还将持续，从今年的330亿美元增长到2025年的410亿美元。这些国家正在开发其巨大的海上资源，以满足日益增长的全球石油需求，并得到必要的资本和基础设施的支持，以赶超其他产油国。
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.
