根据能源分析机构雷斯塔能源的数据显示，未来两年，海上油气行业的增长将达到10年来最高水平，将有价值2140亿美元的新项目等待开发。
据研究发现，2022年，年度未开发地资本支出(capex)突破了1000亿美元，并可能在2023年再次突破。这将是自2012年和2013年以来，连续两年首次出现这种情况。
尽管有100多个国家提出或承诺到2050年将全球变暖控制在1.5摄氏度以内的净零目标，但全球化石燃料需求仍然强劲。
据雷斯塔能源称，2023/2024年，海上活动将占所有批准的常规碳氢化合物的68%。这标志着与2015年至2018年(即疫情之前的时期)相比，增加了40%。
2023年和2024年，供应链支出将增长16%，增加120亿美元。这将是十年来的最高同比涨幅。
雷斯塔能源供应链研究主管马丁森表示，随着全球超级大国努力在推进能源转型的同时减少碳足迹，海上运营商和服务公司在未来几年应该会有一笔意外之财。他将海上油气生产描述为“提取碳氢化合物的低碳密集型方法之一”。
据分析师预测，中东地区的海上扩张将推动这一增长，该地区的海上上游支出将超过其他所有地区。雷斯塔预测，该地区的海上支出增长将从今年的330亿美元增至2025年的410亿美元。
英国和巴西在上游领域的支出仅次于中东，巴西今年的支出将达到230亿美元，英国将达到70亿美元。
原文如下：
Report: Offshore oil and gas set for highest growth in a decade
Offshore oil and gas demand remains strong as research firm Rystad Energy predicts record spending in the sector, notably in the Middle East, Brazil and the UK.
Data from energy analysts Rystad Energy shows that offshore oil and gas is set for its highest growth in a decade in the next two years, with $214bn worth of new projects lined up.
The research found that annual greenfield capital expenditure (capex) broke the $100bn threshold in 2022, and will likely break it again in 2023. This would be the first time this has happened in two consecutive years since 2012 and 2013.
Global fossil fuel demand remains strong, despite more than 100 countries having proposed or committed to a net zero target to reduce global warming to 1.5?C by the year 2050.
According to Rystad Energy offshore activity will account for 68% of all sanctioned conventional hydrocarbons in 2023/2024.This marks a 40% increase from 2015-2018, the period prior to the Covid-19 pandemic.
Supply chain spending is set to grow 16% in 2023 and 2024, an increase of $12bn. This would represent the highest year-on-year gain in a decade.
Audun Martinsen, head of supply chain research at Rystad Energy, said that “offshore operators and service companies should expect a windfall in the coming years as global superpowers try to reduce their carbon footprint while advancing the energy transition”. He describes offshore oil and gas production as “one of the lower carbon-intensive methods of extracting hydrocarbons”.
The analysts predict that offshore expansion in the Middle East will drive this increase, with the region surpassing all others in offshore upstream spending. Rystad predicts that offshore spending growth in the region will go from $33bn this year to $41bn in 2025.
The UK and Brazil sit just behind the Middle East in spending, with Brazilian upstream spending set to reach $23bn this year and $7bn in the UK.
