据世界管道12月2日报道，《石油和天然气资本支出展望-增长、趋势和预测(2020-2025)》报告预计，油气资本支出在预测期内的复合年增长率将超过8.4%。
在预测期内，预计一些因素会增加资本支出，例如，降低项目成本和优化投资组合的强劲盈利能力(这导致了对低利润领域的撤资)，以及对高利润增长机会的投资更多关注等。
此外，面向天然气的投资正在增加，因为天然气是一种碳密集程度较低的燃料，有助于向低碳经济转型。然而，原油和天然气价格的波动，加上全球经济增长缓慢，预计将在预测期内抑制油气资本支出。
由于多个地区的国有企业正优先考虑国内油气项目，以提高能源安全，减少对进口的依赖，预计上游行业将成为资本支出最高的板块。
几个新油田项目，以及塞内加尔和毛里塔尼亚等非洲国家的深水和超深水勘探项目，都有充足的机会增加资本支出。
全球综合石油巨头、国家石油公司的业务以及在预测期内的新投资将使亚太地区的资本支出增幅最大，并可能成为增长最快的地区。
全球石油和天然气资本支出市场是适度分散的。主要参与者包括BP、埃克森美孚公司、道达尔公司、雪佛龙公司和荷兰皇家壳牌公司等。
王佳晶 摘译自 世界管道
原文如下：
Global oil and gas CAPEX outlook: 8.4% growth to 2025
The "Oil and Gas CAPEX Outlook - Growth, Trends, and Forecasts (2020 - 2025)" report has been added to ResearchAndMarkets.com's offering.
The oil and gas CAPEX is expected to grow at a CAGR of more than 8.4% during the forecast period.
Factors, such as strong profitability following a trend to reduce project costs and optimise portfolios, which has led to divestment of low-margin fields, and increased focus Moreover, LNG-oriented gas projects are witnessing increased investment, as it is a less carbon-intensive fuel and helps in the transition to a lower carbon economy. However, volatile crude oil and natural gas prices, coupled with slow economic growth at a global level, are expected to restrain the oil and gas CAPEX during the forecast period.
The upstream sector is expected to be the largest segment, which would have the highest CAPEX, as several region's state-owned firms are prioritising domestic oil and gas projects to improve energy security and reduce their dependence Several greenfield projects, along with deepwater and ultra-deepwater exploration in African countries such as Senegal and Mauritania, possess ample opportunity for increased capital expenditure.
Asia-Pacific has recorded the highest gains in CAPEX and is likely to be the fastest-growing region, owing to operations of globally integrated majors along with national oil companies and new investments during the forecast period.
The global oil and gas CAPEX market is moderately fragmented. Some of the key players are BP PLC, Exxon Mobil Corporation, Total SA, Chevron Corporation, and Royal Dutch Shell PLC.