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市场调查报告书

石油天然气业界中游部门中水事业的未来样貌:二叠纪盆地石油天然气田的新商机

The Future of the Water Midstream: Emerging Opportunities for Water Players in the Permian Basin

出版商 Global Water Intelligence 商品编码 917245
出版日期 内容资讯 英文
商品交期: 最快1-2个工作天内
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石油天然气业界中游部门中水事业的未来样貌:二叠纪盆地石油天然气田的新商机 The Future of the Water Midstream: Emerging Opportunities for Water Players in the Permian Basin
出版日期: 2020年02月07日内容资讯: 英文
简介

美国德州的二叠纪盆地是现今世界上生产量最大的油田,在2019年,一天的石油生产量已超过400万桶。于此同时,鑽采作业中产生的逆流水的量也来到前所未有的水准。每桶原油会产生4~10桶的逆流水,为了应付此一事态,负责中游部门水事业的新企业登场了,在油田的大规模水管理中扮演使必要逻辑业务最佳化的角色。

在油田的中游部门的水事业,至今已见到民间投入90亿到110亿美元的资本,未来更需要160亿美元的民间投资,并预期其中大半都会投入到位于二叠纪盆地西部的德拉瓦盆地的事业。本调查报告关注会影响水部门整体的水管理新模式,并辨明急速发展的二叠纪盆地中游水市场未来的方向性,也介绍已是世界最大规模水市场之一的这片油田中,对于水相关企业的商机,包括基础设施开发和油污浊水处理、再利用、投资等。

这个市场正在急速活动,有可能在初期就决定胜败。因此,精密调查市场、尽早执行投资策略是很重要的。

本报告提供活用商机时必要的预测、市场分析、竞争他设有关资讯。

市场预测与资料组合

  • 在美国的原油生产量 (单位:桶)
    • 从2017年到2050年的资源类型别生产预测:传统型陆上油田、传统型海底油田、致密油、重油(蒸汽压入石油增产采收法(EOR))
    • 从2017年到2050年的各地区致密油生产预测:二叠纪盆地、美国的其他地区
    • 有关各个油田地区的致密油生产的过去资料:二叠纪盆地、Eagle Ford、Bakken等
  • 在美国的天然气生产量(单位:立方英呎)
    • 从2017年到2050年的资源类型别生产预测:传统型陆上油田、传统型海底油田、页岩气、炭层甲烷
    • 有关各个油田地区的页岩气生产的过去资料:马塞勒斯/乌提卡、二叠纪盆地、海恩斯维尔等
  • 油污浊水的量(单位:桶)
    • 从2017年到2050年的美国的资源类型别生产预测:传统型陆上油田、传统型海底油田、页岩气/致密油、重油(蒸汽压入石油增产采收法(EOR))、炭层甲烷
    • 从2017年到2050年的二叠纪盆地资源类型别油污浊水水量预测:传统型陆上油田、页岩气/致密油
  • 从2017年到2030年在水管理事业的支出(单位:美元)
    • 资本支出
      • 水的运输:包含对为了运输水压破碎用的源水、逆流水、油污浊水而新铺设的管线的投资
      • 水的废弃:包含油污浊水用的废水押入井鑽挖费用
      • 水的处理:包含对油污浊水的处理和集中进行水压破碎用源水前处理的设施的投资
    • 事业费
      • 水的调集/供应:为了调集包含用于水压破碎的真水而支付的费用
      • 卡车运输/搬送:为了运送水压破碎用的源水、逆流水、油污浊水而支付给运输公司的费用
      • 水的运输:包含为了运输水压破碎用的源水、逆流水、油污浊水而支付给外部管线营运业者的费用
      • 水的处理:包含水压破碎用的水处理与调整、以及重新使用逆流水与油污浊水或废弃前处理作业的经费
      • 水的废弃:包含支付给外部废水压入井营运业者的费用与公司内进行废弃作业的经费

报告目录

  • 1. 简介
  • 2. 执行摘要
  • 3. 美国的非传统型石油天然气市场发展
  • 4. 在页岩气矿区的水需求与管理
  • 5. 在市场的支出
  • 6. 市场力学
  • 7. 市场结构
  • 8. 排名前20的生产业者及其需求
  • 9. 排名前20的中游部门企业及其产品与服务
  • 10. 结论
目录

OVERVIEW

The Permian Basin is currently the most productive oilfield in the world with oil production surging past 4 million bbl/day in 2019. Unprecedented levels of produced and flowback water from drilling operations have followed, with 4 - 10 barrels of water for every barrel of oil.

The EIA predicts that crude oil production in the southwest United States will double by 2030, driven by the expansion of tight oil production in the Permian Basin. Oilfield water management will become an increasingly urgent problem in this region as produced water volumes follow production. Traditional water management practices will increasingly fall short of the complex and developing needs of E&Ps, and a new business group - ‘the water midstream' - has surfaced to optimise the logistics of water management on the oilfield at scale and to tackle the developing challenges associated with infrastructure needs and economic and regulatory pressures. Services and midstream companies are increasingly building and interconnecting a vast array of water assets to offer upstream oil & gas clients full-cycle water management services such as sourcing, water gathering, transportation, disposal, and treatment.

A Water Infrastructure Business

An estimated $9-11 billion of private capital has been committed to the oilfield water midstream business to date, and a further $16 billion of private investment is projected to be required, much of which is expected to be in the Delaware Basin. Signalling a new model for water management that has implications for the water sector as whole, the Future of the Water Midstream ‘Market Focus Deck' maps the future direction of the rapidly developing Permian Water Midstream market and showcases the associated opportunities for water players in infrastructure development, produced water treatment, recycling, and investment in what is currently one of the world's largest water markets.

There are significant opportunities for water players who want a stake in the new ‘water midstream', but this is a fast-moving market that is poised to quickly determine the winners and losers. Scoping out the market and implementing your strategies for involvement at the earliest stage is essential. This ‘Market Focus Deck' offers the forecasts, market insights and competitor intelligence you need to capitalise on the opportunities.

KEY FEATURES

Key market players

A directory of the top 20 producers and the top 20 water midstream companies along with analysis of the market structure and dynamics, so you can pinpoint your potential clients, partners or competitors, and plan your market entry or consolidation strategy.

Geographic breakdown between Permian sub-basins

Conditions differ across the Permian, so sub-basin-specific analysis will allow you to better understand where growth is happening, where to best position your business and how market opportunities may vary.

Water Midstream market drivers and trends

Success in this market depends on a concrete understanding of the groundwork, changing ground rules, regulatory constraints and the developing logistical and financial demands of producers. This is a comprehensive and essential guide both for new market entrants and existing players.

Market forecasts

Forecasts of capital and operating expenditure on water management by activity; forecasts for US natural gas and crude oil production by resource type; and projected US produced water volumes by resource type

Legislation and regulation updates for both Texas and New Mexico

From increased regulatory scrutiny around traditional water management practices to opportunities being opened through new legislation, we analyze how regulatory constraints are driving water management trends and how this differs from state to state.

MARKET FORECASTS AND DATASETS

Crude oil production in the United States in oil barrels

  • Forecast of production by resource type, 2017-2050: Conventional onshore, conventional offshore, tight oil, heavy oil (steam EOR)
  • Forecast of tight oil production by region, 2017-2050: Permian Basin, Rest of the USA
  • Historical data describing tight oil production by basin: Permian Basin, Eagle Ford, Bakken, Other

Natural gas production in the United States in cubic feet

  • Forecast of production by resource type, 2017-2050: Conventional onshore, conventional offshore, shale gas, coalbed methane
  • Historical data describing shale gas production by basin: Marcellus/Utica, Permian Basin, Haynesville, Other

Produced water volumes in oil barrels

  • Forecast of produced water volumes in the United States by resource type, 2017-2050: Conventional onshore, conventional offshore, shale gas/tight oil, heavy oil (steam EOR), coalbed methane
  • Forecast of produced water volumes in the Permian Basin by resource type, 2017-2050: Conventional onshore, shale gas/tight oil

Spending on water management activities in US dollars, 2017-2030

Capital expenditure

  • Water transfer: Including investment in new pipelines for transport for transport of source water for hydraulic fracturing, flowback water, and produced water.
  • Water disposal: Including drilling of new disposal wells for produced water
  • Water treatment: Including investment in centralized facilities for treatment of produced water and pretreatment of water for hydraulic fracturing

Operating expenditure

  • Water sourcing/supply: Includes fees paid for fresh water for use in hydraulic fracturing.
  • Trucking/hauling: Includes fees paid to operators of hauling companies for transport of source water for hydraulic fracturing, flowback water, and produced water.
  • Water transfer: Includes fees paid to operators of third party pipelines for transport of source water for hydraulic fracturing, flowback water, and produced water.
  • Water treatment: Includes the operating cost of treating and conditioning water for hydraulic fracturing, and treating flowback and produced water before recycling and disposal.
  • Water disposal: Includes fees paid to operators of third party disposal wells and the operating costs of in-house disposal.

OPPORTUNITIES

What is driving opportunities in the water midstream?

Sustaining oil & gas production in the Permian Basin is contingent on E&Ps ability to efficiently manage increasing volumes of produced water and on the development of infrastructure that can meet the regulatory, economic and geological pressures threatening to bottleneck operations. Produced water reuse is emerging as a cost-competitive opportunity for E&Ps to meet pressures associated with frac water demand and SWD permit slowdowns. It is estimated that currently 13% of all the produced water generated in the Permian is reused within hydraulic fracturing operations and this figure is likely to double in the next few years, driven by the emergence of the water midstream business.

What are the opportunities?

Producers are contracting out whole services packages to water midstream companies so they can focus on their core operations, and the resulting opportunities for water sector partners are also significant. The ‘Future of the Water Midstream’ Market Focus Deck will explore how this shift is driving significant opportunities in:

Infrastructure development

Including pipelines, water storage, produced water treatment facilities (mobile and centralized, treatment for reuse and treatment for disposal), and SWDs in the Permian's Midland and Delaware sub-basins. Those that can secure land grants and those who have strategically positioned disposal and treatment facilities will have a competitive advantage in securing contracts. This Market Focus Deck provides critical forecasts, insight into infrastructure needs and analysis of market dynamics to inform your strategy for involvement and to help you pinpoint key clients and potential partners.

Private equity investment

Midstream Water companies mostly rely on large amounts of capital investment in order to finance their infrastructure or buy assets. In the face of oil price stagnation and uncertainty, produced water is an attractive investment for private equity suppliers who want a less-risky way to invest in the growth potential of the Permian. Getting in the game now will ensure higher returns, this Market Focus Deck is an essential tool for identifying the areas with the greatest return potential and will provide essential insight into midstream players and consolidation activity.

Water Midstream market development

As the market consolidates, midstream companies need to strategically position themselves to benefit from he need for large, integrated asset systems and recycling capabilities. Building the right assets now and investing for infrastructure is crucial in securing contracts in the future, this Market focus deck will help water midstream businesses to identify where to strategically position their operation, what assets will be beneficial, how regulations will impact the market, and what future trends could shape their strategy.

Water treatment

There is significant demand for proven digital and water treatment technologies that meet the needs of the market, particularly as recycling becomes more widespread. Both the niche and established water technology businesses should scope out potential markets for their solution now to gain a foothold. This Market Focus Deck provides forecasts for water treatment/recycling alongside analysis of treatment requirements between basins and the market for centralized and mobile treatment systems - critical intelligence to inform your pitches to potential clients.

Table of Contents

  • 1. Introduction
  • 2. Executive Summary
  • 3. Development of U.S. Unconventional Oil&Gas Market
  • 4. Water needs and Water Management in the Shale Plays
  • 5. Market Spend
  • 6. Market Dynamics
  • 7. Market Structure
  • 8. Top 20 Producers and their Needs
  • 9. Top 20 Midstream Companies and their Offerings
  • 10. Conclusion