|
| 2019-10-31 来源： 中国石化新闻网 |
 |
 |
石化新闻 |
|
中国石化新闻网讯 据离岸工程10月30日消息，Saipem和贝克休斯(Baker Hughes)等重量级油田服务提供商正朝石油和天然气项目以外的市场迈进，拥抱更多的可再生能源项目。 2014年，非上游油气活动占服务供应商收入的22%。这一比例在2018年增至27%。 据咨询公司Rystad Energy称，这一趋势将在未来十年加速发展。 BHGE是一家专注于从油藏到炼油厂的“全流程公司”，摆脱了之前的角色，该公司将因此被称为贝克休斯(Baker Hughes)，一家开发和部署能源技术以推动行业向能源转型的“能源技术公司”。 同样，塞班50%的工程和建设积压是基于2016年底的石油项目。作为全球最大的EPC(工程、采购和施工)承包商和服务集团之一，这家意大利公司基于石油的积压订单到2019年年中已缩减至33%，天然气和其他能源项目在投资组合中的份额越来越大。 该公司预计未来清洁能源将占其投资组合的60%，因为它将在海上风能、太阳能和地热能以及生物质能的转化方面占据更大的份额。 塞班的主要竞争对手TechnipFMC今年在能源转型的道路上迈出了进一步的步伐，启动了一项计划，将公司拆分，成立一个全新的实体，专门追逐能源基础设施项目。 Rystad Energy预测，到2020年，全球上游服务市场将会下跌，并且在2019年至2022年的四年期间仅略微增长3％。 Rystad Energy油服研究负责人Martinsen表示:“对于服务企业而言，进入快速发展的能源市场将是一段更有利可图的旅程，例如在亚太地区，可再生能源资本支出最早将在明年超过上游投资。” 裘寅 编译自 离岸工程 原文如下： Oilfield Services Firms Moving Beyond Oil Heavyweight oilfield service providers like Saipem and Baker Hughes are moving past just oil and gas projects and embracing more renewable energy projects going forward. In 2014, non-upstream oil and gas activities accounted for 22% of revenues among service suppliers. This share grew to 27% in 2018. According to Rystad Energy, the trend to accelerate in the next decade. Shedding its former persona as BHGE, a “fullstream company” focusing on reservoir to the refinery, the company will henceforth be known as Baker Hughes, an “energy technology company” that develops and deploys energy technologies to drive the industry towards energy transition. Likewise, 50% of Saipem’s engineering and construction backlog was based on oil projects at the end of 2016. One of the largest EPC (engineering, procurement and construction) contractors and service conglomerates, the Italian company’s oil-based backlog had shrunk to just 33% by mid-2019, with gas and other energy projects assuming an increasing share of the portfolio. The firm expects clean energy to make up 60% of its portfolio going forward, as it takes on a larger presence in offshore wind, solar and geothermal power, as well as the conversion of biomass. Saipem’s main competitor, TechnipFMC, has further steps down the road towards energy transition this year, initiating a plan to split the company and spin-off an entirely new entity to exclusively chase energy infrastructure projects. Rystad Energy forecasts that the global upstream service market will decline in 2020 and grow only at a modest 3% for the four-year period from 2019 to 2022. “For service companies, it will be a more lucrative journey to get exposed to a fast-moving energy market, like in Asia-Pacific, where renewable capex will overtake upstream investments as soon as next year,” Martinsen remarked.
|
