离岸人员
阿伯丁——随着全球石油和天然气行业转向浮式生产系统，Energy Maritime Associates (EMA) 发布了一份新报告，预测需求强劲，预计未来五年内订单将达到 1730 亿美元，多达 168 个装置。
该市场主要由浮式生产储卸船（FPSO）、浮式液化天然气（FLNG）装置和生产半潜式平台推动。然而，报告称，需求激增也带来了一系列挑战。
EMA 表示，其《浮动生产展望报告（2024-2028 年）》对市场进行了全面分析，但也对潜在的供应链瓶颈提出了警告。到 2026 年，船厂的 FPSO 船体舱位和其他整体订单几乎已被预订满，随着建造商争夺替代供应商，该行业可能面临重大的项目时间和成本影响。
尽管存在这些挑战，该报告还是揭示了高碳氢化合物价格、低项目收支平衡以及这些系统每桶相对较低的碳足迹所带来的强劲项目经济效益。
“我们的深入报告不仅列出了需求，还对未来的潜在障碍提供了清晰的认识，”EMA 董事总经理戴维·博格斯 (David Boggs) 表示。“它旨在为行业高管提供可行的情报，平衡蓬勃发展的市场的兴奋与供应限制的现实。”
2023年8月11日
Offshore staff
ABERDEEN – As the global oil and gas industry pivots towards floating production systems, Energy Maritime Associates (EMA) has released a new report forecasting robust demand, with projected orders reaching up to $173 billion for as many as 168 units within the next five years.
The market is predominantly driven by floating production storage and offloading vessels (FPSOs), floating liquefied natural gas (FLNG) units, and production semisubmersibles. However, this surge in demand comes with its own set of challenges, the report says.
EMA says that its “Floating Production Outlook Report (2024-2028)” offers a thorough analysis of the market but also warns of potential supply chain bottlenecks. With shipyard slots for FPSO hulls and other integral orders nearly fully booked through to 2026, the industry could face significant project timing and cost implications as constructors scramble for alternative suppliers.
Despite these challenges, the report shines a light on strong project economics buoyed by high hydrocarbon prices, low project break-evens, and the comparatively low carbon footprint per barrel of these systems.
“Our in-depth report does not just chart out the demand but provides a clear-eyed view of the potential hurdles ahead,” says David Boggs, Managing Director of EMA. “It’s crafted to arm industry executives with actionable intelligence, balancing the excitement of a booming market with the realities of supply constraints.”
11.08.2023
