|2020-06-09 来源： 中国石化新闻网|
中国石化新闻网讯 据离岸能源6月8日消息，根据雷斯塔能源（Rystad Energy）的数据，预计到2022年，海上风能的资本支出(CAPEX)将超过欧洲上游石油和天然气行业的支出。
裘寅 编译自 离岸能源
European offshore wind CAPEX to top upstream oil & gas in 2022 – Rystad Energy
Capital expenditure (CAPEX) on offshore wind is expected to surpass upstream oil & gas spending in Europe in 2022, according to Rystad Energy.
The oil market collapse caused by the Covid-19 pandemic is set to delay several oil and gas developments in Western Europe, putting capital expenditure in the offshore sector on a continued downwards trajectory through 2022, the analyst said.
In light of the postponement of multiple final investment decisions (FIDs) on projects and lower investments in offshore oil and gas, coupled with increasing activity in the offshore wind sector, Rystad Energy expects that the two markets will reach parity as soon as next year.
Capex towards offshore wind in Europe surpassed the USD 10 billion mark in 2015 and has since hovered in the range of USD 10 billion to USD 15 billion per year. Annual CAPEX levels are expected to rise from around USD 11.1 billion in 2019 to around USD 13.8 billion in 2020, USD 18.2 billion in 2021, and more than USD 22 billion in 2022.
The abundant oil supply and reduced demand have taken their toll on the oil price, and consequently annual CAPEX towards upstream offshore oil and gas in Europe is expected to decline from more than USD 25 billion in 2019 to less than USD 17 billion in 2022, Rystad Energy said.
“Offshore wind development in Europe is expected to flourish in the coming years as countries strive to reach their ambitious 2030-targets – and large investments will be required,” said Alexander Flotre, Rystad Energy’s project manager for offshore wind.
“Commissioning activity is expected to increase towards 2025, and projects expected to be operational in 2023-2025 are already driving up capital expenditure in 2020. This trend will continue in the coming years.”
Historically, Europe has been the key market for offshore wind development, accounting for almost 80% of global installed capacity at the end of 2019. While strong growth is expected in China, South East Asia, and the US in the years to come, Europe is expected to maintain its number one position through 2025 in terms of installed capacity.
“Many service companies have already transitioned towards concentrating increasingly on offshore wind activities, compared to their legacy oil and gas business. For these players, the growth in the offshore wind market provides a well-timed cushion that softens the blow of declining investments in the traditional oilfield services sector,“ Flotre said.