Questões e oportunidades da indústria de petróleo e gás para hoje e amanhã
From supply chain disruptions to fluctuating demand, the past few years have caused a ripple-like wave of challenges throughout businesses across the globe, including the Indústria de petróleo e gás. Dito isto, há um número considerável de preocupações na vanguarda da indústria que moldará o curso das operações nos próximos anos. Vejamos algumas das questões e oportunidades que eles estão enfrentando. Muitos de nós estamos buscando atualizações sobre o próprio conflito, mas os da indústria de petróleo e gás sem dúvida ficaram de olho em como isso está afetando o mercado global de petróleo e gás. A demanda por gás despencou durante um período em que a maioria do país permaneceu em suas casas por meses a fio, o que deixou um grande número de refinarias sem outra escolha a não ser fechar suas portas. Adicione a sancionação de um dos maiores produtores de petróleo do mundo, e o aumento da demanda, juntamente com as capacidades de refino reduzidas, combinam -se com a tempestade perfeita para escassez e aumento de preços. Mesmo que esteja no ritmo de um caracol. Uma opção é fazer parceria ou comprar empresas de energia renovável. Espere que muitos participantes importantes da indústria de petróleo e gás continuem expandindo suas carteiras e aumentando seu alcance com fusões estratégicas e aquisições em energia renovável. have turned their focus toward other industries in recent years: Some have been leaving due to increased concerns over carbon-mitigation and ecological issues, some have left due to oil and gas’s tendency to overspend cash flows in the name of company growth and continued investment, while others have been scared away due to plain uncertainty.
Fortunately, with oil prices bouncing back, the oil and gas industry has nearly recovered from the issues to pre-COVID operations. That being said, there are a considerable number of concerns on the forefront of the industry that will shape the course of operations for years to come.
So, what’s the state of the oil and gas industry today? Let’s look at some of the issues and opportunities they’re facing.
Production capacity concerns
For months, we’ve been seeing news reports about the Russia and Ukraine conflict. Many of us have been seeking updates on the conflict itself, but those in the oil and gas industry have no doubt kept a keen eye on how it is affecting the global oil and gas market.
The sanctions placed on Russian oil have caused strain on a U.S. refinery system that, like so many manufacturing industries, was already overwhelmed and under-staffed following the COVID pandemic and the Great Resignation that followed. Demand for gas plummeted during a time when the majority of the country stayed in their homes for months on end, which left a large number of refineries with no other choice but to close their doors.
Refinery numbers still have not yet rebounded, which has resulted in a refining shortage of roughly one million barrels of oil a day compared to pre-COVID numbers. Add in sanctioning one of the world’s biggest oil producers, and the increased demand coupled with reduced refining capabilities combines into the perfect storm for shortages and increased prices.
Mergers & acquisitions opportunities
Despite the recently tabled climate bill, this country (and the world at large) is moving toward a renewable energy future. Even if it’s at a snail’s pace.
This has caused leaders in the oil and gas industry to evaluate operations and find ways to meet renewable and decarbonization efforts in the next few decades. One option is partnering with or purchasing renewable energy companies.
Companies like BP, Equinor, Respol, and PKN Orlen are leading the charge in renewable energy investment opportunities, and are reaping the financial and ecological rewards of doing so. Expect many major players in the oil and gas industry to continue to expand their portfolios and increase their outreach with strategic mergers and acquisitions into renewable energy.
Appeasement of investors
Despite incredible year-over-year growth, the oil and gas industry as a whole has been plagued with cash flow issues that have caused investors to reconsider their financial plans.
There are a host of reasons why investors have turned their focus toward other industries in recent years: Some have been leaving due to increased concerns over carbon-mitigation and ecological issues, some have left due to oil and gas’s tendency to overspend cash flows in the name of company growth and continued investment, while others have been scared away due to plain uncertainty.
Whatever the case may be, oil and gas companies are seeking to attract investors again, while investors want to see predictability and consistent returns to acionistas. O aumento acima mencionado em fusões renováveis e oportunidades de aquisições é uma etapa na direção certa para a indústria de petróleo e gás, e que, juntamente com uma estabilização inevitável, sem dúvida fará com que os investidores voltem à indústria. Setor, as plataformas de petróleo estão ficando antigas, deterioradas e cada vez mais em risco para falhas operacionais e desastres naturais. Isso, é claro, representa um problema não apenas para as empresas de petróleo e gás que atendem à crescente demanda do mercado, mas também correm o risco de desastres ecológicos na forma de derramamentos de petróleo e outras funções. O equipamento e a deterioração estrutural são sem dúvida devido à água salgada e outros fatores ambientais que vêm com operação no oceano, e as melhorias em tais instalações custam ótimas custas, deixando alguns executivos para empregar uma abordagem "We Weft-It-When-It't't't't't-quebra".
Outdated infrastructure & opportunity for innovation
Across the board, oil and gas infrastructure is aging.
In the off-shore sector, oil platforms are becoming old, deteriorated and increasingly at-risk for operational failures and natural disasters. This, of course, poses a problem not only for oil and gas companies meeting the ever-growing demand of the marketplace, but also risks ecological disaster in the form of oil spills and other malfunctions. Equipment and structural deterioration is no doubt due to saltwater and other environmental factors that come with operating in the ocean, and improvements to such facilities come at great expense, leaving some executives to employ a “we’ll-fix-it-when-it’s-broken” approach.
em terra, plantas e refinarias em todo o país também estão envelhecendo, com muitos tendo loops de controle desatualizados, ausências de atualização de controles de engenharia e falta de informatização completa. É claro que isso nem sequer aborda o potencial de eficiência que aspectos tecnológicos, como automação robótica, inteligência artificial e avanços da IoT, podem trazer a essas instalações. Isso significa olhar para questões de suprimento de novas maneiras, lançar um olho em melhorias estruturais e garantir sua eficiência diária nas refinarias e sair no campo. Podemos ajudar com isso. Na USC Consulting, trabalhamos com empresas em uma ampla gama de indústrias para aumentar seu jogo de eficiência há mais de 50 anos. Postagens
We can help
No matter the challenges, issues or opportunities facing the oil and gas industry, one solution is getting the job done more efficiently. That means looking at supply issues in new ways, casting an eye toward structural improvements and ensuring your day-to-day efficiency in the refineries and out in the field. We can help with that. At USC Consulting, we’ve been working with companies in a wide range of industries to up their efficiency game for more than 50 years.
Contact us today if you’d like to talk about how we can help your business.
