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석유 및 가스 업계 미드스트림 부문 물 사업의 미래상 : 퍼미안 분지 유전/가스전에서의 새로운 사업 기회

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

리서치사 Global Water Intelligence
발행일 2020년 02월 상품 코드 917245
페이지 정보 영문
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석유 및 가스 업계 미드스트림 부문 물 사업의 미래상 : 퍼미안 분지 유전/가스전에서의 새로운 사업 기회 The Future of the Water Midstream: Emerging Opportunities for Water Players in the Permian Basin
발행일 : 2020년 02월 페이지 정보 : 영문

미국 텍사스주에 있는 퍼미안 분지는 현재 세계에서 가장 생산량이 많은 유전이며, 2019년에는 일간 석유 생산량이 400만 배럴 이상에 달했습니다. 이로 인해 시추 작업에 의해 발생하는 역류수의 양도 전례 없는 수준에 이르고 있습니다. 원유 1배럴당 4-10배럴의 역류수가 발생하는 사태에 대처하기 위해서 미드스트림 부문 물 사업을 담당할 새로운 기업이 등장하고 있고, 유전에서의 대규모 물 관리에 필요한 믈류 업무 최적화라는 역할을 담당하게 되었습니다.

유전 미드스트림 부문 물 사업에는 지금까지 90-110억 달러의 민간자본이 투입된 것으로 추정됩니다. 향후 160억 달러의 민간투자가 필요할 것으로 예측되며, 그 대부분은 퍼미안 분지 서부에 있는 델라웨어 분지의 사업에 투자될 전망입니다. 본 조사 보고서는 물 부문 전체에 영향을 미칠 것으로 예상되는 물 관리를 위한 새로운 모델에 주목하면서, 빠르게 발전하고 있는 퍼미안 분지 미드스트림 시장의 향후 방향성에 대해 밝힌 것이며, 인프라 개발, 오수 처리, 재이용, 투자 등 세계 최대 규모의 물 시장 중 하나인 유전/가스전 물 관련 기업의 사업 기회에 대해 전해드립니다.

이 시장은 빠르게 움직이고 있으며, 승자와 패자가 조기에 결정될 가능성도 있습니다. 그래서 시장을 상세하게 조사하고, 투자 전략을 빠른 단계에서 실행으로 옮겨 나가는 것이 중요합니다.

사업 기회를 살리기 위해서 필요한 예측, 시장 분석, 경쟁사에 관한 정보 등을 제공합니다.

시장 예측과 데이터 세트

  • 미국의 원유 생산량(단위 : 배럴)
    • 2017-2050년간 자원 종류별 생산 예측 : 기존 육상 유전, 기존 해저 유전, 타이트오일, 중질유(수증기 압입 석유회수증진(EOR))
    • 2017-2050년간 지역별 타이트오일 생산 예측 : 퍼미안 분지, 미국 내 기타 지역
    • 유전지대별 타이트오일 생산에 관한 과거 데이터 : 퍼미안 분지, 이글포드, 박켄(Bakken) 등
  • 미국의 천연가스 생산량(단위 : 입방피트)
    • 2017-2050년간 자원 종류별 생산 예측 : 기존 육상 가스전, 기존 해저 가스전, 셰일가스, 석탄층 메탄
    • 가스전 지대별 셰일가스 생산에 관한 과거 데이터 : Marcellus/Utica, 퍼미안 분지, Haynesville
  • 오수량(단위 : 배럴)
    • 2017-2050년간 미국의 자원 종류별 오수량 예측 : 기존 육상 유전/가스전, 기존 해저 유전/가스전, 셰일가스/타이트오일, 중질유(수증기 압입 석유회수증진(EOR)), 석탄층 메탄
    • 2017-2050년간 퍼미안 분지 자원 종류별 오수량 예측 : 기존 육상유 가스전, 셰일가스/타이트오일
  • 2017-2030년간 물 관리 사업에 대한 지출(단위 : 달러)
    • 자본 지출
      • 물 수송 : 수압파쇄용 원수, 역류수, 오수를 수송하기 위해 새롭게 부설되는 파이프라인에 대한 투자 포함
      • 물 폐기 : 오수용 폐수 처리정 시추 비용 포함
      • 물 처리 : 오수 처리와 수압파쇄용 원수 사전처리를 집중적으로 행하는 시설에 대한 투자 포함
    • 사업비
      • 물 조달/공급 : 수압파쇄에 사용되는 물을 조달하기 위해 지불된 비용 포함
      • 트럭 수송/운반 : 수압파쇄용 원수, 역류수, 오수를 수송하기 위해 운송기업에 지불된 비용 포함
      • 물 수송 : 수압파쇄용 원수, 역류수, 오수를 수송하기 위해 외부 파이프라인 운영 사업자에게 지불된 비용 포함
      • 물 처리 : 수압파쇄용 물 처리, 조정 및 역류수와 오수 재이용, 폐기전 실시하는 처리 작업 경비 포함
      • 물 폐기 : 외부 폐수 처리 운영 사업자에게 지불한 비용과 사내에서 행하는 폐기 작업 경비 포함

보고서 목차

  • 1. 서론
  • 2. 주요 요약
  • 3. 미국의 비전통 석유 및 가스 시장 개발
  • 4. 셰일 플레이에서의 물 필요와 관리
  • 5. 시장에서의 지출
  • 6. 시장 역학
  • 7. 시장 구조
  • 8. 생산업체 상위 20개사와 요구
  • 9. 미드스트림 부문 기업 상위 20개사와 제품/서비스
  • 10. 결론
LSH 19.12.06

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
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