석유 및 가스(O&G) 업계 분기별 업데이트 : 2024년 4월-6월

This IDC Market Perspective provides an overview of the O&G industry in 2Q24. It covers M&As, agreements, reorganizations, and major business developments; upstream, midstream, and downstream deals; global LNG contracts; EPC deals; major ICT ecosystem acquisitions and agreements; and ICT contract wins."Amid shifting market dynamics and energy transitions, global oil and gas companies are prioritizing the optimization of existing processes and investing in efficient technologies over traditionally aggressive expansion and resource expenditure," said Gaurav Verma, research director, IDC Energy Insights.

Executive Snapshot

New Market Developments and Dynamics

• Industry Overview
• Oil Geopolitics
  • EU Hits Russia with Sanctions Targeting LNG for the First Time
  • China's EV Boom Concerns the U.S. and EU
  • Houthis Continue to Escalate Attacks on Oil Tankers, Ships in the Red Sea
  • OPEC's Oil Production Continues to Rise Despite Agreed Quota
• GDP Trends, 2Q24
  • Exploration and Production Activity
    • Rig Count
  • Liquid Fuel Production and Consumption
  • Oil Prices
  • Natural Gas Prices
• Listed O&G Companies' Performance
  • S&P Global Oil Index
  • S&P GSCI Natural Gas Index
  • Downstream, 2Q24
• Upstream Licenses Round Agreements, 2Q24
  • Iraq Launches Oil, Gas Licensing Round for 29 Projects
  • NSTA Allocates 31 New Offshore Oil and Gas Licenses in the U.K. North Sea
  • NUPRC Unveiled 2024 Oil Block Licensing Round
• M&As, Agreements, Reorganizations, and Major Business Developments, 2Q24
  • ConocoPhillips to Acquire Marathon Oil Corporation in All-stock Transaction
  • ITHACA Energy Acquires Eni's U.K. Business
  • Shell Signs Agreement to Acquire Pavilion Energy
  • SLB Agrees to Acquire ChampionX in an All-Stock Transaction
  • SLB OneSubsea, Subsea7 Sign Agreement with Equinor
  • TotalEnergies Sells West of Shetland Assets to Prax
• Upstream, 2Q24
  • Aker BP, Partners Find Gas in Barents Sea
  • Eni Agrees to Sell Upstream Assets in Alaska to Hilcorp
  • Rhino Resources, Halliburton Sign Contract for Integrated Deep-Water Services Offshore Namibia
  • ORLEN Group Acquires Stake in Atlantis Field on Norwegian Continental Shelf
  • Sonatrach JV Chooses Viridien for Eastern Algeria Onshore Seismic Study
  • SLB Awarded Three Completion Contracts for Petrobras' Buzios Field
• Midstream, 2Q24
  • ADNOC Takes FID on Ruwais LNG Project
  • ADNOC Secures Equity Position and LNG Offtake Agreement
  • ADNOC to Acquire 10% Equity Stake in Major LNG Development in Mozambique
  • Equinor, GRTgaz to Develop CO2 Transport System in France
  • Genting Awards $963M FLNG Facility Contract to China's Wison New Energies
  • ORLEN Group to Deliver Another 1 bcm of Self-Produced Gas via Baltic Pipe
  • Saudi Aramco Signs 20-Year LNG Supply Deal with NextDecade
• Downstream, 2Q24
  • Aramco to Acquire 10% Stake in Chinese Company Hengli Petrochemical
  • Aramco, Rongsheng Explore New Opportunities in KSA and China
  • BASF, SABIC, Linde Celebrate Inaugurated Electrically Heated Steam Cracking Furnace
  • India's BPCL Plans to Set Up New Refinery with $6B Investment
  • LUKOIL Expands Its Fuel Stations Network in Uzbekistan
• Engineering, Procurement, and Construction/ Installation/ Commissioning Contracts (EPC/EPCI/EPCC), 2Q24
  • Aramco Awards Contracts to Expand its Fadhili Gas Plant in Saudi Arabia
  • Woodside Energy Awards Baker Hughes Multiyear Services Frame Agreement to Support Australian LNG Operations
  • TechnipFMC Secures iEPCI Contract from Woodside Energy
• New Energy Business Investments, Contracts, and Major Business Developments, 2Q24
  • bp to Acquire Full Ownership of Its Brazilian Biofuels Joint Venture
  • Equinor Secures Exploration Permit for CO2 Storage in Denmark
  • IndianOil, GPS Renewables Form JV for Sustainable Energy Solutions
  • OMV, Borealis Join TOMRA for Recycling Feedstock Produced from Mixed Waste
  • OMV Petrom to Test an Innovative Carbon Capture and Utilization Facility at Petrobrazi
  • ORLEN Invests in Ultra-Fast Charging Stations
  • Petrobras to Invest $3.7M in Research into Natural Hydrogen
  • Plenitude to Construct Renopool 330MW Photovoltaic Park in Spain
  • Repsol Enters Biomethane Production with Acquisition of 40% Stake in Genia Bioenergy
  • Repsol Completes the Construction of Frye Solar in the United States
  • Shell to Build Carbon Capture and Storage Projects in Canada
  • TotalEnergies Launches New Battery Storage Project in Belgium
• ICT Ecosystem Major Acquisitions, Agreements, and ICT Contract Wins, 2Q24
  • Accenture to Acquire Partners in Performance to Deliver Enhanced Productivity for Asset-Intensive Industry Clients
  • ADNOC, G42, Presight Partner to Accelerate AI Solutions for the Energy Sector
  • Aspen Technology Launches Carbon Capture Solution
  • Aramco Partner with Pasqal to Deploy Quantum Computer in Saudi Arabia
  • CGG Signs MOU with Baker Hughes for Carbon Capture and Storage Solutions
  • Emerson Launches Acoustic Particle Monitor to Help Oil and Gas Production
  • Equinor Signed a Multiyear Commercial Agreement with Seeq
  • Equinor to Use Emerson Downhole Monitoring Systems on Rosebank
  • EY Joins with DocuSign to Offer Clients Intelligent Agreement Management
  • Imrandd Launches AI-Powered Asset Integrity Solution
  • Honeywell, Weatherford Partner for Emissions Management Solution
  • Petrobras, Shearwater Collaborate on Seismic Technology Research
  • Repsol Signs a Long-Term Renewable PPA with Microsoft
  • Rockwell Automation Helps Drillmec Develop Innovative Carbon-Storage Technology
  • Schneider Electric, AVEVA Partner with IN-CORE for EV Battery Efficiency
  • TotalEnergies to Deploy Generative AI for Its Employees

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