석유 및 가스 인프라 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the oil and gas infrastructure market size was USD 411.90 billion in 2025 and is expected to reach USD 428.42 billion in 2026 and reach USD 511.04 billion by 2031, growing at a CAGR of 3.59% over 2026-2031.

This report is Segmented by Type (Pipelines, Storage Facilities, Processing and Refining Units, Drilling Platforms, LNG Import/Export Terminals, Compressor and Pumping Stations), Application (Exploration and Production, Transportation, and More), and Geography (North America, Europe, Asia-Pacific, South America, Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Oil and Gas Infrastructure Market Trends and Insights

Ageing Pipeline Replacement Cycle

North American operators added 6.3 billion cubic feet per day of new gas-line capacity in 2025, yet most construction simply swapped out corroded segments installed in the 1960s and 1970s . Washington disbursed USD 196 million of federal grants to 19 states for corrosion control and steel-line upgrades that same year . Across the Atlantic, about 40% of Europe's high-pressure grid predates 1980, encouraging regulators to tighten inspection intervals under ISO 16708, a move that is driving short-cycle demand for high-grade steel and automated welding equipment. Gazprom intends to retire 8,000 kilometers of trunk lines by 2028 and redirect funds toward newer Arctic routes, illustrating how aging assets are being de-prioritized in favor of projects that match shifting trade patterns. Collectively, the replacement wave is a durable catalyst for pipe mills and corrosion-protection vendors even though steel-price spikes occasionally delay orders.

Rising Global LNG Trade

LNG trade climbed to 412 million tons in 2025, a 4.8% year-over-year rise that reflected Europe's need to offset the loss of 155 billion cubic meters of Russian pipeline volumes and Asia's ongoing coal-to-gas switch . Three U.S. export terminals, Calcasieu Pass 2, Golden Pass, and Plaquemines, gained final approval in 2025 and will collectively add 39.6 million tons per annum of nameplate capacity by decade-end. Europe commissioned an additional 85 billion cubic meters of regasification space between 2022 and 2025, one-third of which was realized via floating storage and regasification units, enabling rapid deployment and lowering upfront costs . Qatar retained a 20% global export share in 2025 but was forced to declare force majeure on specific cargoes during the March 2026 Strait of Hormuz disruption, exposing concentration risk in the Strait's narrow shipping lane. Although the build-out strengthens system resilience, it also amplifies stranded-asset concerns should renewable penetration curb long-term gas demand.

Extreme Oil-Price Volatility

Brent averaged USD 62 to USD 65 per barrel in early 2026 amid a 1.4 million- to 2.5 million-barrel-per-day global surplus. The March 2026 Strait of Hormuz scare briefly lifted prices to USD 78, but values normalized within ten days following strategic-reserve releases and route diversions around the Cape of Good Hope. Operators typically need a USD 70-plus threshold to green-light long-cycle platforms and cross-border pipelines; therefore, prolonged sub-USD 70 pricing defers final investment decisions. U.S. shale drillers cut budgets by 8% in early 2026, prioritizing shareholder returns over volume growth, which then suspends related gathering-system expansions. Latin American national companies felt similar pressure: Petrobras postponed two floating production vessels in 2025, and YPF deferred a USD 2.5 billion trunk-line expansion serving Vaca Muerta.

Other drivers and restraints analyzed in the detailed report include:

1. Deep- & Ultra-Deep-Water CAPEX Upswing
2. National Energy-Security Programs
3. Net-Zero & ESG Capital-Allocation Shifts

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

LNG terminals are expanding the fastest among asset classes, clocking a 7.0% annual growth rate through 2031, even though pipelines still held 42.8% of the oil and gas infrastructure market share in 2025. Europe alone added 85 billion cubic meters of regasification capacity between 2022 and 2025, leaning heavily on floating storage and regasification units that can be moored in under a year. Storage infrastructure is rising in tandem because Brussels mandates a 90% inventory target each November 1, encouraging cavern conversions and new salt-dome leaching. Refining and processing units face mixed fortunes: global nameplate capacity touched 102 million barrels per day in 2025, but OECD utilization hovered near 82% amid rising electric-vehicle penetration, signaling potential rationalization in mature markets.

Drilling platforms and subsea systems, however, are benefiting from a deep-water renaissance. Petrobras placed orders for four floating production, storage, and offloading vessels in 2025, cumulatively worth USD 14 billion, each slated for 180,000-barrel-per-day throughput. Compressor stations are undergoing electrification retrofits; Cenovus installed 25 electric units totaling 16 megawatts at Foster Creek in 2025, lowering fuel-gas burn by 18%. Technip Energies captured a USD 1.2 billion EPC contract for Qatar's North Field West LNG expansion in 2026, a project embracing modular trains that cut field-erection times by 18 months compared with stick-built megaprojects. The oil & gas infrastructure market size for LNG terminals is therefore poised to surpass that of new long-haul pipelines in the next decade, reshaping capex allocation across the value chain.

Geography Analysis

North America captured 34.7% of 2025 spending, driven by USD 5 billion to USD 5.5 billion of midstream capex from Energy Transfer and the sanctioning of three major LNG export terminals that will consolidate the United States' position as the world's largest LNG shipper by 2030. Canada's TC Energy commissioned USD 6 billion of assets in 2025 and green-lit another USD 3.63 billion, while completing Coastal GasLink to feed LNG Canada on the Pacific Coast. Mexico's industrial southeast still relies on expensive spot LNG cargoes because pipeline capacity lags demand, underlining an untapped opportunity for cross-border expansions.

Asia-Pacific is the fastest-growing zone at a 6.3% CAGR to 2031, propelled by India's multi-hundred-billion-dollar infrastructure drive and Indonesia's approval of offshore hubs such as Tangkulo and Mako. Malaysia's BIGST cluster reached final investment decision in 2025, with first gas expected in 2029, and Petronas' Rosmari-Marjoram project aims to deliver 800 million cubic feet per day. Japan and South Korea's stricter 90-day LNG reserves mandate is spurring additional cavern leasing, keeping import-terminal EPC order books healthy.

Europe continues to funnel capital into regasification terminals and storage expansions as it phases out 155 billion cubic meters of Russian pipeline supply. Inventory reached 83% by October 1, 2025, only one month shy of the bloc's 90% November target despite lower Russian volumes, yet draw-down rates remain constrained during cold snaps. GASCADE's hydrogen-ready line and Fluxys' EUR 2 billion retrofit plan place the region at the forefront of mixed-gas transmission technology. South America's capex is concentrated in Brazil, where Petrobras awarded USD 1.2 billion of subsea work in 2025 and is ramping up floating production vessel orders, though Argentina's Vaca Muerta remains hampered by pipeline bottlenecks. The Middle East and Africa combine vast low-cost reserves with geopolitical risk: Qatar maintained a 20% share of global LNG exports in 2025 despite the March 2026 shipping disruption. The UAE boosted Fujairah storage by 42 million barrels, and Mozambique's Coral Norte is proving that floating LNG can unlock deep-water fields without onshore megaprojects.

1. Schlumberger
2. Halliburton
3. Baker Hughes
4. Technip Energies
5. Saipem
6. Wood PLC
7. Fluor Corporation
8. Worley
9. Petrofac
10. National Oilwell Varco
11. McDermott International
12. CPECC
13. KBR Inc.
14. Bechtel Corporation
15. Subsea 7
16. Aker Solutions
17. JGC Corporation
18. Larsen & Toubro
19. Samsung Engineering
20. TC Energy
21. Kinder Morgan
22. Enbridge

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Ageing Pipeline Replacement Cycle
  • 4.2.2 Rising Global LNG Trade
  • 4.2.3 Deep- & Ultra-Deep-water CAPEX Upswing
  • 4.2.4 National Energy-Security Programs
  • 4.2.5 Pipeline Hydrogen-Blending Retrofits
  • 4.2.6 Digital-Twin-based Predictive O&M
• 4.3 Market Restraints
  • 4.3.1 Extreme Oil-Price Volatility
  • 4.3.2 Net-Zero & ESG Capital-Allocation Shifts
  • 4.3.3 Modular Floating-LNG Competition
  • 4.3.4 Cyber-security Driven Project Delays
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Type
  • 5.1.1 Pipelines
  • 5.1.2 Storage Facilities
  • 5.1.3 Processing and Refining Units
  • 5.1.4 Drilling Platforms
  • 5.1.5 LNG Import/Export Terminals
  • 5.1.6 Compressor and Pumping Stations
• 5.2 By Application
  • 5.2.1 Exploration and Production
  • 5.2.2 Transportation
  • 5.2.3 Processing and Refining
  • 5.2.4 Storage and Distribution
• 5.3 By Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Mexico
  • 5.3.2 Europe
    • 5.3.2.1 Germany
    • 5.3.2.2 United Kingdom
    • 5.3.2.3 France
    • 5.3.2.4 Italy
    • 5.3.2.5 NORDIC Countries
    • 5.3.2.6 Russia
    • 5.3.2.7 Rest of Europe
  • 5.3.3 Asia-Pacific
    • 5.3.3.1 China
    • 5.3.3.2 India
    • 5.3.3.3 Japan
    • 5.3.3.4 South Korea
    • 5.3.3.5 ASEAN Countries
    • 5.3.3.6 Rest of Asia-Pacific
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Rest of South America
  • 5.3.5 Middle East and Africa
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 United Arab Emirates
    • 5.3.5.3 South Africa
    • 5.3.5.4 Egypt
    • 5.3.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Schlumberger
  • 6.4.2 Halliburton
  • 6.4.3 Baker Hughes
  • 6.4.4 Technip Energies
  • 6.4.5 Saipem
  • 6.4.6 Wood PLC
  • 6.4.7 Fluor Corporation
  • 6.4.8 Worley
  • 6.4.9 Petrofac
  • 6.4.10 National Oilwell Varco
  • 6.4.11 McDermott International
  • 6.4.12 CPECC
  • 6.4.13 KBR Inc.
  • 6.4.14 Bechtel Corporation
  • 6.4.15 Subsea 7
  • 6.4.16 Aker Solutions
  • 6.4.17 JGC Corporation
  • 6.4.18 Larsen & Toubro
  • 6.4.19 Samsung Engineering
  • 6.4.20 TC Energy
  • 6.4.21 Kinder Morgan
  • 6.4.22 Enbridge

7 Market Opportunities & Future Outlook

• 7.1 Emerging Markets & Investment Hotspots
• 7.2 Green Infrastructure & Sustainability Trends
• 7.3 Digital Transformation & Smart Infrastructure
• 7.4 Public Private Partnerships & Policy Support