세계 오일셰일 시장은 예측 기간 동안 CAGR 7.5%로 크게 성장할 것으로 예상됩니다. 석유화학 및 관련 산업의 소비가 크게 증가하는 것은 오일셰일 시장의 성장을 촉진하는 중요한 요인이며, 2022년 4월, Continental Resources, Hess, Matador Resources가 미국 셰일 분지에서 생산량을 늘릴 계획을 세웠는데, 이는 빅 오일로 다가올 사태의 잠재적 전조입니다.
수평 시추 기술의 발전과 같은 오일셰일 채굴 기술의 새로운 개척은 셰일 오일 저장층을 더 실용적으로 만들 것으로 예상되며, 시장 기업가 시장에서 생존할 수 있는 기회를 제공할 수 있습니다. 오일셰일 채굴을 위한 프래킹 작업에 대한 환경적 우려는 세계 오일셰일 시장의 성장을 억제할 수 있습니다.
시멘트 및 화학 부문은 오일셰일 시장에서 용도별로 큰 비중을 차지하고 있습니다. 연료 및 발전 분야에서 오일셰일의 시장 점유율은 더 나은 청정 대체 연료의 증가로 인해 감소하고 있습니다. 그러나 석유 셰일은 화학 분야에서 가장 중요한 화학제품이며, 석유 셰일 없이는 필요한 화합물을 합성하는 것이 매우 어렵습니다.
지역별 전망
북미는 세계 오일셰일 시장에서 상당한 점유율을 차지하고 있습니다. 북미에서는 미국이 큰 비중을 차지하고 있습니다. 미국은 전 세계적으로 채굴 비용이 가장 낮기 때문에 많은 투자자들이 이 분야에 투자하여 시장 성장을 주도하고 있습니다. 미국 EIA에 따르면, 미국에서 시추된 우물의 95.0%가 프랙킹을 통해 채굴되고 있습니다. 미국에는 파미안 분지, 이글포드, 마세라스, 니오브라라, 버넷, 헤인즈빌, 벡켄, 아나다코 우드포드 셰일 등 방대한 셰일 매장량이 있습니다.
텍사스 서부의 파미안 셰일 플레이는 세계에서 가장 큰 셰일 플레이이며 셰일 개발 비용이 가장 낮습니다. 그러나 2023년은 미국 시장에 수익성이 있는 해가 아닙니다. 많은 기업들이 미국 셰일에서 사업 매각을 추진하고 있습니다. 예를 들어, 2023년 2월 일본 석유개발회사 임펙스는 텍사스주 이글포드 광구의 타이트 오일 자산을 스페인 에너지 회사 렙솔에 매각했습니다.
Title:Global Oil Shale Market Size, Share & Trends Analysis Report by Product (Shale Gasoline, Shale Petroleum, Shale Kerosene, and Other), and by Application (Fuel, Electricity, and Cement & Chemicals) Forecast Period (2022-2030).
The global oil shale market is anticipated to grow at a considerable CAGR of 7.5% during the forecast period. Significant rise in the consumption of petrochemicals and its related industries is a key factor driving the growth of the oil shale market. In April 2022, Continental Resources Inc., Hess Corp., and Matador Resources Co. planned to raise production from US shale basins, a potential harbinger of things to come as Big Oil.
New development in the oil shale extraction technology, such as the advancements in horizontal drilling technology, is anticipated to make the shale oil reservoirs more viable and may provide an opportunity for market players to sustain in the marketplace. The environmental concerns regarding fracking operations for the oil shale extraction may restrain the growth of the global oil shale market.
The global oil shale market is segmented based on product and applications. Based on product, the market is segmented into shale gasoline, shale petroleum, shale kerosene, and other. Shale gasoline held considerable share in the oil shale market in 2022. The huge application of shale gasoline in chemical production is a key contributor to the high market share. Based on application, the market is divided into fuel, electricity, and cement & chemicals.
The cement & chemical segment held considerable share in the oil shale market based on application. The market share of oil shale in fuel & electricity generation has been reducing owing to the increasing availability of better and cleaner alternatives. However, it is the most important chemical in the chemical segment, without which synthesizing the required compounds would be much difficult.
Regional Outlooks
The global oil shale market is further segmented based on geography, including North America (the US and Canada), Europe (Italy, Spain, Germany, France, and others), Asia-Pacific (India, China, Japan, South Korea, and others), and the Rest of the World (the Middle East & Africa and Latin America).Among these, the Asia-Pacific market is anticipated to cater to a considerable growth over the forecast period. Growing investment by public and private players in shale basins for oil shale extraction is anticipated to drive the market growth. For instance, in April 2022, Cairn Oil & Gas, a Vedanta Group company, has drawn up plans to invest $700 million to boost drilling infrastructure at its around 100 exploratory wells in India, including in the pilot project for shale oil/gas in Rajasthan's Barmer region. The investments are part of Cairn's $4-5 billion capex planned over the next three-four years.
Global Oil Shale Market Growth, by Region 2023-2030
Source: OMR Analysis
North America held a considerable share in the global oil shale market. In North America, the US held a major market share. As the US has one of the lowest costs of fracking globally, most investors are attracted to invest in the sector, thereby driving the market growth. According to the US EIA, nearly 95.0% of all wells drilled in the US are fracked. The US has massive shale reserves concentrated across the country, the major shale across the US include Permian basin, Eagle Ford, Marcellus, Niobrara, Barnett, Haynesville, Bakken, and Anadarko-Woodford shale plays.
The Permian Shale play in West Texas is one of the largest shales plays globally, with the lowest shale development costs. However, 2023 is not a profitable year for the US market. Many companies are divesting their operations from the US shales. For instance, in February 2023, Japanese exploration and production company Inpex has divested its tight oil assets in the Eagle Ford play in Texas to Spanish energy company Repsol.
Market Players Outlook
The major companies serving the global oil shale market include Chevron Corp., Royal Dutch Shell plc, Marathon Oil Corp., Occidental Petroleum Corp., and Exxon Mobil Corp. among others. The market players are considerably contributing to the market growth by the adoption of various strategies, including mergers and acquisitions, partnerships, collaborations, funding, and new product launches, to stay competitive in the market. For instance, in February 2023, Ineos, a UK oil and chemicals company has agreed to buy a bundle of Eagle Ford oil and gas assets from US shale producer Chesapeake Energy for $1.4 billion. With this the company expects to fulfill its customer's demand for energy.
The Report Covers: