摘要: |
To a degree, the energy transition chatter has been tempered of late, overshadowed by more pressing concerns over energy security and afford-ability, which, in turn, has opened the spigot for oil and gas investments. Declaring "offshore is back," Rystad Energy in March estimated more than $17.5 billion in new project investments will flow into the Gulf of Mexico over the next two years. That's part of the $214 billion expected to be spent worldwide on new offshore oil and gas developments. Offshore activity is expected to account for 68% of all sanctioned conventional hydrocarbons in 2023 and 2024, up from 40% between 2015-2018. "Offshore oil and gas production isn't going anywhere, and the sector matters now possibly more than ever," said Audun Martinsen, Rystad's head of supply chain research. "As one of the lower carbon-intensive methods of extracting hydrocarbons, offshore operators and service companies should expect a windfall in the coming years as global superpowers try to reduce their carbon footprint while advancing the energy transition." |