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Top 20 Oil and Gas Themes – 2022 – Thematic Research

The major macroeconomic themes of COVID-19 and ESG continue to matter to the industry in 2022, as oil and gas companies look to navigate the energy transition and adapt to the impacts of carbon emissions, renewable energy, hydrogen, electric vehicles (EV), energy storage, liquefied natural gas (LNG), gas flaring, circular plastic economy, shale, subsea, and integrated refineries. This report also features disruptive tech themes impacting the oil and gas industry in 2022, which will be of paramount importance as the industry looks to become more efficient. These are robotics, industrial internet, artificial intelligence (AI), blockchain, cloud computing, and cybersecurity.

The top 20 oil & gas themes report identifies the top 20 themes that will impact the oil & gas industry in 2022. For each theme, the report also offers a series of predictions and aids in identifying winners and losers.

ESG

Oil and gas companies have increased their efforts to limit or offset the environmental impact of their operations. The intense focus on climate change in global conventions like COP26 will have a strong impact on conventional oil and gas operations. Similarly, the public backlash on environmentally harmful practices is also affecting project financing and the growth strategies of energy companies. New solutions, such as carbon capture and storage (CCS) and carbon-neutral LNG cargoes, are gaining traction. These solutions allow oil and gas companies to continue with their core businesses by offsetting emissions. Additionally, more companies have started setting science-based targets as part of the Science-Based Targets initiative (SBTi) and other similar pledges, declaring their commitment to global net-zero objectives.

Energy Transition

Leading economies such as the US, China, the EU, Japan, and India have all taken significant steps to adopt low-carbon energy. This is expected to decrease the demand for oil and gas in power generation. Moreover, favorable policy frameworks in regions such as China, the EU, and the US are expected to result in a surge in the electric vehicle (EV) market. The growth of EVs will impact the global demand for gasoline and diesel in the transportation sector and could hasten the peak oil scenario for the oil and gas industry.

Integrated Refineries

The promising post-pandemic growth in the global demand for transportation fuels and petrochemical products has brought renewed optimism to the downstream sector. Four new-build integrated refineries are expected to come online in 2022, while about four dozen others are in various stages of development, with the last of them planned to be active by 2035. Even the contractual activity in this space has remained steady in the last two years, following a brief spike in the first quarter of 2021. However, standalone refineries will continue to face margin pressures from fluctuating oil prices.

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Market report scope

Major technological themes Robotics, Industrial Internet, Artificial Intelligence (AI), Blockchain, Cloud Computing, and Cybersecurity
Major macroeconomic themes COVID-19 and ESG
Major industry themes Carbon Emissions, Renewable Energy, Hydrogen, Electric Vehicles (EV), Energy Transition, Energy Storage, Liquefied Natural Gas (LNG), Gas Flaring, Circular Plastic Economy, Shale, Subsea, and Integrated Refineries

Scope

In this report, we identify the top 20 themes that will impact the oil and gas industry in 2022. For each theme, we offer a series of predictions, highlight the winners, and point you to further reading.

Key Highlights

Top 20 Oil & Gas Themes 2022 report identifies the top 20 themes that would impact the oil and gas industry in 2022. For each theme, we offer a series of predictions, highlight the winners, and point you to further reading.

Reasons to Buy

  • Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector.
  • This report is a multi-theme report covering 20 themes, drawn from industry, technology, and macroeconomics. It depicts a short-term outlook for the industry from the perspective of these 20 themes.

Key Players

BP, Equinor, Shell, ExxonMobil, Chevron, Eni, OMV AG, PKN Orlen, Repsol, Suncor, Sinopec, TotalEnergies, Linde, Air Liquide, Air Products, HyGear, PetroChina, ConocoPhillips, QatarEnergy, Saudi Aramco, BASF, Dow Inc, Formosa Plastics Group, INEOS, LyondellBasell, Reliance Industries, SK Innovation Co Ltd, EQT Corp, Devon Energy, Occidental, Pioneer Natural Resources, Antero Resources, Canadian Natural Resources, Petrobras, Cheniere Energy, Petronas, Sonatrach, Pemex, Enagas, Mitsui, and ADNOC.

Table of Contents

|Contents

Executive Summary 4

2022 Theme Map 5

1. ESG 6

2. Energy Transition 7

3. Renewable Energy 8

4. Hydrogen 9

5. Energy Storage 10

6. Carbon Emissions 11

7. Circular Plastic Economy 12

8. Shale 13

9. Gas Flaring 14

10. Subsea 15

11. LNG 16

12. Integrated Refineries 17

13. COVID-19 18

14. Electric Vehicles 19

15. Industrial Internet 20

16. Artificial Intelligence 21

17. Blockchain 22

18. Cybersecurity 23

19. Cloud Computing 24

20. Robotics 25

Glossary 26

Further Reading 28

| Our Thematic Research Methodology 30

| About GlobalData 34

| Contact Us 35

Frequently Asked Questions

The major technology themes that will impact the oil & gas industry in 2022 are robotics, industrial internet, artificial intelligence (AI), blockchain, cloud computing, and cybersecurity.

The major macroeconomic themes that will impact the oil & gas industry in 2020 are COVID-19 and ESG.

The major industry themes that will impact the oil & gas industry in 2022 are carbon emissions, renewable energy, hydrogen, electric vehicles (EV), energy transition, energy storage, liquefied natural gas (LNG), gas flaring, circular plastic economy, shale, subsea, and integrated refineries.

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