Espirito Santo Oil & Natural Gas Yearbook 2021 slide image

Espirito Santo Oil & Natural Gas Yearbook 2021

CHAPTER 5 OPPORTUNITIES FOR ESPÍRITO SANTO Chapter 5 OPPORTUNITIES FOR ESPÍRITO SANTO The scenario for the next few years for the oil and gas sector will be marked by the drop in global investments and the maintenance of production in priority areas by the large oil companies. Notwith- standing, this new background requires greater adaptability and predictability of the concerned players. Espírito Santo will be im- pacted by the priority projects of the large oil companies and also by the new market of small and me- dium-sized companies operating in new areas of the industry. The opportunities can be summarized into four groups: i) Announced In- vestments ii) Permanent Offer iii) Petrobras Divestment Plan and iv) Decommissioning of facilities. 79 26.5% was the average annual drop in global investment flow according to the FDI Markets platform, reaching $536 billion 4.1% is the expected growth of the global economy for 2022 according to the World Bank projections 5.1. Announced investments According to the FDI Markets plat- form, between 2018 and 2020, the global investment flow recorded an average annual drop of 26.5%, reaching US$ 536 billion in 2020. The level recorded was the lowest in the historical series, which began in 2003. The unsatisfactory perfor- mance is largely explained by the outbreak of the new Coronavirus global pandemic in 2020, which postponed investment decisions on a global basis. An unfavorable macroeconomic scenario of the main economies in the world also contributes to a drop in invest- ments in traditional sectors such as oil and gas, coal, real estate, and the chemical sector. In the coming years, the trend is for the flow of global investments to re- turn to more substantial amounts. The basis for this statement lies in the projection of 4.3% growth of the global economy for 2022, signaled by the World Bank. According to the institution, the world will grow at a faster pace after the recession caused by the Covid-19 health cri- sis. Upon the advance of vaccina- tion against the disease, there will be a greater need for investments to return the level of global activity to the levels existing before the re- cession. The main sectors responsible for global investments in the period between 2018 and 2020 were the renewable energy sector (10.1%) and the oil and natural gas sector (9.3%). The oil and gas sector re- corded an average annual drop of 31.2% in the three years of analy- sis and, even with the expressive drop, it remained with a significant amount of investments in the glob- al scenario. In contrast, the renew- able energy sector recorded an average annual increase of 4.7% in the same period (chart 47). The main oil companies in the oil
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