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Top 20 Oil & Gas Themes 2025

Publisher GlobalData
Published Apr 30, 2025
SKU # GBDT20067761

Description

Top 20 Oil & Gas Themes 2025

Summary

The top 20 themes impacting the oil and gas industry in 2025 are classified into four groups- macroeconomic, ESG, industry, and technology. The major macroeconomic themes impacting the oil and gas sector are tariffs, geopolitics and supply chain, while the ESG themes are environmental and social impacts. Energy transition, renewable energy, hydrogen, carbon capture and storage, energy storage, electric vehicles, LNG, shale, and integrated refineries are the relevant industry themes in the oil and gas industry. AI, blockchain, cloud computing, cybersecurity, IoT, and robotics are the most talked about technology themes in 2025.

Our research shows that companies who invest in the right themes become success stories; those who miss the big themes impacting their industry will fail. Given that so many themes are disruptive, it is easy to be blindsided by industry outsiders invading your sector. So, to help our clients gain a competitive advantage, GlobalData has developed its Strategic Intelligence Solution, a single, integrated global research platform that provides an easy-to-use framework for tracking all strategic issues-or themes-impacting all companies across all industries.

Scope
  • The Oil and Gas thematic intelligence report identifies the top themes that will impact the oil and gas sector’s growth in the coming years.
  • For each theme, the report offers a series of predictions, identifies winners and losers, and points one to further reading.
  • The report assesses how well companies are positioned for the future based on their competitive position in the main themes that are disrupting their sector.
Reasons to Buy
  • Our research shows that companies who invest in the right themes become success stories; those who miss the big themes ultimately fail. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders invading your sector.
  • So, to help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors.

Table of Contents

Executive Summary
Top Themes for 2025
Viewing the world’s data by theme helps you make important decisions
Tariffs
US tariffs may create a rift among trading partners and impact consumption
US-China intricate trade relations deteriorate
Economic uncertainty from tariffs could pressure oil prices.
Winners
Further reading
Geopolitics
A likely end to Ukraine conflict could ease oil and gas supply disruptions
US tariffs may create a rift among trading partners and impact consumption
Europe’s energy stance on Russia might come under increased scrutiny
Winners
Further reading
Supply Chain
Geopolitical uncertainty and tariffs to influence oil supply and demand in 2025
Supply chains are expected to remain vulnerable amid evolving energy dynamics
Supply chain automation could help contain costs amid tight labor availability
Winners
Further reading
ESG – Environment
Changing government policies weigh on company strategies for ESG
There will be more emphasis on lowering lifecycle emissions within the industry
Governments will need to step up climate financing to meet ESG goals
Winners
Further reading
ESG – Social
Safety in oil and gas will improve with increasing technological deployments
Persistent attacks on oil and gas assets heighten the risk to industry personnel
Social factors may create more specialized job roles in the industry
Winners
Further reading
Energy Transition
Strong oil demand may delay the clean energy transition
Low-carbon energy will gradually gain acceptance among oil and gas players
Renewable energy will play a pivotal role in global energy transition
Winners
Further reading
Renewable Energy
Oil and gas investments in renewable energy could slow down in 2025
Supply chains for renewable energy could be under stress
Advances in AI could help improve renewable energy projects
Winners
Further reading
Hydrogen
The pace of hydrogen capacity development to slow down
More concerted push needed from governments to drive hydrogen adoption
Production costs likely to reduce further as technology evolves
Winners
Further reading
Carbon Capture and Storage
Announcements for CCUS projects will continue to grow in 2025
CO2 transportation infrastructure needs to develop at a faster rate
Energy sector will continue to lead in CCUS deployments
Winners
Further reading
Energy Storage
Annual installed energy storage capacity is expected to surge by over 50% in 2025
Energy storage to play an increasingly significant role in electricity distribution
Policies supporting the energy transition will boost the adoption of BESS
Winners
Further reading
Electric Vehicles
Global EV demand is expected to grow’ albeit at a slower pace
Climate policies and regulations will dictate the growth EV adoption
Oil and gas companies could do more to reap from the EV boom
Winners
Further reading
Shale
Shale oil production likely to surpass the 2024 levels
Output from gas shales likely to remain flat in 2025 under current development plans
Consolidation could strengthen the competitive landscape in the US shales
Winners
Further reading
Liquefied Natural Gas
Sustained rise in Asian gas demand would benefit the LNG sector
Favorable market conditions could encourage suppliers to invest in new capacities
More efforts needed to improve the emission appeal of the LNG sector
Winners
Further reading
Integrated Refineries
Promising prospects for refiners amid steady product demand growth
Global integrated refinery capacity growth may continue at a steady pace
Strong petrochemical demand could prove beneficial for integrated refineries
Winners
Further reading
Artificial Intelligence
AI deployments in oil and gas to accelerate
AI could help achieve a balance between decarbonization and profitability
Advancements in AI could transform oil and gas workflows
Winners
Further reading
Blockchain
Rapid digitalization will spur blockchain adoption in the oil and gas industry
Blockchain will gain further traction in oil and gas commodity trading
Tokenization could revolutionize oil and gas operations
Winners
Further reading
Cloud Computing
Cloud computing will equip companies to better handle business challenges
Cloud computing will make industry operations more flexible
Cloud computing facilitates automation to offset the shortage of skilled workers
Winners
Further reading
Cybersecurity
Sustained investments in cybersecurity essential to support industrial development
Cyberattacks becoming more potent with AI
Periodic cybersecurity awareness trainings are imperative for data security
Winners
Further reading
Internet of Things
The industry perception towards IoT is becoming increasingly positive
Automation and remote monitoring are driving the IoT adoption
IoT will boost digital twins use cases in oil and gas
Winners
Further reading
Robotics
Robotics usage will grow to facilitate automation in industrial operations
Drone technologies will continue to simplify asset inspections
AI might enhance robotic capabilities in field applications
Winners
Further reading
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Glossary
Table 2: GlobalData reports
List of Figures
Figure 1: The biggest themes driving growth in the oil and gas industry in 2025
Figure 2: Tariffs:
Figure 3: Geopolitics
Figure 4: Supply Chain
Figure 5: ESG – Environment
Figure 6: ESG – Social
Figure 7: Energy Transition
Figure 8: Renewable Energy
Figure 9: Hydrogen
Figure 10: Carbon Capture and Storage
Figure 11: Energy Storage
Figure 12: Electric Vehicles
Figure 13: Shale
Figure 14: Liquefied Natural Gas
Figure 15: Integrated Refineries
Figure 16: Artificial Intelligence
Figure 17: Blockchain
Figure 18: Cloud Computing
Figure 19: Cybersecurity
Figure 20: Internet of Things
Figure 21: Robotics
Figure 22: Our five-step approach for generating a sector scorecard

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