Top 20 Oil & Gas Themes 2025

Best Price Guarantee	Publisher	Published Date	SKU
from $995	GlobalData	April, 2025	GBDT20067761

Best Price Guarantee
Price	from $995
Publisher	GlobalData
Published Date	April, 2025
SKU	GBDT20067761

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.

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