Satellite Communications

Energy SATCOM Markets, 8th Edition

PUBLISHED: August 2019

Available Licenses: Standard: $4,495 Enterprise: $8,495

  • Report Summary
  • Key Features
  • Table of Contents
  • Supporting Articles

NSR’s Energy SATCOM Markets, 8th Edition (ESM8) report is the most comprehensive study on the Energy SATCOM Markets. With stability returning to the market, just where are things heading? The report explores the impact of capacity pricing, new Non-GEO HTS systems, and the evolving dynamics unfolding in Broadband MSS connectivity with Iridium and Inmarsat expanding their L-band offerings.

Oil & Gas remains the largest market opportunity – but the field is increasingly crowded and service providers are consolidating. As falling capacity pricing and end-users requirements continue to exert pressures on prices, will the ‘big data revolution’ and data-driving processes be enough to keep revenue spending an on upward trend? Connectivity requirements for Mining and Utilities continue to evolve, but with Mining markets facing increasing pressures from terrestrial ‘new technology’ cannot arrive fast enough. Utilities are building and rebuilding infrastructure faster than ever meaning more sub-stations, distribution networks, and generation stations require connectivity.

Bottom Line, with $10 Billion in cumulative revenues between 2018 – 2028 projected, what markets will yield the best growth, for which segments of the SATCOM value-chain, and for what types of capacity?

With nearly $800M in Retail Revenues in 2028, growing to over $1.2B by 2028, energy markets are showing signs of longer-term health with some near-term challenges. Highlighting the challenges and emphasizing the opportunities across 9 core energy markets shows that there is still life for FSS connectivity in a macro-satellite environment that continues to shift towards GEO-HTS, while showing that Non-GEO connectivity will have a transformative impact at the higher-end of the segments. Energy SATCOM Markets, 8th Edition builds on NSR’s extensive knowledge of energy and satellite market insights to provide the core actionable insights for this re-emerging opportunity.

Energy SATCOM Markets, 8th Edition

Vertical Market Coverage

NSR’s Energy SATCOM Markets, 8th Edition (ESM8) is built from 8+ years of research on the Energy satellite communications market.  Continuously tracking the developments of key players, end-users, and market segments, combined with extensive interviews across the value-chain, and deeper-dives in selected sub-segments and regions, all combine to form a complete quantification of major trends, drivers, and restraints present in the market.

Energy SATCOM Markets, 8th Edition

Report Segmentation

The NSR Difference

NSR’s Energy SATCOM Markets study is centered in a core understanding of the market from all parts of the value-chain. As one of the go-to references for end-users, service providers, and the financial community, NSR’s Energy SATCOM Markets series of research consistently stays ahead of the curve anticipating market dynamics in the satellite industry. The report provides more capacity segments, higher regional resolution, and distills emerging trends to their core impacts the maritime sector than competing offerings.

Companies and Organizations Mentioned in ESM8:

Speedcast, RigNet, Marlink, Inmarsat, Iridium, SES, ITC Global, Noble Drilling, Tampnet, Carnival Corporation, Shelf Drilling, Vergnet Group and Schlumberger.

Table of Contents

Executive Summary

  1. Global Overview
    1. Global – Trends & Observations by End-User Segment
    2. Global – Addressable Market
    3. Global – In-Service Units
    4. Global: In-Service Units
    5. Global – ARPU
    6. Global – Capacity Demand & Revenues
    7. Global – Revenues
  2. State of Energy SATCOM Markets
    1. Service Provider Market Share
    2. Selected Announcements
  3. Oil & Gas Markets
    1. Oil & Gas Overview
      1. Oil & Gas Market Overview
      2. Oil & Gas Addressable Markets
      3. Oil & Gas Market Trends
      4. Oil & Gas Markets Historical Forecast Evolutions
    2. Onshore O&G
      1. Onshore O&G – In-Service Units
      2. Onshore O&G – ARPU
      3. Onshore O&G – Capacity Demand & Revenues
      4. Onshore O&G – Revenues
    3. Offshore Support Vessels
      1. Offshore Support Vessels – In-Service Units
      2. Offshore Support Vessels – ARPU
      3. Offshore Support Vessels – Capacity Demand & Revenues
      4. Offshore Support Vessels – Revenues
    4. Offshore Exploration & Production Rigs
      1. Offshore Exploration & Production Rigs – In-Service Units
      2. Offshore Exploration & Production Rigs – ARPU
      3. Offshore Exploration & Production Rigs – Capacity Demand & Revenues
      4. Offshore Exploration & Production Rigs – Revenues
    5. Offshore Exploration & Production Platforms
      1. Offshore Exploration & Production Platforms – In-Service Units
      2. Offshore Exploration & Production Platforms – ARPU
      3. Offshore Exploration & Production Platforms – Capacity Demand & Revenues
      4. Offshore Exploration & Production Platforms – Revenues
    6. Distribution Pipelines
      1. Distribution Pipelines – In-Service Units
      2. Distribution Pipelines – ARPU
      3. Distribution Pipelines – Capacity Demand & Revenues
      4. Distribution Pipelines – Revenues
    7. Oil & Gas Markets Bottom Line
  4. Mining Markets
    1. Mining Overview
      1. Mining Markets
      2. Mining Market Addressable
      3. Mining Addressable Markets
      4. Mining Market Trends
      5. Mining Historical Forecast Evolutions
    2. Mining Exploration & Development Markets
      1. Mining Exploration & Development – In-Service Units
      2. Mining Exploration & Development – ARPU
      3. Mining Exploration & Development – Capacity Demand & Revenues
      4. Mining Exploration & Development – Revenues
    3. Mining Production & Closure Markets
      1. Mining Production & Closure – In-Service Units
      2. Mining Production & Closure – ARPU
      3. Mining Production & Closure – Capacity Demand & Revenues
      4. Mining Production & Closure – Revenues
    4. Mining Markets Bottom Line
  5. Utility Markets
    1. Utility Overview
      1. Utility Markets
      2. Utility Addressable Market
      3. Utility Market Trends
      4. Utility Market Historical Forecast Evolutions
    2. Utility Transmission & Distribution
      1. Utility Transmission & Distribution – In-Service Units
      2. Utility Transmission & Distribution – ARPU
      3. Utility Transmission & Distribution – Capacity Demand & Revenues
      4. Utility Transmission & Distribution – Revenues
    3. Utility Generation
      1. Utility Generation – In-Service Units
      2. Utility Generation – ARPU
      3. Utility Generation – Capacity Demand & Revenues
      4. Utility Generation – Revenues
    4. Utility Bottom Line

Appendix

A1. Definitions
A2. Change Log
A3. Forecast Methodology
A4. High-level Forecast Model

List of Exhibits

Executive Summary

  1. Global Overview
    1. Energy SATCOM Markets – Total Addressable Market
    2. Energy SATCOM Markets – Total Addressable Market 2018
    3. Energy SATCOM Markets – Total Addressable Market 2028
    4. Global Energy Verticals In-Service Units, by Capacity
    5. Global Energy Verticals In-Service Units, by Region
    6. Global Energy Verticals Retail ARPU
    7. Global Energy Verticals Capacity Demand
    8. Global Energy Verticals Capacity Revenues ($M)
    9. Global Energy Verticals Service Revenues ($M)
    10. Global Energy Verticals Equipment Revenues ($M)
    11. Global Energy Verticals Retail Revenues ($M)
  2. State of Energy SATCOM Markets
    1. Service Provider Market Share, 2018
  3. Oil & Gas Markets
    1. Oil & Gas SATCOM Markets – Total Addressable Market
    2. Oil & Gas SATCOM Markets – Total Addressable Market – 2018
    3. Oil & Gas SATCOM Markets – Total Addressable Market – 2028
    4. Oil & Gas Retail Revenues ($M), Historical Comparisons
    5. Oil & Gas In-Service Units, Historical Comparisons
    6. Oil & Gas Retail Revenues ($M), Historical Comparisons
    7. Oil & Gas Capacity Demand (TPEs), Historical Comparisons
    8. Oil & Gas Capacity Demand (Gbps), Historical Comparisons
    9. [O&G] Onshore E&P In-Service Units, by Capacity
    10. [O&G] Onshore E&P In-Service Units, by Region
    11. [O&G] Onshore E&P Retail ARPU
    12. [O&G] Onshore E&P Capacity Demand
    13. [O&G] Onshore E&P Capacity Revenues ($M)
    14. [O&G] Onshore E&P Service Revenues ($M)
    15. [O&G] Onshore E&P Equipment Revenues ($M)
    16. [O&G] Onshore E&P Retail Revenues ($M)
    17. [O&G] Offshore Support Vessels In-Service Units, by Capacity
    18. [O&G] Offshore Support Vessels In-Service Units, by Region
    19. [O&G] Offshore Support Vessels Retail ARPU
    20. [O&G] Offshore Support Vessels Capacity Demand
    21. [O&G] Offshore Support Vessels Capacity Revenues ($M)
    22. [O&G] Offshore Support Vessels Service Revenues ($M)
    23. [O&G] Offshore Support Vessels Equipment Revenues ($M)
    24. [O&G] Offshore Support Vessels Retail Revenues ($M)
    25. [O&G] Offshore Exploration Rigs In-Service Units, by Capacity
    26. [O&G] Offshore Exploration Rigs In-Service Units, by Region
    27. [O&G] Offshore Exploration Rigs Retail ARPU
    28. [O&G] Offshore Exploration Rigs Capacity Demand
    29. [O&G] Offshore Exploration Rigs Capacity Revenues ($M)
    30. [O&G] Offshore Exploration Rigs Service Revenues ($M)
    31. [O&G] Offshore Exploration Rigs Equipment Revenues ($M)
    32. [O&G] Offshore Exploration Rigs Retail Revenues ($M)
    33. [O&G] Offshore Production Platforms In-Service Units, by Capacity
    34. [O&G] Offshore Production Platforms In-Service Units, by Region
    35. [O&G] Offshore Production Platforms Retail ARPU
    36. [O&G] Offshore Production Platforms Capacity Demand
    37. [O&G] Offshore Production Platforms Capacity Revenues ($M)
    38. [O&G] Offshore Production Platforms Service Revenues ($M)
    39. [O&G] Offshore Production Platforms Equipment Revenues ($M)
    40. [O&G] Offshore Production Platforms Retail Revenues ($M)
    41. [O&G] Distribution Pipelines In-Service Units, by Capacity
    42. [O&G] Distribution Pipelines In-Service Units, by Region
    43. [O&G] Distribution Pipelines Retail ARPU
    44. [O&G] Distribution Pipelines Capacity Demand
    45. [O&G] Distribution Pipelines Capacity Revenues ($M)
    46. [O&G] Distribution Pipelines Service Revenues ($M)
    47. [O&G] Distribution Pipelines Equipment Revenues ($M)
    48. [O&G] Distribution Pipelines Retail Revenues ($M)
  4. Mining Markets
    1. Mining SATCOM Markets – Total Addressable Market
    2. Mining SATCOM Markets – Total Addressable Market – 2018
    3. Mining SATCOM Markets – Total Addressable Market – 2028
    4. Mining Retail Revenues ($M), Historical Comparisons
    5. Mining In-Service Units, Historical Comparisons
    6. Mining Retail Revenues ($M), Historical Comparisons
    7. Mining Capacity Demand (TPEs), Historical Comparisons
    8. Mining Capacity Demand (Gbps), Historical Comparisons
    9. [Mining] Exploration & Development In-Service Units, by Capacity
    10. [Mining] Exploration & Development In-Service Units, by Region
    11. [Mining] Exploration & Development Retail ARPU
    12. [Mining] Exploration & Development Capacity Demand
    13. [Mining] Exploration & Development Capacity Revenues ($M)
    14. [Mining] Exploration & Development Service Revenues ($M)
    15. [Mining] Exploration & Development Equipment Revenues ($M)
    16. [Mining] Exploration & Development Retail Revenues ($M)
    17. [Mining] Production & Closure Retail ARPU
    18. [Mining] Production & Closure Capacity Demand
    19. [Mining] Production & Closure Capacity Revenues ($M)
    20. [Mining] Production & Closure Service Revenues ($M)
    21. [Mining] Production & Closure Equipment Revenues ($M)
    22. [Mining] Production & Closure Retail Revenues ($M)
  5. Utility Markets
    1. Utility SATCOM Markets – Total Addressable Market
    2. Utility SATCOM Markets – Total Addressable Market – 2018
    3. Utility SATCOM Markets – Total Addressable Market – 2028
    4. Utility Retail Revenues ($M), Historical Comparisons
    5. Utility In-Service Units, Historical Comparisons
    6. Utility Retail Revenues ($M), Historical Comparisons
    7. Utility Capacity Demand (TPEs), Historical Comparisons
    8. Utility Capacity Demand (Gbps), Historical Comparisons
    9. [UTIL] Transmission & Distribution In-Service Units, by Capacity
    10. [UTIL] Transmission & Distribution In-Service Units, by Region
    11. [UTIL] Transmission & Distribution Retail ARPU
    12. [UTIL] Transmission & Distribution Capacity Demand
    13. [UTIL] Transmission & Distribution Capacity Revenues ($M)
    14. [UTIL] Transmission & Distribution Service Revenues ($M)
    15. [UTIL] Transmission & Distribution Equipment Revenues ($M)
    16. [UTIL] Transmission & Distribution Retail Revenues ($M)
    17. [UTIL] Generation In-Service Units, by Capacity
    18. [UTIL] Generation In-Service Units, by Region
    19. [UTIL] Generation Retail ARPU
    20. [UTIL] Generation Capacity Demand
    21. [UTIL] Generation Capacity Revenues ($M)
    22. [UTIL] Generation Service Revenues ($M)
    23. [UTIL] Generation Equipment Revenues ($M)
    24. [UTIL] Generation Retail Revenues ($M)
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