해양산업 시장보고서 OFFSHORE MARKET REPORT

소개글

Douglas Westwood 의 에너지 시장 자료 포함(유료)
ODS-PETRODATA 의 OFFSHORE 시장자료 포함
전반적인 해양산업 시장 보고서이며 AHTS 선박을 기준으로 작성하였습니다.

목차

1. KEY MARKET DRIVERS FOR SUPPLY VESSELS

2. OIL AND GAS INDUSTRY TRENDS

3. OFFSHORE INDUSTRY TRENDS

4. GLOBAL ENERGY PROSPECTS – “FUTURE”

5. “RIG” - KEY MARKET DRIVER FOR AHTS

6. WORLDWIDE OFFSHORE RIG COUNT

7. WORLDWIDE AHTS UTILAZATION : 2004 ~ 2008

8. WORLDWIDE AHTS FORECAST : 2004 ~ 2012

9. AHTS NEWBUILDS - CANCELLATION

10. AHTS DAY RATES RANGES – 2009

11. REFERENCE : Is Laying up the only option?

본문내용

* Key Market Drivers for AHTS
Price of Oil (!!!)
Number of active mobile rigs – both drilling and accommodation
Volume of construction and pipelaying activity
Number of production units (Floaters, Fixed, Subsea, FPSOs)
Decommissioning

* Global Energy Prospects – “Future”
Short term (2-3 years)
The recession will end
Many projects underway – more production coming onstream
China will use its financial reserves to buy future production
Oil prices will be determined by OPEC production cuts
E&P co’s exploration on Wall street?
Sole OES companies reasonably protected by large backlogs
But contractors costs have to fail (`$60 costs v $40 oil prices)
M&A opportunities in OES sector
The Longer term (4-10 years)
The recession will end
Economic activity & global trade will increase
Oil demand will increase & prices rise
Demand for surveys will increase
Well positioned equ & services companies will outperform
And there will again be a scramble for hardware & people
2009 could be a great time to invest…

참고 자료

Douglas Westwood 의 에너지 시장 자료 포함(유료)
ODS-PETRODATA 의 OFFSHORE 시장자료 포함(유료)
Platou Offshore and DnBNOR Markets report.