The Quest Deepwater Shipyard Outlook (QDSO) Provides both a high-level and detailed view of capability, backlog and future utilization of Spanish, Middle Eastern and Asian Shipyards. The Report utilizes Quest’s FPS forecast to provide insight on future demand. Key elements include the correlation between yard availability / capacity and utilization for FPS topsides and hull fabrication. Additional information is provided on demand and operator trends to illustrate potential opportunities and pinch points in the overall FPS fabrication market.

 

STRATEGIC VALUE

• Illustrates supply and demand profiles of major shipyards serving the offshore oil & gas market
• Analyzes historic and forecast construction of FPS systems, drilling rigs, fixed platforms, marine construction assets and onshore modules
• Identifies potential future capacity constraints within major shipyards and sectors
• Outlines construction schedule within each major shipyard

QDSO DELIVERABLES

• Quarterly delivery of Master Shipyard Backlog file (MS Excel)
• Semi-annual delivery of Market Overview of key trends and forecasts (MS PowerPoint)

QDSO OUTLINE

Companies Included:

• Samsung Heavy Industries (SHI), Daewoo Shipbuilding & Marine Engineering (DSME), Hyundai Heavy Industries (HHI), Sembcorp, Keppel Offshore & Marine, Kiewit, Gulf Island Fabrication, McDermott, Lamprell, MMHE/MHB, Aker, Technip, as well as Chinese and Brasilian yards

Shipyard Tonnage by Awarded Projects

• Project by project timing and build analysis broken up by individual shipyards and combined into a forecast of tonnage throughput and capacity utilization

Shipyard Tonnage Forecast

• Quest forecasts future demand outside of awarded projects by taking into account shipyard histories, known projects, location, timing, and other market driving factors

Shipyard Financial & Macro Overview

• Analysis focused on changing margins, backlogs, and new orders
• Illustrations of macro shipyard drivers such as; container ship indexes, steel price indexes, and oil prices

Market Share Analysis by Shipyard

• Total tonnage analysis
• Project scope and type analysis