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세계의 부유식 생산 시스템(FPS) 시장 예측

World Floating Production Systems Tracker 2018 Q3

리서치사 Douglas-Westwood
발행일 2018년 10월 상품 코드 217636
페이지 정보 영문 28 Pages
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세계의 부유식 생산 시스템(FPS) 시장 예측 World Floating Production Systems Tracker 2018 Q3
발행일 : 2018년 10월 페이지 정보 : 영문 28 Pages

이 페이지에 게재되어 있는 내용은 최신판과 약간 차이가 있을 수 있으므로 영문목차를 함께 참조하여 주시기 바랍니다. 기타 자세한 사항은 문의 바랍니다.

2018-2022년간의 예측기간 중 새롭게 64개, 640억 달러 규모의 부유식 생산 시스템(FPS)이 도입될 것으로 예측되고 있으며, 같은 기간 중 발주액은 640억 달러에 달할 것으로 예측됩니다.

세계의 부유식 생산 시스템(FPS: Floating Production Systems) 시장을 조사했으며, 시장 배경과 거시경제 동향, FPS의 각종 유형과 용도, FPS 공급망, 리스 및 파이낸싱 동향, FPS 유형·지역별 도입수 및 CAPEX 추이와 예측 등의 정보를 정리하여 전해드립니다.

제1장 요약 및 결론

제2장 거시경제 개요

  • 오프쇼어 개발(E&P) 산업의 발전
  • 석유 수요
  • 석유 수급균형
  • 석유 공급
  • 석유 및 가스의 의견 일치 가격
  • E&P 동향
  • 심해에 초점 : 새로운 영역
  • 브라질의 중요성

제3장 FPS의 각종 유형과 용도

  • 현장 개발
  • FPS의 수명주기
  • FPS의 컨셉
  • 부유식 원유생산저장하역설비(FPSO)
  • FPSO의 종류
  • FPSS(Floating Production Semi-Submersibles)
  • FPSS의 종류
  • SPAR
  • SPAR의 종류
  • 텐션 레그 플랫폼(TLP)
  • TLP의 종류
  • 부유식 생산 시스템의 종류 : 요약
  • FPS의 용도

제4장 FPS 공급망

  • 주요 기업
  • FPS 공급망
  • 로컬 컨텐트
  • FPS 조선소 및 건설 시설
  • 선체
  • 상갑판
  • 계류 시스템
  • 라이저 시스템(Riser Systems)
  • 크리티컬 패스 설비 리드타임
  • 운송·설치·시운전
  • 백로그
  • 파이낸싱
  • 리스 시장 개요
  • 리스 시장 : 주요 기업
  • 리스 유닛의 재배치

제5장 FPS 플릿

  • FPS 플릿
  • 플릿 분석 : 오퍼레이터·수심 분포

제6장 시장 예측

  • 예측 방법
  • 세계의 FPS 설치 시장 : 지역별
  • 세계 FPS 시장의 단계적 CAPEX : 지역별
  • 세계의 FPS 설치 시장 : 선박별
  • FPSO
  • FPSO CAPEX 분석
  • FPSS
  • FPSS CAPEX 분석
  • SPAR
  • TLP
  • TLP CAPEX 분석
  • 오퍼레이터 분석
  • 심해 FPS 시장

제7장 부록

LSH 18.07.17

FPS Activity Recovery Continues Despite Cautious Investment Climate

The Q3 edition of Westwood Energy's World Floating Production Systems Tracker, has been released. Across 2018 we have seen the FPS market continue along the path of recovery that began last year. It is evident that the downturn has changed the behaviour of E&P companies when sanctioning FPS projects, and the intense pressure on the supply chain witnessed during the 2015-2017 downturn remains, despite the improvement in oil prices. There has been a much greater focus on the re-engineering of projects to achieve maximum cost efficiency. This capital discipline is the primary reason so many projects continue to see revised timelines. In Q2 2018 we have seen three FPS units ordered. However, in the same quarter, six units that were expected to be ordered this year have been delayed to 2019.

The underlying macro-economic environment is positive, however, with oil prices at levels that support positive free-cash flow for E&P companies and allow investment in new developments. Pricing in offshore OFS markets remain at cycle-lows, compared to onshore markets that are further into a recovery cycle and are seeing price inflation. We are tracking a large number of projects on the ‘starting blocks' and moving toward sanction that will drive high levels of new orders in the coming 18 months. In total, we expect 65 units to be installed between 2018 and 2022 with a value of $59bn. Orders worth $62bn are also expected over the same period.

The companies that have been successful in the new environment have been those that have adapted to the conditions around them. An example is SBM Offshore whose Fast4Ward hull approach has already resulted in an order for the Liza field in Guyana. BW Offshore's move to acquire an operating stake in upstream assets has also been positive, allowing them to deploy an off-hire FPSO (the BW Adolo) on a field that they now operate.

Led by Brazil, it is the Americas that drive activity over the forecast. Latin America will lead expenditure for both installations and orders over the forecast, driven by Petrobras in Brazil and Exxon's continued investment in the Starborek block offshore Guyana. After a period of inactivity, investment will return in deepwater Gulf of Mexico, with a number of FPSS units expected to be ordered over the forecast. Total installation spend of $9bn is expected in the GoM, the highest after Latin America.

This quarter Westwood have added new features into the report including further analysis of upcoming orders and installations, a summary of the key details of the last 12 months in the FPS industry and analysis of the units that are expected to be ordered or become operational over the next 12 months.

Key Conclusions:

  • $62bn worth of orders expected over the 2018-2022 period, $17bn of this to come in 2019.
  • Phased development Capex of $57bn forecast for the next five years.
  • Backlogs are reaching cyclical lows, however consistent levels of orders will boost expenditure and activity into the 2020's.
  • With spend of $24bn, it is Latin America that accounts for the largest proportion (43%) of phased Capex. This is driven by Petrobras and activity at the Liza field offshore Guyana.
  • North American spend will be a key contributor to overall expenditure, accounting for the second largest amount of both expenditure and units.

FPS Market Coverage:

  • Installation Capex forecast by region and type.
  • Unit installation forecast by region and type.
  • Order Capex forecast.
  • Analysis of FPSO leasing market.
  • Summary of new and expected 2018 orders and units onstream.
  • Comparison between reports - highlighting major news stories of the quarter.

Analysis is based on Westwood's Sectors FPS database, which details more than 700 FPS projects that are updated and tracked daily. The ‘World Floating Production Systems Tracker’ is essential for anyone evaluating investment opportunities in the FPS sector, including growing firms seeking competitive advantage across segments, investment banks and advisory firms wanting to improve their understanding of the business, and industry analysts seeking a competitive edge.

Table of Contents

1. Summary & Conclusions

  • Summary & Conclusions
  • Data Summary
  • FPS Activity Summary Comparison (Q3'17-Q2'18)
  • FPS Key Events Last 12 Months
  • FPS Key Events Expected Next 12 Months

2. Market Forecast

  • Methodology
  • Consensus Oil Price
  • Consensus Gas Price
  • New FPS Orders
  • New Onstream Vessels
  • The Global FPS Installation Market by Region
  • The Phased Capex Global FPS Market by Region
  • The Global FPS Installation Market by Vessel Type
  • FPSOs
  • FPSOs Continued
  • FPSSs
  • Spars
  • TLPs
  • Operator Analysis
  • The Deepwater FPS Market

3. Appendix

  • Project Listing

Figures

  • Figure 1: Phased FPS Capex by Region 2013-2022
  • Figure 2: Global FPS Orders' Capex Comparison
  • Figure 3: Global FPS Installations' Capex Comparison
  • Figure 4: FPS Key Events Expected Next 12 Months
  • Figure 5: Consensus Oil Price Forecast 2014-2024
  • Figure 6: Consensus Gas Price Forecast 2014-2024
  • Figure 7: 2018 Orders by Capex and Quarter
  • Figure 8: 2018 FPS Units Onstream*
  • Figure 9: Global FPS Installation Capex by Region 2013-2022
  • Figure 10: Global Phased FPS Capex by Region 2013-2022
  • Figure 11: Global FPS Installation Capex by Vessel Type 2013-2022
  • Figure 12: FPSO Capex by Region 2013-2022
  • Figure 13: 2018-2022 FPSO Capex and number of units by leased/owned
  • Figure 14: FPSS Capex by Region 2013-2022
  • Figure 15: Spar Capex by Region 2013-2022
  • Figure 16: TLP Capex by Region 2013-2022
  • Figure 17: Deepwater FPS Capex by Region 2013-2022
  • Figure 18: Deepwater FPS Capex by Vessel Type 2013-2022

Tables

  • Table 1: Q2 2018 FPS Orders, Pre-contract Agreements and Delayed Orders
  • Table 2: Q2 2018 FPS Units Installed, Operational and Delayed Operational
  • Table 3: 2018 FPS Orders Table
  • Table 4: Global FPS Capex by Region 2017-2022
  • Table 5: Global FPS Installations by Region 2017-2022
  • Table 6: Global Phased FPS Capex by Region 2017-2022
  • Table 7: Global Phased FPS Installations by Region 2017-2022
  • Table 8: Global FPS Capex by Vessel Type 2017-2022
  • Table 9: Global FPS Installations by Vessel Type 2017-2022
  • Table 10: FPSO Capex by Region 2017-2022
  • Table 11: FPSO Installations by Region 2017-2022
  • Table 12: FPSS Capex by Region 2017-2022
  • Table 13: FPSS Installations by Region 2017-2022
  • Table 14: Spars Capex by Region 2017-2022
  • Table 15: Spars Installations by Region 2017-2022
  • Table 16: TLPs Capex by Region 2017-2022
  • Table 17: TLPs Installations by Region 2017-2022
  • Table 18: FPS Field Operators Capex by start-up year 2018-2022
  • Table 19: Deepwater FPS Capex by Vessel Type 2017-2022
  • Table 20: Deepwater FPS Capex by Region 2017-2022
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