using big data to analyse the global & usa market … · using big data to analyse the global...
TRANSCRIPT
Using big data to analyse the global & USA market
Charlie Hockless – Lead Analyst Offshore
1. VALUESRecent transactions & valuation
trends
2. FLEET ANALYSISGlobal vs US fleet structure
3. FLEET UTILISATIONHow AIS can help us
WHERE WE ARE
ESTABLISHED2010
4 OFFICESWorldwide
PEOPLEOver 100 (from 4 in 2010)
WHAT WE DO
Values MappingDatabase
OUR SERVICES
WHO WE WORK WITH
SUBSCRIBERS350+ companies
USERS2,000+
42%
Banks& Funds
37%
Shipowners& Operators
21%
ProfessionalServices
WHAT HAS HAPPENEDTO VALUES?
WHAT HAS HAPPENED TO VALUES?
WHAT HAS HAPPENED TO VALUES?
Sold Aug 2017 for 45M USD
FORWARD COMMITMENTS
FORWARD COMMITMENTS
WHATS HAS HAPPENED TO VALUES?
WHATS HAS HAPPENED TO VALUES?
Sold Feb 2017 for 47.9M USD
FORWARD COMMITMENTS
WHAT HAS HAPPENED TO VALUES?
WHAT HAS HAPPENED TO VALUES?
Highest value - Feb 2008USD 28M USD
WHAT HAS HAPPENED TO VALUES?
Sold - May 2017 for 3.3M USD
WHAT HAS HAPPENED TO VALUES?
Stable over the last 3 months
WHAT HAS HAPPENED TO VALUES?
WHAT HAS HAPPENED TO VALUES?
WHAT HAS HAPPENED TO VALUES?
Highest value - Jul 2015 313.27M USD
WHAT HAS HAPPENED TO VALUES?
Sold - Oct 2017 for 159.5M USD
WHAT HAS HAPPENED TO VALUES?
WHAT HAS HAPPENED TO VALUES?
Firming over the last 3 months
VALUES CONCLUSION
OCV values recovering? Contract rewards for market movers
OSV values Continue to remain low but are stable
MODU (Jack up) Values firming, Borr Drilling created market
WHAT CAN WE LEARNFROM BIG DATA
VV DATABASE (7,000+ OSV | 1,000+ MODU | 2,000+ OCV)
GLOBAL FLEET VS US FLEET
0
2,000
4,000
6,000
8,000
10,000
12,000
Total Live Global Total Live GOM
10,262
1,424
Num
ber
of V
esse
ls
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
OSV OCV MODU
Global Live GOM LIVE
IN PERCENTAGE TERMS
15%
13% 8%
Num
ber
of V
esse
ls
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
OSV OCV MODU
Global Live GOM LIVE
AVERAGE FLEET AGE
Num
ber
of V
esse
ls
17.5
2013
2221 21.1
0
10
20
30
40
50
60
70
80
90
2018 Global Demo Sales 2018 American Owned Vessel Demo Sales
OFFSHORE SCRAPPING 2018 - GLOBAL VS US
78
27
USA represents 35 % of
Global Offshore Scrapping 2018
Num
ber
of V
esse
ls
USING VV DATA TO VISUALISE
GLOBAL OFFSHORE FLEET ORDERBOOK
0
50
100
150
200
250
OSV MODU
Num
ber
of V
esse
ls
205(9.7%) 192
(7.5%)
29(14.7%)
47(17.8%)
42(35.2%) 17
(10.4%)
77(13.6%)
FLEET UTILISATION
SCIENTIFIC APPROACH TO VESSEL LAY-UP
AIS AND GIS MAPPING
SCIENTIFIC APPROACH TO VESSEL LAY-UP
Total # of vessels in area 2088
SCIENTIFIC APPROACH TO VESSEL LAY UP
SCIENTIFIC APPROACH TO VESSEL LAY UP
Total # of vessels 1658
DEMAND/UTILISATION
SCIENTIFIC APPROACH TO VESSEL LAY UP
GOM average
5% in the last 6
months
30%Global average
40%
• Stability in values
• Increased scrapping
• Improving utilisation
• Market moving in the right direction
CONCLUSION
We’re giving you FREE vessel
values specs and company
information during Marine Money.
Simply email [email protected] with
“MM18” in the subject line for 3 free uses.
