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Using big data to analyse the global & USA market
charliehockless@vesselsvalue.com
Charlie Hockless – Lead Analyst Offshore
1 . VALUES Recent transactions & valuation trends
Using big data to analyse the global & USA market Charlie - - PowerPoint PPT Presentation
Using big data to analyse the global & USA market Charlie - - PowerPoint PPT Presentation
Using big data to analyse the global & USA market Charlie Hockless Lead Analyst Offshore charliehockless@vesselsvalue.com 1 . VALUES Recent transactions & valuation trends 2 . FLEET ANALYSI S Global vs US fleet structure 3 .
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2 . FLEET ANALYSI S Global vs US fleet structure
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3 . FLEET UTI LI SATI ON How AIS can help us
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W HERE W E ARE ESTABLI SHED
2010
4 OFFI CES
Worldwide
PEOPLE
Over 100 (from 4 in 2010)
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W HAT W E DO Values Mapping Database
OUR SERVI CES
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W HO W E W ORK W I TH SUBSCRI BERS
350+ companies
USERS
2,000+
42%
Banks & Funds
37%
Shipowners & Operators
21%
Professional Services
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W HAT HAS HAPPENED TO VALUES?
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W HAT HAS HAPPENED TO VALUES?
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W HAT HAS HAPPENED TO VALUES?
Sold Aug 2 0 1 7 for 4 5 M USD
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FORW ARD COMMI TMENTS
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FORW ARD COMMI TMENTS
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W HATS HAS HAPPENED TO VALUES?
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W HATS HAS HAPPENED TO VALUES?
Sold Feb 2 0 1 7 for 4 7 .9 M USD
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FORW ARD COMMI TMENTS
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W HAT HAS HAPPENED TO VALUES?
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W HAT HAS HAPPENED TO VALUES?
Highest value - Feb 2008 USD 2 8 M USD
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W HAT HAS HAPPENED TO VALUES?
Sold - May 2017 for 3 .3 M USD
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W HAT HAS HAPPENED TO VALUES?
Stable over the last 3 m onths
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W HAT HAS HAPPENED TO VALUES?
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W HAT HAS HAPPENED TO VALUES?
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W HAT HAS HAPPENED TO VALUES?
Highest value - Jul 2 0 1 5 3 1 3 .2 7 M USD
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W HAT HAS HAPPENED TO VALUES?
Sold - Oct 2017 for 1 5 9 .5 M USD
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W HAT HAS HAPPENED TO VALUES?
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W HAT HAS HAPPENED TO VALUES?
Firm ing over the last 3 m onths
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VALUES CONCLUSI ON 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
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W HAT CAN W E LEARN FROM BI G DATA
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VV DATABASE (7,000+ OSV | 1,000+ MODU | 2,000+ OCV)
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GLOBAL FLEET VS US FLEET
2,000 4,000 6,000 8,000 10,000 12,000 Total Live Global Total Live GOM
1 0 ,2 6 2 1 ,4 2 4
Number of Vessels
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1000 2000 3000 4000 5000 6000 7000 8000 9000 OSV OCV MODU
Global Live GOM LIVE
I N PERCENTAGE TERMS 1 5 % 1 3 % 8 %
Number of Vessels
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1000 2000 3000 4000 5000 6000 7000 8000 9000 OSV OCV MODU
Global Live GOM LIVE
AVERAGE FLEET AGE
Number of Vessels
17.5 20 1 3 2 2 2 1 21.1
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10 20 30 40 50 60 70 80 90 2018 Global Demo Sales 2018 American Owned Vessel Demo Sales
OFFSHORE SCRAPPI NG 2 0 1 8 - GLOBAL VS US 7 8 2 7
USA represents 3 5 % of Global Offshore Scrapping 2 0 1 8
Number of Vessels
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USI NG VV DATA TO VI SUALI SE
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GLOBAL OFFSHORE FLEET ORDERBOOK
50 100 150 200 250 OSV MODU Number of Vessels
2 0 5
(9.7% )
1 9 2
(7.5% )
2 9
(14.7% )
4 7
(17.8% )
4 2
(35.2% )
1 7
(10.4% )
7 7
(13.6% )
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FLEET UTI LI SATI ON
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SCI ENTI FI C APPROACH TO VESSEL LAY-UP
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AI S AND GI S MAPPI NG
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SCI ENTI FI C APPROACH TO VESSEL LAY-UP
Total # of vessels in area 2 0 8 8
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SCI ENTI FI C APPROACH TO VESSEL LAY UP
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SCI ENTI FI C APPROACH TO VESSEL LAY UP
Total # of vessels 1 6 5 8 DEMAND/UTILISATION
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SCI ENTI FI C APPROACH TO VESSEL LAY UP
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GOM average
5 % in the last 6 m onths
3 0 %
Global average
4 0 %
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- Stability in values
- Increased scrapping
- Improving utilisation
- Market moving in the right direction
CONCLUSI ON
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