using big data to analyse the global & usa market … · using big data to analyse the global...
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![Page 1: Using big data to analyse the global & USA market … · Using big data to analyse the global & USA market. charliehockless@vesselsvalue.com. Charlie Hockless – Lead Analyst Offshore](https://reader031.vdocument.in/reader031/viewer/2022011904/5f22a0cc05b84173556453bf/html5/thumbnails/1.jpg)
Using big data to analyse the global & USA market
Charlie Hockless – Lead Analyst Offshore
![Page 2: Using big data to analyse the global & USA market … · Using big data to analyse the global & USA market. charliehockless@vesselsvalue.com. Charlie Hockless – Lead Analyst Offshore](https://reader031.vdocument.in/reader031/viewer/2022011904/5f22a0cc05b84173556453bf/html5/thumbnails/2.jpg)
1. VALUESRecent transactions & valuation
trends
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2. FLEET ANALYSISGlobal vs US fleet structure
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3. FLEET UTILISATIONHow AIS can help us
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WHERE WE ARE
ESTABLISHED2010
4 OFFICESWorldwide
PEOPLEOver 100 (from 4 in 2010)
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WHAT WE DO
Values MappingDatabase
OUR SERVICES
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WHO WE WORK WITH
SUBSCRIBERS350+ companies
USERS2,000+
42%
Banks& Funds
37%
Shipowners& Operators
21%
ProfessionalServices
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WHAT HAS HAPPENEDTO VALUES?
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WHAT HAS HAPPENED TO VALUES?
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WHAT HAS HAPPENED TO VALUES?
Sold Aug 2017 for 45M USD
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FORWARD COMMITMENTS
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FORWARD COMMITMENTS
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WHATS HAS HAPPENED TO VALUES?
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WHATS HAS HAPPENED TO VALUES?
Sold Feb 2017 for 47.9M USD
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FORWARD COMMITMENTS
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WHAT HAS HAPPENED TO VALUES?
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WHAT HAS HAPPENED TO VALUES?
Highest value - Feb 2008USD 28M USD
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WHAT HAS HAPPENED TO VALUES?
Sold - May 2017 for 3.3M USD
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WHAT HAS HAPPENED TO VALUES?
Stable over the last 3 months
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WHAT HAS HAPPENED TO VALUES?
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WHAT HAS HAPPENED TO VALUES?
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WHAT HAS HAPPENED TO VALUES?
Highest value - Jul 2015 313.27M USD
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WHAT HAS HAPPENED TO VALUES?
Sold - Oct 2017 for 159.5M USD
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WHAT HAS HAPPENED TO VALUES?
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WHAT HAS HAPPENED TO VALUES?
Firming over the last 3 months
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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
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WHAT CAN WE LEARNFROM BIG 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
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
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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
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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
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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
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USING VV DATA TO VISUALISE
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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%)
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FLEET UTILISATION
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SCIENTIFIC APPROACH TO VESSEL LAY-UP
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AIS AND GIS MAPPING
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SCIENTIFIC APPROACH TO VESSEL LAY-UP
Total # of vessels in area 2088
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SCIENTIFIC APPROACH TO VESSEL LAY UP
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SCIENTIFIC APPROACH TO VESSEL LAY UP
Total # of vessels 1658
DEMAND/UTILISATION
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SCIENTIFIC APPROACH TO VESSEL LAY UP
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GOM average
5% in the last 6
months
30%Global average
40%
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• Stability in values
• Increased scrapping
• Improving utilisation
• Market moving in the right direction
CONCLUSION
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