Offshore: Schlumberger, Aker Solutions & Zamet SA
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Offshore: Schlumberger, Aker Solutions & Zamet SA
Ride the wave.
Najważniejszym partnerem biznesowym dla Zamet SA będzie w najbliższym czasie norweski Aker Solutions. Obie spółki współpracowały już wcześniej. Podczas poprzedniego cyklu, najwcześniej zaraportowane ESPI odnośnie wspólnego projektu, było z czerwca 2013, a ostatnie w lipcu 2015 roku. W marcu 2022 roku Zamet SA zawarł porozumienie z Aker Solutions, na mocy którego część mocy produkcyjnych w zakładach w Piotrkowie Trybunalskim oraz Chojnicach, w latach 2023-2025, będzie zarezerwowana własnie dla AKSO. Porozumienie zostało zawarte w związku z przewidywaną przez Aker Solutions realizacją projektów w branży ropy i gazu oraz w branży odnawialnych źródeł energii które przypadają na ten okres.
Jesienią zeszłego roku Zamet SA chwalił się:
At the time of Rio Oil & Gas 2022 - the largest Latin America oil and gas event - our company ZAMET Industry during the Supplier Day organized by Aker Solutions received the award of "AKER SOLUTIONS' BEST SUPPLIER OF STEEL STRUCTURES in 2022".
W ubiegłą środę 8 lutego AKSO przedstawiło świetne wyniki za Q4-22, entuzjastycznie przyjęte przez rynek. CEO firmy, Kjetel Digre bardzo pozytywnie komentował outlook na branżę. Jeden z analityków zadał ciekawe pytanie: czy i jak AKSO poradzi sobie z rekordowym backlogiem:
I assume a key risk for Aker Solutions going forward is delivering on the record-high backlog. Could you please elaborate on who you are working on -- how you're working to secure that you are able to deliver on time and on budget?
Kjetel Digre:
I think if you look at our portfolio of projects in the different segments, we have many customers and more and more. These are the key ones that we know. And we know how to collaborate all our clients and particularly the key ones and those we have large portfolios with engage us very early. And just to run the example of Aker BP, where we have the largest portfolio of projects, when we're entering into this activity level, we are working in the alliance setup. We are engaged very early. We are part of not only designing the facilities, which then suits both us and the market around us, but we're also planning and preparing and safeguarding through actions that we take on frame agreements on standardizing on equipment by also locking up agreements with the sub-suppliers and also introducing the right kind of escalation.
So, we have control of the project in a completely different way when we are actually pushing the button and entering into the execution phase. What we are focusing together again in the alliances around now is to actually keep the momentum to make sure that we are acting on a mature engineering basis, but then also executing all the different milestones, placing orders, getting over to the next phases, et cetera. And we've been there before, so we know exactly what we need to do.
Porozumienie z Zamet z marca zeszłego roku dokładnie wpisuje się w ta strategię.
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Zamieszczam rowniez wybrane komentarze prezesa AKSO nt branzy #offshore:
We see strong momentum in project sanctioning internationally, both in oil and gas and in renewables markets. Within our oil and gas portfolio, we have seen high activity levels and strong performance on our North Sea projects. The steel from offshore platforms is of the highest quality and is therefore in high demand in the secondhand market, but also a key contributor to the circular economy with a significantly lower carbon footprint compared to production of new steel. Next, let's look at the tendering activity, but outlook remains positive. Even after the record high order intake, our tendering value is strong at almost NOK 80 billion with a good balance across segments. And moving forward, we expect international project sanctioning to increase. About half of the tender value relates to the Aker Solutions segments after the subsea JV transaction. we see robust multiyear market growth across areas where we are relevant. A substantial step-up in capital spending is projected in both oil and gas and renewables moving forward, and energy security is very high on the agenda, particularly in Europe. And we believe that this will lead to high activity levels across our businesses in the years to come. Looking ahead, we see very positive projections for our industry. We also see volatilities in the geopolitical landscape, which we follow closely. Aker Solutions will play an important part, both in the current upcycle and for the longer-term structural changes in the energy markets.
Nowy cykl w branży #offshore już się zaczął. Mówią o tym otwarcie najwięksi gracze ma rynku. Poniżej zamieszczam moje ostatnie tweety nt #offshore (w tym m.in. komentarze CEO spółki Schlumberger. Miłej lektury.
