Insight

Upstream supply chain in brief

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05 September 2018

Upstream supply chain in brief

Report summary

The upstream supply chain in brief provides critical insight on the latest market news and trends within the offshore oil and gas market. Within this offering, Wood Mackenzie's team of dedicated supply chain experts are uniquely positioned to add value to our clients by translating market event drivers into possible implications for the global supply chain. Insight around market events is driven by deep understanding of the upstream supply chain space and compliments the team's offering providing global and regional capex forecasts, news on the latest contracting activity as well as installation trends.

Table of contents

  • Offshore rig markets: positioning themselves for recovery
  • Transocean expands premium fleet with purchase of Ocean Rig
  • Johan Sverdrup phase 2 moving forward
  • July and August contract award round up
  • Subsea demand ramping up in H1 2018
  • Gulf of Mexico lease sale 251 demonstrates strength
  • Offshore collaborative towards North Sea innovation
  • North Sea drilling outlook
  • In high spec, high optimism
  • Noble Plc – Earnings Release
  • Vintage Jackups – A long awaited nail in the coffin?
  • Deepwater demand drove costs down, but the tide is turning
  • The Majors are preparing for deepwater action, but taking their time to do it right
  • Rowan Cos. Plc – reported results
  • Transocean Ltd. – reported results
  • Ensco plc – reported results
  • Transocean leads the pack with substantial contract awards in Q2-2018
  • A more positive outlook for the deepwater drilling market
  • Total continues US$575,000/day drillship charter in Angola
  • The recovery is here, but don’t get too jacked-up
  • Offshore contracting activity is picking up the pace
  • East is best for the subsea market in 2018
  • Yard backlogs boosted as FPS construction awards continue
  • Creatively cultivating opportunities: Premier Oil's Sea Lion and Dril-Quip
  • Block 17 boosts Sub-Sahara subsea market
  • Fast4Ward for Liza
  • Johan Sverdrup phase 2 moving forward
  • Integrated subsea offerings – are they making a difference?
  • Rowan secures an important contract for the Relentless drillship
  • CNOOC Ltd hands 2018’s largest subsea tree order to TechnipFMC
  • Brazil is back on the radar for drilling contractors
  • New local content rules to the rescue
  • May contracts round-up
  • Downturn + smaller project = tough installation market
  • Shell finds more success in Jurassic with the Dover discovery
  • Could P&A work save the day for elderly rigs?
  • Subsea orders in Q1 2018: strong overall demand, Norway still in front
  • Jurong lures private equity dollars into the ultra- deepwater rig sector
  • Rosebank moving towards FID
  • Borr sells off Paragon assets in one fell swoop
  • Dash for gas gives a boost to offshore activity
  • Increased SURF tender and award activity driven by cost reductions
  • Deepwater day rates remain persistently low
  • Statoil protects against inflation with new rig contract
  • Subsea 7 issues unsolicited proposal to acquire McDermott
  • Subsea market flips back to growth
  • Bottom for deep water rig market looms
  • Global subsea cost outlook
  • Positive subsea activity leads to strong 2018 demand potential
  • Leased FPSO market overview
  • Transocean third quarter earnings call
  • Noble Corp. third quarter earnings call
  • Diamond Offshore third quarter earnings call
  • Ensco Drilling third quarter earnings call
  • Subsea market improving, but remains challenging for supply chain
  • 2017 SURF contract award activity
  • Global deepwater exploration activity
  • Borr Drilling snaps up nine new jackups
  • Deepwater rig counts & utilisation
  • Transocean extends back-log for Deepwater Invictus
  • Worley Parsons to acquire the UK business section of Amec Foster Wheeler
  • Libra Pilot project update
  • ROV utilisation ratesto recover

Tables and charts

This report includes 60 images and tables including:

  • Global subsea tree market share for H1 2018 (133 units)
  • High specification jackup utilisation
  • Market share of contracted jackups by generation
  • Americas' critical deepwater market demand indices
  • Vito's improvements in costs and returns, 2015 view vs. current view
  • Supply by owner
  • Reactivations from cold stack
  • Ranking of contractors by 7th generation fleets
  • Floating rig utilisation
  • Top ten contracted drillships by day rate
  • Jackup rig counts
  • Year-on-year change in global, offshore contract* awards
  • Annual offshore contracting activity*
  • 2018 potential major awards (projects with 8+ subsea trees)
  • Subsea tree awards 2013-2017 by market share
  • Africa subsea tree forecast by country
  • Latin America and the Caribbean floating platform hull award forecast 2018-2022
  • Subsea contract awards
  • Top operators driving demand through to 2021
  • Long term operator-supplier relationships
  • CNOOC order book
  • Petrobras rig tenders
  • Global Subsea Cost Index
  • Pipelay Vessel Fleet by Key Operators (#Vessels)
  • Newbuild lay vessels through 2023
  • Jurassic discoveries by Shell in GoM
  • Recent contracts for the WilPhoenix
  • North Sea decomissioning stats
  • Global subsea orders with average size tree count
  • Q1 2018 Subsea orders by manufacturer
  • Premium Norwegian harsh environment (HE) semisub versus global midwater semisub leading edge dayrate
  • US Gulf of Mexico subsea tree demand versus global demand (base case)
  • Subsea tree demand by operator type (2013-2022e; ~2,600 units)
  • 2017 subsea tree awards for the US Gulf of Mexico
  • Jackup unit counts
  • Asset locations
  • Active project tender list for SURF contracts
  • Leading edge day rates - drillships
  • Well count by region
  • Operational and stacked drillships
  • Norway harsh environment rig rates and contract lengths vs. global
  • Timeline of Subsea 7 alliances and acquisitions
  • Contractor backlogs
  • 2017 Subsea tree awards by manufacturer
  • Historical and forecast subsea tree awards
  • Key EPC (I) and decommissioning contract activity
  • Utilisation by rig category
  • Day rates by rig category
  • Subsea cost index
  • High profile subsea opportunities
  • FPSO awards 2012-2021e
  • Global subsea tree forecast (base case)
  • 2017 EPIC SURF contracts
  • Tier 1 contractor backlog progression
  • Exploration forecast to 2021
  • Jackup counts and utilisation
  • Floater counts and utilisation
  • Subsea Tree Awards Forecast
  • ROV count vs ROV utilisation for heavy and mid ROVs

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