Diskusjon Triggere PortefĂžljer AksjonĂŠrlister

DOF ASA (DOF) 🚱

Offshore
#1004

Det var jo flere spĂžrsmĂ„l rundt dette med markedsutsikter pĂ„ Q&A pĂ„ Dofg presentasjonen idag, ledig kapasitet etc men Dofg var overhodet ikke pĂ„ linje med Sea1/Solstad og flere meglere her- noen kan sikkert pĂ„stĂ„ det var i overkant hvor lite Dofg merket til den (pĂ„stĂ„tte?) markedsnedgangen innen subsea, og ahts bare avfeide Dofg med at de flyttet bĂ„ter til brasil og hadde egne prosjekter sĂ„ fikk andre gjĂžre som de ville. (Satt pĂ„ spissen selvsagtI) Dofg var jo selvsgat ogsĂ„ innom svakt spotmarked i NordsjĂžen, sĂŠrlig da UK-side. Det som var veldig Ă„penbart nĂ„r det gjaldt dette med markedsutsikter, utilization osv var hvor viktig Dofg mente det var med global tilstedevĂŠrelse. Å kjenne markedene, reglene, kravene og kundene-Brasil selvsgat dratt frem som det beste ekesempelet men dette gjelder jo Nord Amerika, Afrika, ASPAC osv ogsĂ„-og der er jo Dofg (sammen med Solstad) i en sĂŠrklasse. Flytt bĂ„ter til de markedene med best rate og utilization til enhver tid var budskapet- omtrent nĂžyaktig samme ordlyd-og uttale- vi har hĂžrt fra Solstad sjefen ogsĂ„.

Skal jeg trekke noen konklusjoner fra de gode tallene fra Dofg idag og presentasjonen til Dofg, Solstad, Sea1 mfl pÄ Q2-tallene blir det litt forenklet dette:

OSV er ikke bare OSV- rederiene har svÊrt forskjellige flÄter, strategier og tilstedevÊrelse.
Subsea er ikke nÞdvendigvis bra uansett, men er man global og har rette kapasitetene er det bÄde marked og bra rater Ä finne.
Brasil er nÞkkelen- beste ratene, lengste kontraktene, kommer ikke utenom at tilstedevÊrelse i Brasil kan vÊre forskjellen pÄ utbyttekapasitet eller ikke.
Oljepris pÄvirker oljeservice og OSV. Oljepris er makro, det er krig, det er uoversiktlig. Ikke ta for gitt at oljeprisen stÞtter fortsatt vekst.
VĂŠr kritisk til alt, inkludert undertegnede.
#1005

DOF Group ASA - Contract awards in Brazil

#1006

TAtt en kjapp kikk pÄ dagens kontraktsmelding:

https://osvnyheter.no/osv-nyheter-uke-33-18-26-august-2025

1 Like
#1007

Har prÞvd Ä fÄ summere opp Petrobras kontraktsinnhold her. PBras betaler jo skyhÞyt over alle andre, sÄ hva er nedsiden?

Sum up of Petrobras tenders in sections:

Petrobras’ 2022-onward offshore time-charter contracts (e.g., the OSRV/PSV tenders) put on the contractor/shipowner (“Fretadora/Contratada”).

1) Vessel, class & manning

  • Deliver a crewed and properly equipped vessel under a time-charter (owner provides ship + crew + mission gear). For the 2023 OSRV bid this was Brazilian-flag only. brazilenergyinsight.com
  • Keep class, flag and statutory/regulatory certificates valid at all times; maintain seaworthiness and operability for Petrobras’ schedule. (These are core “ObrigaçÔes da Fretadora” in Petrobras’ charter minute and are treated as owner duties under Brazilian charter law/case law). petronect.com.br

2) Regulatory eligibility & pre-qualification

  • Be pre-qualified under Petrobras’ RLCP (state-owned company bidding rules) and meet financial capacity (net worth ≄10% of proposal or PCG). If foreign participation is allowed, obtain the Brazil operating authorization required by Brazilian corporate/port rules. brazilenergyinsight.com
  • Comply with ANTAQ/Navy rules (e.g., when flag/authorization issues arise) and tender-specific constraints highlighted in Petrobras’ official clarification circulars. Scribd

3) HSE / SMS (Health, Safety & Environment)

  • Execute all work per Petrobras’ HSE (SMS) standards and regulators’ requirements; run safety talks (DDS), task risk analysis, MoC, training matrices, inspections/maintenance, and keep records ready for audit. These items are checked via Petrobras’ IDF/SMS supplier assessments and annexed technical specs for each vessel type. Canal Fornecedor+3Canal Fornecedor+3Canal Fornecedor+3

4) Technical fitness for the mission

  • Meet the tender’s technical specification for the vessel type (e.g., OSRV/RSV/SDSV/PLSV), including minimum equipment, performance, communications/IT and positioning requirements; accept Petrobras inspections/tests. Canal Fornecedor+1

5) Operations & reporting

  • Follow Petrobras’ procedures and instructions, keep a designated representative (“preposto”) available, perform drills, and report incidents/near misses and KPIs that feed the Petrobras supplier performance index (IDF). ScribdCanal Fornecedor

6) Compliance, integrity & data protection

  • Observe Petrobras’ Compliance/Integrity clauses (anti-corruption, sanctions, ethics), confidentiality, and LGPD data-protection obligations found in the standard Petrobras contract minute used across categories. Administrative sanctions (warnings, fines, temporary tender suspension) can apply in addition to contractual penalties. brazilenergyinsight.comCanal Fornecedor+1

7) Insurance & risk allocation (knock-for-knock)

  • Insure your own people and property and accept knock-for-knock allocation: each party bears losses to its own property/personnel irrespective of fault, with tailored insurance to match the allocation. (Exact limits/lines appear in the bid package). brazilenergyinsight.com

8) Taxes, labor & immigration

  • Handle your crew’s labor, payroll, and immigration/compliance, and indemnify Petrobras for tax assessments arising from the contractor’s failures (typical clause in Petrobras’ standard minutes). Canal Fornecedor

9) Audits & documentation

  • Provide documents on request (e.g., to avoid Petrobras’ joint liability on social/labor/tax matters), allow audits/inspections, and keep all logs and certificates current and accessible. Canal Fornecedor

10) Penalties & termination exposure (when responsibilities aren’t met)

  • Petrobras’ OSV charter drafts allow deduction of fines from payments and set explicit termination triggers (e.g., prolonged suspension >120 days, payment delays >90 days, or economic-financial imbalance). The clarification circulars also show Petrobras kept default-based termination grounds (e.g., persistent delays, disobeying authorized instructions) despite industry pushback. brazilenergyinsight.comScribd

Notes that vary by tender (read your specific bid docs/minuta):
‱ Bunkers/consumables, port/base costs, availability KPIs, and liquidated damages are tender-specific—Petrobras has used different allocations in different OSV families, and Brazilian case law shows these items can be expressly reallocated by clause. Always check the Minuta de Afretamento attached to that bid.

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