Tallene for EIof har kommet, var ikke mye å skrive hjem om, men de er positive mtp. utsiktene for Subsea og havvind
"Market and future outlook
PSV Market
A decent number of term fixtures were concluded on the Norwegian continental shelf (“NCS”) in the 1st Quarter of the year. This had an immediate positive effect on the rate levels in the North Sea spot market. Term rates levels lagged however, as there are few long-term requirements expected on the NCS for the remainder of the year. There are currently few large, environmentally friendly PSVs available in the market. We see the trend continuing with increasing preference towards this category of vessels from clients. Hence, we have a positive outlook for this specific part of the North Sea PSV fleet.
Subsea and Offshore Wind Markets
Utilisation levels for the North Sea subsea fleet increased to 60% in the end of 1st Quarter. This is the same utilisation level as 1st Quarter last year. This could indicate that the activity level for 2021 will be relatively good.
The main subsea companies reported multiple contract awards during the 1st Quarter, solid backlogs and numerous addressable market opportunities. Consequently, our long term market outlook for this segment remains positive, however the market for 2022 is still uncertain.
The activity within offshore wind continues to increase with numerous contract awards in the 1st
Quarter, including the 5-year contract extension for Acergy Viking. We remain positive to this market.
Seismic Market
There is still some tendering activity for source vessels for the second half of 2021, and we experience some tenders for 2022 indicating increased activity in the seismic OBN market beyond 2021."