Offshore Renewables Project and Vessel Newsletter
WEEK 48?IN A REVIEW
By?David Matthews, Head of Strategy, Clarksons Renewables
Rolling blackouts possible in the US, monster WTG and monopiles, shipping costs down by 70% YOY, surging power prices in Europe again and a proposed price cap on sanctioned Russian oil.?
Energy is a hot topic in the US, where exports of gas are heading to markets where the rates are the highest, leaving those at home with low inventories (state specific) and potential rolling electricity blackouts if the weather worsens. In a free market, the products go to the highest bidder and presently that means gas is heading to Europe.?
On the subject of shipping, which will have an impact on all costs, we have seen them fall by 70% since this time last year. A typical 40ft container was costing $10337 to ship andnow its $2404. Good news for all industries and it should have some impact on wider inflation and product costs in renewables, i.e. wind and solar, where suppliers are global.?
Despite the war in the Ukraine, a political debate has started over sanctioned Russian oil. Sanctioned being the operative word (it's not allowed). Negotiations have been happening to cap the price at a level allowing the Russians to export it without making profit and financing the war. Not all agree with the approach and the price cap suggested. Russia has very low productions costs and the price cap means they will profit. Watch this space.
And why is this happening? This week we saw higher electricity prices across Europe due to low light (solar) and low wind (on and offshore), which means renewables has struggled to meet with demand. France has issues with nuclear reactors (they export electricity) that require specialists flying in from the US to fix them quickly. All that means that supply is struggling to meet demand and day-ahead prices are high at $316 per MW/hr.
Clarksons constantly monitor and analyse next generation vessels required for the 15, 17 and 20MW WTG and the foundations. We can quickly support you and your project with a bespoke report on these vessels for the decade ahead. Email?[email protected]?for more information. The following news shows that the next generation WTG and foundations are here already, but where are the vessels?
The average monopiles being installed today are approx 1000t, but on the 257 MW Arcadis Ost 1 project they have installed foundations weighing in at over 2000t. Despite a modest turbine size of 9.5MW, the sites ground conditions needed such a foundation. It won't be the last foundation of this size! Other projects will need mega foundations and some sites in the US are talking about 3000t. Can the fleet install them? Answer: yes and no, and it depends.?
Goldwind rolled out its new 16MW, 252m diameter rotor WTG this week. Targeted for its home market, it has a significant pipeline to fill offshore. This will be the largest WTG and rotor yet globally, until the rumoured 17 and 20MW WTGs appear from the OEMs in Europe very soon. Perhaps we will see Goldwind in Europe more often.
OFFSHORE RENEWABLES NEWS
Windcat has signed a contract for the order of two Commissioning Service Operation Vessels (CSOV), along with multiple options for further vessels.?The “Elevation Series” CSOVs were designed by Damen Shipyards in cooperation with Windcat and CMB.TECH and will be built at Ha Long Shipyard, Vietnam. Both vessels are 87 m long, 20 m wide, can accommodate 120 people on board and can use hydrogen to generate energy. The series will be delivered from 2025 to Windcat Offshore, a new business unit within Windcat, which will focus on offshore energy commissioning and services. Source: Windcat Offshore
?Siem Offshore has received a new one-year contract plus options for the Siem Dorado with an undisclosed client.?The multipurpose support vessel (MPSV) will be deployed in direct continuation of the current contract and is expected to work mainly outside the North Sea. Source: Oslo B?rs News
?Fugro has launched a new geotechnical vessel to be named Fugro Quest.?The vessel is equipped with modern deep-water technology that enables the vessel to acquire geotechnical data from 2,000 meters below sea level. It is fitted with coring systems and onboard soil-testing laboratory facilities. In December, the Fugro Quest will start operations for Vattenfall's offshore wind farm near Norfolk in the UK. Source: Fugro
?Van Stee Offshore and Damen Shipyards have signed a contract for delivery of the first Multibuster 8020 to be named Zwerver V.?Van Stee’s first 80-meter multi-purpose workboat is a combination of Damen’s multicat and shoalbuster workboat classes. Key features of the design include shallow draught, more deck space and accommodation, and improved stability, which enables the fitting of larger cranes than those on, Damen said. Prior to its delivery next year, the multibuster is undergoing some custom modifications including the addition of a four-point mooring system, the installation of a pedestal to take a large offshore crane and boat landing facilities for crew transfer vessels. Source: Van Stee?Offshore
?The Netherlands-based Vuyk Engineering Rotterdam has unveiled the design of a new foundation installation vessel, the ‘VERticale.’?The new vessel was designed to provide a balance between vessel capabilities and capex.?Vuyk says the VERticale has an optimized deck layout and proven equipment package which results in an efficient installation tool. “The location of the crane, motion-compensated gripper and positioning of the monopiles are all finetuned for efficiency,” said the company. The vessel is designed to transport monopiles in a vertical position. This results in a compact vessel of 218 m x 70 m. For monopile or jacket installation, VERticale is fitted with a 5,000-tonne offshore crane with sufficient lifting height and overturning moment. In combination with tailor made sea fastening structures, this results in minimum offshore handling operations during monopile installation. Source: Clarksons Renewables Intelligence Network
?The Dieppe Le Tréport offshore wind project (Les éoliennes en Mer Services) announced its main suppliers:?Siemens Gamesa will develop the turbines in its new factory in this region, the inside will also be assembled regionally by SPIE industrie. Jan de Nul Group will be responsible for the transport and installation of the turbines at sea.
Navantia Segnergies and Windar are contracted to elaborate the 62 jackets. And together with Chantiers de l'Atlantique de l'Atlantique, Navantia Segnergies will be in charge of the electrical substation. DEME will be responsible for the transport and installation of the foundations, as well as for the installation and protection of the submarine cables. RTE has already commenced work on the onshore connection.
The offshore wind farm Dieppe Le Tréport (EMDT) will be commissioned in 2026 and will have a capacity of 496 MW and provide electricity for up to 850,000 people. Source: Eoliennes en Mer ?les d’Yeu et de Noirmoutier
?Vestas selected as preferred supplier for the 1.3 GW MunmuBaram floating offshore wind project in South Korea.?Vestas will supply and install 84 units of the V236-15.0 MW turbine for MunmuBaram, a joint venture between Shell and HEXICON AB. The turbines will be installed on floating foundations in the project area of approximately 240km2 with water depths ranging between 120 and 150 meters. This will mark the first announced large-scale floating offshore project for Vestas, and the first announced project of V236-15.0 MW for installation on floating foundations. Once installed, Vestas will also deliver 20-year service and maintenance for the wind farm. Source: Vestas Asia Pacific
?The first of 27 Vestas V174 - 9.5MW wind turbines has been installed at Parkwind’s Arcadis Ost 1 windfarm using a revolutionary technique.?The turbine was installed by Heerema using one of the cranes on the floating heavy-lift vessel Thialf, using the rotor nacelle assembly (RNA) technique. The plan to use a floating installation method for Arcadis Ost 1 was first announced in November 2019. The technique was tested at sea for the first time in October 2021. This innovative way of installing wind turbines has two main advantages. The first is zero seabed interaction, which is important in areas of significant water depth or challenging soil conditions; the second is a shorter installation cycle. To speed up the installation process, assembly and lifting operations happen in parallel. One of the Thialf’s two main cranes lifts the pre-assembled wind turbine generator-tower on to a pre-installed foundation. The vessel’s second crane was used to pre-assemble the wind turbine generator. Source: Clarksons Renewables Intelligence Network
Contacts
OSLO
Frederik Colban-Andersen?|?Managing Director?
Erik T?nne?|?Managing Director, Market Analysis
Jens Egenberg?| Head of Research Renewables
领英推荐
Anders C. Hagen?| Chartering Walk-2-Work, Subsea
Vegard Volls?ter?| S&P and Newbuilding T&I/CSOV
Espen Bj?rnson?| Chartering Subsea & Wind
GERMANY
David Matthews?| Head of Strategy Renewables
Rouven C. Willner?| Projects SOV, CSOV
Henning Leverkus?| Chartering CTV, OSS, Tugs & Workboats
Sina Ingber?| Marketing & Projects
DENMARK
Gabriel Andersen?| Principal Consultant Logistics and EPC
??LONDON
Neil Buchan?| Head of APAC Subsea & Wind?
Mikkel Nielsen?| Principal Consultant Logistics & O&M?
ABERDEEN
James Braid?| Divisional Director Logistics, Transport & Installation
Olivier Candeel?| Chartering & Consultant Transport & Installation
Oliver Thompson?| Market Analyst, Transport & Installation
Chris Tweedie?| Chartering Subsea and Offshore
HOUSTON
Jack Fitzgerald?| Broker Jones Act Specialist?
SHANGHAI
Jack Qiu?| Projects Newbuilds and China?
SINGAPORE
Tilly Manley?| Chartering APAC Renewables