Battery Ships Høvik, 29th January 2013 Remi Eriksen, CEO DNV Maritime and Oil & Gas Key strategic drivers - Maritime The lack of bank and equity finance will make it difficult to fund new projects Increasing fuel prices Stricter environmental requirements Main trends driving Maritime industry Growing import of natural resources to Asia from South America, Australia, and Africa Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 2 Overcapacity in most shipping segments and poor markets in short/medium term The balance of power is shifting east Market outlook - Maritime Vessel type Consideration Likely to be slow for several years ahead Will take years to absorb the fleet growth, but eco-ships will create NBs Container Short term outlook poor, longer term better General cargo Stagnant with long term renewal need LNG Strong Offshore Strong Tugs Opportunities Ferries Opportunities Tanker Bulker Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 3 2yr outlook New Contracts 2012 – Clarksons (over 2000GT) Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 4 Picture from a large yard – last weeks Batteridrevne skip © Det Norske Veritas AS. All rights reserved. Depressed market situation Many yards have failed to win new contracts this year as the world orderbook continues to tumble Ships are delivered at a rapid rate During the 1st half of this year the orderbook fell 22% in DWT. Since 2009, it is down more than 40% Because of lack of financing, only cashrich owners can afford to order Owners are reluctant to commit and are waiting for yards to present packages including pricing, innovative finance and fuel-efficient designs Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 6 Newbuilding prices edging down Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 7 SecondHand prices – not bargains but getting there Panamax peak 90 mill. USD in June 2008 SH prices trying to find a level as potential sellers avoid “distress” sales. But the downward pressure is building… Aframax 30 mill. USD Panamax 21 mill. USD Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 8 Maritime Industry at a Crossroad Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 9 Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 10 Shipping 2020 – Summary of Findings Newbuildings in 2020 will emit up to 10 to 35% less CO2 than today’s ships 1 in 10 new buildings in the next 8 years will be delivered with gas fuelled engines Scrubbers are a significant option after 2020 At least 30-40% of newbuildings will be fitted with EGR or SCR by 2016 for NOX reductions Ballast water treatment systems will be installed on at least half of the world fleet Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 11 Shipping has been lagging other industries in reducing emissions Source: DNV Data Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 12 From traditional high emission levels … CO2 ≈ 75,000 NOx ≈ 2,000,000 PM ≈ 2,500,000 CO2 ≈ 6,000 NOx ≈ 70,000 PM ≈ 100,000 CO2 ≈ 400 NOx ≈ 7,000 PM ≈ 12,000 Batteridrevne skip © Det Norske Veritas AS. All rights reserved. …to a decade of transition & opportunities Hybrid system cost ≈ $2,000,000 Annual fuel costs ≈ $5,000,000 Savings potential ≈ 20% Annual savings ≈ $1,000,000 Hybrid system cost ≈ $300,000 Annual fuel costs ≈ $250,000 Savings potential ≈ 30% Annual savings ≈ $75,000 Return on Investment < 2 years Return on Investment < 4 years Batteridrevne skip © Det Norske Veritas AS. All rights reserved. Benefits Good investment Improved ship functionality, responsiveness and reliability Improved environmental profile and reputation with customers, employees, investors and authorities Increased robustness: - Increases in fuel prices - Changes to stricter environmental regulations Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 15 Conclusive remarks Shipping industry is facing a tough time - Stricter environmental requirements are being imposed - Fuel costs keep on increasing Innovation is not only something industry want, it is necessary for survival The Norwegian Maritime Industry is at the innovation forefront…. …. and the World looks to Norway for technology and best practice It is during tough times innovation is most important and also more efficient as the purpose and goals become so much clearer! Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 16 Thank you “The person who says it cannot be done should not interrupt the person doing it” Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 17 Safeguarding life, property and the environment www.dnv.com Batteridrevne skip © Det Norske Veritas AS. All rights reserved. 18