MIN Wärtsilä - Moss Industri

WÄRTSILÄ MOSS AS – FØRST DER FARTØY FLYTE KAN
a Wärtsilä company
1
© Wärtsilä
September 2010
Environmental Solutions
WÄRTSILÄ MOSS AS
Inert Gas Systems
Exhaust Gas Cleaning Systems
26 APRIL 2016
SIGURD JENSSEN
ERIK TAULE
GEIR HELLUM
a Wärtsilä company
2
© Wrtsilä
September 2010
SOLID BAKGRUNN
• Skipsverft 1870 to1986 (1.100 ansatte i 1975)
• Inert Gas – utviklet til separat virksomhet
«MOSS» LNG tanker
World Wide Known Invention
September 2010
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J. & J. H. Vogt, Moss Skibsværft
A/S Moss Værft
A/S Moss Værft & Dokk
Moss Rosenberg Verft A/S
Moss Fredrikstad Verft A/S
Moss Verft
Kværner Moss
Kværner Ships Equipment Moss
Hamworthy Moss AS
Wärtsilä Moss AS
MYE VAR ENKLERE FØR?
Jon P. Hole – ung, nyansatt ingeniør i 1968:
Generaldirektør Kjell Langballe i Kværner Industrier
‘ga ordre’ om å utvikle verdens beste Inert Gas
anlegg…..
Moss
Inert Gas
Referanseliste 2016-04-26
2.800 + skip
a Wärtsilä company
4
© Wärtsilä
September 2010
INERT GAS – HVORFOR
• Berge Istra
• Berge Vanga
30 desember 1975
29 oktober
1979
• Regelverk fra 1980 – Inertgass om bord på alle båter over 20.000 dwt
• Myndighetsovervåkning – ANLEGGET MÅ FUNGERE
AFTER SALES
21 Januar 2016
INERT GAS - OFFSHORE
Products – Inert Gas System for FPSO / FSO
Floating - Production,Storage & Offloading
a Wärtsilä company
INERT GAS
EXHAUST GAS CLEANING
INERT GAS SYSTEM - IGS
- EKSOS GASS
(FORBRENNING + EKSOS RENSING )
- NITROGEN GASS (SEPARASJON AV MOLEKYLER I LUFT)
IMO REGLER FRA 1980
EXHAUST GAS CLEANING - EGC
- EKSOS RENSING
IMO REGLER FRA OKTOBER 2008
21 Januar 2016
WÄRTSILÄ MOSS AS
Inert Gas Systems
a Wärtsilä company
8
© Wrtsilä
September 2010
IGG/GCU story
Create edge by combining applications
26 April 2016
IGG/GCU story
Create edge by combining applications
Technology Maturity
Embryonic
Growth
Mature
Aging
2015 market share:
68% of new LNG carriers
Lower Attractiveness
50% of IGS newbuild backlog
GCU
Competitive Intensity
Competitive Intensity
High
IGG
How did it happen?
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Medium
Combined
IGG/GCU
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Low
Higher Attractiveness
26 April 2016
•
Technology and market
knowledge
Combining available
technologies into new
applications
Strong value proposition
Close co-operation with
market leading yard: DSME
Owners are buying in
Market: Slow down in general
Growth in LNG
Addressable market
2015 forecast
Driver:
LNG wave
2014
2015
2016
Source: [Clarkson march report & market knowledge]
26 April 2016
2017
2018
Calendar year
2019
2020
2021
Product portfolio to fit market
Addressable market
2015 forecast
New
products
required
2014
2015
2016
Source: [Clarkson march report & market knowledge]
26 April 2016
2017
2018
Calendar year
2019
2020
2021
C-O-R-E
CAPEX - OPEX – Reliability - Environment
Today
CAPEX
Mature technology => Margin focus
OPEX
Reliability
Environment
Re-invent differentiators => Technology focus
Success criteria:
• Competence
• Industrial community
• Flexible workforce
• Long term commitment
21 Januar 2016
Our view of the future
Tirsdag 26. April 2023
Tirsdag 26. April 1963
Moss Værft lanserer nytt
system for LNG tanker
21 Januar 2016
+ 60 år
Wartsila Moss har lykkes
med global nylansering
WÄRTSILÄ MOSS AS
Exhaust Gas Cleaning Systems
a Wärtsilä company
15
© Wrtsilä
September 2010
Exhaust Gas Cleaning - Why
• Shipping is the most environmentally
friendly means of transportation
• Primarily uses Residual fuel/HFO
• Lowest CO2 footprint per goods km
• Still room for improvement
– CO2
– SO2
– NOx
– Particulates
 Emission Regulations in:
- North Sea and Baltic
- North America
- China
- European waters
- Global
21 Januar 2016
Exhaust Gas Cleaning - How
1. Spray exhaust with water – a lot of
water!
A scrubber washes up to 98% of the
SOx and particulate matter from the
exhaust.
2. Remove and collect contaminants from
water
3. Measure emission levels
4. Measure water discharge levels
21 Januar 2016
BluMotion – Mein Schiff 3 - STX Shipyards 3D model
21 Januar 2016
Exhaust Gas Cleaning - Market
Two market drivers:
1. Actual oil price
2. Price difference compared to compliant
fuels:
Regulations apply to all vessels, both
newbuilds and sailing ships.
Savings directly correlate with fuel
consumption
- Cruise
- Ferries
- Short Sea Shipping
Owner- driven
European/North American focus
21 Januar 2016
Exhaust Gas Cleaning – Wärtsilä
Market leader -Why?
- Sales focus
- Portfolio
- Technology ownership and know-how
- R&D focus
- Risk management
- Financial and organisational «muscle»
=> Expansion from a known base
21 Januar 2016
Exhaust Gas Cleaning - Future
1.
2.
3.
4.
5.
Oil price?
Alternative solutions?
Regulations?
Competitors?
After Sales
Oil price – The new normal
Alternative solutions – threat and opportunity
Regulations – more not less
Competitors – keeps us on our toes
After sales – opportunity and challenge
Research, Development and Innovation is key
- EGR for NOx reduction
- Alternative water cleaning technologies
- Alternative chemicals
21 Januar 2016
WÄRTSILÄ MOSS AS
Tallenes tale
a Wärtsilä company
22
© Wrtsilä
September 2010
Med og uten R&D
Order stock 2016 : 1.056 mill. NOK
Products from 2008: 304 mill. NOK
350 000 000
300 000 000
250 000 000
200 000 000
150 000 000
100 000 000
50 000 000
0
Products from 2008
21 Januar 2016
New from 2008
Utvikling i omsetning 2008-2016
1 200
997
984
561
546
368
436
438
374
2013
2014
2015
2016
1 000
947
MNOK
800
600
480
333
53
400
200
573
302
287
2008
2009
212
305
280
2011
2012
112
2010
IGS
24
© Wärtsilä
26.4.2016
[Presentation name / Author]
EGC
Utvikling i antall ansatte 2008-2016
160
140
Ant. ansatte
120
100
80
12
12
12
12
60
40
75
69
70
73
2008
2009
2010
2011
106
112
2012
2013
124
130
135
2014
2015
2016
20
0
Prod (avviklet)
25
© Wärtsilä
26.4.2016
[Presentation name / Author]
HVORDAN FÅR VI DET TIL?
• ……….den som gir seg er en dritt.
26 / 25
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