Maritime Sector in Brazil.pdf

Maritime Sector in Brazil Innovation Norway – Rio office

NCE Maritime 04.02 2013

Content

• Market description

• Shipyards – an overview

• Industry numbers

• Opportunities – potential Norwegian suppliers

• Happenings 2013

Market Overview • Brazilian Shipyards order book has 367 orders for

Shipbuilding and Offshore construction.

• The maritime market is experiencing a new booming. After the 70’s, this industry is again on the spot attracting a lot of investments.

• 9 new shipyards under implementation in different regions of the country.

• Brazil is currently the 4th biggest drilling unit builder and the 2nd in production platform construction.

• 28 new drilling units hired by Sete Brasil on behalf of Petrobras.

• Potential Norwegian Expert Contracts: more than USD 7bn.

Source: SINAVAL, ABENAV.

Brazilian Shipbuilding Industry Fact Sheet

• In the 70’s was the 2nd largest in the world

• 14 yards w/ steel processing capacity >30,000tons/year

• 6.9bn DWT order book

• 9 new shipyards under implementation in different regions of the country

• 62,000 workers directly employed. In 2017 the estimate is to reach 100,000

workers.

• 20 offshore oil platforms under construction

• 33 offshore deepwater drilling rigs

• Steel processing total capacity of 562thd tons/year

• 16,8bn BRL of FMM disbursements since 2001

Source: Sinaval

Orderbook

• Production Platforms: 14 will be

built in Brazil and 6 will have the

hulls converted in international

shipyards

• Brazilian orderbook accounts for

8% of the total activity

worldwide

• Investments of 8.7bn BRL will

increase the steel processing

capacity to 950,000 T/year

Source: SINAVAL

Type Quantity

Production platforms 20

Drilling rigs 28

Container ships 7

Bulk carriers 6

Offshore support vessels (OSVs) 70

Products ship 29

Tankers 26

Bunkers 11

Gas tankers 15

River barges 111

River pushers 26

Harbor tugs 18

Total 367

Shipyards in Brazil

Shipyards in Brazil

Source: Sinaval

The shipping industry is concentrated in the extension from Rio de Janeiro to Rio Grande do Sul states.

New Shipyards and Production Capacity

Source: SINAVAL and shipyards

New shipyards State Steel Processing

1000T/year Area

1000km² Dry

dock Carrier Quay

Estaleiro Enseada do Paraguaçu BA 36 1600 1 0 1

Estaleiro Jurong Aracruz ES 48 820 1 0 1

Estaleiros do Brasil RS 30 1500 1 0 1

Estaleiro CMO PE 40 400 0 0 1

Estaleiro OSX RJ 180 2500 1 4 1

Estaleiro Oceana SC 20 310 1 0 1

Estaleiro STX Promar PE 20 400 1 0 1

Estaleiro Rio Tietê SP 5 250 0 1 1

Estaleiro Wilson, Sons Rio Grande RS 13 120 0 1 1

Total 392 7900 6 6 9

Some industry numbers

Petrobras Construction Needs

Source: Petrobras

Production Units Construction, Destinations, Opportunities

Source: Petrobras

Drilling Units Construction, Destinations, Opportunities

Source: Petrobras

Tank Ships (PROMEF Program), Shipyards, Opportunities

Source: Petrobras

PROMEF – Transpetro Fleet Renewal Program

Source: Sinaval

Shipyards Types of Ships 2012 2013 2014 2015 2016 2017 2018

2019 2020

Atlântico Sul 10 Suezmax 1 2 3 2 2

Atlântico Sul 4 Suezmax DP 3 1

Atlântico Sul 5 Aframax 2 2 1

Atlântico Sul 3 Aframax DP 3

Mauá 12 products 2 1 2 3 3

Mauá 4 Panamax 3 1

STX Promar 8 gas tankers 2 3 3

TBD 3 bunkers 1 2

Total: 49 ships 3 3 8 8 8 5 2 5 6

Opportunities – Potential Norwegian Equipment

15

Overview : Setebrasil (www.setebr.com)

16

• Setebrasil is a Brazilian company owned by Petrobras,

Brazilian Pension Funds, Brazilian large banks, etc.

• Sete is to build 28 drilling units in Brazilian shipyards.

Minimum local content requirement: range from 55%

to 65% – more than USB 25 bn.

• Local content requirements increasing progressively

for units under construction at the same shipyard.

• Assets: drillship and semi-subs, 6th generation drilling

units, operating in water depths of 3.000 meters, and

Dynamic Position (DP-3).

• Setebrasil has partnered with reputable operators who

will have minority ownership of their respective units.

Drilling Units Main Characteristics

• Water depth: 3,000 meters

• Drill Pipe: 10,000 meters

• Dynamic Positioning System (DP): IMO Class 3

• Derrick: allows simultaneous operations of pipe assembly and drilling

• Maximum work pressure: 15,000 psi

• Living Quarters: 180 people

• Self propelled, minimum speed 11 knots for Drillship and 7.5 for Semi-Sub

Potential Norwegian Equipment

18

• Main Drilling Systems

• Drilling System Sub Suppliers

Drilling Packages

• Thrusters

• Generators

• Dynamic Positioning

Marine Packages

• Living Quarter

• Drilling Module

• Hull Modules Modules


19

• Design

• Vessel Classification

• Paint

• Rescue Boats/Lifeboat

• Dehumidifier

• Fire Alarm and Detection System

• Lights

• Consultancy Services

• Screw Air Compressor

• Switchboards

• Gyro Compass

• Integrated Control and Monitoring Systems

• Radar

• Transformer

Additional Equipment/Content


20

• Vaccum Toilet Systems

• Aluminium Structures, helideck

• Control Systems

• Davits

• Support Systems

• Lanterns

• Life Rafts

• Cranes and Winches

• Burner Booms

• Fire Fighting Systems

• Fendres

• Elevators

• Anti Fouling System/ICCP

• Doors and Hatches

• Furniture

• Wheelhouse Consoles

Additional Equipment/Content

Overview of the SETE yards


22

• Sete financing will mainly be provided by BNDES (Brazilian Development Bank).

• GIEK/Eksportkreditt will play a very important role in the transaction.

• DNB and Banco Santander are financial advisors for Sete.

• Setebrasil is emphasizing the importance of contracts of Norwegian interest and

production to be structured in a way to maximizes the financing for Sete from

GIEK/Eksportkreditt

• Workshops to present Norwegian suppliers to the shipyards that won the

contracts will be conducted in the beginning of March (week 10 – to be

confirmed)

Events 2013

Happenings 2013

• SETE Brazil workshop – March 4. – 8. (TBC)

• (FINEP O&G industry matchmaking – March 14. – 15.)

• OSV Conference Brazil – May 23. – 24.

• Navalshore (with NME) – August 13. – 15.

• OTC Brazil – October 29. – 31.

Keep in mind

• SETE project: • Singaporean owned yards (Brasfels, Jurong) contracts are

generally handled from Singapore • Norwegian content requirements from GIEK/Eksportkreditt vs.

Local content requirements

• Local content: • New ANP proposal expected soon • Hearing round closes February 14. • No major changes expected

Appendix:

Shipyards in Brazil, description

• Workforce peak: 4000 workers (May/13);

P-58 (LC 63%)

• Whales Park

• Construction of 3 modules and integration;

P-63 (LC 65%)

• Papa-Terra;

• Construction of 7 modules and integration;

Honório Bicalho Shipyard

Source: Petrobras Source: Petrobras

2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

O&G Production Curve (kbpd)

P-58 P-63

• Workforce peak (ERS1 and 2): 7750 workers (Jul/15);

P-55 (LC 65%) - Roncador Mod. 3

• Construction of the 7 modules, deckbox and integration;

P-66 Replicant 1 (LC 70%) - Lula High;

• Construction of the Hull;

P-67 Replicant 2 (LC 70%) - Lula Central;


P-68 Replicant 3 (LC 70%) - Lula South;


P-69 Replicant 4 (LC 70%) - Lula North;

• Construction of the Casco;

P-70 Replicant 5 (LC 70%) - Lula Extreme South;


P-71 Replicant 6 (LC 70%) - Iara Horst;


P-72 Replicant 7 (LC 70%) - Iara NW;


P-73 Replicant 8 (LC 70%) - Carcará;


Rio Grande 1 Shipyard (ERG1)


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


P-55

P-66, P-67, P-68, P-69

P-70 P-71

P-73

• Workforce peak (ERS1 and 2): 7750 workers (Jul/15);

• 3 drilling rigs:

Cassino (LC 55%) – Lula North

Curumim (LC 60%) – Exploration

Salinas (LC 60%) - Exploration

Rio Grande 2 Shipyard (ERG2)


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Cassino

Salinas

Curumim

• Workforce peak: 7500 workers (Aug/12);

• 6 semi-submersible drilling rigs:

Urca (LC 55%) – Franco East

Frade (LC 55%) – Júpiter

Bracuhy (LC 60%) – Carcará

Portogalo (LC 60%) – Iara Surround

Mangaratiba (LC 65%) – Florim

Botinas (LC 55%) – Florim

P-61 (LC 65%) – Papa-Terra

• Construction of the hull and integration

P-66 (LC 67%) – Lula High

• Construction of 6 modules and integration

P-69 (LC 67%) – Lula North


Cidade São Paulo (LC 65%) – Sapinhoá Pilot


Cidade Paraty (LC 65%) – Lula NE Pilot


Cidade Mangaratiba (LC 65%) – Iracema South


Brasfels Shipyard


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Cidade São Paulo Cidade Paraty

P-61

P-66 P-69 Urca

Cidade Mangaratiba

Frade Bracuhy

Mangaratiba Botinas

Portogalo

• Workforce peak: 3000 workers (Aug/12);

P-55 (LC 65%) – Roncador Mod. 3 – modules construction:

• M-07 – Booster Compression and Gas Dehydration

• M-08 – Amines Unit

P-58 (LC 63%) – Whales Park – modules construction:

• M-01 – Gas Dehydration

• M-03 – CO2 and H2S Removal

• M-05/06/07 – Oil Processing

• M-10 – Water Injection

• M-10A – SRU Sulfate Removal

P-62 (LC 63%) – Roncador Mod. 4 – modules construction:

• M-01 – Gas Dehydration and Torch System

• M-03 – CO2 and H2S Removal

• M-05/06/07 – Oil Processing

• M-10 – Water Injection

• M-10A – SRU Sulfate Removal

UTC Engenharia


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


P-55

P-58 P-62

• Workforce peak: 1900 workers (Mar/13);

Cidade de Ilhabela (LC 65%) – Sapinhoá North

• Construction of 10 modules and integration of the FPSO

Brasa Shipyard


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Ilhabela

• Workforce peak: 3300 workers (Jul/14);

Celso Furtado (LC 74%) – Product Vessels 48ktpb

Sérgio Buarque de Holanda (LC 73%) – Product Vessel 48ktpb

Rômulo Almeida (65%) – Product Vessel 48ktpb

José Alencar (LC 65%) – Product Vessel 48ktpb

4 Vessels Panamax (LC 65%) 65 a 80ktpb

3 Product Vessels (LC 65%) 48ktpb

5 Product Vessels (LC 65%) 32ktpb

Mauá Shipyard


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


JA

1 Panamax 2 Products

CF

SBH, RA

3 Panamax

3 Products

3 Products

• Workforce peak: 2600 workers (Jan/12);

P-58 (LC 63%) – Whales Park – Construction of 5 modules

• M-02 (A/B/C) – Gas compression

• M-09 – Booster compressor

• M-12 – Cargo handling

P-62 (LC63%) – Roncador Mod. 4 - Construction of 5 modules:

• M-02 (A/B/C) – Gas compression

• M-09 – Booster compressor

• M-12 – Cargo handling

Cidade Paraty (LC 65%) – Lula NE Pilot – Construction of 4 modules:

• Module of cargo handling

• Module of manifold

• Module of treatment of gas A

• Module of compression and gas injection

Cidade Ilhabela (LC 65%) – Sapinhoá Norte – Construction of 4 modules:

• TS005 – Injection of chemical products

• TS077 – Flare vases

• TS078 – CO2 Removal

• TS079 – H2S Removal

Cidade Mangaratiba (LC 65%) – Iracema Sul – Construction of 5 modules:

• Module of water and utilities injection

• Module of gas treatment

• Module of electrical equipment

• Module of high and low separation

• Module of flare vases

Nuclep Construction Site

Source: Petrobras

2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Paraty

P-58 P-62 Ilhabela Mangaratiba

• Workforce peak: 8000workers (Aug/16);

• 7 drillships;

Arpoador (LC 55%) – Lula Norte

Copacabana (LC 55%) – Franco NE

Grumari (LC 60%) – Carcará 1

Ipanema (LC 60%) – Júpiter

Leblon (LC 65%) – Franco Leste

Leme (LC 65%) – Franco Leste

Marambaia (LC 65%) – Entorno de Iara

P-55 (LC 65%) – Roncador Mod. 3 – Hull construction

P-62 (LC 63%) – Roncador Mod. 4 – Conversion, construction of 3 modules and integration

João Cândido (LC 70%) – Suezmax – 158ktpb

Zumbi dos Palmares (LC 65%) – Suezmax – 158ktpb

8 Suezmax ships (LC 65%) – 158ktpb

5 Aframax ships (LC 65%) – 80 to 120ktpb

4 Suezmax DP ships (LC 70%) – 140 to 175ktpb

3 Aframax DP ships (LC 70%) – 80 to 120ktpb

Atlântico Sul Shipyard


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


2 Suezmax

Ipanema 2 Aframax 2 Aframax

Leme Leblon

1 Suezmax 3 Aframax

JC 1 Suezmax

2 Suezmax

P-62 3 Suezmax

2 Suezmax, Grumari Arpoador Copacabana

3 Suezmax 1 Aframax Marambaia

• Workforce peak: 4200workers (May/16);

• 2 auto-raising drilling rigs;

P-59 (LC 70%) – Peroá

P-60 (LC 70%) – BM-C-27

• 6 drillships:

Ondina (LC 55%) – Iara Horst

Pituba (LC 55%) – Iara NW

Boipeba (LC 60%) – Exploration

Interlagos (LC 60%) – Exploration

Itapema (LC 65%) – Iara NW

Comandatuba (LC 65%) – Exploration

Enseada do Paraguaçú and São Roque Shipyards


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Ondina

Pituba

Boipeba

Interlagos Itapema

Comandatuba

P-59 P-60

• Workforce peak: 6500workers (Apr/15);

• 6 drillships:

Guarapari (LC 55%) – Tupi NE

Camburi (LC 55%) – Guará South

Itaoca (LC 60%) – Iara NW

Itaúnas (LC 60%) – Exploration

Siri (LC 65%) – Exploration

Sahy (LC 65%) – Exploration

P-68 Replicant #3 (LC 67%) – Lula South


P-71 Replicant #6 (LC 67%) – Iara Horst


Jurong Aracruz Shipyard


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


P-68 Guarapari

P-71 Camburi Itaoca

Itaúnas Siri

Sahy

• Workforce peak: 12000workers (Jul/16);

P-67 Replicant #2 (LC 67%) – Lula Central


P-70 Replicant #5 (LC 67%) – Lula Extreme South


OSX Shipyard


2022

2503

4200

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


P-67

P-70

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