marine division - alfalaval.se · alfa laval on board ... ballast water treatment tank cleaning...
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Marine Division
Peter Leifland
Alfa Laval Group
© Alfa LavalSlide 2
www.alfalaval.com
Alfa Laval on board- Product, system & application leadership, 17 product groups
Inert gas systems
Exhaust gas cleaning
Filtration
Ballast water treatment
Tank cleaning
Oily waste treatment
Oil treatment
Crankcase gas cleaning
Cooling and heating
Thermal fluid heatingSteam and heat generation
Waste heat recovery
Desalination
Scrubber water cleaning
Gas combustion
Fuel conditioning
Cargo pumping
Container ship Bulk carrier
Tanker Gas tanker
www.alfalaval.com
Marine Division DNA…- Based on LTM September 30, 2016
Sales by product group Sales by industrySplit by type of sales
Capital sales
Service
Pumping systems
Boilers
Separation &
heat transfer
Ballast
Others
Marine
Offshore
Diesel
Orders received:
SEK Bn 10.5Sales:
SEK Bn 12.9
www.alfalaval.comSource: Clarkson Research Services Limited
0
2 000
4 000
6 000
8 000
10 000
12 000
14 000
16 000
18 000
20 000
Long-term trade trends & scenarios- World seaborne trade, in million tonnes
--- Base case: 2-3 % growth p.a.
--- Low case: 1-2 % growth p.a.
--- High case: 3-4 % growth p.a.
www.alfalaval.com
Yard contracting and deliveries- 1st November 2016, including all ships above 2,000 Dwt/Gt
Source: Clarkson Research Services Limited
3430
1 000
2 000
3 000
4 000
5 000
6 000
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Nu
mb
er
of
ve
sse
ls
FC No of ships contracted
FC No of ships delivered
Actual Contracted YTD
www.alfalaval.com
Shipmix- 2014 vs. estimated 2017, number of vessels
2014 = 2,190 vessels
Bulk carriers
766
Other*
686Alfa Laval
“sweet spot”
721
E 2017 = 790 vessels
Bulk
75
Other*
252Alfa Laval
“sweet spot”
432
Source: Clarkson, 1st October 2016
*) Other vessels: General cargo & MPP, Reefer, Ro-ro & vehicle carriers,
Offshore and miscellaneous
Alfa Laval “sweet spot and order value
opportunity in M€:
Product & chemical tankers 1.5 – 6.0
Cruise 1.0 – 5.0
Crude tankers 0.9 – 2.2
Gas carriers 0.5 – 3.0
Container vessels 0.5 – 2.0
www.alfalaval.com
World seaborne oil products trade
0
500
1,000
1,500
2,000
2,500
3,000
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
Cargo Volume(Left Axis) Tonne-Miles (Right Axis)
Source: Clarkson Research Services Limited
Bill
ion T
onnes
Bill
ion T
onne-M
iles
CAGR Trade Tonne-Miles
1985-15 3.31% 3.17%
1995-15 4.26% 3.96%
2005-15 3.68% 3.46%
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Market potential scrubbers- Expected market development, (MEUR)
KEUR
Sources: Clarkson Research Services, CE Delft Report 2016, EnSys Energy/ Navigistics Consulting Report 2016
0
200
400
600
800
1000
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
New build
Retrofit
M€
2017-2025: 5,000 vessels with a
total market value of about 5 Bn€
www.alfalaval.com
KEUR
Market potential ballast water treatment- Expected market development after IMO ratification in September, 2016, (MEUR)
0
200
400
600
800
1000
1200
1400
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
New build
Retrofit
M€
2017-2025: 35,000 vessels with a
total market value of about 7 Bn€
www.alfalaval.com
In conclusion…- Marine Division
© Alfa Laval Slide 11
Leading position as the product and application
specialist with a broad and unique assortment
Marine transportation trends are positive, especially in
our stronghold sub-segments
New environmental regulations entering into force,
creates substantial opportunities the next coming years