Wärtsilä - Kestävämpää merenkulkua

Wärtsilä Gas Solutions (WGS), part of technology group Wärtsilä, will deliver the fuel supply and cargo handling systems for two new gas carriers that will operate with ammonia fuel. The ships are being built at the Hyundai Mipo Dockyards (HMD) in Korea for ship owner EXMAR LPG, a joint venture between EXMAR, a multi-disciplinary maritime and offshore solutions provider and Seapeak, one of the largest independent owner-operators of liquefied natural gas vessels. The order with Wärtsilä was booked in Q2, 2024.

These are the last two vessels in a series of six newbuilds for EXMAR. With this latest contract, Wärtsilä will have supplied the cargo handling and fuel supply systems for all six vessels. These medium size gas carriers, MGCs, will be the first ever ocean-going vessels capable of operating with ammonia as fuel. Operating with ammonia has the potential to significantly reduce greenhouse gas emissions when compared to conventional marine diesel fuel, as ammonia doesn’t produce CO2, sulphur or particulate emissions when combusted.

The full scope of Wärtsilä’s supply includes the Cargo Handling Package and the Liquid Ammonia Fuel Supply System (AFSS) along with process engineering and dynamic simulation. The ASS is skid mounted with low- and high-pressure fuel pumps, controls for fuel pressure and temperature, and heat exchangers. Delivery to the yard is scheduled for 2025.

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Technology group Wärtsilä has signed a six-year Lifecycle Agreement with Malaysia-based Nautica Ship Management. The agreement covers two vessels, the MTT Saisunee & MTT Senari, and is designed to ensure that the ships’ exhaust gas treatment systems operate at maximum efficiency. The vessels are feeder container vessels and are fitted with Wärtsilä hybrid scrubber systems. The order was booked by Wärtsilä in Q2 2024.

The scope of the agreement includes remote access capabilities. This feature enables seamless monitoring and troubleshooting of the Exhaust Gas Cleaning (EGC) systems installed on the two vessels, ensuring prompt response and minimal downtime.

Wärtsilä’s range of Lifecycle Agreements provide long-term cost predictability and availability by using data-driven technical support and maintenance at every step, from planning to execution. Ship operators benefit from proactive support and recommendations by experts at Wärtsilä Expertise Centres, who help to optimise maintenance intervals according to actual needs while preventing unexpected downtime.

Nautica Ship Management had previously signed Lifecycle Agreements for two other vessels, the MTT Samalaju and MTT Semporna.

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Technology group Wärtsilä will supply a fully integrated, mechanical drive, propulsion package for new 6000 dwt LNG-fuelled tankers being built for British fleet operator, James Fisher Everard Ltd., part of the James Fisher group of companies. The ships are under construction by China Merchants Jinling Shipyard (Yangzhou) Dingheng Co. in cooperation with design consultant FKAB Marine Design. The integrated package includes the high-performance Wärtsilä 25DF dual-fuel main engine. The order was booked by Wärtsilä in Q2 2024.

Delivery of the Wärtsilä equipment is scheduled to take place during 2025.

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[https://www.hs.fi/politiikka/art-2000010556614.html]

”SUOMI, Yhdysvallat ja Kanada tiivistävät jäänmurtajayhteistyötään.

Tasavallan presidentti [Alexander Stubb], Yhdysvaltain presidentti [Joe Biden] ja Kanadan pääministeri [Justin Trudeau] antoivat jäänmurtajayhteistyötä koskevan julkilausuman Yhdysvaltain pääkaupungissa Washingtonissa torstaina.

Julkilausumassa maat sitoutuvat syventämään yhteistyötään huippuluokan jäänmurtajien rakentamisessa.”

IS uutisoi samasta: ” Presidentin mukaan arviot osoittavat liittolaisten tarvitsevan jäänmurtajia noin 70–90 kappaletta seuraavan 10 vuoden aikana. ”

Ei välttämättä kovin huono juttu Wärtsilän kannalta.

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10.7.2024

11:15


Citi nostaa Wärtsilän tavoitehinnan 17,50 euroon (aik. 16,50 eur.), toistaa pidä-suosituksen.

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Wärtsilä and AVK collaborate to deliver on-site power generation for data centres

Technology group Wärtsilä and energy solutions business AVK-SEG have signed a cooperation agreement aimed at meeting data centres’ unique power requirements. The agreement was signed in May 2024.

Data centres are essential in ensuring businesses and organisations can store, process, and manage their data and operations securely and efficiently. To be efficient, data centres require a reliable and uninterrupted electricity supply. In many cases, grid connections are unable to provide the necessary level of reliability, meaning that on-site power generation becomes essential.

Wärtsilä and AVK are currently executing two energy centre projects in Ireland. Both companies are committed to solutions which enhance decarbonisation, and Wärtsilä’s engines are developed to be ready for sustainable fuels as they become available.

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Tässä on Ekin ennakkokommentit, kun Wärtsilä julkaisee perjantaina Q2-kommenttinsa. :slight_smile:

Wärtsilä julkistaa Q2-raporttinsa perjantaina kello 8:30. Konsensus odottaa Wärtsilän reippaan tuloskasvun jatkuneen myös Q2:lla ja omat ennusteemme ovat hyvin samansuuntaiset. Arviomme mukaan yhtiö toistaa kummankin pääliiketoiminnan positiivisen markkinanäkymäkommenttinsa seuraaville 12 kk:lle. Tuloksen ja markkinatilanteen lisäksi raportissa kiinnostavat kommentit Energyn varastointiliiketoiminnan käynnissä olevan strategisen selvityksen etenemisestä. Emme tee muutoksia näkemykseemme Wärtsilän osakkeesta ennen Q2-raporttia, sillä liiketoiminnan myönteisestä kehityssuunnasta huolimatta osake on mielestämme jo melko vaativasti hinnoiteltu (2024e: oik. P/E 24x, oik. EV/EBIT 16x).

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