Sattuipa silmään, että Wärtsilä on mukana huomenna ti 5.3. pörssi-illassa. Lähetys alkaa klo 17, ja tallenne oletettavasti katsottavissa YouTubesta pikimmiten esitysten päätyttyä.
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Tässä on alla on Wärtsilän tekemä tiivistelmä 29.2.2024 strategiapuhelusta. 
Wärtsilän taloudellinen tulos on parantunut merkittävästi muun muassa uusien laitetoimitusten tilauskannan marginaalin parantuessa, ja energian varastointiliiketoiminnan kääntämisessä kannattavaksi. Tilaukset merenkulun markkinoilla kiihtyvät. Esimerkiksi lauttasegmentissä uusien alustilausten selkeä tarve on nähtävissä, ei vain siksi, että alusten keskimääräinen ikä on noin 29 vuotta, vaan myös kestävyyden ja sääntelyn vuoksi. Asiakkaiden on ennakoitava tulevaisuutta.
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Technology group Wärtsilä has signed a Lifecycle Agreement with UK-based P&O Ferries. The five-year agreement covers two vessels, the M/V Pioneer and the M/V Liberté, and is designed to optimise and ensure minimal impact on their operations, while providing maintenance cost predictability. The order was booked by Wärtsilä in January 2024.
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Technology group Wärtsilä has launched Quantum2, a fully integrated high-capacity battery energy storage system designed and optimised for global large-scale deployment.
Quantum2 enables project developers to meet capacity requirements more efficiently and effectively with improved transportation and deployment speed, and unparalleled safety. The features include:
- Streamlined design enables more compact layouts at high site energy densities.
- Conforms to ISO standard for 20-foot containers resulting in improved transportation efficiencies and minimised field construction across global 2-8-hour projects.
- Fully tested pre-installed liquid-cooled IP67 modules, requiring no additional site work and providing additional safety.
- End-to-end fire safety approach, compliant with international safety standards, including NFPA 855.
Thermal and humidity management solution maintains a tight control of temperature differences between cells and modules, with customisable hybrid cooling system to reduce auxiliary power consumption, according to project needs. “Quantum2 is purpose-built for large-scale energy storage facilities to support the transition to renewable energy,” said Darrell Furlong, Director, Energy Storage Product Management and Hardware Engineering at Wärtsilä Energy. “Quantum2 is easily transported by road or by sea and its high energy density means fewer units are needed onsite, making it an ideal product for customers across the globe.”
In addition to industry-leading safety and cutting-edge research and development, Quantum2 is flexible enough to include modules from various manufacturers, which allows Wärtsilä to optimise configuration for each project and leverage its supply chains to ensure timely delivery.
Quantum2 is designed for a long lifespan in all operating conditions with minimal service interventions. It is fitted with several durability features, including the ability to withstand winds and seismic activity and long duration anti-corrosion surface treatment.
Quantum2 leverages Wärtsilä’s GEMS Digital Energy Management Platform, a sophisticated computing technology product suite, featuring easy customisation, integration, and control across assets beyond the battery system. GEMS operates autonomously to ensure maximum platform flexibility with advanced logic and functionality while delivering seamless software patches and updates across single platforms and fleets. GEMS provides a single, unified communication interface for all Quantum2 components – including streamlined monitoring, control, and performance insights to the battery, safety, and thermal management systems.
Quantum2 builds on Wärtsilä’s state-of-the-art product line, which supports customers in their transition to net-zero while ensuring a reliable and balanced power system. Wärtsilä also offers Quantum, a fully integrated and modular energy storage system that offers the fastest deployment times, highest quality control and maximum flexibility. Wärtsilä has an unparalleled safety record in the industry for its Quantum platform. In November 2023, Wärtsilä launched Quantum High Energy, an energy storage system with advanced safety features and enhanced energy density.
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Technology group Wärtsilä has signed a five-year Lifecycle Agreement with Korea Maritime Transport Co (KMTC). The agreement covers two post-Panamax container vessels, each powered by Wärtsilä 12RT-flex96C-B two-stroke main engines, and became effective from January 2024.
This agreement follows a similar five-year agreement signed a year earlier to cover four KMTC Panamax container vessels operating with Wärtsilä 7RT-flex96C-B main engines. The technical support provided by Wärtsilä, together with the security of supply for key components and other benefits under the terms of the contract, ensures the vessels’ operational reliability and delivers significant maintenance cost savings.
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New Wärtsilä analysis shows EU ETS and FuelEU Maritime will close price gap, creating policy blueprint to accelerate the global transition to sustainable fuels
Sustainable shipping fuels could reach cost parity with fossil fuels as early as 2035 with the help of decisive emissions policy such as carbon taxes and emissions limits, according to a new report launched today by technology group Wärtsilä.
Lisää infoa yo. linkistä.
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Technology group Wärtsilä has signed a long-term Guaranteed Asset Performance agreement with CSBC-DEME Wind Engineering Co Ltd (CDWE), a joint venture between CSBC Corporation and DEME Offshore. The agreement covers CDWE’s new 216 metres-long marine installation vessel (MIV), the ‘Green Jade’. The order was booked by Wärtsilä in Q1 2024.
The agreement also includes comprehensive scheduled maintenance, including all major overhauls of the ship’s Wärtsilä engines and thrusters, along with original spare parts. The time-between-overhaul guarantees, provided by the agreement, decrease the frequency of overhauls. This not only significantly reduces the cost, but also minimises the environmental impact of the maintenance.
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Technology group Wärtsilä has developed a pragmatic and cost-effective strategy for Poland to transition from coal-dominated power and district heating (DH) systems to an energy system that runs mainly on renewables. In the new report, the modelling shows that the co-optimisation of Poland’s power and DH sectors over the next decade could save a cumulative €3.8 billion and reduce annual CO2 emissions in the power and DH sectors by 57% by 2032, despite the expected growth in electricity demand.
In the Polish power sector, the investments so far have mainly focused on large combined cycle gas turbine plants, overlooking the potential of coupling the power and DH sectors. Wärtsilä’s modelling results show that by co-optimising these sectors, Poland can reach several economic and energy milestones over the next decade. These include increase of the renewable energy share from 29% in 2023 to 68% in 2032 and reduction of the coal share in power production from 61% to 26% and in heat production from 80% to 8% by 2032.
Wärtsilä has modelled and analysed nearly 200 power systems to identify optimal system design to support integration of renewables and reduce operational costs and emissions.
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OP nosti hetki sitten julkaistussa Q1/2024 tulosennakossa tavoitehinnan 12€ → 14€ ja suosituksen Myy → Vähennä.
Yhtenä syynä tähän mm. merenkulkumarkkinoita tilastoivan Clarksonsin noussut arviointi laivatilauksista vuodelle 2024. Lisäksi nostoon vaikutti Wärtsilän palveluliiketoiminnan hyvä vire, vankka tilauskanta ja alusten korkeat käyttöasteet.
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Eki antoi kommenttinsa hiljaista aikaa edeltävän konferenssipuhelun annista.
Wärtsilän eilisessä Q1’24:n hiljaista aikaa edeltävässä konferenssipuhelussa ei odotetusti ollut merkittäviä uutisia, mutta tunnelma yhtiön markkinoilla on säilynyt hyvänä. Myönteistä on myös se, että tämä näyttää koskevan molempia pääliiketoimintoja ja sekä laite- että palvelupuolta. Osakkeen arvostus on myös edelleen melko houkutteleva ja myönteinen käsityksemme sijoituskohteesta on ennallaan.
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Wärtsilä Gas Solutions, part of technology group Wärtsilä, will supply the Cargo Handling Systems for additional two new very large LPG carrier vessels to be built at the HD Hyundai Heavy Industries Co Ltd. in South Korea. The ships have been contracted by Norwegian ship owner Solvang .The order follows a similar one placed in 2023 for five vessels being built at the same yard for the same owner. This latest contract was booked by Wärtsilä in Q1, 2024.
The VLGCs are of Panamax size and form the next generation of eco-vessels. The vessels will have a cargo carrying capacity of 88,000 m3, and will incorporate environmental technology developed through 12 years of Solvang’s ECO LPG Carrier programme.
The Wärtsilä equipment is scheduled for delivery to the yard commencing in mid-2025, and the first ship is expected to commence operations in mid-2027.
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Wärtsilä IR on siirtynyt hiljaiselle kaudelle -tiivistelmä hiljaista kautta edeltävästä puhelusta IR blogissa: Tiivistelmä Q1 2024 hiljaista kautta edeltävästä puhelusta (wartsila.com)
Nämä puhelut ovat tasapuolisestio avoinna kaikille, jotka ovat kiinnostuneita Wärtsilästä sijoituskohteena.
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Wärtsilä Gas Solutions, part of technology group Wärtsilä, will supply cargo handling and fuel supply systems for three new large sized ethane gas carrier (VLEC) vessels. The ships are being built at the HD Hyundai Heavy Industries (HHI) yard in Korea for owner Purus. The order, which was booked by Wärtsilä in Q1 2024, further strengthens Wärtsilä’s market-leading position in this sector.
The Wärtsilä equipment is scheduled for delivery to the yard commencing in March 2025.
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Technology group Wärtsilä has again been awarded a major contract by the Lower Colorado River Authority (LCRA), a river authority based in Austin, Texas, that provides wholesale power to the Texas power grid. Following an order by LCRA for ten Wärtsilä engines generating an output of approximately 190 MW in 2022, the new order for a further ten Wärtsilä 50SG engines will double the earlier output. The order was booked by Wärtsilä in March 2024.
LCRA’s new plant will operate on natural gas and will have two units, each powered by 10 Wärtsilä’ engines. The first unit is expected to come online in 2025, with the second unit scheduled to be completed in 2026. Together, the units will be able to provide power for about 100,000 homes during periods of peak demand.
The Wärtsilä 50SG engine consumes little to no water, which is an important feature in Texas, an area often affected by drought
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Maksumuurin takana ei itsellä luku mahdollisuuksia
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Muutama lainaus, jotka toivottavasti kertovat olennaisimmat asiat sijoittajan näkökulmasta:
Tarve uudelle lämmönvaihtimelle syntyi kahdella turboahtimella varustetussa koemoottorissa, jotka pohjautuvat kuusisylinteriseen W20-moottoriin. Sen sylinterin halkaisija on 20 senttimetriä ja moottoriteho 1 640 kilowattia.
Nykyinen ahtoilman jäähdytin ei riittänyt, eikä kahdelle samanlaiselle ollut enää tilaa. Uusi lämmönvaihdin piti saada pienemmäksi.
Kyse ei ole vielä valmiista tuotteesta:
Perusmateriaali- ja painetestaus välijäähdyttimelle on nyt tehty. Se tullaan asentamaan koemoottoriin loppuvuodesta.
Wärtsilässä ollaan erityisen tyytyväisiä 170 kilowatin lämmönsiirtotehoon ja painehäviöön, joka oli vain 0,5 prosenttia eli 3,5 kPa.
”Tehotiheys on tässä niin paljon perinteistä parempi, että tämä pistää meidän miettimään, mitä tämä tarkoittaa koko moottorille”, [Wärtsilän virtausmekaniikan ja simuloinnin johtaja Eric] Lendormy kertoo.
Ko. lämmönvaihtimen suunnittelusta teknistä puolta avataan tässä dippatyössä, jos se jotakuta kiinnostaa:
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Ekin etkoilukommentit, kun Wärtsilä julkistaa Q1-rapsansa perjantaina.
Wärtsilä julkistaa Q1-raporttinsa perjantaina 26.4. klo 8:30. Hiljaista aikaa edeltäneen konferenssipuhelun perusteella Q1:n markkinatunnelma säilyi hyvänä ja uskomme, että kummankin pääliiketoiminnan positiivinen markkinanäkymäkommentti seuraaville 12 kk:lle toistetaan. Osakkeen arvostus on tietyin varauksin edelleen houkutteleva.
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Wärtsilä Gas Solutions, part of technology group Wärtsilä has been contracted to supply the cargo handling and fuel gas supply systems for three new 98k Very Large Ethane Gas Carrier (VLEC) vessels. The ships are being built at the HD Hyundai Heavy Industries (HHI) yard in Korea for Oceania based ship owner. The order was booked by Wärtsilä in Q1, 2024.
Selection of the Wärtsilä solutions follows a similar recent order from HHI for three new VLECs for a different customer, which emphasises Wärtsilä’s market-leading position in this sector.
“We have good cooperation with HHI. Being a trusted partner in delivering high quality systems for their customers is very important to us. Wärtsilä is happy to contribute to this trend with efficient and reliable systems,” commented Harald Øverland, Sales Manager, Wärtsilä Gas Solutions.
The Wärtsilä equipment is scheduled for delivery to the yard commencing in March 2025.
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Wärtsilän sijoittajasuhteet toivottaa kaikki Wärtsilästä sijoituskohteena kiinnostuneet tervetulleiksi kuulemaan Wärtsilän mahdollisuuksista merenkulun osalta. Roger Holm, Marine-segmentin johtaja ja alan huippuasiantuntija kertoo mihin toimiala on kehittymässä ja mitä se tarkoittaa Wärtsilälle. Rekisteröidy täällä: Investor theme call: Marine (lyyti.fi) Jos aika ei sovi, tallenne ja Rogerin presentaatio julkaistaan IR-sivuillamme, ja teeemme tilaisuudesta myös tiivistelmän IR-blogiimme.
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Technology group Wärtsilä will supply a range of solutions aimed at minimising the carbon footprint of six new Pure Car Truck Carrier (PCTC) vessels being built for Dubai based Sallaum Lines DMCC. Part of the order was booked by Wärtsilä in 2023 and the remainder in Q1 2024.
The Wärtsilä solutions were selected following a very stringent evaluation process, with sustainability and minimal environmental impact being a prime consideration. As a result, Wärtsilä, through its joint venture company, Wärtsilä Qiyao Diesel Company Ltd. (WQDC), was contracted to deliver three Wärtsilä 20DF dual-fuel auxiliary gen-sets, operating mainly on LNG fuel, for each of the six vessels. Wärtsilä was also contracted to deliver the transverse thrusters and the main engine control system for these vessels.
Then for four of the vessels, Wärtsilä will supply the shaft generator systems, which will reduce the auxiliary gen-sets’ running hours while at sea, thereby further reducing the ships’ emissions and lowering operating costs. The engines onboard each of the vessels will be supported via Wärtsilä’s Data Collection Unit (WDCU) with cloud based services and remote monitoring to optimise operability, fuel economy, and periodic maintenance.
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