X-class Vessels Impact Reduction and Business Strategy slide image

X-class Vessels Impact Reduction and Business Strategy

Market outlook WTIVS1 - supply & demand imbalance in 2026-2030 CADELER WTIVS¹ supply & demand 2026-30, Global ex. China Demand scenarios for WTIVS 2026-30, Global ex. China # vessels 25 Possible scenario 2026-30 Installed capacity p.a. (avg.) Unit Low Mid High Comment GW 26.3 26.3 26.3 GWEC 22 Average turbine size MW 15 15 15 4C Offshore 20 #turbines installed per year # 1,750 1,750 1,750 17 Days required per turbine² Days 3.0 3.0 3.0 15 Demand days Days 5,250 5,250 5,250 10 5 00 12 Total effective vessel availability p.a.² Days 320 300 280 % of vessel availability used for turbine installation² % 85% 80% 75% 0 Assumed core fleet 15+ MW turbine segment from 2026 Possible demand - mid scenario 2026-2030 (avg.) Days available for turbine installation per vessel p.a. Days 272 240 210 2020 2021 Possible average vessel demand scenarios p.a. # vessels 19 222 22 25 25 Source: GWEC Global Offshore Wind Report 2021 (Sept-21), 4C Offshore "Offshore Wind Farms Project Opportunity Pipeline (POP)" March 2021, Company Note: "Wind turbine installation vessel 2Cadeler management assumptions 3Mid scenario assumption of jack-ups installing 100% of turbines and 25% of foundations Taking into account mobilization, maintenance, yard stays etc. Taking into account time spent on 21 installation of foundations, O&M or other³
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