company overview and client presentation
TRANSCRIPT
Company Overview
and Client Presentation
Capabi l i t ies Brochure | Summer 2018
© 2018 Quest Floating Wind Energy, LLC
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 82
Table of Contents
What We Do
i. Applying Quest’s DNA to the Floating Wind Sector
Strategic Insight, Market Expertise & Predictive Analytics
i. Q FWEconomics & Q FWE Consulting
a. Project Calculators
b. Benchmarking
c. Client Directed Projects
ii. Q Vision Analytical Tool
a. Power BI Client User Interface
b. Predictive Analytics and Forecasting
c. Market Expertise & Analysis
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 8
Our Industry Is Evolv ing to Encompass Susta inable Energy
3
Quest’s DNA
Ques t Of fsho re ’ s Evo lu t i on – Decades o f Empower ing Our C l i en t s w i th
Cla r i t y, I ns i gh t & V i s i on .
Energy
Oil & Gas Renewables
DeepwaterFloating Wind
Energy
Finance
Quest / Calash Americas
BuySide
SellSide
Market Intelligence
Data Analytics
Technical Competence
M&A Due Diligence
Strategic Advisory
Consulting
Thought Leadership
Sold Quest’s Data Division to Wood Mackenzie
Twenty-years of expertise in predictive analytics, expert market analysis and the
development of offshore floating projects provides us with the means and the network
to offer critical insight on the Offshore Floating Wind industry going forward.
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 84
Q FWE’s Q Vision analytical tools
enable our customer’s ability to drive
strategic, data driven decisions.
These include Q FWEconomics
Calculator coupled with Quest
FWE’s Predictive Analytics, Q FWE
Consulting and Q FWE’s Data
Subscriptions Service will facilitate
our customer’s ability to drive
strategic, data driven decisions.
The application of Quest FWE’s
predictive analytics can highlight
key areas and offer clarity for
critical decision points.
Q FWE’s proprietary ‘Deep Data’
and dynamic client user-interface
are powerful tools to analyze
future market conditions and
actively monitor the global supply
chain for Floating Wind Energy.
What We Do
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 85
Q FWEconomics
The “Wha t I f ” G rowth Po ten t i a l f o r I ns ta l l ed O f f sho re W ind Capac i t y
IEA predicts 1,200 TWh OW Electricity Generation capacity at 2040 (139,986 MW); if 60% FW that’s
80,567 MW = 8,056 10 MW FTUs
22
88
399.5
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
Cap
acity (G
W)
Cumulative Total Offshore Wind Capacity in GW
New Policy Scenario Sustainable Development Scenario
8,057
26,970
10,038
38,763
393,506
8,056
50
500
5,000
50,000
500,000
No
. o
f F
TU
s (Lo
garith
mic
)
Floating Wind Potential in Cumulative No. of FTUs (10 MW)
New Policy Scenario Sustainable Development Scenario Q FWE Forecast
Source: GWEC, Q FWE Forecast
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 8
Q FWEconomics
F inance + Economics | Bankab i l i t y + Insu rab i l i t y
The Q FWE Project CapEx
Calculator can be used to
determine a CapEx Threshold
for your FTU-Floating Turbine
Unit Project, based on a 20
year lifespan, allowing user
specified inputs for: Turbine
Size (MW), Capacity Factor at
Location, Electricity Feed-In
Tariff, level of annual OpEx,
and targeted annualized Pre-
tax Rate of Return.
Q F W E c o n o m i c s C a l c u l a t o r s
6
Project CapEx CalculatorProject FiT Calculator
The Q FWE Project FiT
Calculator can be used to
determine the required FiT
(Feed-In Tariff) for your FTU-
Floating Turbine Unit Project,
based on a 20 year lifespan,
allowing user specified inputs
for: CapEx, Number of FTU’s,
Turbine Size (MW), level of
OpEx, targeted annualized
Pre-tax Rate of Return, and
Capacity Factor at Location.
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 87
Q FWE Consul t ing
Examp les o f Benchmark ing Exe rc i ses
Source: Q FWE
Benchmarking to LCoE
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 88
Q Vis ion Analyt ica l Tool
Dr i ven by P ower B I
Q FWE’s Predictive Analytics and Market
Expertise will enable a myriad of clients to
see the consequence of change led from
this rapidly accelerating market.
Q FWE has created Q Vision, a dedicated
FW projects’ database, monitoring projects
and their supply chain from early planning
and construction to commissioning and
O&M. This dynamic tool provides a
continuous feed of strategic insight, tactical
information and robust data analytics
throughout each stage of a projects
lifecycle.
Q FWE Client User-Interface
Source: Q FWE Power BI
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 89
Cumulat ive Tota l MW
By S ta tus - Cu r ren t , P lanned & Poss ib le
Source: Q FWE Power BI
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 810
Cumulat ive Tota l MW
By Coun t r y
Source: Q FWE Power BI
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 8
Opportunity Forecast by
Supply Chain Segment
11
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 812
Top Developers by Rank
MW by Yea r
0 500 1,000 1,500 2,000 2,500
Other
Halla Wind
EDPR
Windplus EDP
WunderEnergy/Hexicon
Ideol
Quadran
EnBW/Trident Winds
AWH Hawaii Wind LLC
Equinor
EOLFI
MW
2009 2011 2012 2013 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2030 2031
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 813
Turbine Manufacturers by Rank
0 10 20 30 40 50 60 70 80 90
Aerodyn SCD
Darwind
Vestas
2B Energy
GE
MHI Vestas
Hitachi HWT
Siemens
TUR MFG Z
Senvion
No. of Turbines
Turbine Manufacturer by Rank - Number of
Turbines by Country
France Germany Japan Norway Portugal Spain UK USA
0 100 200 300 400 500 600 700 800 900
Darwind
DTU
HitachI
2B Energy
GE
Siemens
MHI Vestas
Aerodyn SCD
TUR MFG Z
Senvion
MW
Turbine Manufacturer by Rank - MW by Year
2009 2012 2015 2016 2017 2018 2019
2020 2021 2022 2023 2024 2025 2031
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 814
Floater Designers by Country – Current Projects
Number o f F TUs
0
1
2
3
4
5
6
7
8
No
. o
f F
TU
s
France Germany Japan Korea Norway Portugal Spain Sweden Taiwan UK USA
E x c l u d e s P l a n n e d & P o s s i b l e p r o j e c t s
© 2018 Quest Floating Wind Energy, LLCA u g u s t 2 0 1 8
Consulting
Client Directed Queries & Projects
Strategy & Advisory
Supply Chain Analytics
Predictive Analytics
Supply Chain Opportunities
Preferred Supplier Relationships
Forecast Projects
Market Intelligence & Data Analytics
Data Subscriptions
FTU Concept Data Sheets
FTU Project Data Sheets
Interactive Search
Supply Chain Companies
News and Insight
WebsiteEvents
A forum for information exchange & networking
15
Organizat ional Structure
Quest Floating Wind Energy, LLC
Operational Entities
Maps
Digital & Printed
Sponsorship & Advertising
a Quest Offshore Resources Company
QFWEconomics
Q FWE Economic Insight
Project Economics Calculators
Finance & Investment
Bankability & Insurability
Capex & Opex (LCoE) Verification
Economic Assessment Sponsorship
Contact Us
Quest Float ing Wind Energy
a Quest Offshore esources company
Quest F loa t ing W ind Energy, LLC
H o u s t o n | A m s t e r d a m | R i o d e J a n e i r o | N e w Yo r k
Te l : 8 3 2 . 8 6 2 . 3 3 9 0 | w w w. Q u e s t F W E . c o m
f e e d b a c k @ Q u e s t F W E . c o m
7 7 S u g a r C r e e k C e n t e r B l v d . | S u i t e 3 1 0 | S u g a r L a n d | Te x a s | 7 7 4 7 8 | U . S . A .