Post by Rystad Energy

Subsea tree awards peak in 2027. 𝗠𝗼𝘀𝘁 𝗽𝗿𝗼𝗰𝘂𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗲𝗮𝗺𝘀 𝗮𝗿𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝗰𝗼𝘀𝘁 𝗮𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀 𝗯𝘂𝗶𝗹𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝗻𝗽𝘂𝘁 𝗰𝗼𝘀𝘁𝘀 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝗺𝗼𝘃𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻. In the last five months, should-cost models for subsea tree manufacturing across Malaysia, Brazil, the UK, and the US increased an average 4.3%. Unlike the last inflation cycle, it's not coming from one place. Materials, labor, financing, energy, and manufacturing inputs are all moving simultaneously. That combination is harder to hedge and isolate in a negotiation. A single CPI or steel index escalation clause will not capture it. Get the data you need in our new 𝗣𝗿𝗼𝗰𝘂𝗿𝗲𝗺𝗲𝗻𝘁 𝗚𝘂𝗶𝗱𝗲: should-cost models across four manufacturing geographies, regional input cost breakdowns, marine fuel price developments, and what it all means for your commercial terms before the 2027 peak: https://lnkd.in/efCSm-Rs