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2016 10 316

1883282 201204
021-5077 5510

021-5077 5550

info@lmholdings.com

offshorelm.com

312
162

162

2573401580KN
162
20173

TSC
2TSC

TSC162

40CCS
TSCTSC
TSC

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375JU2000E

N527
36FORESIGHTLeTourneau Super 116E
N527

70.0962.87.92145.3
35030000ABS

NIDC2
NIOCNIDC
2
NIDC
2NIDC75
NIDC380
NIDCHeydar BahmaniNIDC

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3
Hercules Offshore3
3
HerculesHercules
261Hercules 262Hercules 26667000
636502
Hercules 2664
63
3HerculesHercules 261
Hercules 26213600011800067000Hercules 266
19100067000

1
312Floatel International
311

FloatelFloatel Triumph
Floatel TriumphInpex
IchthysFloatel TriumphSSAU 5000NG

500
Floatel TriumphFloatel54Floatel Superior
Floatel RelianceFloatel VictoryFloatel Endurance
FloatelPeter Jacobsson

Prosafe2
ProsafePemex1

Prosafe
ProsafeCotemar1

ProsafeCotemar20163
Safe RegencySafe
LanciaProsafe
2ProSafe20ProsafeCotemar

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Transocean5
Transocean5
Transocean5Super B 400
Bigfoot2020
2013Transocean5
201620175
Transocean
6
Transocean2014
TransoceanTransoceanSuper B 400
Bigfoot40035000

TristarEshipsLPG
TristarOldendorff Carriers
Eships7LPG
9000
Tristar526500
2010)

10OldendorffEships
513200Eships BarracudaEships
CobiaEships Agamid2006Eships EagleEships Dugon2007
Eships20146Oldendorff
Oldendorff CarriersPeter BaghOldendorff
EshipsTristar
7Tristar20
Eugene Mayne

Tristar5650000MR
2

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- 4 -

LNG
4LNG
234
1

LNG
4174000LNG4
LNG

FPU
201638
FPU
FPUP-5230
FPU20155

10
10
FPU

ExmarFLNG
ExmarPacific Exploration and ProductionPEPFLNG
20123ExmarFLNGLNG
15FLNG5016100
Exmar
LNGPEPExmar2016320176

ExmarFLNGFLNG
2016

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- 5 -

Island Offshore2PSV
Island Offshore 2PSV
Island Dragon2014Island Duchess2013

Island Dragon20146Lundin
NorwayIsland Commander2009
Island OffshoreLundin Norway
Lundin NorwayPSV
Island OffshoreHavard Ulstein
Island DragonIsland OffshorePSV
Island DuchessIsland Offshore
PSV
2PSVIsland Offshore4PSV3LWI1ROV/

3550000
4
3213

1ABB
ABB
60
4
20163 51730

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 6 -

2500
52500
12002500

NITCMohammad Souri
52500

Mohammad SouriVesta Tamin International


SouriNIOCNIGC18%
9%50
SouriIranian Petroleum Contract4

3.7-3.11

Golden Destiny1513
2313,5806
92.52
650%
86.7%
13.3%100%2
0
Clarksons HellasY-EntecPha Rung16,500 DWT IMO-II
20186BS ShippingPha Rung26,500 DWT IMO-II
2018
Fednav434500
2018
Flensburger (FSG)22018
1338 GT1400 GT201714

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KPC37

KPCKUFPEC
37KPC
KUFPECKUFPEC15
6315

38
25%2602017-2018170-220
102017-2018200-240
John Watson

LNG
ShanaLNG
LNG
LNGLNG

LNG
ChevronGorgonLNG
LNG
Gorgon540

70%LNG

LNG

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 8 -

2LNG6.5
382LNG
2LNG6.500.6020143
2LNG6.907

LNG
2NOVATEK39
LNG23

LNG2017LNG
LNG

39Nam Con Son


06.1
12660

Nam Con Son05.3/11

FLNG

DSMEDMSE
Satu
SatuE3Satu

BC-10

BC-10
BC-1010

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 9 -

Ancap
20128
10

310

ONGC

3.82/
Dharmendra Pradhan

8
8000

CNH
13
13.87800
125
12510

2.7-2.119480

638620093941987

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- 10 -

IEA
IEA311
2
IEA40
/28/40%
IEA

31112.65%18

1112/12115/

20147111/

2X2X

1204400
2.5
4.6/
IEOC100%IEOC
EGPCPetrobel
195420

EniGoliat312
313Goliat

20122009300467
55.610100
65%Statoil35%

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 11 -

45%

CI-513
169045%
45%10%

NPD03530/11-11S30/11-11B

Songa DeltaDet norske


50%1011

5LNG
5
LNG700
5LNG2020-20214-3699.7LNG
2016-20172015-2016703.3675.6
LNG
2017

2015~2016 Brent Crude Oil

2015~2016 Henry Hub Natural Gas

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 12 -

(Total Supply)

117

123

123

119

(Marketed Supply)

69

71

72

77

(Marketed Contracted)

46

47

48

61

66.7%

66.2%

66.7%

79.2%

63

64

64

77

59

60

60

71

53

53

55

71

89.8%

88.3%

91.7%

100.0%

106

106

106

100

93

93

95

96

73

76

79

93

78.5%

81.7%

83.2%

96.9%

(Marketed Utilization)

69

73

73

80

64

64

65

70

43

43

43

56

67.2%

67.2%

66.2%

80.0%

165

166

165

154

155

155

156

150

130

130

126

132

83.9%

83.9%

80.8%

88.0%

97

96

97

106

87

86

87

97

46

47

46

74

52.9%

54.7%

52.9%

76.3%

838

850

849

875

733

736

741

790

546

553

558

694

74.5%

75.1%

75.3%

87.8%

Market contracted

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 13 -

(US$)

(US$)

(US$)

$369,000

$151,000

$229,000

$371,000

$238,500

$303,700

100

$735,000

$313,000

$538,000

(US$)

115

$491,667

$234,167

$356,900

(US$)

(US$)

(US$)

73

$592,000

$145,000

$360,600

33

$499,500

$200,000

$379,300

66

$641,000

$235,000

$472,700

(US$)

172

$577,500

$193,333

$404,200

(US$)

(US$)

(US$)

41

$376,000

$110,000

$253,450

152

$389,000

$75,000

$168,400

197

$192,000

$30,000

$114,000

25

$114,000

$51,000

$83,200

(US$)

419

$267,750

$66,500

$154,763

(US$)

(US$)

(US$)

10

$240,000

$120,000

$203,900

22

$151,000

$118,000

$128,820

(US$)

32

$195,500

$119,000

$166,360

<=4000

4001-7499

>=7500

4002,000kips

3500 1,999kips

350

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 14 -

104

77

27

74%

N/A

N/A

N/A

N/A

399

267

132

66%

48

42

87%

144

97

47

67%

43

33

12

72%

31

22

70%

N/A

N/A

N/A

N/A

678

463

215

68%

91

73

18

80%

35

30

85%

29

22

75%

23

17

26%

54

38

16

70%

16

11

68%

31

27

87%

N/A

N/A

N/A

N/A

100%

74

47

27

63%

116

89

27

76%

0%

&

12

33%

118

69

49

58%

111

88

23

79%

33

16

17

48%

75%

21

15

71%

N/A

N/A

N/A

N/A

184

104

80

56%

116

91

25

78%

N/A

N/A

N/A

N/A

22

18

81%

22

14

63%

50%

77%

0%

62%

N/A

N/A

N/A

N/A

61

44

17

72%

33%

,,
,

,!,,!

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 15 -

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