Protect P&A Supply Options as EPCIC and CCS Demand Grows

What happened

Petroleum Marine Services completed an 18-kilometre pipeline installation and topside upgrades on the Zaafarana offshore field using its owned barges, diving units and support vessels. The work was executed under an integrated EPCI approach and used PMS-owned fleet assets at water depths up to 56 meters, showing a supplier delivering end-to-end scope with its own mobilisation resources. Watch whether similar integrated suppliers begin packaging P&A-like scopes into larger bids that limit substitution options

Why the category manager should care

Treat integrated fleet completions as operational proof that suppliers will bundle mobilisation and execution under EPCI terms, narrowing buyer substitution options

Key facts

• 18-km pipeline installation (15 km offshore, 3 km onshore)
• Platform topside expansion and three gas-powered generation units installed
• Execution used PMS-owned offshore units at depths up to 56 meters

What happened

L&T has hired Technip Energies for detailed engineering on a major offshore gas EPCIC that will use significant fabrication capacity at L&T’s manufacturing facilities. The award signals substantial regional demand for engineering and fabrication hours that smaller P&A fabrication packages will compete against. Monitor yard slot schedules and fabrication lead times—these will show whether P&A scopes get deprioritised

Why the category manager should care

Large regional EPCICs create durable demand for fabrication yards and engineering hours, reducing short-term supplier flexibility for P&A jobs

Key facts

• Technip Energies contracted for detailed engineering within a major offshore gas EPCIC
• Significant fabrication to be carried out at L&T’s integrated manufacturing and fabrication f
• Contract size implies meaningful engineering and fabrication demand in the region

What happened

Jan De Nul is entering CCS work by installing rock protection over a CO2 pipeline on the North Sea seabed using its rock-installation vessel and vertical fall pipe system in the coming months. The contract shows dredging and heavy-install contractors are taking long-duration CCS work that uses the same specialist vessels and crews P&A needs. Watch start dates, vessel mobilisation plans and yard allocations for potential knock-on effects on P&A availability

Why the category manager should care

New CCS work is an added demand stream for heavy-install vessels and crews and can change supplier prioritisation and booking behaviour

Key facts

• Subcontract to install rock over a 1m CO2 pipeline on the North Sea seabed
• Work scheduled to start in the coming months using a rock-installation vessel and vertical fa
• Project ties into a multi-project CCS network with planned storage operations in future years