Reprioritise APAC EPC Mobilisation, Vessels, and OEM Contract Controls

What happened

Amplitude Energy has started drilling the Juliet‑1 exploration well in Commonwealth waters, spudding with a Transocean rig. The well targets a Waarre C reservoir prospect and is expected to take around 20–25 days to drill, creating immediate demand for rig days, surveys and marine support. Watch whether follow‑on development wells or a compressed drilling cadence overlap with other APAC mobilisations

Why the category manager should care

Treat this as an operational demand signal — rigs, survey and support services will be booked now and can overlap with other projects

Key facts

• Juliet‑1 well spudded with Transocean Equinox rig
• Targeting a Waarre C reservoir prospect with high geological probability
• Planned drilling duration of roughly 20–25 days, operation‑dependent

What happened

The keel has been laid at Tersan Shipyard for a Korea‑commissioned HVDC cable‑laying vessel designed to lay HVDC and fiber cables with high loading capacity. Delivery is expected in the first half of 2028, which affects medium‑term cable‑lay capacity planning and slot competition for APAC projects. Track outfitting and sea‑trial milestones to see when this asset actually relaxes regional vessel scarcity

Why the category manager should care

Factor this vessel into multi‑year cable procurement and slot planning, but do not assume immediate capacity relief until delivery and sea trials complete

Key facts

• InterOcean (Hull NB1139) keel laid at Tersan Shipyard
• Designed for simultaneous HVDC and fiber cable laying with large loading capacity
• Delivery expected in the first half of 2028

What happened

AFRY has been appointed international technical advisor for the Thai Binh LNG‑to‑Power project in Vietnam, covering offshore receiving infrastructure, subsea pipeline systems and onshore CCPP advisory. The engagement signals FEED progress that will flow into supplier RFx cycles for subsea pipelines and receiving facilities. Buyers should insist on early OEM/interface disclosure during FEED outputs to avoid late single‑source constraints

Why the category manager should care

Treat the FEED award as a prompt to lock vendor disclosure requirements and insist on OEM interface detail in procurement documents

Key facts

• AFRY appointed International Technical Advisor for Thai Binh LNG‑to‑Power
• Scope includes offshore receiving infrastructure, subsea pipelines and CCPP support
• Project integrates a floating LNG terminal with a grid‑connected power plant

What happened

Wison New Energies has completed first steel cut for the hull of an FPSO for the Baleine Phase 3 development, moving the yard into active hull fabrication. Hull fabrication follows FID and represents a committed use of yard capacity that can crowd other heavy‑fabrication programmes. Buyers should track yard sloting and subcontractor allocations to understand downstream availability for other APAC fabrication needs

Why the category manager should care

Treat yard mobilisation as a committed multi‑phase use of fabrication capacity—identify alternate yards or accept longer lead times when necessary

Key facts

• First steel cut performed for Baleine Phase 3 FPSO hull
• Hull fabrication follows final investment decision and moves project into construction
• FPSO design includes significant processing and storage capability

What happened

EIA data shows US LNG exports have risen driven by new terminals and expansions, sustaining higher global export capacity and active shipping flows. Strong export activity keeps cargo competition elevated and feeds through to shipping and feed‑gas scheduling pressure for Asian buyers. Track how cargo allocation and terminal ramp‑ups intersect with APAC project commissioning windows

Why the category manager should care

Assume continued competition for feed gas and shipping when planning LNG‑infrastructure procurement and project schedules in APAC

Key facts

• US LNG exports averaged materially higher volumes in the first half as new terminals and expa
• Corpus Christi Stage 3 and other projects have increased export capacity and shipping flows
• Sustained exports maintain competition for cargoes into Asian markets