Offshore and Marine - UOB Kay Hian 2026-05-07: How The Iran War May Become Offshore Energy’s Most Powerful Catalyst

• Offshore rates have surged in the wake of the Iran war with a small segment of the jack-up market seeing lower dayrates and utilisation rates.
• Outside of the Middle East, production and energy security will be prioritised via offshore engineering solutions to extend the life of existing facilities.

Top picks in the sector.

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Predictable unpredictability.

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• In particular, Clarksons data indicates that Very Large Gas Carrier earnings have risen to two-year highs with many Asian countries struggling to refocus their LNG requirements from the Middle East to the US or Australia.

Offshore rates have surged.

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Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.