Lead Opinion
delivered the opinion of the Court,
The Jones Act provides a compensation scheme designed to mitigate the unique perils faced by “seamen”—maritime workers with a substantial connection to a “vessel in navigation.” Chandris v. Latsis,
Despite recent clarifications on the subject, questions remain. Be that as it may, we are not without enough clarity to guide our resolution of today’s case. That task requires us to determine whether a certain ship—taken out of service, subjected to a 20-month conversion process, and unable to engage in transportation during the entirety of the claimant’s onboard employ-meni^-was “out of navigation” and thus outside the Jones Act. We must determine also whether that question can be answered as a matter of law.
We answer both questions in the affirmative; the vessel was out of navigation as a matter of law. We accordingly reverse the court of appeals, which found a fact question, and we reinstate the trial court’s summary judgment in favor of the ship’s owner.
I. Background
In August 2012, Helix Energy Solutions Group purchased the HELIX 534 for $85,000,000. Prior to the purchase, the 534 was laid up in a shipyard. And upon purchase, another vessel towed the 534 to the Jurong Shipyard in Singapore. The 534 served her previous owner as a drill ship, a ship that drills wells. But Helix purchased the 534 with plans to convert her into a well-intervention ship, a ship that services pre-existing offshore wells.
Work began upon the 534’s arrival in Singapore. Due to the extent of the conversion, Helix turned the 534 over to the control of contractors at the shipyard for completion of the bulk of the overhaul; though, Helix employees assisted with minor repairs. The conversion involved, among other things, removing obsolete equipment, configuring and installing well-intervention equipment, and overhauling the engines, thrusters, generators, and inline propulsion equipment. The work done on the propulsive components rendered the 534 unable to navigate on her own for a substantial portion of the conversion process.
Though Helix initially expected the conversion to take five or six months (ending in mid 2013), unanticipated work, labor issues, and trouble procuring certain parts delayed the conversion. In September 2013, with work still to be done, Helix dry-towed
Today’s dispute involves a particular Helix employee, Kelvin Gold. In November 2012, near the beginning of the project, Helix hired Gold as an “able bodied seaman,” anticipating that he would serve as an offshore worker. Consequently, Gold’s responsibility was to familiarize himself with the craft and to assist with the overhaul (painting, cleaning, taking inventory, etc.). Gold served two alternating 28-day hitches between early December 2012 and March 2013, along with a partial hitch in late April 2013. During the entire time Gold worked aboard the 534 (almost five months), the ship lacked the ability to nav
Gold reported injuries suffered aboard the 534 in December 2012 and in April 2013. Gold then stopped work aboard the 534 in April 2013, and his employment ceased in November 2013. Helix paid Gold “maintenance and cure” benefits, benefits available to an injured Jones Act seaman. But Helix terminated the payments after Gold allegedly failed to follow his doctor’s orders.
Gold then sued Helix and Helix’s affiliated entities for additional maintenance-and-eure benefits as well as actual and punitive damages. Gold claimed these remedies under the Jones Act as a “seaman”' aboard a “vessel in navigation.” Helix disagreed that the Jones Act applied to Gold’s lawsuit and moved for summary judgment on the ground that the 534, while undergoing a major overhaul, was not a vessel in navigation. The trial court agreed and granted Helix’s motion.
Gold appealed, and the court of appeals reversed.
We granted Helix’s petition for review.
II. Standard of Review
We review a trial court’s grant of summary judgment de novo. Provident Life & Acc. Ins. Co. v. Knott,
Furthermore, “we take as true all evidence favorable to the nonmovant, and we indulge every reasonable inference and resolve any doubts in the nonmovant’s favor.” Id. But we cannot disregard “conclusive evidence”—that evidence upon which “reasonable people could not differ in their conclusions.” City of Keller v. Wilson,
Here, Helix bore the burden to conclusively negate the “seaman” element of Gold’s Jones Act claim.
III. The Jones Act
The Jones Act provides that,
A seaman injured in the course of employment ... may elect to bring a civil action at law, with the right of trial by jury, against the employer. Laws of the United States regulating recovery for personal injury to, or death of, a railway employee apply to an action under this section.
46 U.S.C. § 30104. The heightened legal protection under the Jones Act “grow[s] out of the status of the seaman and his peculiar relationship to the vessel, and as a feature of the maritime law compensating or offsetting the special hazards and disadvantages to which they who go down to sea
So who qualifies as a seaman? The Jones Act does not define the term, which left courts to apply the “general maritime law [that existed] at the time the Jones Act was enacted.” Id. Alas, the traditional admiralty definition was unhelpful; a seaman was “a mariner of any degree, one who lives his life upon the sea.” Warner v. Goltra,
After decades of navigating a labyrinth of definitions and admiralty buzzwords, the Supreme Court identified two basic components of Jones Act coverage: the maritime worker must (1) be a crew member who does the “ship’s work” and (2) have a substantial connection to a vessel in navigation. Chandris,
A. Crew Member Who Does the Ship’s Work
The Supreme Court has clarified that the worker’s duties must “contribute] to the function of a vessel or to the accomplishment of its mission.” Wilander,
Here, Gold was employed in anticipation of being an offshore worker, and his duties plainly “contribute^] to the function” of the 534. Chandris,
B. Substantial Connection with a Vessel In Navigation
A Jones Act seaman must bear a requisite connection—one that is “substantialin terms of both its duration and its nature”—to a vessel in navigation. Id. Whether the 534 was a vessel in navigation is implicated directly by Helix’s motion for summary judgment.
What is a vessel in navigation? Again, Congress provided some helpful 'context for the. phrase. In Section 3 of the Rules of Construction Act, Congress defined the word “vessel” to mean “every description of water-craft or other artificial contrivance used, or capable of being used, as a means of transportation on water.” 1 U.S.C. § 3. Drawing on that definition and decades of caselaw, the Supreme Court emphasized in Stewart v. Dutra Construc
Though the vessel-in-navigation issue is couched as a singular requirement, two distinct situations can arise. This distinction plays an important role in conceptualizing the crux of today’s dispute and in deciding its ultimate outcome.
1. The Design of the Structure
The first potential question under the in-navigation framework involves the type of structure—is it designed to function in the manner of a seafaring “vessel,” or does it merely happen to float? A classic example of this dilemma is Lozman, in which the Court analyzed whether a 60-foot by 12-foot floating home was a vessel.
The conversion of the 534'presents no such controversy. Prior to Helix’s purchase of the 534, the craft functioned as a seafaring vessel. She transported maritime workers in the course of her well-drilling role—precisely the type of function performed by a Jones Act vessel. And the 534’s conversion, though it gave her an added well-servicing capacity, did nothing to change her transportation-facilitating design. In plain English, the 534 was, is, and (unless transformed into something like a stationary" casino) will be a boat. Helix does not suggest othérwise.
2. Major Overhauls
Different entirely, though also under the vessel-in-navigation umbrella, is the principle that “major renovations can take a ship out of navigation, even though its use before and after the work will be the same.” Chandris,
Yet, at the same time, “a vessel does not cease to be a vessel when she is not voyaging, but is at anchor, berthed, or dockside,” even when she “is taken to a drydock or shipyard to undergo repairs in preparation to making another trip.” Chandris,
The dichotomy, phrased in the Court’s language from West, is between ordinary, expected “ship’s work” and “complete overhaul[s].”
It bears emphasis too that the distinction between routine, temporary repairs and major overhauls is not an arbitrary one. The distinction makes good sense in the greater context of the Jones Act, which codified “a feature of maritime law compensating or offsetting the special hazards and disadvantages to which they who go down to sea in ships are subjected.” Id. at 355,
Finally, we must address the impact of Stewart, one of the Supreme Court’s most recent forays into in-navigation territory.
But Stewart did recognize that a major overhaul must carry with it a certain effect to take a vessel out of navigation. By broadly stating that the in-navigation requirement “is relevant to whether the craft is ‘used or capable of being used’ for maritime transportation,” and by stressing that the vessel in question was not rendered practically incapable of maritime transport by its temporary repair, the Supreme Court appears to have clarified that only overhauls that render ships practically incapable of transportation will take those ships out of navigation. Stewart,
Practical versus theoretical capability to transport over water is, to say the least, a rather nebulous standard. How exactly such a standard should be applied to a variety of conceivable circumstances remains to be seen. Yet by reaffirming West, we can at least discern what satisfies Stewart’s standard in the context of a major overhaul. In West, the out-of-service ship, while'subjected to a substantial renovation, was incapable of transportation on its own and instead had to be towed to the shipyard for construction work.
C. The Propriety of Summary Judgment Under the Jones Act
Before diving into the court of appeals’ analysis and the summary-judgment evidence, we pause to consider the circumstances in which judgment as a matter of law is appropriate, if ever, on the threshold issue of seaman status. A plaintiffs status as a seaman under the Jones Act is a mixed question of law and fact. Chandris,
Stewart is particularly instructive. There the Supreme Court delivered its usual caution that the in-navigation question “may involve factual issues for the jury.”
IV. Analysis
Helix first takes issue with three aspects of the court of appeals’ decision: (1) the court’s reliance on certain subjective evidence of vessel status; (2) the court’s requirement that an out-of-navigation ship be “ ‘permanently out of the water’- with only a ‘remote possibility that [she] may one day sail again’ ” and (3) the court’s requirement that a ship be “totally deactivated or out of service for an extended period of time” before the claimant’s injury.
A.- Objective Versus Subjective Evidence
The court of appeals stressed certain evidence in identifying an issue worthy of jury determination, including that “ ‘everybody referred to the Helix 534 as a vessel.” Id. at 649.. Based on this collective label, the court concluded that a “reasonable observer, looking particularly ‘to the physical characteristics of the Helix 534, could ‘consider it designed to a practical' degree for carrying people or things over water.’” Id. (citing Lozman,
Reliance on these subjective labels presents two problems. First, as Helix suggests, the subjective labels of “vessel” and “able bodied seaman” are the type of evidence the Supreme Court cast aside in Lozman, favoring “objective evidence” in lieu of “subjective elements, such as [the] owner’s intent.”
But there is a more fundamental problem -with denying summary judgment based on these labels. Even if these labels were probative, they would be probative only of issues ancillary to the true dispute in this case—the effect of the 534’s conversion. Let us assume that a collective reference to the 534 as a “vessel” -did support the court of appeals’ conclusion that the 534 was “designed to a practical degree to carrying people or things over water.”
Nor are Helix’s references to Gold as an “able-bodied seaman” probative of the dispositive issue. No doubt, Gold was hired to do a seaman’s work. But in order to be a “seaman” under the Jones Act, one must possess more than the right job description; one must belong to a vessel, and that vessel must be in navigation. Chandris,
B. Permanency of the Ship’s Time Out of Water
In finding a lack ¡of conclusive evidence, the court of appeals cited Stewart and delineated what it thought to be the dichotomy between minor repairs and major overhauls:
■ On the one hand, there is evidence that the Helix 534 was not merely at anchor, docked for loading or unloading, or berthed for minor repairs—when it would certainly remain a vessel. On the other hand, there is evidence that the Helix 534 was not permanently out of the water with only a remote possibility that [it] may one day sail again—when it would certainly not be a vessel.
We agree with Helix that the court of appeals misconstrued Stewart and thereby skewed the threshold for summary judgment. In discussing the requirement that a ship be “used, or capable of being used” for maritime transportation in order to be in navigation, the Stewart Court different!-
A ship and its crew do not move in and out of Jones Act coverage depending on whether the ship is at anchor, docked for loading or unloading, or berthed for minor repairs, in the same way that ships taken permanently out of the water as a practical matter do not remain vessels merely because of the remote possibility that they may one day sail again.
But, if mere expectation that a ship will return to sea was enough to create a fact question on in-navigation status, the prece-dential value of countless major-overhaul cases would crumble. As Helix points out, major overhauls often occur with the precise goal of returning a ship to sea. See, e.g., West,
C. Status of the Watercraft Prior to Injury
The court of appeals correctly outlined Helix’s burden of proof in this case: “Helix had to establish conclusively that the Helix 534 was not a vessel in navigation at the time of Gold’s injuries.”
Helix is correct. Whether an overhaul takes a vessel out of navigation is not decided by looking at the timing of the plaintiffs injury. The court of appeals cited no authority for its temporal prerequisite, and, indeed, none exists. For good reason: in an overhaul case, the in-navigation inquiry depends on the. status of the ship and the extensiveness of the overhaul. Chandris,
Additionally, the court of appeals’ approach is in direct conflict with Chandris. There, Antonios Latsis, an engineer employed by Chandris, sailed aboard one of its vessels and suffered an eye injury. Id. at 350,
But Chandris dealt also with an issue more relevant to the present ease—whether the vessel was out of navigation during the overhaul. Id. at 372-73,
The Court’s in-navigation discussion is telling; the analysis had nothing to do with the timing of Latsis’ injury. Nor did the Chandris renovation begin an “extended period of time before [Latsis’] injury,” as the court of appeals’ analysis seems to require. See
D. Helix’s Entitlement to Summary Judgment
Finally, we reach the dispositive question: was the 534 a “vessel in navigation” during the course of its conversion? We hold as a matter of law that she was not.
1. The Summary-Judgment Evidence
First, as we must ask in any summary-judgment case, are there any relevant
The deposition testimony of Gold does not call into question any of the objective characteristics of the 534 established above. In fact, Gold’s testimony reaffirms that the 534’s engines were inoperable and that the ship lacked the ability to self-propel during his time onboard. As a re-
For comparative purposes, this case is unlike Chcmdris post-remand. After the Supreme Court remanded for the district court to consider a more developed record, the parties offered divergent evidence concerning the status of the vessel. See Latsis v. Chandris, No. 91 Civ. 6900(LAP),
Consequently, we hold that Helix conclusively established the above matters concerning the 534 and the extent of her conversion, leaving this Court—as a decider of. questions of law—to apply the relevant admiralty framework and determine whether the 534’s conversion took her out of navigation.
2. Was the 534 a “Vessel In Navigation”
Our reading of the overhaul jurisprudence indicates that the 534⅛ conversion places her decidedly in the category of ships rendered out of navigation. Again, the yardstick for our analysis is “status of the ship, the pattern of the repairs, and the extensive nature of the work contracted to be done.” West,
The Supreme Court and others have utilized various considerations for evaluating the extensiveness of any conversion: (a) the significance of the work performed; (b) the cost of conversion relative to the value of the ship; (c) whether contractors exercised control over the work; (d) the duration of the repairs; and (e) whether the repairs took the ship out of service. See, e.g., id.; Stewart,
The Supreme Court has not elaborated on how precisely these cogs fit together. Nor need we for the purposes of this case; all of the relevant considerations indicate that the 534 was not a vessel in navigation during Gold’s employment.
The work performed on the 534 was significant. Not only did the propulsive equipment and other components require repair or replacement, but the ship was purchased with the express goal of conversion. A change in the function of the ship— from á drill-ship to a well-intervention ship—required the addition of new equipment and removal of obsolete equipment. In terms of West, no one could seriously süggest that the work performed on the 534 was merely routine “ship’s work.”
Moreover, the 534 was out of service for the entire duration of the overhaul. In fact, the 534 was laid up, taken out of the water, at the time Helix purchased her. Helix immediately began converting the craft to a well-intervention ship, and the 534 did not enter service until after her transformation. The status of the 534 before and after the conversion illustrates that Helix did not incur this construction project in the ordinary course of putting the 534 to a seagoing use. Cf. Romero,
These undisputed facts bear a close resemblance to McKinley, a Ninth Circuit case the Supreme Court' cited with approval. See Chandris,
The court of appeals, however, distinguished the 534’s conversion from McKinley in two ways. First, the court observed that the ratio between conversion cost and purchase price in McKinley (33:1) was significantly more than that of the 534 (1.35:1).
Boiled down to its essence, the court observed that the 534’s conversion was less extensive than the one at issue in McKinley. True enough. But treating every aspect of McKinley as a prerequisite to out-of-navigation status misunderstands the Supreme Court’s test. The difference between routine repairs and major overhauls that'take vessels out of navigation is inherently one of “degree.” Chandris,
And in any event, the Supreme Court has sanctioned summary judgment in a case with a less extensive conversion than the one we face today. In Chandris, the Court explained that “it is possible” that a vessel owner could receive summary judgment as to a six month overhaul upon conclusive proof of significant modifications. Id. Thus, the Supreme Court does not treat every facet oí McKinley (or any other case for that matter) as a prerequisite for summary judgment. Neither should we.
What’s more is that Chandris belies the court, of appeals’ eomplete-eonversion-ver-sus-upgrade distinction. In Chandns, the
Finally, and perhaps most importantly in light of Stewart, the 534’s conversion rendered the ship practically incapable of transportation for months— throughout the entirety of Gold’s time on-board. We cannot give a comprehensive definition for the Supreme Court’s “practically incapable of transportation” standard. But, in light of Stewart’s reaffirmation of West, we at least can say with confidence that a major overhaul that renders a ship unable to self-navigate qualifies for out-of-navigation status. Just like the overhaul in West, the renovation of the 534 rendered her unable to self-navigate. See
In summary, all of the Supreme Court’s indicators of the extensiveness of the overhaul reveal that the 534’s conversion warrants out-of-navigation treatment as a matter of law. So too does the 534’s conversion warrant out-of-navigation treatment under Stewards capability-of-transportation standard. All in all, because Gold must have had a substantial connection to a vessel in navigation, and because he had no vessel in navigation upon which to connect, Gold is not a Jones Act seaman in this lawsuit.
3. Response to the Dissent
The dissent concludes: “[T]he summary judgment evidence establishes the 534 was not practically capable of engaging in transportation at least from the time Gold began working on the ship in December 2012 until the time he last worked aboard the ship in April 2013”—a period of almost five months. Post at 448. That is precisely how we view the evidence: Helix proved conclusively that an overhaul rendered the 534 practically incapable of navigation during Gold’s entire time onboard. We therefore disagree not about whether certain evidence is conclusive, but about whether certain conclusive proof satisfies the threshold for summary judgment.
The dissent acknowledges that the overarching in-navigation question hinges on a ship’s practical ability to engage in maritime transportation. Post at 445. And the dissent recognizes that Helix proved such inability during Gold’s time onboard the 534. Yet the dissent would withhold summary judgment because conclusive proof for this length of time is not proof for a sufficiently “extended period[ ] of time” to remove a vessel from navigation as a matter of law. Post at 451 (quoting Stewart,
First, by implying' that nearly five months is not a sufficiently “extended period of time” the dissent’s approach effectively elevates the duration of the overhaul (and an inability to self-navigate) to the status of a precondition. Yet no such rule exists. The most the dissent can do is cite Chandris for the proposition that six months of repair work “seems to be a relatively short period of time for important repairs on oceangoing vessels.”
Nor does Butler v. Whiteman (another case cited by the dissent) support a temporal threshold.
To be sure, the duration of an overhaul (and a ship’s corresponding inability to navigate) is a helpful proxy—one of many considerations—for evaluating the overhaul’s extent. See Newsom,
Second, the dissent' suggests that our choice to focus on the period of Gold’s onboard employment is inappropriate under the Supreme Court’s repudiation of a “snapshot” test. The dissent claims instead that we should evaluate some other, more expansive “relevant period” for the 534’s capacity for transportation. We would then find, the dissent says, that Helix failed to prove that the ship lacked propulsion during an extended period before and after Gbld came onboard. Ultimately, the dissent’s approach misunderstands the “snapshot” dilemma.
Acknowledged first in Chandris, the Supreme Court rejected the validity of a “snapshot” test when evaluating the type of “activity in -which a maritime worker was engaged while injured.”
Our analysis of Gold and the 534 presents no conceivable snapshot dilemma. As a matter of plain .English, it is hard to imagine how observing the 534’s status throughout the entirety of Gold’s purport
Snapshots aside, no case supports the dissent’s contention that we must require conclusive proof of incapacity for transportation throughout some relevant time before and after the claimant’s connection to' the ship. Instead, Chandris tells a different story. There the Court explained that the connection between a seaman and the vessel in navigation must be “substantial in terms of its duration and its nature.”
Y. Conclusion
Admiralty law is not always a model of clarity—the Jones Act is no exception. Yet we can nevertheless discern one rule of law with confidence: major overhauls that render watercraft practically incapable of transportation are sufficient to remove those crafts from “vessel- in navigation” status. As the- Supreme Court has said time and again, analyzing that issue will often involve fact-questions worthy of jury consideration. ■ But here, absent any such disputes about relevant facts, and faced with conclusive proof above and beyond the threshold for summary judgment, we hold as a matter of law that the 534 was not in navigation and therefore that’the Jones Act did not apply during the course of Gold’s employment.
Because the court of appeals held otherwise, we reverse, and we reinstate the trial court’s summary judgment in favor of Helix. ’
Notes
. Dry-towing involves placing a ship aboard a second ship and piggybacking the ship across the water.
. The Supreme Court did not make explicit in West that its decision was as a matter of law. However, tracing the procedural history of the case reveals that West affirmed a district court’s matter-of-law finding. See West v. United States,
.We need not hypothesize about whether Stewart makes it a necessary (as opposed to merely a sufficient) condition to out-of-navigation status that an overhaul render a ship incapable of transportation on her own. As discussed more fully below, the 534's overhaul did, in fact, render her incapable of self-transportation during the entirety of Gold’s onboard employment.
. See, e.g., Stewart,
. See, e.g., McKinley,
. For instance, the Court noted also that "[a] ship long lodged in drydock or shipyard can again be put to sea, no less than one permanently moored to the shore or ocean floor can be cut loose and made to sail.” Stewart,
. Gold's evidence concerning the subjective labels of '‘vessel” and “able bodied seaman,” discussed previously, supra Section III.A, is irrelevant to the ultimate issue: whether the 534’s overhaul took her out of navigation.
. Of course, the remainder of the project is material to our analysis—the 534’s entire 20-month overhaul informs our evaluation of the conversion’s extensiveness and solidifies the conclusion that the project is among those "complete overhaulfe]” worthy of out-of-navigation treatment. See West,
Dissenting Opinion
joined by Justice Green, Justice Lehrmann, and Justice Boyd, dissenting.
When reviewing a grant of summary judgment, we consider the evidence in the light most favorable to the nonmovant—in this case, Kelvin Gold—and indulge every reasonable inference and resolve any doubt against the movant—in this case, Helix Well Ops, Inc., Helix Energy Solutions Group, Inc., and Helix Offshore Int
Because Helix failed to meet its burden under the summary judgment standard to prove that the HELIX 534 (the 534) was out of navigation for time periods relevant to dates on which Gold claims to have been injured, I would affirm the judgment of the court of appeals.
I. Summary Judgment Evidence
The Court reaches its decision based on both summary judgment evidence and, necessarily, inferences from that evidence. The evidence includes deposition testimony from Kelvin Gold- and Jason- Shropshire, the Director of Contracts and Risk for Helix Energy Solutions Group, Inc.; an affidavit from Shropshire; pictures of the 534 while it was being repaired and converted; pictures of the ship before and after its repair and conversion; various Helix documents referencing Gold; and a printout from Helix’s website discussing the 534. For the most part, I agree with the Court’s view of what the summary judgment evidence establishes. To review, those matters are set out below.
The 634 was an older drill ship when Helix purchased it for $85 million. It had engine problems and needed major repairs that included removing and replacing old equipment. The ship was towed to the Jurong shipyard in August 2012, where Helix placed it under the shipyard’s control for repairs and conversion to a well intervention ship. The work a well intervention ship does and is equipped to do is different from that of a drill ship. The repair and conversion work in the shipyard was supervised by both the shipyard and a Helix representative who was responsible for capital expenditures.
Helix hired crew personnel, including Gold, while the repairs aiid conversion were ongoing so they could begin familiarizing themselves with the 534. Helix wanted the ship to be ready to work once the repairs and conversion were completed.
Gold was employed by Helix from .November 2012 through November 2013. The only ship he worked on while employed by Helix was the 534. He began working on the ship in early December 2012, and worked 28-day “hitches” in December and February, as well as part of a hitch in April. Gold testified that when he worked on the 534, it did not have operable engines, lacked . ability for self-propulsion, and was always moored dockside in the
Helix underestimated the extent of necessary repairs and the difficulty of the conversion, as well as the time necessary to. accomplish them. Difficulties in obtaining parts, such as engine equipment, also caused the repairs and conversion to take longer and cost more than originally anticipated. The ship was dry-towed to the Galveston shipyard in September 2013. Repair and conversion work “topside” and on the engines continued in Galveston until April 2014, when the work was completed. When the 534 left the Galveston shipyard, it began working as a well intervention ship. The total repair and conversion cost amounted to approximately $115 million.
II. “In Navigation” is a Matter of Degree
In Chandris, the Supreme Court recognized that at some point when a ship is temporarily withdrawn from sailing so it can be repaired, the repairs become sufficiently significant such that the vessel is no longer in navigation.
The facts proved by summary judgment evidence and set out above establish that the 534 was not practically capable of transportation from the time Gold began working on it in December 2012, when he reported his first injury, until early April 2013, when he reported that he aggravated his injury, that is, he was injured a second time, and stopped working on the 534. However, just how long it was not practically capable of transportation before he began work and how long it remained that way after the date he reported his second injury was not conclusively established, despite the Court’s position otherwise.
In response to Helix’s motion for summary judgment, Gold, in part, referenced Shropshire’s deposition testimony. Shropshire testified that the 534 was “not a vessel in navigation or commerce. It was under repair, under conversion.” The first statement is the type of subjective, conclu-sory opinion that the Supreme Court cautioned courts about considering in Lozman v. City of Riviera Beach,
The Court bases its conclusion that the 534 was not in navigation either at the time Gold reported he was injured in December 2012 (the first injury) or in April 2013 (the second injury) on evidence that (1) the propulsive equipment and other components required repair or replacement; (2) the ship was purchased with the express goal of conversion; (3) the 534’s function changed; (4) new equipment was added and obsolete equipment was removed; (5) the conversion work took place at the hands of a contractor; (6) the duration of the project was twenty months and cost $115 million; (7) the 534 was out of service for the entire duration of the overhaul; and (8) the 534’s conversion rendered the ship practically incapable of transportation for months at a time. Ante at 442.
Items (1) through (5) are factual matters not in dispute. But none of them address the determinative question: was the '534 practically incapable of navigation for some relevant period of time as of each of the two different dates on which Gold claimed to have been injured.
Item (6) references the extensive time and cost to accomplish the conversion, but those facts cover the entire time of repair and conversion and are not limited to a relevant time period surrounding Gold’s injury in December and its exacerbation in April. Item (7) is not conclusively established by the evidence, but even if it were, being “out of service” does not equate to being out of navigation. There are many reasons a vessel could be out of service, such as the owner let the crew take extended time off due to a lack of business. The Court would be correct as to item (8) if it said “practically out of service” for months at a time; but being out of service does not equate to being out of navigation, as noted in regard to item (7), and as the Court recognizes in its opinion. Ante at 434 (citing Chandris,
As to all of these matters referenced by the Court,' it must be remembered that although in a trial a factfinder might infer from them that the 534 was not in navigation for the time periods relevant to Gold’s injury dates, this was a summary judgment proceeding. That being so, the inferences flow the other way—against Helix’s position that the ship was out of navigation.
Reviewing the summary judgment record in a chronological manner, the first stop is the Court’s- statement that the 534 “was laid up, taken out of the water, at the time Helix purchased her.” Ante at 441. All the evidence as to the ship’s status when it was purchased came from Shropshire, who offered the conclusion that it was not in navigation and he. “believe[d] it was laid up.” But he. provided no explanation for what he meant by “laid up,” and there is no other summary judgment evidence about what the term means, whether it was out of water, or what the 534’s status was before Helix purchased it. Nor did Shropshire testify about facts underlying his “belief,” how long he believed the ship had1 been “laid up,” or even whether he believed it had been laid up for lack of work, or because its crew had been laid off, or for repairs or refurbishing of some nature. The 534 could have been laid up for any number of reasons, only some of which would have, made it physically and
As to the time after Gold no longer worked on the 534 because of his second claimed injury, there is no factual evidence whatsoever as to the ship’s condition. Gold’s testimony is as close as the factual summary judgment evidence gets to that time period. But he unquestionably had ,no knowledge of the 534’s physical condition after he stopped working, left the ship, and returned to his home in the United States. And Shropshire did not address the condition of the 534 after the date on which Gold reported that his second injury occurred, except to say the ship was piggybacked to Galveston several months later, in September 2013, where it stayed until it began voyaging in the spring of 2014. The fact that the 534 was “piggybacked” from Singapore to Galveston in September might support an inference by a factfinder in a trial that the 534 was not practically capable of sailing when that piggyback transfer occurred. But the same inferences cannot be drawn in support of the summary judgment motion. Its being piggybacked is not evidence that it was physically incapable of sailing and transporting on its own;. Again, properly applied in the summary judgment context, inferences ■must be drawn against the conclusion that the 534 was out of navigation after Gold last worked; that is, the inference that must be applied is that it became physically capable of navigation shortly after Gold last worked on it in April, regardless of whether it actually sailed or was in navigation. Similarly, as to the time the repairs and conversion were being completed in the Galveston shipyard, Shropshire’s testimony that he “believed^’ some work on the topside had to be finished and that there were some generator issues might support an inference by a factfinder in a trial that the 534 was physically incapable of sailing during that time. But that inference cannot be drawn in support of a summary judgment.
To reiterate, inferences that'might be made in favor of the position of a movant for summary judgment do not substitute for evidence, nor will they support a summary judgment. To the contrary, all inferences must be drawn against the position argued for by a movant for summary júdgment. Buck v. Palmer,
All that having been said, I.agree with Helix that the summary judgment evidence establishes the 534 was not practically capable of engaging in transportation from the time Gold began wprking on the ship in December 2012 until the time he last worked aboard it in April 2013. Gold’s testimony was clear about that. However, determination of in navigation vessel status is not made by considering only what a watercraft was doing or what was happening on it ,at a particular day or time by means of a “snapshot” look at the circumstances. Stewart,
Neither seaman status nor vessel in navigation status can be evaluated by “inspecting only the situation as it exists at the instant of injury” because “a more enduring relationship is contemplated in the jurisprudence.” Chandris,
Given that guidance, the question in this case boils down to evidence about how long before the date of Gold’s ‘December injury the 534 was not practically capable of navigation, if it was not; and' how long after the date of his April injury the 534 was not practically capable of navigation, if it was not. The evidence of neither is conclusive. To be more pointed, it is nonexistent, even without inferences being drawn against Helix as required in summary judgment proceedings. Shropshire’s testimony is closest to being some evidence, but the best he could testify to regarding when the engines were removed from the 534 was “early on.” That could have meant in December, just before Gold started work. Shropshire did not elaborate, either in his deposition or in his affidavit in support of Helix’s motion for summary judgment. Neither did he testify about the condition of the 534 during the time immediately after the date on which Gold claims to have been injured in April 2013. So, if a reasonable, period of time extends beyond more than a few days before Gold’s- first claimed injury in December or a few days after his second claimed injury in April, then the evidence simply was not conclusive that the 534 was out of navigation within the meaning of the Jones Act as to both the December injury and the April injury.
So, what is a “relevant” time frame for purposes of the question before us? Even though the Supreme Court has not articulated a specific time frame to be applied in determining if a ship is out of navigation, it has noted that six months of repair work “seems to be a relatively short period of time for important repairs on oceangoing vessels.” Chandris,
In Chandris, as with the case before us, there was “relatively little evidence” bearing on the ship’s status during the repairs. Id. at 374,
The Court relies on West v. United States, which concerned a worker injured on the S.S. Mary Austin, a ship that had been “in total deactivation for several years” and whose pipes, boilers, and tanks had been completely drained.
The Supreme Court affirmed the trial court’s denial of recovery, holding that the Mary Austin was not in maritime service because it was undergoing major repairs and complete renovation. Id. at 122,
Here, there is no evidence of how long the 534 had been “laid up”—whatever Shropshire meant by that characterization—when Helix purchased it. There certainly was not evidence the 534 had been out of navigation for several years, or even months. Nor was there evidence, for example, that its water system had been drained before Helix purchased it.
The same is true for McKinley v. All Alaskan Seafoods, Inc., which the Court references.
In contrast to West and McKinley, the evidence Helix presented lacks details as to the status of the 534, the pattern of the repairs, and the extensive nature of the work contracted to be done. See West,
Finally, in Chandris, the Court favorably cited Butler v. Whiteman, in which the Court reversed a judgment of the court of appeals affirming a directed verdict for the owner of a tugboat in a ease brought under the Jones Act by the widow and children of an employee that drowned. Chandris,
The evidence presented in this case is similar to that in Butler, meaning that the evidence only establishes that the 534 was inoperable for some months. It fails to conclusively establish that the 534 was practically incapable of transportation for the days and weeks before the December date on which Gold claims to have been injured, or the days and weeks after the date on which he claims to have been injured in April.
The Court states that focusing on a time element elevates the duration of the repairs and conversion to the “status of a precondition.” Ante at 442. I disagree. There certainly is not a rule requiring a particular duration of repair or conversion work before a court may grant summary judgment on the vessel in navigation issue. But the focus must be on whether a ship’s capability to be used as a means of transportation “is a practical possibility or merely a theoretical one,” over an “extended period[ ] of time.” Stewart,
III. Conclusion
I agree with the court of appeals that the trial court erred in granting summary judgment for Helix.. I would affirm its judgment.
