Tidewater's management on the offshore inflection $TDW
Yet Another Value Podcast
Offshore Capital Commitments - Are They Expected to Double?
The expectation is that as we get through 23 and 24, offshore capital commitments are nearly expected to double. I think that's driven by just the late economics of where commodity prices are. And so if you're in this kind of supply, constraint environment, and you have that demand curve really move out, then there's only one way to kind of satisfy that imbalance in a certain price.
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