AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
6min chapter
Tidewater's management on the offshore inflection $TDW
Yet Another Value Podcast
The Supply Side of Offshore Oil Prices
In the 2019 I started to see a little bit of increase in and day rate structures between middle stage, right in things that had attrition long enough where you were starting to get some pricing leverage. The larger best Generally people prefer larger vessels. They're commoditized of course, but at the same time, you know, bigger, yeah, more option value. That's what really drives us to peak utilization and therefore peak day. And so as we went through next few years it was all good rates for the larger boats. It is all going to live up to 25 to 30 years or something like that. We don't think there will be any major change from this point on until after 2020
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode