This week we engage in a conversation with John Evans, CEO of Subsea 7. The discussion covers a wide range of topics, including the history and dynamics of the offshore space, factors crucial for success, the structure of the offshore value chain, customer relationships, barriers of entry, and future industry prospects. John also addresses misconceptions about Subsea 7 and provides insights into managing backlog.

• [0:00] Who is John Evans?
• [7:00] The History of the Offshore Space
• [13:00] Things need to succeed
• [15:00] The Offshore Value Chain
• [30:00] Customer Base
• [40:00] Business Relationship
• [45:00] Supply, Demand, and Barriers of Entry
• [55:00] What is to come?
• [1:00:00] Managing Backlog
• [1:11:00] Misconceptions about Subsea7
• [1:14:00] More from John Evans, Subsea7 & and closing questions.

Also, a big thanks to the following sponsors for making the podcast a reality!

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers.

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