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4min chapter
Tidewater's management on the offshore inflection $TDW
Yet Another Value Podcast
We're in Oversupply Mode, Right?
We were already in over supply mode and we had 20% of the fleet on order. The industry, you know, slowly began to crash because I had a little bit of backlog cover. Most of the businesses went through a chapter 11 restructuring or some former restructuring in 2017 2008. And so as a result, it's just taking us a long time to get back into a place where we are in balance from a supply and demand standpoint.
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