3min chapter

Yet Another Value Podcast cover image

Tidewater's management on the offshore inflection $TDW

Yet Another Value Podcast

CHAPTER

Getting a New Ship in the Offshore Sector Is a Real Challenge, I Guess

There's a real question and boat owners and build ship the first lines is to what is the right vessel to build. These are long live assets or 25 year assets. And so if I'm going to build something with propulsion technology today that involves a heavy hydrocarbon output, it could be much faster than we've seen in the past. But you know, but even the major yards and in Europe or here in the United States. It's two and a half to three years before I could get something delivered.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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