Tidewater Stock: Robust Demand, Supply Constraints & Conservative Consensus Estimates

Drilling rig and support vessel on offshore area

Sergei Dubrovskii

Investment Thesis

Demand for OSVs will remain robust as a result of healthy oil prices, peaking US shale production, and lower offshore breakeven levels. On the supply side, limited yard capacity, high newbuilding and secondhand prices, and ageing global fleet will retain day

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