Thanks for the detailed, accurate commentary, especially pointing out that pessimism in the off shore sector is highly and unreasonably unfavorable among most analysts. Eventually the worm will turn.
There's too many people extrapolating the downcycle of 2015-2022 to today's market, which I think is fundamentally wrong on various levels but pessimism exists given this industry's challenging past. I believe the next 12 months are shaping more positively than the last 12 months. Thank you for the comment and continuing to read.
WOW, thanks for the rapid response. Watching the slow down, maturing, in the U.S shale sector, also thinking the Iran affair will make the majors seek stability in the off shore sector.
Thanks Tommy. I always enjoy your pieces, learn a lot and appreciate your work. Cheers John
I appreciate you continuing to read, John. More to come in hopefully a more exciting 2H of 2025.
Thanks for the detailed, accurate commentary, especially pointing out that pessimism in the off shore sector is highly and unreasonably unfavorable among most analysts. Eventually the worm will turn.
There's too many people extrapolating the downcycle of 2015-2022 to today's market, which I think is fundamentally wrong on various levels but pessimism exists given this industry's challenging past. I believe the next 12 months are shaping more positively than the last 12 months. Thank you for the comment and continuing to read.
WOW, thanks for the rapid response. Watching the slow down, maturing, in the U.S shale sector, also thinking the Iran affair will make the majors seek stability in the off shore sector.
Good article
Thank you for reading!