1) Offshore outlook by James West, Evercore ISI
¨As the call for offshore has improved so have final investment decisions (FID) for offshore projects. The industry has been completely reshaped during the downturn¨
#OOTT $RIG $VAL $NE $DO #oil
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2) ¨With reduced project economics, lower cost structures for oil companies and their suppliers, the economic potential of prolific offshore wells has likely never been better¨
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3) ¨A new growth cycle is emerging. Offshore rig utilization is quickly increasing with utilization for marketed floaters at 80% and marketed jackups at 83%. This compares to ~68% for both at the trough¨
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4) ¨More day rate gains are ahead as a rig market short-squeeze is likely in the coming quarters. Recent day rates for floaters in the Gulf of Mexico jumped from $175,000 to $200,000 and are poised to reach the mid-$200,000s in the near term¨
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5) ¨the offshore drillers are suggesting customer interest is at the highest levels in five years. Direct negotiations outweigh open tenders and thus publicly available demand is understating the real outlook. The back half of 2020 appears especially strong with a large number...
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6) of term contracts being tendered for major drilling campaigns¨
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7) ¨largest IOCs understand that shale is slowing and new reserves need to be brought to market. Offshore is once again on top when it comes to capital allocation¨
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8) ¨we now believe industry activity is poised to accelerate higher. We expect a squeeze on engineering capacity, on offshore assets, and on crews to become very apparent as 2020 unfolds¨
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Odgovor korisniku/ci @artifex1986
Thx for the thread! Let’s hope this pieces of fundamental info matter one day
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