Articles: 83
16 Sep 2025, 12:58
Shipping
Something I accidentally learned at the Pareto Energy Conference
05 Sep 2025, 11:39
A Seasonal Idea from Chef Ed's Kitchen
04 Sep 2025, 17:03
Strengths, Risks
16 Aug 2025, 20:56
Sea1, OceanPact + What an OSV market downturn in Brazil looks like
13 Aug 2025, 15:08
+76% off the recent lows, and rising
24 Jul 2025, 13:49
19 Jul 2025, 14:06
This article is a follow-up to a first article about Tidewater's fleet employment in Asia Pacific, the Americas, and the Middle East.
17 Jul 2025, 18:24
Asia Pacific and Australia, North and South America, the Middle East
16 Jul 2025, 14:55
Capesize owners GNK, HSHP, 2020 Bulkers, SBLK and more
10 Jul 2025, 14:02
Incremental Due Diligence
08 Jul 2025, 17:05
PSV vs. AHTS, chartering activity, regional market quirks
03 Jul 2025, 15:27
The least-known offshore company with the best balance sheet
01 Jul 2025, 07:36
+ Commentary from the 2008-2017 Offshore Cycle
27 Jun 2025, 12:59
i.e. related parties SOFF.OL versus SOMA.OL
26 Jun 2025, 17:00
$500 Million of Convertible Senior Notes due 2030 and more
25 Jun 2025, 07:28
Brief post.
22 Jun 2025, 19:37
Ideas for Next Week
19 Jun 2025, 21:59
First impressions
15 Jun 2025, 19:49
Answer Inside
12 Jun 2025, 15:25
08 Jun 2025, 15:18
The JF Secret Sauce
06 Jun 2025, 15:46
A Tantalizing S&P Rumor
01 Jun 2025, 13:46
Coal, Iron ore, Crude oil
29 May 2025, 14:54
Viking Supply Ships, ticker VSSAB
27 May 2025, 14:57
Brent/Dubai EFS, TI/Brent spread, and Cushing operational floor
21 May 2025, 13:05
Deployment of the World AHTS Fleet → Sea1 Offshore
19 May 2025, 15:51
Listed companies, North Sea fleet, the orderbook, recent spot rates
13 May 2025, 13:13
A window into the Brazilian OSV market
11 May 2025, 15:32
09 May 2025, 09:36
Financials, earnings divergence by territory, capital allocation, valuation
06 May 2025, 13:20
As opposed to doing a comprehensive review of TDW's earnings, I want to highlight a few things I noticed when reviewing the new SEC filings and presentation.
29 Apr 2025, 14:11
