Tidewater: The Quiet Beneficiary of a Structurally Under-Supplied Offshore World
The current price level offers an attractive entry opportunity with persistently high fleet utilization.
Reading Time: 2 minutes
The stock of Tidewater (TDW) was already discussed at TraderFox during the rapid rise from 2022 to 2024. The company operates in the field of international oil and gas production, as it covers the global subsea infrastructure demand with the largest and most technologically advanced fleet of support vessels. There exists an extreme inelasticity of global ship supply, combined with a decade of massive underinvestment in new capacities. Since the construction of highly specialized vessels requires a lead time of two to three years, Tidewater controls...
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