@tommydeepwater · Long · The Analysts

Call · @tommydeepwater · #67 on the leaderboard

@tommydeepwater

@tommydeepwater · Sat, Aug 15

Offshore Notes: Oil Majors & Paleogene, DS-18, Guyana+Suriname (1) Seadrill's new CEO described floater supply as 'relatively inelastic'; no newbuild orders, maybe a slidelined 7G or 3 Inelastic supply = steep curve, so small demand shifts translate into outsized dayrate moves

28d agoview on X ↗media on X

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

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Mon, Aug 17 · market close

Rank since this call

#156 → #67 · 2 scored days

#156

Sep 9

#67

Sep 10

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.