arild lilleboe Recap Please check our bull thesis on Tidewater Inc. (NYSE:TDW). We believe supportive oil prices will encourage more exploration and production of oil. With peaking Permian Basin output and reduced offshore break-even levels, drillers increasingly seek offshore projects to accommodate the growing demand, despite risks from decarbonization measures. Additionally, the supply-constrained market is likely to stay given fewer shipyards available and high newbuild and secondhand prices. We believe ...