Insight
Deepwater corporate strategies: evolving service models
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Report summary
Deepwater remains a core growth engine and value driver for a number of E&Ps. Despite the near term cost cuts, our analysis of the top 10 players by deepwater value indicates that they are set to outperform on both growth and returns metrics. But the financial health of the offshore service industry is crucial to delivering this growth. In the face of the oil price plunge, the financial health of drillers, subsea players and leasing companies has come under severe threat.
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