{"id":9878,"date":"2020-01-17T14:23:51","date_gmt":"2020-01-17T14:23:51","guid":{"rendered":"https:\/\/www.westwoodenergy.com\/?p=9878"},"modified":"2022-09-07T02:53:36","modified_gmt":"2022-09-07T01:53:36","slug":"podcast-james-west-and-terry-childs-on-offshore-drilling-fundamentals-for-2020","status":"publish","type":"post","link":"https:\/\/www.westwoodenergy.com\/news\/podcast-james-west-and-terry-childs-on-offshore-drilling-fundamentals-for-2020","title":{"rendered":"Podcast: James West and Terry Childs on offshore drilling fundamentals for 2020, January"},"content":{"rendered":"<p>In the first podcast of 2020, <a href=\"https:\/\/www.evercore.com\/bios\/james-west\/\"><strong>James West<\/strong><\/a> &#8211; Senior Managing Director &amp; Partner of Oil Services, Equipment &amp; Drilling Fundamental Research at <a href=\"https:\/\/www.evercore.com\/isi-research\/\"><strong>Evercore ISI<\/strong><\/a>, New York &#8211; interviews Westwood&#8217;s Head of RigLogix, <strong>Terry Childs<\/strong> on the outlook for offshore drilling in 2020.<\/p>\n<p>As part\u00a0 of the &#8220;Invest with James West&#8221; podcast series, James and Terry discuss a range of areas such as; what\u2019s driving the difference in improvement between jackups and floaters, or whether the potential risk from Chinese shipyards flooding the market is a valid one?<\/p>\n<p>To listen to the podcast, simply click play below or download the audio file, <strong><a href=\"https:\/\/www.westwoodenergy.com\/wp-content\/uploads\/2020\/01\/EVRISI_OFS-Invest-with-James-West-Episode-24-1.15.2020.mp3\">here<\/a>.<\/strong><\/p>\n<!--[if lt IE 9]><script>document.createElement('audio');<\/script><![endif]-->\n<audio class=\"wp-audio-shortcode\" id=\"audio-9878-1\" preload=\"none\" style=\"width: 100%;\" controls=\"controls\"><source type=\"audio\/mpeg\" src=\"https:\/\/www.westwoodenergy.com\/wp-content\/uploads\/2020\/01\/EVRISI_OFS-Invest-with-James-West-Episode-24-1.15.2020.mp3?_=1\" \/><a href=\"https:\/\/www.westwoodenergy.com\/wp-content\/uploads\/2020\/01\/EVRISI_OFS-Invest-with-James-West-Episode-24-1.15.2020.mp3\">https:\/\/www.westwoodenergy.com\/wp-content\/uploads\/2020\/01\/EVRISI_OFS-Invest-with-James-West-Episode-24-1.15.2020.mp3<\/a><\/audio>\n<ul>\n<li>1:40 &#8211; How has the industry changed during Terry&#8217;s various decades in the field?<\/li>\n<li>3:30 &#8211; Offshore has seen monumental changes through this recent downturn<\/li>\n<li>5:00 &#8211; RigLogix has also adapted to the industry&#8217;s new landscape<\/li>\n<li>7:00 &#8211; Making sense of 2019 and 2020 for offshore drilling fundamentals<\/li>\n<li>8:45 &#8211; Why did floaters and jackups experience different improvement in 2H19?<\/li>\n<li>10:30 &#8211; Making sense of 2019&#8217;s record year in offshore FIDs<\/li>\n<li>13:15 &#8211; The potential risk of Chinese shipyards over-supplying the market<\/li>\n<li>16:30 &#8211; How should you think about the risk of rig reactivations and de-stacking?<\/li>\n<li>19:30 &#8211; Let&#8217;s talk about M&amp;A<\/li>\n<li>21:00 &#8211; Let&#8217;s go around the world:\n<ul>\n<li>21:15 &#8211; Gulf of Mexico (GoM)<\/li>\n<li>23:15 &#8211; North Sea<\/li>\n<li>24:45 &#8211; APAC<\/li>\n<li>28:15 &#8211; West Africa<\/li>\n<li>29:30 &#8211; Middle East<\/li>\n<li>31:00 &#8211; Brazil<\/li>\n<li>32:45 &#8211; Let&#8217;s make a call! Where in offshore would Terry invest?<\/li>\n<li>34:00 &#8211; Comparing offshore&#8217;s growth prospects versus U.S. land<\/li>\n<li>34:45 &#8211; Parting thoughts and words of wisdom from Terry<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><em><strong>&#8220;Invest with James West&#8221;<\/strong><\/em> was recorded by, and supplied courtesy of; James West at Evercore ISI, New York on 15th January 2020.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the first podcast of 2020, James West &#8211; Senior Managing Director &amp; Partner of&#8230;<\/p>\n","protected":false},"author":5,"featured_media":9880,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[353,48,445,339,349,330,335,334,336,359],"tags":[],"class_list":{"0":"post-9878","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-all_articles","8":"category-news","9":"category-offshore-energy-services","10":"category-offshore-rigs","11":"category-oilfield-services","12":"category-riglogix","13":"category-sectors","14":"category-solutions","15":"category-subsectors","16":"category-video-podcasts"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - 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