Tuesday was a day of dichotomy for the notion of operational scale in offshore drilling.
Even as one drilling contractor paid penance for scale bought long ago, two others ignited the next round of consolidation, extolling the virtues of operational scale in this disaggregated sector.
Taken together, these two news items set a stage worthy of a Harvard Business School case study. In this update, we explore how operational scale has been linked to value in offshore drilling in the past and how that is changing now.
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