Dayrate Duration provides independent analysis of the offshore drilling and deepwater E&P industry, published 4–5 times per month, with additional commentary around material market events. I have no security positions in any companies covered.
I’m a former fixed-income analyst covering oil & gas credit from 2010–17 and later served as a portfolio manager overseeing a $5B+ book of CLOs, CMBS, and ABS from 2021–25. Drawing on that background, Dayrate Duration approaches offshore markets through a credit lens while remaining informative for equity investors and generalists.
From 2015–17, I was the lead analyst on a distressed leveraged loan portfolio held across multiple CLOs, including drillship and semisub collateral assets, gaining firsthand experience analyzing offshore assets through bankruptcies. That work highlighted both the complexity of the deepwater drilling market and the value of fully dedicated analysis.
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