Dayrate Duration provides independent analysis of the offshore drilling and deepwater E&P industry with a focus on high yield credit markets.

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.

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Offshore drilling, Deepwater E&P and fixed income markets