What does everyone predict will happen in the OSV world after today’s elections? Many of the OSV’s in the Gulf are on their last leg and there are very few newbuilds ordered. Have the owners been waiting for the election outcome to develop their business strategy?
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No
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Workboat Magazine has been in business for 60+ years, have a bunch of experts who contribute, has a section about OSV market outlook & dayrates and they still get it wrong the majority of the time. Good at reporting the present or past but seem to never peg the osv market future. A good subject to discuss if the thread can stay on topic without too much political bullshit but I don’t think gCaptain Forum commentors will do any better than the Workboat Magazine expert guessers.
I bet some will do, just because you will get the full spectrum of outlooks. 
…Typing monkeys and Shakespeare.
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You aren’t going to see any serious new build programs as the market overbuilt so much during the mid 2010s. Hell HOS still have hulls they haven’t finished out!
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Correct me if I’m wrong, but isn’t the GOM drillship fleet back to being majority on-contract, with decent contact backlog? If the drillship utilization rate is stable and there’s not much in the way of new build drillship activity, then I wouldn’t expect much boom in OSV construction.
If, as OP says, there’s a lot of deadwood, maybe that continues to get culled, but most higher spec well contracts take higher spec OSVs, of which there still seem to be plenty.
Many of the drillships stacked in 2015 have been scrapped by now, how did it go for the stacked OSVs piled up in Fourchon?
What does Trump’s election have to do with the OSV markets?
Isn’t everything geologically worth developing leased and either developed or being held pending price driven development?
Hard to think more offshore drilling will commence just because the Administration changes.
US production is already at its highest level ever and the global market price is facing downward pressure due to excess supply.
Hard to square additional deepwater development with those facts.
Maybe if a prospect is particularly cost effective to build out and the owning firms’ reserves need a boost to protect future supply… Not sure how many fit those circumstances.
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