Offshore supply vessels as Alpha idea

Record low order book, aging fleet, and growing demand

This is not my first report on shipping. In January, I introduced you to the oil tankers industry. Today, it's time for another shipping idea. Like tankers (product and crude oil), those ships have a record low order book and high average fleet age. In summary, there is a growing shortage due to tight supply and growing demand. This report is about offshore supply vessels in the oil industry.