08:30-09:30
Registration and Networking Breakfast
09:30-09:40
Gareth Hector, Welcome and Introductions
09:40-10:00
Mark Adeosun, Global Offshore Field Development Outlook
• Investment trends driving demand across subsea and offshore production infrastructure
• Regional investment hotspots and the Americas’ competitive position
• Outlook for project sanctions and contract awards
• Risks and opportunities influencing the offshore investment cycle through 2030
10:00-10:20
Cinnamon Odell, Global Offshore Drilling Rig Outlook
• Global trends in a tightening environment
• How the Americas stacks up within the global market
• Demand, dayrate and utilization outlooks
10:20-10:40
Doug Becker, Senior Equity Research Analyst, Capital One
A Wall Street Perspective on Offshore Energy Services
After more than a decade of headwinds, the industry has emerged leaner and more consolidated, prioritizing free cash flow over fleet expansion. As US unconventional oil output shows signs of maturing, compelling economics and energy security are drawing increasing investor interest offshore.
10:40-11:00
Morning Coffee Break
11:00-11:20
Jamie Collard, High Impact Exploration Review
• Key exploration trends
• Company benchmarking
• 2027 outlook, key wells to watch and impact on OFS
11:20-12:00
Panel Session: The Evolution of Offshore Energy Services:
Lessons from the Past Decade and the Future of the Industry
• Doug Becker, Capital One
• Jacob Taylor, Seadrill
• Mark Adeosun, Westwood
• Cinnamon Edralin, Westwood