March 08, 2026, Vol. 265
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February 15, 2026, Vol. 262
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Reflections on the Energy Trade
This week, Transocean (RIG) announced their intended acquisition of Valaris (VAL), thereby further consolidating the offshore drilling space. At KEDM, we have been involved in offshore energy since both Noble (NE) and VAL emerged from bankruptcy in 2021. With clean balance sheets and a slowly recovering energy market, we believed both companies were well positioned…