The offshore drilling industry is entering a new phase. While energy investing has largely centered on shale over the last decade, the next wave of production growth is offshore — longer-cycle, capital-intensive, and increasingly economically viable given oil price trends. R. George Pickral’s latest interview with @Phil Rosen, Co-Founder of @Opening Bell Daily, takes a look at a capital-intensive energy stock that’s positioned for durable pricing power. Read more here (subscription required)