This is definitely bullish for the oil supermajors and their drillers and servicers. Transocean, McDermott International, and Oceaneering International spring to mind as worth watching. It probably won't hurt Tidewater either. Big finds on land are growing scarcer, so prospects in the deep blue sea look more attractive. The Arctic Circle and Antarctica beckon. One can only guess at the riches under the ice caps. More capacity means less upward pressure on diesel prices, until it all runs out and we have to make biodeisel from switchgrass.
Full disclosure: Long TDW with covered calls and cash-covered short puts. No positions in RIG, MDR, or OII.