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@TommyDeepwater Avatar @TommyDeepwater Tommy Lee

Tommy Lee posts on X about $rig, $635k, $val, $ne the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence countries XXXX% stocks XXXX% cryptocurrencies XXXX% gaming XXX% finance XXX%

Social topic influence $rig #8, $635k #1, $val #8, $ne #465, $sdrl #5, $xom #109, guyana #241, norway #1038, $bp 0.99%, anchor #227

Top accounts mentioned or mentioned by @mike_oil_invest @icbarrett @natgasturk @jibbybagger @tandsaet @jamesiebabie1 @mugsluck @vmaxpax @javimedi95 @texastradman @wti_god @olarugsveen @shedrills @oilgastourist @kentgra88631041 @agent0088156721 @sfarringtonbkc @hierony69122434 @ultradeep3 @robhawcroft

Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Seadrill Limited (SDRL) Exxon Mobil (XOM) BP p.l.c. (BP) Kosmos Energy Ltd. (KOS) Golar LNG Ltd (GLNG) Convex Finance (CVX) Hess Corp. (HES) Tidewater, Inc. (TDW)

Top Social Posts #

Top posts by engagements in the last XX hours

"$KOS $GLNG FLNG Gimi provides offshore liquefaction for gas from the deepwater GTA Phase X project now finally starting up. Golars model is midstream-like earning a tolling fee for its FLNG capacity whereas Kosmos has an E&P XXXX% non-operator interest in the gas project $BP"
X Link @TommyDeepwater 2025-08-26T21:21Z 13K followers, 4985 engagements

"Transocean's $635k option exercise on 8G Atlas this week is a separate market from the 7G drillship announces in recent months Only 2-3 8G drillships are in market and demand is tied to different 20k completion projects referenced below (from August 2024)"
X Link @TommyDeepwater 2025-10-04T11:04Z 13K followers, 2735 engagements

"Beacon's Shenandoah achieves 100k bopd on four wells. Impressive. Shenandoah is the second 20k-psi project in the U.S. Gulf and was worked by Transoceans 8G drillship Atlas #OOTT"
X Link @TommyDeepwater 2025-10-10T13:07Z 13K followers, 5804 engagements

"Yes. TPAO bought in early July Positive reduction in sidelined 7G capacity because it reduced stranded newbuild 7G's from marketed supply from X to 2* Turkey using Dorado & Draco for own national interests -- not marketing them I believe very positive for $VAL $NE $RIG $SDRL I also believe this is VERY interesting from a geopolitical perspective. There's disputes regarding the maritime boundaries between Greece and Libya/Turkey (also Cyprus). It is possible Turkey bought these 7G drillships to help enforce their claim on these deepwater gas reserves. Nothing happening yet and will take time"
X Link @TommyDeepwater 2025-08-21T20:51Z 13K followers, 1565 engagements

"$XOM Prosperity FPSO (Payara) is abut 50-55 km to NW of where Whiptail potentially would be a similar distance from Mopane-1X (Galp) to Capricornus-1X (Rhino) in Namibia. Namibia needs more exploration and appraisal before Guyana comparisons can be made. Don't sleep on Suriname"
X Link @TommyDeepwater 2025-08-02T13:42Z 13K followers, 2943 engagements

"$XOM $CVX $SHEL $GALP.PL $TTE $BP $SEI.V World's Largest Oil Discovery in XX Years is Up for Sale (1) As XOM and CVX battle in international courts over the right to buy $HES XX% interest in Stabroek Block (Guyana) a XX% interest in 9890 sq km offshore block in Namibia (PEL 83) that produced the worlds largest oil discovery in XX years is up for sale. Galp Energias first two exploration wells in PEL XX produced a 10B boe discovery Mopane. Galp is only a $3B EBITDA company. It is too small to fund development of its XX% interest in PEL XX and is looking for a larger partner to fund its"
X Link @TommyDeepwater 2024-05-18T11:46Z 13K followers, 17.6K engagements

"@Wizard_of_Ouzo The post's point is to demonstrate the performance of the first project with this new technology but yes Atlas' $635k dayrate starts June 2028 for nearly two years firm. Titan next available in April 2028 -- yes its a few years out"
X Link @TommyDeepwater 2025-10-06T21:30Z 13K followers, XXX engagements

"Only X drillships worldwide are currently capable of this technology. Stena's Evolution will be the 3rd for Shell's Sparta RIGs 8G Atlas option exercised at $635k last week. RIG's 8G Titan is contracted through April 2028. Curious to see where Titan's next contract settles"
X Link @TommyDeepwater 2025-10-06T21:16Z 13K followers, 2813 engagements

"Petrobras Bzios field in Brazil is central to a major floating rig tender and oil production growth forecasts that could pressure global oil prices although declines from the more mature Campos Basin fields may partly offset Bzios gains #OOTT (1) PBR is expected to award the Bzios tender within 1-2 months. Petrobras usually specifies rig counts in tenders but this Bzios tender ranges from X to X rigs. Bzios has run XX rigs over the past year; with several current units awarded elsewhere (some able to return) Petrobras likely needs XX awards in this tender. Seadrills Carina and Constellations"
X Link @TommyDeepwater 2025-10-11T12:03Z 13K followers, 7437 engagements

"Nobles new 2-year US Gulf contracts for 7G drillships BlackHornet and BlackLion reflect slightly higher adjusted dayrates than VAL's DS-16 and DS-18 deals announced in early July 2025 Dayrates have reduced in past XX months maybe stabilizing Expect Brazil modestly lower than rates in the US Gulf *Dayrates are only loosely disclosed in press releases; the chart below standardizes them based on assumptions and estimates subject to interpretation"
X Link @TommyDeepwater 2025-10-04T11:00Z 13K followers, 10.9K engagements

"BP reaches FID on Tiber-Guadalupe a 20k-psi Paleogene project in US Gulf w/ Guadalupe tieback wells to Tiber. 1st oil 2030. 80k bpd. BP sanctioned nearby Kaskida (80k bpd) in 2024 BP has priced option on RIG's Atlas (8G) at $635k in Jun '29-May '30 likely associated w/ Tiber"
X Link @TommyDeepwater 2025-09-29T12:12Z 13K followers, 22K engagements

"Good slide from $VAR.OL depicting strong E&P demand for semisubs in Norway Norway is not a growth market but exploration continues to support lower cost infrastructure-led programs to maintain Norway's production through 2030. Economic E&P capex for Norway eligible semis"
X Link @TommyDeepwater 2025-02-13T13:52Z 13K followers, 2138 engagements

"Good week for $ODL.OL semisubs continued with $AKRBP.OL new Omega Alfa discovery adding 96-134 million boe recoverable volumes to Yggdrasil development Yggdrasil FID was in 2022. Omega Alfa adds lower cost brownfield expansion option to Yggdrasil infra - Norway does this well"
X Link @TommyDeepwater 2025-08-21T21:21Z 13K followers, 3245 engagements

"$RIG $JNK $HYG Credit investor's opinions on RIG's equity raise and considerations for Equity at link in bio (free) Summary: (1) Transoceans equity has a debt structure problem. Its not just the amount of leverage its the terms of leverage being (currently) too debtor friendly. All of the cash flows deleveraging is from paying off secured debt. Specifically Transocean had $502mm of scheduled principal amortization due in the next twelve months from secured bonds and a shipyard loan. RIGs contracted cash flows support this debt repayment but if paid as dividends they would translate to 16%"
X Link @TommyDeepwater 2025-09-27T11:43Z 13K followers, 19.4K engagements

"Upstream reports $SHEL increasing activity in So Tom y Principe deepwater exploration in West Africa. Petrobras Total Galp also there Maybe early () but a multi well exploration program could be nice 2026-2027 floater work. Maybe leads to more $VAL $NE $RIG $NOL.OL $SDRL"
X Link @TommyDeepwater 2025-09-08T23:13Z 13K followers, 5005 engagements

"$VAL 7G Drillship DS-12 awarded XXX day contract in Egypt with BP. Estimated dayrate shakes out around $340k when excl est mob fee. Earlier 2Q26 start likely lowered rate as idle rig eager to work Drillship market focused on clearing warm idle rigs before rates rise"
X Link @TommyDeepwater 2025-10-13T12:59Z 13K followers, 11.9K engagements

"$RIG Priced new $500mm Unsecured 2032s at 7.875%. Proceeds primarily toward refinancing unsecured Feb 2027 X% notes -- price history below Unsecured Feb 2027s traded low 90s in April-May. Addressing maturities while market is open. RIG like addresses secured bonds early 2026. The RIG secured bonds carry the amortization schedules and more debtor-friendly terms so theyll be a priority to refinance once economics to call improve likely around Feb 2026"
X Link @TommyDeepwater 2025-09-30T20:26Z 13K followers, 13.3K engagements

"$RIG $VAL $TDW $OIH Var Energi first E&P of Qtr to report today. Var is the Norway E&P business $XOM and $E both sold. They thought it was mature in '19 but now is growing. Market cap $8B $VAR.OL is in offshore growth mode at $30/bbl breakevens and XX% IRR's. Its not just Guyana"
X Link @TommyDeepwater 2023-10-24T23:45Z 13K followers, 14.2K engagements

"@ShaleTier7 Excellent work - thank you for sharing. Murphy expected to kick off a 3-well Cte d'Ivoire exploration campaign in December Eni has had recent exploration and production success here. Eni's Murene-1X in early 2024 was successful with good resource potential. Will be a fun follow"
X Link @TommyDeepwater 2025-10-15T13:19Z 13K followers, XXX engagements

"Jubilees drilling program deferral had adverse consequences for Tullow & Kosmos illustrating the value 7G drillships provide operators With various multiyear programs ahead securing drillship capacity likely to become increasingly important in next X years $NE $VAL $RIG $SDRL"
X Link @TommyDeepwater 2025-08-26T21:24Z 13K followers, 3594 engagements

"I liked Sintana for its stake in Namibias PEL XX and Galps Mopane discoveries. I had hoped their Mopane interest would convert into a royalty on future PEL XX production but that doesnt appear to be their plan Aquisition of Challenger: Uruguay blocks are interesting but are longer-term. I began following Challenger on news of Charlestown (tied to Sintana) taking an interest about XX months ago. It's exploration and the conjugate margin theory has appeal although recall Argentina's deepwater Argerich-1X well in 2024 was a duster. It's likely there are hydrocarbons in deepwater Uruguay but you"
X Link @TommyDeepwater 2025-10-09T16:55Z 13K followers, 4443 engagements

"$RIG 8G Atlas option exercised by BP at $635k via priced option for June 2029-May 2030. Option exercise tied to BP taking FID on Tiber on Monday (below) Locking up 20k psi completion technology (8G). Strong market with Chevrons Anchor and Beacons Shenandoah early success"
X Link @TommyDeepwater 2025-10-01T21:06Z 13K followers, 18.4K engagements

"Since 1st oil in Aug 2024 Chevron's Anchor is producing 17600 bpd per well - USA's first 20k psi oil project #OOTT Anchor's performance is comparable to LLOGs successful Buckskin at startup (201920). Only two wells for Anchor as of July but a nice start for 20k psi oil"
X Link @TommyDeepwater 2025-10-06T21:08Z 13K followers, 11.3K engagements