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"$OIH $RIG $NE $SDRL $VAL Interesting comparison: in same week $NE signs X year extensions for two of its highest spec 7Gs for $422k/day - and $RIG announces one year contract extension (priced option) for Atlas one of its two 8Gs for only X year afterwards for $635k / day. $200k / day is officially the current '8G premium'. Opex likely similar that's $70m / year of additional cashflow (and they have two 8Gs). Significant premium likely to persist in monopoly 20k PSI market - Atlas extension likely tied to BP's Tiber FID (see @TommyDeepwater's post below)"
X Link @ICBarrett 2025-10-03T09:45Z 1640 followers, 2453 engagements
"Noble signs extensions for X of X blackships (top range amongst the 7G drillships) of 2Y each with BP in the GoM for a total of $620M or $422K/d. Both ships have MPD which based on the wording likely is included in the rate. $NE $VAL $RIG $SDRL $TDW"
X Link @NatgasTurk 2025-10-02T21:16Z 1362 followers, 12K engagements