[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TommyDeepwater Tommy Lee Tommy Lee posts on X about $635k, brazil, debt, $rig the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::25176571/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +191% - X Months XXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::25176571/posts_active)  - X Week XX -XX% - X Month XX -XXXX% - X Months XXX +34% - X Year XXX +19% ### Followers: XXXXXX [#](/creator/twitter::25176571/followers)  - X Week XXXXXX +0.20% - X Month XXXXXX +0.96% - X Months XXXXXX +7% - X Year XXXXXX +20% ### CreatorRank: XXXXXXX [#](/creator/twitter::25176571/influencer_rank)  ### Social Influence [#](/creator/twitter::25176571/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$635k](/topic/$635k) #1, [brazil](/topic/brazil) #1662, [debt](/topic/debt) #1843, [$rig](/topic/$rig) #23, [$80bbl](/topic/$80bbl) #1, [namibia](/topic/namibia) 4.08%, [pbr](/topic/pbr) 2.04%, [$50s](/topic/$50s) 2.04%, [$slb](/topic/$slb) 2.04%, [budgeting](/topic/budgeting) XXXX% **Top accounts mentioned or mentioned by** [@mike_oil_invest](/creator/undefined) [@ericeche](/creator/undefined) [@texastradman](/creator/undefined) [@suicide95518428](/creator/undefined) [@freakmaster222](/creator/undefined) [@icbarrett](/creator/undefined) [@olarugsveen](/creator/undefined) [@coeus12345](/creator/undefined) [@frankiegoodluck](/creator/undefined) [@fmetard](/creator/undefined) [@mashreez](/creator/undefined) [@jamesiebabie1](/creator/undefined) [@oilgastourist](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@mugsluck](/creator/undefined) [@tandsaet](/creator/undefined) [@edfin](/creator/undefined) [@originalbraila](/creator/undefined) [@babyanteaterinc](/creator/undefined) [@jasonloeb1](/creator/undefined) **Top assets mentioned** [Transocean LTD. (RIG)](/topic/$rig) [Schlumberger NV (SLB)](/topic/$slb) [Tidewater, Inc. (TDW)](/topic/$tdw) [Validity (VAL)](/topic/$val) ### Top Social Posts [#](/creator/twitter::25176571/posts) --- Top posts by engagements in the last XX hours "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](https://x.com/TommyDeepwater/status/1976981917741318306) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-11T12:03Z 13.1K followers, 7652 engagements "Thats XX in terms of USDwith the DXY down XX% year to date #OOTT Constant USD terms translates to mid $50s on Brent Were beginning IOC and E&P capital budgeting season for the IOCs. What will $SLB say tomorrow on their 3Q25 call 2026 birthday will be better 🎂" [X Link](https://x.com/TommyDeepwater/status/1978938987818439087) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-16T21:39Z 13.1K followers, 7323 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](https://x.com/TommyDeepwater/status/1974430394150801450) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-04T11:04Z 13.1K followers, 2795 engagements "Tidewaters new debt covenants say more about its future than how its debt trades in a frothy HY market $HYG $TDW $RIG CREDIT: Prefer RIG 29s +230 bps due to their ++ fleet and contract book. Talk of RIG needing $80/bbl is nonsense FSR is public info to underwrite cash flows Did RIG just add a firm $650k dayrate on Shenandoah South FID after recently adding a $540k in 2Q TLDR: If you think Brent crude is closer to $60/bbl than $75/bbl and are concerned about gasoline demand post-USA summer driving season all else equal RIG credit should widen vs TDW due to its Caa1/B- ratings but its cash" [X Link](https://x.com/TommyDeepwater/status/1949072211576344928) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-07-26T11:40Z 13.1K followers, 18K engagements "$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](https://x.com/TommyDeepwater/status/1973494667682652207) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-01T21:06Z 13.1K followers, 18.6K 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](https://x.com/TommyDeepwater/status/1975309316862452115) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-06T21:16Z 13.1K followers, 2871 engagements "@Wizard_of_Ouzo The post's point is to demonstrate the performance of the first project with this new technology but yes Atlas' $635k dayrate starts June 2028 for nearly two years firm. Titan next available in April 2028 -- yes its a few years out" [X Link](https://x.com/TommyDeepwater/status/1975312716748496948) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-06T21:30Z 13.1K followers, XXX engagements "Beacon's Shenandoah achieves 100k bopd on four wells. Impressive. Shenandoah is the second 20k-psi project in the U.S. Gulf and was worked by Transoceans 8G drillship Atlas #OOTT" [X Link](https://x.com/TommyDeepwater/status/1976635729053888809) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-10T13:07Z 13.1K followers, 5911 engagements "$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](https://x.com/TommyDeepwater/status/1977720900712542363) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-13T12:59Z 13.1K followers, 12.3K engagements "@MashReez Solstad (trades in Oslo) not a perfect comp to Tidewater but issued a profit warning last week. They noted weaker North Sea AHTS market and lower utilization on its CSV spot fleet. Could be related. Ed Fin covers this industry well with quick updates - highly recommend his work" [X Link](https://x.com/TommyDeepwater/status/1979556160995729442) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-18T14:32Z 13.1K followers, XXX engagements "@ericeche Yes IOCs have power. I think FPSOs have more room to go lower than higher spec rigs differing dynamics at play Demand is the question. Not an easy underwrite but positive outlook on this. Its partly why Ive been sharing my research on Namibia. Other important countries too" [X Link](https://x.com/TommyDeepwater/status/1979576090566734077) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-18T15:51Z 13.1K followers, XXX 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](https://x.com/TommyDeepwater/status/1958640625693466965) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-08-21T21:21Z 13.1K followers, 3252 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](https://x.com/TommyDeepwater/status/1975307249917829336) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-06T21:08Z 13.1K followers, 11.4K 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](https://x.com/TommyDeepwater/status/1972635679403499738) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-09-29T12:12Z 13.1K followers, 22.3K 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](https://x.com/TommyDeepwater/status/1974429518157770855) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-04T11:00Z 13.1K followers, 11K engagements "Credit @Rory_Johnston for the timely charts and ++ oil market coverage Shape of the curve matters on Brent futures for offshore capex which is going into contango bc 2026 oversupply but long cycle deepwater prices capex off long lead time projects Relevant to Drillship demand" [X Link](https://x.com/TommyDeepwater/status/1978959371200614865) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-16T23:00Z 13.1K followers, 4427 engagements "If Brent exceeds $80/bbl in 2027 RIG equity likely outperforms as it would likely be coinciding with a second wave of major deepwater project start-ups in 20282029 although Brent in the $6070 range favors stronger risk-adjusted returns for unsecured debt. On Friday SLB noted the deepwater outlook on 'white space is starting to dissipate' signaling a gradual pickup in rig activity with more momentum expected by late 2026 into 2027. Greater visibility on project starts supports credit while equity upside will hinge on the dayrate trajectory outlook partly influenced by commencement timing and" [X Link](https://x.com/TommyDeepwater/status/1979510913603424431) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-18T11:32Z 13.1K followers, 10.9K engagements "Reuters reports Galp in advanced talks on selling half its XX% interest in Mopane discoveries in Namibia in-line w/ expected timeline #OOTT TotalEnergies and Petrobras have been publicly rumored. Shell also a possibility Total likely moves project the fastest key for Galp" [X Link](https://x.com/TommyDeepwater/status/1980625819547423197) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-21T13:22Z 13.1K followers, 6163 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TommyDeepwater Tommy Lee
Tommy Lee posts on X about $635k, brazil, debt, $rig the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +191%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX +34%
- X Year XXX +19%
Followers: XXXXXX #
- X Week XXXXXX +0.20%
- X Month XXXXXX +0.96%
- X Months XXXXXX +7%
- X Year XXXXXX +20%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence countries XXXXX% stocks XXXX% finance XXXX% currencies XXXX% cryptocurrencies XXXX% travel destinations XXXX%
Social topic influence $635k #1, brazil #1662, debt #1843, $rig #23, $80bbl #1, namibia 4.08%, pbr 2.04%, $50s 2.04%, $slb 2.04%, budgeting XXXX%
Top accounts mentioned or mentioned by @mike_oil_invest @ericeche @texastradman @suicide95518428 @freakmaster222 @icbarrett @olarugsveen @coeus12345 @frankiegoodluck @fmetard @mashreez @jamesiebabie1 @oilgastourist @joinyellowbrick @mugsluck @tandsaet @edfin @originalbraila @babyanteaterinc @jasonloeb1
Top assets mentioned Transocean LTD. (RIG) Schlumberger NV (SLB) Tidewater, Inc. (TDW) Validity (VAL)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 13.1K followers, 7652 engagements
"Thats XX in terms of USDwith the DXY down XX% year to date #OOTT Constant USD terms translates to mid $50s on Brent Were beginning IOC and E&P capital budgeting season for the IOCs. What will $SLB say tomorrow on their 3Q25 call 2026 birthday will be better 🎂"
X Link @TommyDeepwater 2025-10-16T21:39Z 13.1K followers, 7323 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 13.1K followers, 2795 engagements
"Tidewaters new debt covenants say more about its future than how its debt trades in a frothy HY market $HYG $TDW $RIG CREDIT: Prefer RIG 29s +230 bps due to their ++ fleet and contract book. Talk of RIG needing $80/bbl is nonsense FSR is public info to underwrite cash flows Did RIG just add a firm $650k dayrate on Shenandoah South FID after recently adding a $540k in 2Q TLDR: If you think Brent crude is closer to $60/bbl than $75/bbl and are concerned about gasoline demand post-USA summer driving season all else equal RIG credit should widen vs TDW due to its Caa1/B- ratings but its cash"
X Link @TommyDeepwater 2025-07-26T11:40Z 13.1K followers, 18K engagements
"$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 13.1K followers, 18.6K 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 13.1K followers, 2871 engagements
"@Wizard_of_Ouzo The post's point is to demonstrate the performance of the first project with this new technology but yes Atlas' $635k dayrate starts June 2028 for nearly two years firm. Titan next available in April 2028 -- yes its a few years out"
X Link @TommyDeepwater 2025-10-06T21:30Z 13.1K followers, XXX engagements
"Beacon's Shenandoah achieves 100k bopd on four wells. Impressive. Shenandoah is the second 20k-psi project in the U.S. Gulf and was worked by Transoceans 8G drillship Atlas #OOTT"
X Link @TommyDeepwater 2025-10-10T13:07Z 13.1K followers, 5911 engagements
"$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 13.1K followers, 12.3K engagements
"@MashReez Solstad (trades in Oslo) not a perfect comp to Tidewater but issued a profit warning last week. They noted weaker North Sea AHTS market and lower utilization on its CSV spot fleet. Could be related. Ed Fin covers this industry well with quick updates - highly recommend his work"
X Link @TommyDeepwater 2025-10-18T14:32Z 13.1K followers, XXX engagements
"@ericeche Yes IOCs have power. I think FPSOs have more room to go lower than higher spec rigs differing dynamics at play Demand is the question. Not an easy underwrite but positive outlook on this. Its partly why Ive been sharing my research on Namibia. Other important countries too"
X Link @TommyDeepwater 2025-10-18T15:51Z 13.1K followers, XXX 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 13.1K followers, 3252 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 13.1K followers, 11.4K 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 13.1K followers, 22.3K 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 13.1K followers, 11K engagements
"Credit @Rory_Johnston for the timely charts and ++ oil market coverage Shape of the curve matters on Brent futures for offshore capex which is going into contango bc 2026 oversupply but long cycle deepwater prices capex off long lead time projects Relevant to Drillship demand"
X Link @TommyDeepwater 2025-10-16T23:00Z 13.1K followers, 4427 engagements
"If Brent exceeds $80/bbl in 2027 RIG equity likely outperforms as it would likely be coinciding with a second wave of major deepwater project start-ups in 20282029 although Brent in the $6070 range favors stronger risk-adjusted returns for unsecured debt. On Friday SLB noted the deepwater outlook on 'white space is starting to dissipate' signaling a gradual pickup in rig activity with more momentum expected by late 2026 into 2027. Greater visibility on project starts supports credit while equity upside will hinge on the dayrate trajectory outlook partly influenced by commencement timing and"
X Link @TommyDeepwater 2025-10-18T11:32Z 13.1K followers, 10.9K engagements
"Reuters reports Galp in advanced talks on selling half its XX% interest in Mopane discoveries in Namibia in-line w/ expected timeline #OOTT TotalEnergies and Petrobras have been publicly rumored. Shell also a possibility Total likely moves project the fastest key for Galp"
X Link @TommyDeepwater 2025-10-21T13:22Z 13.1K followers, 6163 engagements