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# ![@TommyDeepwater Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::25176571.png) @TommyDeepwater Tommy Lee

Tommy Lee posts on X about namibia, norway, $odlol, future 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25176571/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::25176571/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25176571/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +51%
- X Year XXX +30%

### Followers: XXXXXX [#](/creator/twitter::25176571/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25176571/c:line/m:followers.svg)

- X Week XXXXXX +0.43%
- X Month XXXXXX +0.99%
- X Months XXXXXX +5.50%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::25176571/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25176571/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[namibia](/topic/namibia) #157, [norway](/topic/norway) #699, [$odlol](/topic/$odlol) #2, [future](/topic/future) 5.56%, [$nolol](/topic/$nolol) #1, [$480mm](/topic/$480mm) #1, [$hyg](/topic/$hyg) #1, [$sdrl](/topic/$sdrl) #9, [$pbr](/topic/$pbr) #18, [ai](/topic/ai) XXXX%

**Top accounts mentioned or mentioned by**
[@homervshomer](/creator/undefined) [@anderssjastad](/creator/undefined) [@olarugsveen](/creator/undefined) [@coeus12345](/creator/undefined) [@maloftis1](/creator/undefined) [@pljohan1](/creator/undefined) [@bloomberg](/creator/undefined) [@freakmaster222](/creator/undefined) [@ultradeep3](/creator/undefined) [@nstepmum](/creator/undefined) [@olaharaldmoen1](/creator/undefined) [@fredkosters](/creator/undefined) [@originalbraila](/creator/undefined) [@babyanteaterinc](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@natgasturk](/creator/undefined) [@100xcompounding](/creator/undefined) [@grayson_anderse](/creator/undefined) [@mike_oil_invest](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Seadrill Limited (SDRL)](/topic/$sdrl) [PolkaBridge (PBR)](/topic/$pbr) [Transocean LTD. (RIG)](/topic/$rig) [Novara Calcio Fan Token (NOV)](/topic/$nov) [Validity (VAL)](/topic/$val) [Tidewater, Inc. (TDW)](/topic/$tdw) [Morgan Stanley (MS)](/topic/morgan-stanley) [Exxon Mobil (XOM)](/topic/$xom)
### Top Social Posts
Top posts by engagements in the last XX hours

"Constellation Drilling is the largest regional deepwater driller in Brazil. Owns X rigs #OOTT #Brazil Said today on call it sees no signs of delay from active Petrobras Buzios tender and totally disagrees w/ recent Bloomberg report saying rig deals would be delayed 🍿"  
[X Link](https://x.com/TommyDeepwater/status/1993792127197667359)  2025-11-26T21:21Z 13.3K followers, 10.3K engagements


"Eni appropriately stated today PEL XX is an excellent future development prospect. Capricornus discovery ✅ #OOTT Part of Galp Energias PEL83-Mopane marketing problem is whomever loses can presumably get a similar deal on operator Rhinos XXXX% interest at comparable terms"  
[X Link](https://x.com/TommyDeepwater/status/1981802073927643366)  2025-10-24T19:16Z 13.3K followers, 3727 engagements


"$NOV further qualified a positive deepwater growth story on their call today. Good E&P projects IOCs and NOCs arent doing their jobs if they arent trying to squeeze oilfield services in this market $OIH Working thru OPEC+ spare capacity will eventually be positive #OOTT"  
[X Link](https://x.com/TommyDeepwater/status/1983325838486712795)  2025-10-29T00:11Z 13.3K followers, 3898 engagements


"$ODL.OL Just an LOI (not firm) but would extend NCS Semisub Aberdeen into 2Q29 Equinor current operator on NCS No dayrate info yet but would expect lower-mid $400ks on this quality rig w/ that term Nordkapp likely to follow soon with AkerBP. NCS Semisub market is healthy"  
[X Link](https://x.com/TommyDeepwater/status/1990132277443990014)  2025-11-16T18:58Z 13.3K followers, 4741 engagements


"$ODL.OL acquired Bollsta from $NOL.OL for $480mm an NCS eligible Semisub that previously drilled Shells exploration in Namibia Bollsta has term contracted revenues from a Aa2/AA- rated Equinor (2/3 owned by Norway) will help w/ HY bond refi $HYG Price looks fair for both"  
[X Link](https://x.com/TommyDeepwater/status/1990392158310863275)  2025-11-17T12:10Z 13.3K followers, 6706 engagements


"Petrobras Buzios up-to-4-rig tender was set to start in early XX. Seadrills 7G Carina has been working Buzios though $SDRL said on its 3Q25 call it may add a second BOP and shift the rig to another market. Its available Feb XX $PBR 5-year strategic plan to be released soon"  
[X Link](https://x.com/TommyDeepwater/status/1993324026102792317)  2025-11-25T14:20Z 13.3K followers, 6917 engagements


"@maloftis1 @Bloomberg Bloomberg Terminal is a great product but its Top News feed was very often promoting negative stories about oil on days oil was lower but days when oil is X% itd never been in Top News. Its biased and relies too much on AI journalism lately but v good for bond investing"  
[X Link](https://x.com/TommyDeepwater/status/1997044835467796612)  2025-12-05T20:46Z 13.3K followers, XX engagements


"@maloftis1 @Bloomberg I understand. Ill cut him some slack bc World for Sale one of my favorite books"  
[X Link](https://x.com/TommyDeepwater/status/1997049262816088302)  2025-12-05T21:03Z 13.3K followers, XX engagements


"$SEUSF $GALP.PL $RIG $VAL $TDW $NOL.OL Deepwater Update Jan XX 2024. "The Permian of Offshore Namibia and South Africa" Following headline discoveries in Namibia from $TTE Venus-1X and $SHEL Graff-1X (and others) this week Galp Energia of Portugal announced its Mopane-1X well had a significant discovery that Namibias state-owned oil company described as amazing according to Upstream Online. The Permian Basin in USA grew by X million bpd from 2015 to the present. Namibia is unlikely to replicate the Permians amazing success although the potential scale of the Orange Basin in Namibia exceeds"  
[X Link](https://x.com/TommyDeepwater/status/1746153168273101116)  2024-01-13T12:52Z 13.3K followers, 29.3K engagements


"Did Morgan Stanley model $GALP.PT $SEI.V Namibia PEL XX development too slow Compare that to $XOM Guyana/Stabroek as a comp since Liza discovery (pictured) MS stated a lot of Mopane FCF is long-dated but thats based on their slow development timeline. Likely developed faster"  
[X Link](https://x.com/TommyDeepwater/status/1813290913210544371)  2024-07-16T19:13Z 13.3K followers, 7916 engagements


"Odfjell acquired Bergen (fka Bollsta) for $480mm executed on a $650mm high yield bond at XXXX% and its equity traded +4.2% last week. SFLs warm stacked NCS-eligible Hercules was likely available for less but Odfjell chose Bergen for $480mm due to its contract with Equinor and is more than a decade younger (1) While Odfjell is taking on leverage to support the purchase and will pay down $90mm/year on its debt the equity dividend growth story is supported by this weeks Aberdeen and Nordkapp extensions near $470k dayrates forthcoming reductions in on-budget SPS capex and Bergens acquired"  
[X Link](https://x.com/TommyDeepwater/status/1992214019743035894)  2025-11-22T12:50Z 13.3K followers, 5169 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)  2025-08-21T21:21Z 13.3K followers, 3295 engagements


"Following what Equinor Aker BP and Var Energi plan to do on the NCS its hard not to like the NCS eligible semisub market Its mostly lower cost infrastructure led capex Norway has a nice tax regime for drilling demand too immediate expensing of capex lowers costs"  
[X Link](https://x.com/TommyDeepwater/status/1983328778840617245)  2025-10-29T00:23Z 13.3K followers, 2470 engagements


"$SDRL reiterated other driller commentary on 26-27 outlook Curiously they spoke positively on Equinor AkerBP and Var Energi E&P capex in Norway 🤔 SDRL does not have a single *warm* NCS eligible Semisub so a bit irrelevant to them; unless they get exposure to RIG via M&A"  
[X Link](https://x.com/TommyDeepwater/status/1986541123993837891)  2025-11-06T21:08Z 13.3K followers, 7212 engagements


"Libya has several frontier offshore exploration prospects including Eni's current well being drilled by Saipem's Scarabeo X This region is also likely to attract TPAO following its recent purchase of two 7G drillships Libya's current auction results coming in 2026 #OOTT"  
[X Link](https://x.com/TommyDeepwater/status/1991641364820545707)  2025-11-20T22:54Z 13.3K followers, 3232 engagements


"High yield analysts and PMs w/ Venture Global bonds in their portfolio may find it worth watching video below and cross-checking. $30B of debt. Venture Globals US LNG exports will be competing more against AI capex for nat gas. Might be worth refreshing the underwriting $HYG"  
[X Link](https://x.com/TommyDeepwater/status/1996063601761673500)  2025-12-03T03:47Z 13.3K followers, 7559 engagements


"@OlaRugsveen @AndersSjastad @Homervshomer I think the project will need at least X high spec drillship I can certainly see X drillships on Venus. Total just did a drillship and semisub for its GranMorgu project in Suriname A semisub can also provide some advantages. Total also has Tungsten Explorer JV it used before"  
[X Link](https://x.com/TommyDeepwater/status/1996261527251533917)  2025-12-03T16:53Z 13.3K followers, XXX engagements


"@mike_oil_invest As a former Paperboy in my teens I'm relieved the algorithm did not skip your house with delivery this Saturday morning Thanks for reading Mike. FYI - Suriname is initiating a new offshore auction for a few blocks"  
[X Link](https://x.com/TommyDeepwater/status/1997443380335521916)  2025-12-06T23:09Z 13.3K followers, XXX engagements


"A key item to watch in Petrobras 20262030 Plan is the Bzios FPSO delivery timeline as last years Plan highlighted major FPSO arrivals in 20262027 #OOTT $PBR won't scrap Bzios but with rig awards slipping a few months it may push some capex to support divy & oil market While Bzios is a source of oil supply concerns Petrobras also has mature fields in natural decline (not pictured) that temper worries about Bzios-driven production growth in the global oil market"  
[X Link](https://x.com/TommyDeepwater/status/1993371547986276711)  2025-11-25T17:29Z 13.3K followers, 5079 engagements


"Petrobras produces roughly XXX million bpd with the vast majority of oil flowing from deepwater fields. Given PBR drives XX% of global floater demand its newly released 5-year plan on Friday drew sharp attention across offshore oil services Capex -X% YoY; Bzios mostly on time PBRs 20262030 capex totals $109B about XXX% below last years $111B plan for 20252029. E&P Capex is down $7B from last year although budgeted reductions occurring in 2029-2030 (1) Although rumors circulated this week about delays to the XX rig Bzios tender the key factor is the drilling start date which still appears on"  
[X Link](https://x.com/TommyDeepwater/status/1994749524103864457)  2025-11-29T12:45Z 13.3K followers, 19.5K engagements


"While TotalEnergies has yet to FID Venus (Namibia) at its Strategy Day in September TTE said it was receiving interesting service-sector offers for project Now rumors (Arctic ABG) of a potential 2-rig multiyear Venus development tender for work starting soon as late 27"  
[X Link](https://x.com/TommyDeepwater/status/1996236346835271764)  2025-12-03T15:13Z 13.3K followers, 9588 engagements


"Petrobras 20262030 Plan offers insight into future oil production rig demand and even crude tanker ton-miles. PBRs Plan noted a need for X fewer rigs later this decade likely reflecting weaker oil prices and a post-Bzios taper in E&P capex though 5-year budgets can shift with oil prices and exploration outcomes (1) Brazils Tupi field eclipsed X million bpd in 20192020. Today Tupi produces 850k bpd vs. Bzios 790k bpd but Bzios is on track to reach XXX mmbpd by late 2020s and exceed North Dakotas Bakken (1.2 million bpd)supportive for crude-tanker ton-miles all else equal. (2) Petrobras plan to"  
[X Link](https://x.com/TommyDeepwater/status/1997282908684337499)  2025-12-06T12:32Z 13.3K followers, 18.1K engagements


"$RIG 7G Skyros to Australia at $406k dayrate for XXX days 1Q27 start also comes with options. Presumably Chevron's Gorgon Phase X sanctioned last week Separately Skyros is about to commence an intriguing exploration program for Murphy in Cote d'Ivoire through Mar '26"  
[X Link](https://x.com/TommyDeepwater/status/1998160401935310890)  2025-12-08T22:38Z 13.3K followers, 4896 engagements


"@freakmaster222 Good point. West Africa is not really a core market for Transocean so there are some potential efficiency gains here"  
[X Link](https://x.com/TommyDeepwater/status/1998168095861719438)  2025-12-08T23:09Z 13.3K followers, XXX engagements


"@Ultradeep3 Noble divested separate rigs to Shelf North Sea in 2022. Those were recently acquired by ADES in their acquisition of Shelf"  
[X Link](https://x.com/TommyDeepwater/status/1998192289349534030)  2025-12-09T00:45Z 13.3K followers, XXX engagements