[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 lee, namibia, $odlol, norway the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::25176571/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::25176571/posts_active)  - X Week XX +14% - X Month XX -XX% - X Months XXX +55% - X Year XXX +33% ### Followers: XXXXXX [#](/creator/twitter::25176571/followers)  - X Week XXXXXX +0.49% - X Month XXXXXX +1.10% - X Months XXXXXX +5.50% - X Year XXXXXX +17% ### CreatorRank: XXXXXXX [#](/creator/twitter::25176571/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) XXXX% [stocks](/list/stocks) XX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% **Social topic influence** [lee](/topic/lee) #1669, [namibia](/topic/namibia) #156, [$odlol](/topic/$odlol) #3, [norway](/topic/norway) #839, [$borr](/topic/$borr) #3, [$ne](/topic/$ne) #156, [$360mm](/topic/$360mm) #1, [debt](/topic/debt) #1557, [$sdrl](/topic/$sdrl) 5%, [$nolol](/topic/$nolol) #1 **Top accounts mentioned or mentioned by** [@homervshomer](/creator/undefined) [@anderssjastad](/creator/undefined) [@olarugsveen](/creator/undefined) [@coeus12345](/creator/undefined) [@maloftis1](/creator/undefined) [@freakmaster222](/creator/undefined) [@mannyag1528](/creator/undefined) [@pljohan1](/creator/undefined) [@bloomberg](/creator/undefined) [@ultradeep3](/creator/undefined) [@nstepmum](/creator/undefined) [@olaharaldmoen1](/creator/undefined) [@fredkosters](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@originalbraila](/creator/undefined) [@babyanteaterinc](/creator/undefined) [@natgasturk](/creator/undefined) [@100xcompounding](/creator/undefined) [@mike_oil_invest](/creator/undefined) [@grayson_anderse](/creator/undefined) **Top assets mentioned** [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [PolkaBridge (PBR)](/topic/$pbr) [Transocean LTD. (RIG)](/topic/$rig) [Morgan Stanley (MS)](/topic/morgan-stanley) [Exxon Mobil (XOM)](/topic/$xom) [Validity (VAL)](/topic/$val) [Tidewater, Inc. (TDW)](/topic/$tdw) [TotalEnergies SE (TTE)](/topic/$tte) ### Top Social Posts Top posts by engagements in the last XX hours "$BORR followed through on its signaled M&A plans buying five $NE jackups for $360mm while Noble sold a 6th unit separately for total proceeds of $424mm. The transaction reinforces Borrs jackup focus while NE leans further into deepwater and gains $250-260mm of cash optionality (1) Noble sold six jackup rigs for a total of $424mm: three JU-3000N units at an implied $77mm each and three CJ50 rigs at roughly $64mm each (based on the sale to Ocean Oilfield Drilling). For comparison Seadrill sold three JU-3000N jackups in July 2024 for $113mm per rig. With the jackup market softening since then" [X Link](https://x.com/TommyDeepwater/status/1998377690030539162) 2025-12-09T13:02Z 13.3K followers, 4708 engagements "$ODL.OL 4Q EBITDA beat $93mm vs $87mm est NCS Semisub market serving ODL well. Healthy market. XXX% booked fleet through 2026 and contracted dayrates set to increase XX% in 2025 Divy doubled w room for further improvement when SPS program finishes 2Q25 and lower debt amort potential Norway E&P outlook remains positive given recent long-term outlooks by Equinor and Var Energi. Good demand for ODL's quality owned fleet. Market outside of Norway is softer in 2025 as multi year development programs take time to commence although is not directly impactful to ODL's given its UDW HE Semisub fleet's" [X Link](https://x.com/TommyDeepwater/status/1890035454755385611) 2025-02-13T13:49Z 13.3K followers, 5059 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, 9764 engagements "@mannyag1528 Manuel -- thank you I did not see that in the press release nor an 8-K Looks like its below market return on that note especially with the PIK. I bet some credit investors would give that a bid if Noble wanted to sell albeit at a discount to par" [X Link](https://x.com/TommyDeepwater/status/1998390653487611906) 2025-12-09T13:53Z 13.3K followers, XXX engagements "Did Morgan Stanley model $GALP.PT $SEI.V Namibia PEL XX development too slow Compare that to $XOM Guyana/Stabroek as a comp since Liza discovery (pictured) MS stated a lot of Mopane FCF is long-dated but thats based on their slow development timeline. Likely developed faster" [X Link](https://x.com/TommyDeepwater/status/1813290913210544371) 2024-07-16T19:13Z 13.3K followers, 7916 engagements "@PlJohan1 No position in DVD but given Saipem is going through a M&A transaction with Subsea X (2H 2026 close) they may favor extending the purchase option. I do think it makes sense for them to exercise the purchase option but may not have urgency to do it in 2025" [X Link](https://x.com/TommyDeepwater/status/1985393109056798748) 2025-11-03T17:06Z 13.3K followers, XXX engagements "$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 "$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 $400ks on this quality rig w/ that term Nordkapp likely to follow soon with AkerBP. NCS Semisub market is healthy" [X Link](https://x.com/TommyDeepwater/status/1990132277443990014) 2025-11-16T18:58Z 13.3K followers, 4756 engagements "$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, 6719 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 "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, 5185 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 "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 "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 $HYG" [X Link](https://x.com/TommyDeepwater/status/1996063601761673500) 2025-12-03T03:47Z 13.3K followers, 7622 engagements "@OlaRugsveen @AndersSjastad @Homervshomer I think the project will need at least X high spec drillship I can certainly see X drillships on Venus. Total just did a drillship and semisub for its GranMorgu project in Suriname A semisub can also provide some advantages. Total also has Tungsten Explorer JV it used before" [X Link](https://x.com/TommyDeepwater/status/1996261527251533917) 2025-12-03T16:53Z 13.3K followers, XXX engagements "@mike_oil_invest As a former Paperboy in my teens I'm relieved the algorithm did not skip your house with delivery this Saturday morning Thanks for reading Mike. FYI - Suriname is initiating a new offshore auction for a few blocks" [X Link](https://x.com/TommyDeepwater/status/1997443380335521916) 2025-12-06T23:09Z 13.3K followers, XXX engagements "@freakmaster222 Good point. West Africa is not really a core market for Transocean so there are some potential efficiency gains here" [X Link](https://x.com/TommyDeepwater/status/1998168095861719438) 2025-12-08T23:09Z 13.3K followers, XXX engagements "$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 "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, 3755 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 $PBR won't scrap Bzios but with rig awards slipping a few months it may push some capex to support divy & oil market While Bzios is a source of oil supply concerns Petrobras also has mature fields in natural decline (not pictured) that temper worries about Bzios-driven production growth in the global oil market" [X Link](https://x.com/TommyDeepwater/status/1993371547986276711) 2025-11-25T17:29Z 13.3K followers, 5115 engagements "Constellation Drilling is the largest regional deepwater driller in Brazil. Owns X rigs #OOTT #Brazil Said today on call it sees no signs of delay from active Petrobras Buzios tender and totally disagrees w/ recent Bloomberg report saying rig deals would be delayed 🍿" [X Link](https://x.com/TommyDeepwater/status/1993792127197667359) 2025-11-26T21:21Z 13.3K followers, 10.3K engagements "Petrobras 20262030 Plan offers insight into future oil production rig demand and even crude tanker ton-miles. PBRs Plan noted a need for X fewer rigs later this decade likely reflecting weaker oil prices and a post-Bzios taper in E&P capex though 5-year budgets can shift with oil prices and exploration outcomes (1) Brazils Tupi field eclipsed X million bpd in 20192020. Today Tupi produces 850k bpd vs. Bzios 790k bpd but Bzios is on track to reach XXX mmbpd by late 2020s and exceed North Dakotas Bakken (1.2 million bpd)supportive for crude-tanker ton-miles all else equal. (2) Petrobras plan to" [X Link](https://x.com/TommyDeepwater/status/1997282908684337499) 2025-12-06T12:32Z 13.3K followers, 18.3K engagements "$RIG 7G Skyros to Australia at $406k dayrate for XXX days 1Q27 start also comes with options. Presumably Chevron's Gorgon Phase X sanctioned last week Separately Skyros is about to commence an intriguing exploration program for Murphy in Cote d'Ivoire through Mar '26" [X Link](https://x.com/TommyDeepwater/status/1998160401935310890) 2025-12-08T22:38Z 13.3K followers, 5911 engagements "$NE selling X jackups to $BORR for $360mm though only $210mm in cash. Borr funding the cash via a $150mm tap of its XXXXXX% 2030 notes and an $85mm equity raise while Noble receives a $150mm X year seller note. Cash is king but NE comfortable as a credit investor on these rigs Also selling a 6th rig to a separate buyer" [X Link](https://x.com/TommyDeepwater/status/1998174267364548712) 2025-12-08T23:34Z 13.3K followers, 7307 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 "CLOs highly incentivized to avoid defaults b/c structures often require defaulted assets to be carried at lower of market price and rating agency recovery rate via a punitive mark-to-market feature and reorganized equity is carried at 0.bad for OC tests and their mgmt fees CLO's generally have default rates well below LevLoan market default rate levels bc the structures incentivize managers to avoid risk (as much as they can). First Brands happened fast so it was hard to avoid. CLO's often have a bucket allowing them to hold a small amount of collateral in DIP loans to help protect their" [X Link](https://x.com/TommyDeepwater/status/1998473523287797941) 2025-12-09T19:23Z 13.3K followers, XX 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 lee, namibia, $odlol, norway 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 -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +14%
- X Month XX -XX%
- X Months XXX +55%
- X Year XXX +33%
Followers: XXXXXX #
- X Week XXXXXX +0.49%
- X Month XXXXXX +1.10%
- X Months XXXXXX +5.50%
- X Year XXXXXX +17%
CreatorRank: XXXXXXX #
Social Influence
Social category influence countries XXXX% stocks XX% finance XXXX% cryptocurrencies XXX%
Social topic influence lee #1669, namibia #156, $odlol #3, norway #839, $borr #3, $ne #156, $360mm #1, debt #1557, $sdrl 5%, $nolol #1
Top accounts mentioned or mentioned by @homervshomer @anderssjastad @olarugsveen @coeus12345 @maloftis1 @freakmaster222 @mannyag1528 @pljohan1 @bloomberg @ultradeep3 @nstepmum @olaharaldmoen1 @fredkosters @mikeoilinvest @originalbraila @babyanteaterinc @natgasturk @100xcompounding @mike_oil_invest @grayson_anderse
Top assets mentioned Noble Corporation (NE) Seadrill Limited (SDRL) PolkaBridge (PBR) Transocean LTD. (RIG) Morgan Stanley (MS) Exxon Mobil (XOM) Validity (VAL) Tidewater, Inc. (TDW) TotalEnergies SE (TTE)
Top Social Posts
Top posts by engagements in the last XX hours
"$BORR followed through on its signaled M&A plans buying five $NE jackups for $360mm while Noble sold a 6th unit separately for total proceeds of $424mm. The transaction reinforces Borrs jackup focus while NE leans further into deepwater and gains $250-260mm of cash optionality (1) Noble sold six jackup rigs for a total of $424mm: three JU-3000N units at an implied $77mm each and three CJ50 rigs at roughly $64mm each (based on the sale to Ocean Oilfield Drilling). For comparison Seadrill sold three JU-3000N jackups in July 2024 for $113mm per rig. With the jackup market softening since then"
X Link 2025-12-09T13:02Z 13.3K followers, 4708 engagements
"$ODL.OL 4Q EBITDA beat $93mm vs $87mm est NCS Semisub market serving ODL well. Healthy market. XXX% booked fleet through 2026 and contracted dayrates set to increase XX% in 2025 Divy doubled w room for further improvement when SPS program finishes 2Q25 and lower debt amort potential Norway E&P outlook remains positive given recent long-term outlooks by Equinor and Var Energi. Good demand for ODL's quality owned fleet. Market outside of Norway is softer in 2025 as multi year development programs take time to commence although is not directly impactful to ODL's given its UDW HE Semisub fleet's"
X Link 2025-02-13T13:49Z 13.3K followers, 5059 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 2025-12-03T15:13Z 13.3K followers, 9764 engagements
"@mannyag1528 Manuel -- thank you I did not see that in the press release nor an 8-K Looks like its below market return on that note especially with the PIK. I bet some credit investors would give that a bid if Noble wanted to sell albeit at a discount to par"
X Link 2025-12-09T13:53Z 13.3K followers, XXX engagements
"Did Morgan Stanley model $GALP.PT $SEI.V Namibia PEL XX development too slow Compare that to $XOM Guyana/Stabroek as a comp since Liza discovery (pictured) MS stated a lot of Mopane FCF is long-dated but thats based on their slow development timeline. Likely developed faster"
X Link 2024-07-16T19:13Z 13.3K followers, 7916 engagements
"@PlJohan1 No position in DVD but given Saipem is going through a M&A transaction with Subsea X (2H 2026 close) they may favor extending the purchase option. I do think it makes sense for them to exercise the purchase option but may not have urgency to do it in 2025"
X Link 2025-11-03T17:06Z 13.3K followers, XXX engagements
"$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 2025-11-06T21:08Z 13.3K followers, 7212 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 $400ks on this quality rig w/ that term Nordkapp likely to follow soon with AkerBP. NCS Semisub market is healthy"
X Link 2025-11-16T18:58Z 13.3K followers, 4756 engagements
"$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 2025-11-17T12:10Z 13.3K followers, 6719 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 2025-11-20T22:54Z 13.3K followers, 3232 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 2025-11-22T12:50Z 13.3K followers, 5185 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 2025-11-25T14:20Z 13.3K followers, 6917 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 2025-11-29T12:45Z 13.3K followers, 19.5K 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 $HYG"
X Link 2025-12-03T03:47Z 13.3K followers, 7622 engagements
"@OlaRugsveen @AndersSjastad @Homervshomer I think the project will need at least X high spec drillship I can certainly see X drillships on Venus. Total just did a drillship and semisub for its GranMorgu project in Suriname A semisub can also provide some advantages. Total also has Tungsten Explorer JV it used before"
X Link 2025-12-03T16:53Z 13.3K followers, XXX engagements
"@mike_oil_invest As a former Paperboy in my teens I'm relieved the algorithm did not skip your house with delivery this Saturday morning Thanks for reading Mike. FYI - Suriname is initiating a new offshore auction for a few blocks"
X Link 2025-12-06T23:09Z 13.3K followers, XXX engagements
"@freakmaster222 Good point. West Africa is not really a core market for Transocean so there are some potential efficiency gains here"
X Link 2025-12-08T23:09Z 13.3K followers, XXX engagements
"$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 2024-01-13T12:52Z 13.3K followers, 29.3K 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 2025-10-24T19:16Z 13.3K followers, 3755 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 $PBR won't scrap Bzios but with rig awards slipping a few months it may push some capex to support divy & oil market While Bzios is a source of oil supply concerns Petrobras also has mature fields in natural decline (not pictured) that temper worries about Bzios-driven production growth in the global oil market"
X Link 2025-11-25T17:29Z 13.3K followers, 5115 engagements
"Constellation Drilling is the largest regional deepwater driller in Brazil. Owns X rigs #OOTT #Brazil Said today on call it sees no signs of delay from active Petrobras Buzios tender and totally disagrees w/ recent Bloomberg report saying rig deals would be delayed 🍿"
X Link 2025-11-26T21:21Z 13.3K followers, 10.3K engagements
"Petrobras 20262030 Plan offers insight into future oil production rig demand and even crude tanker ton-miles. PBRs Plan noted a need for X fewer rigs later this decade likely reflecting weaker oil prices and a post-Bzios taper in E&P capex though 5-year budgets can shift with oil prices and exploration outcomes (1) Brazils Tupi field eclipsed X million bpd in 20192020. Today Tupi produces 850k bpd vs. Bzios 790k bpd but Bzios is on track to reach XXX mmbpd by late 2020s and exceed North Dakotas Bakken (1.2 million bpd)supportive for crude-tanker ton-miles all else equal. (2) Petrobras plan to"
X Link 2025-12-06T12:32Z 13.3K followers, 18.3K engagements
"$RIG 7G Skyros to Australia at $406k dayrate for XXX days 1Q27 start also comes with options. Presumably Chevron's Gorgon Phase X sanctioned last week Separately Skyros is about to commence an intriguing exploration program for Murphy in Cote d'Ivoire through Mar '26"
X Link 2025-12-08T22:38Z 13.3K followers, 5911 engagements
"$NE selling X jackups to $BORR for $360mm though only $210mm in cash. Borr funding the cash via a $150mm tap of its XXXXXX% 2030 notes and an $85mm equity raise while Noble receives a $150mm X year seller note. Cash is king but NE comfortable as a credit investor on these rigs Also selling a 6th rig to a separate buyer"
X Link 2025-12-08T23:34Z 13.3K followers, 7307 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 2025-12-09T00:45Z 13.3K followers, XXX engagements
"CLOs highly incentivized to avoid defaults b/c structures often require defaulted assets to be carried at lower of market price and rating agency recovery rate via a punitive mark-to-market feature and reorganized equity is carried at 0.bad for OC tests and their mgmt fees CLO's generally have default rates well below LevLoan market default rate levels bc the structures incentivize managers to avoid risk (as much as they can). First Brands happened fast so it was hard to avoid. CLO's often have a bucket allowing them to hold a small amount of collateral in DIP loans to help protect their"
X Link 2025-12-09T19:23Z 13.3K followers, XX engagements