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[@Ultradeep3](/creator/twitter/Ultradeep3)
"$OIH $RIG $NE $VAL"  
[X Link](https://x.com/Ultradeep3/status/1953398237181677944) [@Ultradeep3](/creator/x/Ultradeep3) 2025-08-07T10:10Z 7663 followers, 14K engagements


"Interesting offshore research piece out on the collapse of exploration drilling (down XX% from peak) vs a slow structural increase (2% cagr) in dev drilling. Lack of exploration discoveries likely unsustainable v production target lvls (eg XX RRR 27%) $OIH $RIG $NE $VAL"  
[X Link](https://x.com/Ultradeep3/status/1968997481355546655) [@Ultradeep3](/creator/x/Ultradeep3) 2025-09-19T11:15Z 7661 followers, 8428 engagements


"$SLB $OIH $RIG $NE First and foremost I think deepwater remains easy to stay and easy to grow as a market. It has several economics. And it is seen as a place to invest to unlock new resource. You see its not only development FID its also exploration"  
[X Link](https://x.com/Ultradeep3/status/1979358866203906121) [@Ultradeep3](/creator/x/Ultradeep3) 2025-10-18T01:28Z 7657 followers, 5193 engagements