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[@TommyDeepwater](/creator/twitter/TommyDeepwater)
"$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


"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, 7636 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, 7257 engagements


"$XOM $CVX $SHEL $GALP.PL $TTE $BP $SEI.V World's Largest Oil Discovery in XX Years is Up for Sale (1) As XOM and CVX battle in international courts over the right to buy $HES XX% interest in Stabroek Block (Guyana) a XX% interest in 9890 sq km offshore block in Namibia (PEL 83) that produced the worlds largest oil discovery in XX years is up for sale. Galp Energias first two exploration wells in PEL XX produced a 10B boe discovery Mopane. Galp is only a $3B EBITDA company. It is too small to fund development of its XX% interest in PEL XX and is looking for a larger partner to fund its"  
[X Link](https://x.com/TommyDeepwater/status/1791797388891300168) [@TommyDeepwater](/creator/x/TommyDeepwater) 2024-05-18T11:46Z 13.1K followers, 17.6K 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


"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


"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, 4389 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, 10.8K 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, 3251 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


"$KOS $GLNG FLNG Gimi provides offshore liquefaction for gas from the deepwater GTA Phase X project now finally starting up. Golars model is midstream-like earning a tolling fee for its FLNG capacity whereas Kosmos has an E&P XXXX% non-operator interest in the gas project $BP"  
[X Link](https://x.com/TommyDeepwater/status/1960452647208853977) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-08-26T21:21Z 13.1K followers, 5039 engagements


"Rhinos Volans-1X a high liquid-yield gas condensate discovery 26m net pay from diff reservoir than Sagittarius-1X and Capricornus-1X discoveries in Namibia PEL XX #OOTT Capricornus light oil discovery looks most promising w/ limited associated gas. I expect more drilling"  
[X Link](https://x.com/TommyDeepwater/status/1973431917547757966) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-01T16:56Z 13.1K followers, 6170 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


"@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