[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 namibia, $rig, $val, $xom the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::25176571/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +145% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::25176571/posts_active)  - X Week XX -XXXX% - X Month XX -XXXX% - X Months XXX +33% - X Year XXX +20% ### Followers: XXXXXX [#](/creator/twitter::25176571/followers)  - X Week XXXXXX +0.25% - X Month XXXXXX +0.94% - X Months XXXXXX +6.90% - X Year XXXXXX +20% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::25176571/influencer_rank)  ### Social Influence [#](/creator/twitter::25176571/influence) --- **Social category influence** [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXX% [finance](/list/finance) XXX% [travel destinations](/list/travel-destinations) XXX% **Social topic influence** [namibia](/topic/namibia) #159, [$rig](/topic/$rig) #21, [$val](/topic/$val) #14, [$xom](/topic/$xom) #52, [guyana](/topic/guyana) #298, [$shel](/topic/$shel) #11, [brazil](/topic/brazil) 0.99%, [rates](/topic/rates) 0.99%, [$tdw](/topic/$tdw) #5, [norway](/topic/norway) #972 **Top accounts mentioned or mentioned by** [@mike_oil_invest](/creator/undefined) [@icbarrett](/creator/undefined) [@tandsaet](/creator/undefined) [@natgasturk](/creator/undefined) [@jibbybagger](/creator/undefined) [@jamesiebabie1](/creator/undefined) [@mugsluck](/creator/undefined) [@kentgra88631041](/creator/undefined) [@vmaxpax](/creator/undefined) [@javimedi95](/creator/undefined) [@texastradman](/creator/undefined) [@freakmaster222](/creator/undefined) [@olarugsveen](/creator/undefined) [@ultradeep3](/creator/undefined) [@hierony69122434](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@oilgastourist](/creator/undefined) [@robhawcroft](/creator/undefined) [@agent0088156721](/creator/undefined) [@ericeche](/creator/undefined) **Top assets mentioned** [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Exxon Mobil (XOM)](/topic/$xom) [Tidewater, Inc. (TDW)](/topic/$tdw) [BP p.l.c. (BP)](/topic/$bp) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [Convex Finance (CVX)](/topic/$cvx) [Hess Corp. (HES)](/topic/$hes) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Schlumberger NV (SLB)](/topic/$slb) ### Top Social Posts [#](/creator/twitter::25176571/posts) --- Top posts by engagements in the last XX hours "$XOM Prosperity FPSO (Payara) is abut 50-55 km to NW of where Whiptail potentially would be a similar distance from Mopane-1X (Galp) to Capricornus-1X (Rhino) in Namibia. Namibia needs more exploration and appraisal before Guyana comparisons can be made. Don't sleep on Suriname" [X Link](https://x.com/TommyDeepwater/status/1951639670233694379) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-08-02T13:42Z 13.1K followers, 2945 engagements "Nobles new 2-year US Gulf contracts for 7G drillships BlackHornet and BlackLion reflect slightly higher adjusted dayrates than VAL's DS-16 and DS-18 deals announced in early July 2025 Dayrates have reduced in past XX months maybe stabilizing Expect Brazil modestly lower than rates in the US Gulf *Dayrates are only loosely disclosed in press releases; the chart below standardizes them based on assumptions and estimates subject to interpretation" [X Link](https://x.com/TommyDeepwater/status/1974429518157770855) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-04T11:00Z 13.1K followers, 10.9K engagements "$RIG $VAL $TDW $OIH Var Energi first E&P of Qtr to report today. Var is the Norway E&P business $XOM and $E both sold. They thought it was mature in '19 but now is growing. Market cap $8B $VAR.OL is in offshore growth mode at $30/bbl breakevens and XX% IRR's. Its not just Guyana" [X Link](https://x.com/TommyDeepwater/status/1716964206312923285) [@TommyDeepwater](/creator/x/TommyDeepwater) 2023-10-24T23:45Z 13.1K followers, 14.2K engagements "$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) [@TommyDeepwater](/creator/x/TommyDeepwater) 2024-01-13T12:52Z 13.1K followers, 29.2K 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, 3248 engagements "Upstream reports $SHEL increasing activity in So Tom y Principe deepwater exploration in West Africa. Petrobras Total Galp also there Maybe early () but a multi well exploration program could be nice 2026-2027 floater work. Maybe leads to more $VAL $NE $RIG $NOL.OL $SDRL" [X Link](https://x.com/TommyDeepwater/status/1965191669332259292) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-09-08T23:13Z 13.1K followers, 5016 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, 11.3K engagements "I liked Sintana for its stake in Namibias PEL XX and Galps Mopane discoveries. I had hoped their Mopane interest would convert into a royalty on future PEL XX production but that doesnt appear to be their plan Aquisition of Challenger: Uruguay blocks are interesting but are longer-term. I began following Challenger on news of Charlestown (tied to Sintana) taking an interest about XX months ago. It's exploration and the conjugate margin theory has appeal although recall Argentina's deepwater Argerich-1X well in 2024 was a duster. It's likely there are hydrocarbons in deepwater Uruguay but you" [X Link](https://x.com/TommyDeepwater/status/1976330676866523157) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-09T16:55Z 13.1K followers, 4521 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, 5854 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, 7550 engagements "@ShaleTier7 Excellent work - thank you for sharing. Murphy expected to kick off a 3-well Cte d'Ivoire exploration campaign in December Eni has had recent exploration and production success here. Eni's Murene-1X in early 2024 was successful with good resource potential. Will be a fun follow" [X Link](https://x.com/TommyDeepwater/status/1978450698044866620) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-10-15T13:19Z 13.1K followers, XXX 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 "Good info on US Shale Nat Gas near major LNG export infrastructure in Louisiana. Robert posts good E&P work $UNG $LNG $BP BP also continues as a big deepwater player in US Gulf. Wonder if they have as strong as of a taste in 7G+ Drillships as Shell $RIG BP Invictus @ X yrs 2024" [X Link](https://x.com/TommyDeepwater/status/1958345279259971813) [@TommyDeepwater](/creator/x/TommyDeepwater) 2025-08-21T01:47Z 13.1K followers, 6134 engagements "$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, 12.2K 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, 7051 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, 4238 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
[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 namibia, $rig, $val, $xom the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +145%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week XX -XXXX%
- X Month XX -XXXX%
- X Months XXX +33%
- X Year XXX +20%
Followers: XXXXXX #
- X Week XXXXXX +0.25%
- X Month XXXXXX +0.94%
- X Months XXXXXX +6.90%
- X Year XXXXXX +20%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence countries XXXX% stocks XXXX% cryptocurrencies XXXX% currencies XXX% finance XXX% travel destinations XXX%
Social topic influence namibia #159, $rig #21, $val #14, $xom #52, guyana #298, $shel #11, brazil 0.99%, rates 0.99%, $tdw #5, norway #972
Top accounts mentioned or mentioned by @mike_oil_invest @icbarrett @tandsaet @natgasturk @jibbybagger @jamesiebabie1 @mugsluck @kentgra88631041 @vmaxpax @javimedi95 @texastradman @freakmaster222 @olarugsveen @ultradeep3 @hierony69122434 @sfarringtonbkc @oilgastourist @robhawcroft @agent0088156721 @ericeche
Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Exxon Mobil (XOM) Tidewater, Inc. (TDW) BP p.l.c. (BP) Noble Corporation (NE) Seadrill Limited (SDRL) Convex Finance (CVX) Hess Corp. (HES) Cheniere Energy, Inc. (LNG) Schlumberger NV (SLB)
Top Social Posts #
Top posts by engagements in the last XX hours
"$XOM Prosperity FPSO (Payara) is abut 50-55 km to NW of where Whiptail potentially would be a similar distance from Mopane-1X (Galp) to Capricornus-1X (Rhino) in Namibia. Namibia needs more exploration and appraisal before Guyana comparisons can be made. Don't sleep on Suriname"
X Link @TommyDeepwater 2025-08-02T13:42Z 13.1K followers, 2945 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, 10.9K engagements
"$RIG $VAL $TDW $OIH Var Energi first E&P of Qtr to report today. Var is the Norway E&P business $XOM and $E both sold. They thought it was mature in '19 but now is growing. Market cap $8B $VAR.OL is in offshore growth mode at $30/bbl breakevens and XX% IRR's. Its not just Guyana"
X Link @TommyDeepwater 2023-10-24T23:45Z 13.1K followers, 14.2K engagements
"$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 @TommyDeepwater 2024-01-13T12:52Z 13.1K followers, 29.2K 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, 3248 engagements
"Upstream reports $SHEL increasing activity in So Tom y Principe deepwater exploration in West Africa. Petrobras Total Galp also there Maybe early () but a multi well exploration program could be nice 2026-2027 floater work. Maybe leads to more $VAL $NE $RIG $NOL.OL $SDRL"
X Link @TommyDeepwater 2025-09-08T23:13Z 13.1K followers, 5016 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, 11.3K engagements
"I liked Sintana for its stake in Namibias PEL XX and Galps Mopane discoveries. I had hoped their Mopane interest would convert into a royalty on future PEL XX production but that doesnt appear to be their plan Aquisition of Challenger: Uruguay blocks are interesting but are longer-term. I began following Challenger on news of Charlestown (tied to Sintana) taking an interest about XX months ago. It's exploration and the conjugate margin theory has appeal although recall Argentina's deepwater Argerich-1X well in 2024 was a duster. It's likely there are hydrocarbons in deepwater Uruguay but you"
X Link @TommyDeepwater 2025-10-09T16:55Z 13.1K followers, 4521 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, 5854 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 @TommyDeepwater 2025-10-11T12:03Z 13.1K followers, 7550 engagements
"@ShaleTier7 Excellent work - thank you for sharing. Murphy expected to kick off a 3-well Cte d'Ivoire exploration campaign in December Eni has had recent exploration and production success here. Eni's Murene-1X in early 2024 was successful with good resource potential. Will be a fun follow"
X Link @TommyDeepwater 2025-10-15T13:19Z 13.1K followers, XXX 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 @TommyDeepwater 2024-05-18T11:46Z 13.1K followers, 17.6K engagements
"Good info on US Shale Nat Gas near major LNG export infrastructure in Louisiana. Robert posts good E&P work $UNG $LNG $BP BP also continues as a big deepwater player in US Gulf. Wonder if they have as strong as of a taste in 7G+ Drillships as Shell $RIG BP Invictus @ X yrs 2024"
X Link @TommyDeepwater 2025-08-21T01:47Z 13.1K followers, 6134 engagements
"$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, 12.2K 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, 7051 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, 4238 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