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![boyer_jeremie Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1100077361909899265.png) Jérémie Boyer [@boyer_jeremie](/creator/twitter/boyer_jeremie) on x XXX followers
Created: 2025-07-18 16:19:20 UTC

Offshore is tightening fast.
• Jackup utilization: XX% (May '25)
• Active rigs down >50% since 2014
• 7th-gen drillships at $650K/day
• $RIG backlog: $7.9B into 2027
Most investors still aren’t paying attention. That won’t last.
$NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946243399528357913/c:line.svg)

**Related Topics**
[val](/topic/val)
[$odlol](/topic/$odlol)
[$borr](/topic/$borr)
[$79b](/topic/$79b)
[$650kday](/topic/$650kday)
[$rig](/topic/$rig)
[$ne](/topic/$ne)
[$val](/topic/$val)

[Post Link](https://x.com/boyer_jeremie/status/1946243399528357913)