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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: 2025-07-25 18:30:40 UTC

Everyone ignored offshore drilling stocks for years. Now:

- $VAL & $NE → Record contracts locked through 2027
- $RIG → Pricing power accelerating fast
- $TDW → Fleet fully booked, asset values surging
- $BORR, $SDRL, $ODL.OL → Deepwater rig shortage driving rates.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948813166378713161/c:line.svg)

**Related Topics**
[rates](/topic/rates)
[$odlol](/topic/$odlol)
[$borr](/topic/$borr)
[stocks](/topic/stocks)
[$val](/topic/$val)
[coins made in usa](/topic/coins-made-in-usa)
[coins pos](/topic/coins-pos)
[$ne](/topic/$ne)

[Post Link](https://x.com/boyer_jeremie/status/1948813166378713161)