Company Overview and News

51
How Fragmented Is The Offshore Drilling Industry?

2018-10-11 seekingalpha
I look at raw data. There are at least 125 offshore drilling companies out there, and many of them are still able to compete.
SDLP NE ESV NOBGF PACDQ N21 NOBGY SDRL RIG

51
Stena Drilling Retires Semi-Sub: Will Mass Scrapping Finally Begin?

2018-10-05 seekingalpha
Smaller, weaker players try to hang on to their rigs, but even majors have room to get slimmer.
SDLP NE ESV PGNPQ NOBGF N21 HERO NOBGY SDRL RIG HEROQ

52
Here's What Transocean's New Contract Says About Dayrates

2018-09-28 seekingalpha - 1
The dayrate is similar to the implied dayrate in a recent Diamond Offshore contract, potentially hinting on where the ceiling for long-term top rig contracts is now.
SDLP NE ESV NOBGF N21 NOBGY SDRL RIG PBR

51
Will Drillship Rates Rise Rapidly? Part 2

2018-09-27 seekingalpha
At the beginning of September, I laid out my views on the potential of a rapid increase in drillship dayrates. That article sparked lively discussion.
ATW SDLP NE ESV NOBGF N21 NOBGY SDRL RIG

5
Transocean: New Contract Analysis

2018-09-24 seekingalpha
Transocean recently acquired a 33.3% stake in the Transocean Norge drilling rig, which was just awarded a contract with Equinor.
SDLP RIG

54
Another Contract In A Flurry Of Harsh-Environment Jobs

2018-09-22 seekingalpha
I discuss the contract and look at the broader picture for the harsh-environment segment of the market.
SDLP ESV NE NOBGF XOM N21 NOBGY SDRL RIG

51
Seadrill Group On The Roll Again, Or Is It?

2018-09-21 seekingalpha
In spite of a strong message from the media, indicating that the offshore drilling sector is coming out of the rock bottom, I do not see a floaters' recovery, yet.
SDLP NADLQ SDRL NATDQ NATDF NADL

61
Equinor Hires West Hercules Rig for Drilling in Barents Sea

2018-09-20 zacks
Equinor ASA (EQNR - Free Report) has awarded a drilling contract to a subsidiary of Seadrill Ltd. SDRL, Seadrill Norway Operations Ltd, for the use of semi-submersible rig, West Hercules. The contract relates to drilling of two exploration wells in the Barents Sea with options for drilling nine additional wells. Drilling is anticipated to commence in the spring of 2019. The rig is mainly allocated for exploration drilling.
HLX WFC WFCNP SDLP XOM RHT SDRL CSIQ

51
Seadrill: New Contract Is Good For Business

2018-09-20 seekingalpha
Seadrill recently secured a contract with Equinor for the use of the West Hercules in exploratory drilling in the Barents Sea.
SDLP SDRL

54
Seadrill Gets Contract From Equinor

2018-09-20 seekingalpha
The day rate is undisclosed, but recent fixtures show that it should be somewhere near the $300,000 mark.
SDLP PACDQ XOM SDRL

8
Exxon Hires Drilling rig West Aquarius From Seadrill Partners

2018-09-19 zacks
Exxon Mobil Corporation (XOM - Free Report) has hired Seadrill Partners LLC’s semi-submersible drilling rig — West Aquarius — to drill a well offshore Canada. The initial agreement is for one firm well and the company has multiple options to extend the contract. Per Seadrill Partners, the firm portion of the contract is valued at about $24 million and is scheduled to commence operations between May and July 2019.
SDLP TCP XOM

8
Seadrill Partners Gets A Contract From Exxon Mobil

2018-09-19 seekingalpha
Seadrill Partners (SDLP) has just reported that it secured a one-well contract with multiple options with Exxon Mobil (XOM) for its semi-sub West Aquarius. The rig will drill in Canada between May 2019 and July 2019. The backlog for the firm portion of the contract is approximately $24 million. Seadrill Partners also added that the contract has multiple options.
SDLP XOM

52
Will Jack-Up Rates Rise Rapidly?

2018-09-13 seekingalpha - 1
I continue the discussion on rig supply fundamentals, which began in my work on floater supply fundamentals.
SDLP NE ESV NOBGF N21 NOBGY SDRL RIG BDRLF

52
Will Drillship Rates Rise Rapidly?

2018-09-07 seekingalpha - 1
I come to a conclusion that the market remains significantly oversupplied, and I don't see this problem solved in 2019 to allow for a doubling of rates in 2020.
SDLP NE ESV NOBGF N21 PACDQ NOBGY SDRL RIG

52
Seadrill Partners: A Look At The Second-Quarter Results

2018-08-27 seekingalpha - 1
Revenues for the second quarter were $418.1 million, compared to $194.3 million in the first quarter.
SDLP ESV SDRL

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