Noble Corp 公布了 2025 年第一季度业绩，其中包括一些值得关注的运营亮点。Noble 销售的 25 艘浮式钻井平台在第一季度的签约率为 80%，而上一季度为 74%。自上个季度以来，新增的待完成订单使浮式钻井平台总待完成订单量增加了 15 个钻井年，从而显著提升了未来几年的合同覆盖率。近期一级钻井船的日租租金在 40 万美元左右，而第六代浮式钻井平台的日租租金则在 30 万美元左右到 40 万美元之间。

Noble公司销售的13座自升式钻井平台第一季度的使用率为74%，而上一季度的利用率为82%。尽管近期租船合同有限，但北海恶劣环境自升式钻井平台的领先日租费率保持稳定。

新合同总价值在22亿美元至27亿美元之间，包括“Noble Voyager”号钻井船和第二艘Noble V级第七代钻井船，均与壳牌公司签订了为期四年的美国墨西哥湾钻井合同。这两份合同计划分别于2026年中期和2027年第四季度生效，基准日费率均为6.06亿美元。此外，还有可能获得最高相当于基准日费率20%的绩效激励。绩效激励并非保证，取决于是否达到特定的绩效目标。

Noble Developer号和一艘即将于未来几个月命名的Noble V级第七代钻井船分别获得了道达尔能源公司在苏里南签订的16口井（预计工期1060天）的钻井合同，预计将于2026年第四季度至2027年第一季度开始施工。两份合同的固定收入合计为7.53亿美元。这些合同还将额外带来2.97亿美元的收入，这些收入将与道达尔能源公司的集体运营绩效计划挂钩。

Noble Discoverer 通过行使期权的方式从哥伦比亚的巴西石油公司获得了 390 天的延期，以现有的日费率将该钻井平台的使用时间从 2025 年 7 月延长至 2026 年 8 月。

Noble Regina Allen 在苏里南获得了一份单井合同，预计工期为 65 天，预计将于 2025 年第四季度开始，合同总价值估计为 1770 万美元（包括动员费和遣散费）。

Noble Viking 从文莱壳牌石油公司获得了一份包含一口井和一项期权的合同，计划于 2025 年第四季度开始，预计合同固定价值为 1400 万美元。

Noble Intrepid 已与挪威 DNO Norge 签订了一份单井合同，该合同预计将于 2025 年 8 月开始，预计持续 50-90 天。

Noble Corp reported Q1 2025 results, including some notable operational highlights. Noble’s marketed fleet of twenty-five floaters was 80% contracted during the first quarter, compared with 74% in the prior quarter. Recent backlog additions since last quarter have added 15 rig years of total floater backlog, materially enhancing contract coverage over the next several years. Recent dayrate fixtures for Tier-1 drillships have been in the low-to-high $400,000s, with 6th-generation floater fixtures between the low $300,000s to mid $400,000s.

Use of Noble’s 13 marketed jackups was 74% in the first quarter, versus 82% utilization during the prior quarter. Leading edge dayrates for harsh environment jackups in the North Sea remained stable, albeit with limited fixtures recently.

New contracts with total contract value of between $2.2 to $2.7 billion include the Noble Voyager and a second Noble V-class 7th generation drillship, each awarded 4-year contracts with Shell in the US Gulf. The two contracts, scheduled to commence in mid 2026 and Q4 2027, each include a base dayrate value of $606 million. Furthermore, there is the potential to earn performance incentive compensation of up to a maximum of 20% of the base value. The performance incentive is not guaranteed and is contingent upon achieving specific performance targets.

Noble Developer and a Noble V-class 7th generation drillship to be named in the coming months have each been awarded 16-well (estimated 1,060 days) contracts with TotalEnergies in Suriname which are expected to commence between Q4 2026 and Q1 2027. Together, the firm revenue of the two contracts is $753 million. These contracts allow for an additional $297 million in revenue tied to collective operational performance program with TotalEnergies.

Noble Discoverer received a 390-day extension from Petrobras in Colombia via option exercise, extending the rig from July 2025 to August 2026 at its existing dayrate.

Noble Regina Allen received a one-well contract in Suriname with estimated duration of 65 days expected to commence in Q4 2025 with a total contract value estimated at $17.7 million including mobilization and demobilization fees.

Noble Viking received a contract from Brunei Shell Petroleum for one well plus one option, scheduled to commence in Q4 2025 with an estimated firm contract value of $14 million.

Noble Intrepid has been awarded a one-well contract with DNO Norge in Norway that is expected to commence in August 2025 with estimated duration of 50-90 days.