Esgian 高级钻井分析师 Matthew Donovan 表示，当前海上钻井市场的升级周期不仅限于浮式钻井平台，全球自升式钻井平台的活动量和日费率均显着增加。

在 9 月 26 日由国际钻井承包商协会 (IADC) 主办的海上区域论坛上，多诺万指出，未来几年优质自升式钻井平台的供应仍将紧张。

他表示，该船队目前共有 500 艘钻井平台，其中包括 22 艘在建钻井平台和 60 座冷堆钻井平台，并指出中东继续主导自升式钻井平台市场。

例如，今年夏天早些时候的一系列交易中，多个装置进入该地区，要么是根据意大利 Saipem 与一家未公开的运营商之间的多年合同，要么是作为 ADNOC Drilling 多年船队扩张计划的一部分。Saipem 在达成交易时表示，预计到 2023 年底，该地区将拥有 7 个钻井平台。

该地区的活动不仅限于钻机。ADNOC Logistics and Services通过其 Zakher Marine International Holdings 子公司接收了 8 艘自航式 JUB，最近将其自升式驳船 (JUB)船队规模扩大了 25%。

多诺万指出，由于需求平淡，美国墨西哥湾和南美等较小的市场变得更加紧张。他指出，自升式钻井平台的合同期限仍然很高，2023 年上半年平均为 624 天。他表示，2022 年签订新合同的钻井平台正在完成重新启动和合同准备工作，并补充说，预计未来几年利用率将保持在较高水平由于关键领域的长期合同。

自升式钻井平台需求的热点地区包括中东、印度、中国、东南亚和墨西哥。“虽然需求仍然很高，但一些老化的设备可能会在未来几年退出竞争船队，被新建设备取代并重新投入使用，”他说。

自升式钻井平台的日费率正在上升，高级自升式钻井平台的前沿日费率目前在 160,000 美元范围内，据报道，一些恶劣环境工作的日费率在 200,000 美元范围内。2023 年上半年的平均固定日费用为 106,017 美元，而去年同期为 84,238 美元。

The current upcycle in the offshore drilling market is not limited to the floaters, as the global jackup rig fleet is seeing a marked increase in both activity and day rates, according to Matthew Donovan, a senior rig analyst for Esgian.

At the Offshore Regional Forum hosted by the International Association of Drilling Contractors (IADC) on 26 September, Donovan noted that the supply for premium jackup rigs will remain tight over the next few years.

He said the fleet currently totals 500 units, including 22 under construction and 60 cold-stacked units, noting that the Middle East continues to dominate the jackup rig market.

For example, a flurry of deals earlier this summer saw multiple units go to the region either on a multiyear contract between Italy’s Saipem to an undisclosed operator or as part of ADNOC Drilling’s multiyear fleet expansion program. Saipem said at the time of the deal that it expects to have seven rigs in the region by the end of 2023.

Activity in the area is not limited to drilling rigs. ADNOC Logistics and Services recently expanded its fleet of jackup barges (JUB) by 25% after having taken delivery of eight self-propelled JUBs through its Zakher Marine International Holdings subsidiary.

Donovan noted that smaller markets, like the US Gulf of Mexico and South America, are tighter due to flat demand. He noted that contract durations for jackups remain high, averaging 624 days in the first half of 2023. He said that rigs fixed to new contracts in 2022 are completing reactivations and contract preparations, adding that utilization is expected to remain high over the next several years due to long-term contracts in key areas.

Hot spots for jackup demand include the Middle East, India, China, Southeast Asia, and Mexico. “While demand remains high, some aging units are likely to exit the competitive fleet over the next several years, replaced by newbuilds and reactivated,” he said.

Jackup day rates are on the rise, with leading-edge day rates for premium jackups now in the $160,000 range, with some harsh environment jobs reported in the $200,000 range. The average fixture day rates for the first half of 2023 were $106,017, as compared to $84,238 in the same period a year ago.