Transocean 以 505,000 美元/天的价格签署海上钻探合同

5 月7 日
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由于对高性能海上钻机的持续需求，海上钻井承包商 Transocean 宣布以超过 500,000 美元/天的低价签订海上钻井合同。

总经理 D. Thigpen 在 4 月 29 日 Transocean 第一季度利润报告的网络直播中谈到了这一点。 2024年

深水阿斯加德合约详情：

  • 上一份合同中，运价为44万美元/天。
  • Transocean于2022年11月在墨西哥湾签署了两份钻探合同，工作期约为14个月。
  • 一季度，公司形势有所好转，Transocean调整了一季度净亏损。 2024 年为 2200 万美元，稀释后每股 00.03 美元。

杰里米·蒂格彭 (Jeremy Thigpen) 的超人乐观精神：

  • 该协议凸显了高性能浮动装置市场有限；
  • 六、七代高性能海洋钻机需求稳定，日运价上涨；
  • 随着每日费率的增加和期限的延长，我们客户的财务义务变得更加重要，这需要我们的客户及其合作伙伴更多的批准；
  • 截至2024年4月17日，Transocean的未偿债务总额约为89亿美元；
  • 我们仍然对需求前景感到鼓舞，并预计在未来几个月内获得大量长期合同。

本周早些时候，竞争对手 Valaris 宣布以 497,000 美元/天的价格使用 VALARIS DS-17 钻井船前往巴西 Equinor 近海，为期 60 天。

两家公司每天约50万美元的运费已经表明，自2014年海上钻井行业开始长期低迷以来，海上钻井平台租赁市场正在缓慢回升。

海上钻探市场

Wood Mackenzie 预测 2024 年钻机数量：

  • 运营钻机数量从 111 台增加。 2023 年增至 123 台。 2024年，相当于2019年的水平；
  • 2019年，这些钻机的装载率仅为69%，由于钻机队总体规模较小，2024年利用率将达到88%；
  • 相比之下，2023 年，钻井船队的利用率为 82%。

运价：

  • 2024 年浅水作业平均每天 25 万美元，而去年同期为 24 万美元/天；
  • 重型钻井从 370,000 美元/天增加到 390,000 美元/天；
  • 超深水钻探——从平均 410,000 美元/天增加到 430,000 美元/天。

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原文链接/RogtecMagazine

Transocean Signs Offshore Drilling Contract at $505,000/day

— May 7, 2024
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Offshore drilling contractor Transocean has announced an offshore drilling contract at a bargain price above $500,000/d amid continued demand for high-performance offshore drilling rigs.

General Director D. Thigpen spoke about this during the webcast of the April 29 report on Transocean’s profits for the 1st quarter. 2024

Deepwater Asgard contract details:

  • In the previous contract, the freight rate was $440,000/day.
  • Transocean signed 2 drilling contracts in the Gulf of Mexico in November 2022 for a period of approximately 14 months of work.
  • In the 1st quarter, the company’s situation improved, and Transocean’s adjusted net loss for the 1st quarter. 2024 was $22 million, $00.03 per diluted share.

Superhuman optimism by Jeremy Thigpen:

  • the agreement highlights the limited market for high-performance floating installations;
  • there is a steady demand for high-performance offshore drilling rigs of the 6th and 7th generations and an increase in daily freight rates;
  • with the increase in daily rates and the extension of terms, the financial obligations of our clients have become much more significant, which required more approvals from our clients and their partners;
  • as of April 17, 2024, Transocean’s total outstanding obligations were approximately $8.9 billion;
  • We remain encouraged by the demand outlook and expect to secure numerous long-term contracts over the next few months.

Earlier this week, rival Valaris announced a 60-day option on the VALARIS DS-17 drillship to Equinor offshore in Brazil at a rate of $497,000/day.

Freight rates of around $500,000/day for two companies already signal that the offshore drilling rig charter market is slowly picking up since the long downturn in the offshore drilling industry began in 2014.

Offshore Drilling Market

Wood Mackenzie Forecast for 2024 Number of Drilling Rigs:

  • growth of operating drilling rigs from 111 units. in 2023 to 123 units. in 2024, which will correspond to the level of 2019;
  • in 2019, these rigs were only 69% loaded, in 2024 the utilization rate will be 88% due to the smaller overall size of the rig fleet;
  • for comparison, in 2023, the utilization of the Drilling fleet was 82%.

Freight rate:

  • shallow water work averaging $250,000/d in 2024 compared to $240,000/d YoY;
  • heavy-duty drilling increased from $370,000/day to $390,000/day;
  • ultra-deepwater drilling – an increase from an average of $410,000/day to $430,000/day.

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