Tommy Lee
Publishes 1 feed
Dayrate Duration
Offshore drilling, Deepwater E&P and fixed income markets
10 posts · theirs
Lately
Midyear Outlook: Energy Security vs. Capital Discipline
Borr: 10 Thoughts on the Bond Refinancing
Transocean-Valaris: Antitrust and HHI Analysis
"Exploration is Back"
Borr/Paratus Jackup M&A and Brazilian Deepwater Market Update
Offshore High Yield: Tidewater, Transocean, Azule and Others
10 Thoughts on the Transocean-Valaris Merger
High Yield: Odfjell, Noble, Murphy, Borr and Kosmos
Noble's Semisub Upgrade Trade
Deepwater in 2026
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