Midyear Outlook: Energy Security vs. Capital Discipline
Dayrates, oil prices and how NOC-driven demand is impacting the market
Dayrate Duration
Offshore drilling, Deepwater E&P and fixed income markets
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An alternative pre-sale report
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A positive industry development in various respects.
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Oil & gas credit perspectives on relative value including thoughts on Norwegian semisubs, jackups, and deepwater E&P
Noble's Semisub Upgrade Trade
Noble’s $1.3B of new contract awards and Norway entry
Deepwater in 2026
7G+ Drillships, Cost Structure, Consolidation, Norway, "Scrap, Baby, Scrap" and Deepwater FID's