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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
OTL ODFJELL TECHNOLOGY LTD
09/30/25 September 30, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
AKRBF AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
09/24/25 September 24, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
BORR BORR DRILLING LTD
OTL ODFJELL TECHNOLOGY LTD
DOFG DOF GROUP ASA
PLSV PARATUS ENERGY SERVICES LTD.
08/22/25 August 22, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
OTL ODFJELL TECHNOLOGY LTD
08/21/25 August 21, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
OTL ODFJELL TECHNOLOGY LTD
08/21/25 August 21, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
SSO SCATEC ASA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
08/20/25 August 20, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
  • Stian Wibstad
ODL ODFJELL DRILLING
08/19/25 August 19, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
08/19/25 August 19, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
HEX HEXAGON COMPOSITES ASA
PEN PANORO ENERGY ASA
SSO SCATEC ASA
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
08/18/25 August 18, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
RIGN TRANSOCEAN LTD.
IPCO INTERNATIONAL PETROLEUM CORP
BORR BORR DRILLING LTD
OTL ODFJELL TECHNOLOGY LTD
08/05/25 August 5, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
OTL ODFJELL TECHNOLOGY LTD
08/04/25 August 4, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
NOR NORWEGIAN ENERGY CO. ASA
AKAST AKASTOR ASA
ODL ODFJELL DRILLING
07/10/25 July 10, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+5)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
AKRBF AKER BP ASA
EQNR EQUINOR ASA
AKAST AKASTOR ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
06/25/25 June 25, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
SEA1 SEA1 OFFSHORE INC.
06/17/25 June 17, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
SOC SUBSEA 7 S.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
TC TEST COMPANY
DOFG DOF GROUP ASA
PLSV PARATUS ENERGY SERVICES LTD.
VTURA VENTURA OFFSHORE HLDGS LTD
06/06/25 June 6, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
  • Stian Wibstad
ODL ODFJELL DRILLING
05/16/25 May 16, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
  • Stian Wibstad
ODL ODFJELL DRILLING
05/16/25 May 16, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
OTL ODFJELL TECHNOLOGY LTD
05/16/25 May 16, 2025 1 EN
Martin Huseby Karlsen
  • Martin Huseby Karlsen
Free Trial
SDRL SEADRILL LTD
ODL Odfjell Drillin... ... (+10)

Needs to lock in 2026

Offshore Drilling (DNB Markets) (, ) - (39 pages)

SDRL SEADRILL LTD
ODL ODFJELL DRILLING
RIGN TRANSOCEAN LTD.
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
DDRIL DOLPHIN DRILLING
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
05/08/25 May 8, 2025 1 EN
Martin Huseby Karlsen
  • Martin Huseby Karlsen
Free Trial
SDRL SEADRILL LTD
ODL Odfjell Drillin... ... (+10)

Another round of Aramco suspensions expected

Market sources suggest Saudi Aramco will further reduce its rig count in the coming months through early contract terminations and potentially more suspensions, which would mark the ‘fourth round’ of rig reductions. This follows last month’s request for dayrate discussions (historically, such requests have preceded it suspending rigs). We believe this round could be extensive, affecting c10 jackups out of its current rig count of c57 rigs. At the peak, Aramco had 92 jackups (22% of global demand...

SDRL SEADRILL LTD
ODL ODFJELL DRILLING
RIGN TRANSOCEAN LTD.
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
DDRIL DOLPHIN DRILLING
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
04/29/25 April 29, 2025 1 EN
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