reports
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- Martin Huseby Karlsen
ENI capex cut but maintains shareholder returns
Driven by macro headwinds and uncertainty around trade tariffs, ENI was the first large oil company to introduce capex cuts for 2025, contributing to a more challenging business environment for oil services. Over the past five years, we estimate ENI to have been the oil major with strongest offshore spending growth, and it has been considered active and opportunistic while others have been more conservative. Hence, we see its reduction as a soft datapoint for oil services. ENI has optimised its ...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
Transocean Ltd. Announces Time Change for First Quarter 2025 Earnings ...
Transocean Ltd. Announces Time Change for First Quarter 2025 Earnings Call STEINHAUSEN, Switzerland, April 17, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that, due to a scheduling conflict, it is changing the time of its first quarter 2025 earnings call. It will now conduct the teleconference starting at 10 a.m. EDT, 4 p.m. CEST, on Tuesday, April 29, 2025. As previously announced, the company’s first quarter 2025 earnings will be reported on Monday, April 28, with the teleconference scheduled on Tuesday, April 29. Individuals who wish to participate in the call...
- Martin Huseby Karlsen
Welcomed tender from Petrobras
Updates suggest Petrobras yesterday launched a new tender for “one or more” deepwater rigs for the Buzios field starting late-2026/early-2027. As it has been a while since the last Petrobras tender, and there has been uncertainty related to the timing of upcoming tenders, we believe a new Petrobras tender would offer relief for investors. As we count nine rigs already contracted with Petrobras to match the start-up window, we expect the requirement would be filled by rigs already in the country,...
Transocean Ltd. Provides Quarterly Fleet Status Report
Transocean Ltd. Provides Quarterly Fleet Status Report STEINHAUSEN, Switzerland, April 16, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) today issued a quarterly Fleet Status Report that provides the current status of, and contract information for, the company’s fleet of offshore drilling rigs. As of April 16, 2025, the company’s total backlog is approximately $7.9 billion. The report can be accessed on the company’s website: . About Transocean Transocean is a leading international provider of offshore contract drilling services for oil and gas wells. Transocean specializes i...
- Martin Huseby Karlsen
Looking at required day-rates
Although there are several ongoing deepwater tenders, the lack of recent deepwater fixtures has created uncertainty among investors related to day-rates. Consequently, we have analysed the required day-rates to support current share prices and valuations. Given the high operating leverage and multiple variables involved (utilisation, lifetime and cost of capital), we estimate the sector requires 7G drillship day-rates from the mid-USD300k and above to support the current share prices.
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
Transocean Ltd. Announces First Quarter 2025 Earnings Release Date
Transocean Ltd. Announces First Quarter 2025 Earnings Release Date STEINHAUSEN, Switzerland, April 10, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the first quarter 2025 on Monday, April 28, 2025. The company will conduct a teleconference to discuss the results starting at 9 a.m. EDT, 3 p.m. CEST, on Tuesday, April 29, 2025. Individuals who wish to participate should dial approximately 15 minutes prior to the scheduled start time and refer to conference code 119877. The teleconference will be simulcast in a listen-only mode...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
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