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RIG Credit: Dayrate Duration
A quick primer on offshore's largest High Yield issuer
Apr 30
•
Tommy
38
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RIG Credit: Dayrate Duration
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16
March 2025
Deepwater Gas and LNG in Mozambique
Also geopolitics, deadly insurgencies and EM credit
Mar 29
•
Tommy
22
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Deepwater Gas and LNG in Mozambique
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3
Stayin' Alive in '25
Offshore high yield markets are pricing the traditionally stable jackup rig issuers as riskier credits than deepwater floaters. Why?
Mar 15
•
Tommy
30
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Stayin' Alive in '25
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3
Scrap, Baby, Scrap
Also underwriting Noble's ~8.1% dividend yield
Mar 8
•
Tommy
51
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Scrap, Baby, Scrap
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16
Deepwater Macro: March '25
Focus Turns to 2026-2027 Demand
Mar 1
•
Tommy
39
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Deepwater Macro: March '25
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21
February 2025
Drillship Cannibalism
Alternative uses for coldstacked drillships
Feb 15
•
Tommy
50
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Drillship Cannibalism
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11
Key Topics for 4Q24 Earnings Season
10 Topics of Interest
Feb 1
•
Tommy
29
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Key Topics for 4Q24 Earnings Season
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1
January 2025
Deepwater M&A and Exploration
Seadrill, Hookload and Wildcat Waves
Jan 25
•
Tommy
37
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Deepwater M&A and Exploration
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8
Outlook 2025: Offshore Credit
Floaters, Jackups and an E&P
Jan 18
•
Tommy
35
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Outlook 2025: Offshore Credit
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2
Namibia Oil Exploration Updates
Orange Basin, Shell, USA and Galp
Jan 11
•
Tommy
30
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Namibia Oil Exploration Updates
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5
Deepwater Macro
and High Yield Credit Alt
Jan 4
•
Tommy
60
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Deepwater Macro
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4
December 2024
Outlook 2025: Semisubs
Focus on Norway
Dec 28, 2024
•
Tommy
43
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Outlook 2025: Semisubs
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4
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