3 offshore drill shares installed on the leap News ad

The initiatives of President Trump “Drill, Baby, Drill” can lead to a surge of demand for offshore drillers. Trump signed an order trying to remove the constant ban on the drilling of former President Biden for more than 625 million federal water acres. This includes the Eastern Mexican Bay, the Pacific coasts of Oregon, California, Washington, the Atlantic coast and the Bering Sea of ​​Alaska. Trump plans to accelerate the approval of permits to Burin on federal lands in order to increase oil production and reduce energy prices. Here are three drilleys in the oil/energy sector, which could benefit from growing demand for drilling at sea.

Transocean: The leading use of the fleet on offshore drilling is almost complete

Transocean Ltd NYSE: RIG Provides offshore contract drilling services for the oil and gas industry.

They have a fleet of 34 mobile offshore drilling units, which consist of 26 ultrah -shaped floats and eight harsh floors of the environment.

More than 80% of TRANSOCEAN drilling plants make up less than 10 years, and 10 are delivered over the past five years.

The maximum water depth ranges from 7500 to 12,000 feet, and the depth of maximum drilling ranges from 30,000 to 40,000 feet.

Demand increases daily rates

The company charges from daytime bets for its drilling rigs. More demand is equated with higher daily rates. For example, the BP signed a 365-day contract for Deepwater Atlas Drillship, which will begin at 2 quarters of 2028 at a rate of $ 635,000 or $ 232 million. USA per year. This happened after an earlier ATlas contract for a four -year contract of 505,000 dollars a day and a two -year contract for $ 580,000 a day.

Increased daily rates and use lead to an increase in income by 33%.

Transocean said that Q3 2024 EPS 7 cents, surpassing consensus estimates to 11 cents. Revenues increased by almost 33% year to $ 948 million, which corresponds to consensus estimates. Revenues from the drilling contract grew consistently by 87 million due to an increase in the use of drilling rigs, higher daily indicators for two drilling rigs, higher income from compensation and a full quarter of income from ultra-thorough brown ultracon. His fleet.

More than 97% of TRANSOCEAN drilling plants were booked for 2025

The lag of Transocean booked an additional 1.3 billion dollars. The United States in the 3rd quarter, including Deepwater Conquer, as a result of which a total lag is up to $ 9.3 billion. The United States is clear to the future demand. Demand for an ultragyp and strict situation remains strong. The general director of Jeremy Tigpen said: “With these last awards, more than 97% of the active fleet Transocean are concluded in 2025, once again demonstrating that our customers clearly recognize the unique capabilities of Transocean – our attitudes, crews and excellent operational performance – the significance of their program.”

VALARIS: Management of the world’s largest fleet of oil plants

VALARIS LTD. NYSE: Val Provides contract offshore drilling services in the same way as Transocean.

The difference is that Valaris controls a large park of 53 drilling rigs, which include heated ships, drilling rigs and semicircular drilling rigs with a semiconductor platform.

The Gack-Up Rigs, also known as mobile offshore drilling blocks (MODU), are a giant drilling rig and a large mobile platform that looks like a city at sea.

Workers will often sleep there for two to three weeks at a time in residential premises, which are usually equipped with a gym, cafeteria, sauna, television and computer rooms.

Optimistically about the runway UpCycle until 2026

Valaris said that Q3 2024 EPS is 8 cents, estimated analysts missed analysts for 19 cents. Revenue increased by 41% to $ 643 million, exceeding the consensus estimates by almost $ 23 million. The effectiveness of revenue in nationwide revenue was 98%, which included a full quarter of operations for its Valaris DS-7, which began its contract in the second quarter.

Valaris leadership remains confident in the rise in industry

Management remains very confident in the rise. General Director Anton Dibovitz said: “We support our conviction of the strength and duration of this ascent and we believe that Valaris is well located to increase the long -term cost. Although we saw how some consumer demand has been postponed, the prospects for 2026 and above remains reliable. We continue to focus on providing attractive, long -term work for our affordable fleet in order to support our profit and increase in cash flows. ”

Seadrill: a smaller fleet trying to fix the ship

Seadrill Ltd. NYSE: SDRL It also provides contract offshore drilling services for the oil and gas industry.

Seadrill claims that it has the most modern fleet of all the main offshore drillers, from drilling, Jack-up and half-drying for benign and harsh environments.

They have a fleet of 13 ultragyp drilling ships, four submersible equipment and five shallow water jacks.

In October 2024, Bloomberg reported that Transocean and Seadrill were in continuing discussions about the merger, but rumors disappeared.

Seadrill is surprising Eps Beat, despite the reduction in income

Seadrill said that Q3 2024 EPS 49 cents, exceeding consensus estimates by 47 cents. The revenue fell by 14.5% of the years to 354 million dollars, but it was still exceeded consensus estimates by $ 32 million. Its performance in the third quarter was better than expected inside, which led to an increase in income from income from $ 1.41 billion against $ 1.36 billion. USA.

The optimistic long -term look of Seadrill supports investors’ confidence

SEADRION General Director Simon Johnson commented: “The results of Seadrill in the third quarter surpassed expectations, which led us to increase our leadership throughout the year. We ensured additional work on drilling for Sevan Louisiana and mobilized the Western auriga and Western polaris in Brazil, where they are adopted by customers and regulation. ”

Nevertheless, Johnson also noted: “In the absence of immediate market capabilities for the Western Phoenix, we put the drilling rig and released the crews, refusing to contribute to our own space, waiting in the market to change.” He came to the conclusion: “Despite the nearest imbalance between the available attitudes and capabilities, we are still decisive in our conviction of the strength and durability of the drilling industry of offshore forces and the Seadrill position in it.”

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