other material
confidence high
sentiment positive
materiality 0.70
Transocean fleet report shows new contracts with bp, Hess, Woodside; dayrates rising
Transocean Ltd.
- Deepwater Invictus new 3-yr bp contract at $485k/day starting Apr-25.
- Deepwater Asgard extended with Hess for 1 yr at $515k/day Jun-25–Jun-26.
- Deepwater Thalassa new 3-yr Woodside contract in Mexico at $480k/day Mar-26.
- Petrobras 10000 extended through Aug-29, dayrates escalating $400k–$438k.
- Estimated avg dayrates: Q2 2025 $441k, Q3 $444k, Q4 $459k, Q1 2026 $464k.