SDLPF - Offshore Drilling: Floater Fundamentals - November 2019
The end of the month is near, and it’s high time for the traditional “supply fundamentals” series. As usual, we’ll start with floaters, and the next article will be about jack-ups. Bassoe Offshore database and the data compiled for my past work were used to prepare this article. Fundamentals of the floater segment are relevant for investors and traders in companies that have drillships and semi-subs in their fleet: Transocean (RIG), Valaris (VAL), Diamond Offshore (DO), Noble Corp. (NE), Seadrill (SDRL), Seadrill Partners (SDLPF