Offshore drilling has re-entered a tightening cycle. Floater utilisation is elevated, jackup demand remains robust in key basins, and the supply of cold-stacked assets capable of rapid reactivation is shrinking. Contract durations are lengthening and dayrates — particularly for high-specification assets — continue to stabilize. Yet the market is not without risk: project delays, cost inflation, and shifting operator capex priorities create pockets of uncertainty that require close monitoring.
Spinergie's Drilling Report subscription provides the intelligence to navigate this environment. The weekly briefing tracks contract awards, rig movements, operator announcements, and market-moving developments as they happen. The monthly report steps back to assess fleet dynamics, supply-demand balances, the evolution of dayrates over time, and the structural trends shaping drilling activity across basins and asset classes — grounded in Spinergie's proprietary data and independent analysis.