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原文传递 WorkBoat Composite Index: WorkBoat stocks rise 6% in July led by operators

题名：	WorkBoat Composite Index: WorkBoat stocks rise 6% in July led by operators
正文语种：	eng
作者：	David Krapf
摘要：	In July, the WorkBoat Composite Index gained almost 200 points, or over 6%. For the month, winners topped losers by a 5-1 ratio. Among the leading percentage gainers in July was Transocean Inc., which rose over 25%. "Over the past several months, we added $1.2 billion of backlog for a to- tal backlog of $9.2 billion as of July 19. This is the fifth consecutive quarter during which we have added more backlog than we consumed, resulting in an increase in backlog of approximately $3 billion from April 2022," CEO Jeremy Thigpen told analysts during the company's second-quarter earnings call in August. "Importantly, our ultradeepwater fleet average day rate increased significantly over the same time period. For our fleet status reports, in the second quarter of 2023, our average day rate was approximately $363,000 per day versus $312,000 per day in the second quarter of 2022. And based on existing backlog by the second quarter of 2024, we expect it to approximate $433,000 per day." The market is strong, said Thigpen. As evidence, he said, "a number of operators are evaluating and increasingly pursuing long-term rig contracts that are not yet tied to specific projects or may not yet have the approval of all project partners. We have not seen this type of market behavior in some time, and it is perhaps one of the more exciting and encouraging market developments to-date."
出版年：	2023
期刊名称：	Work Boat
卷：	80
期：	9
页码：	10-10