Wednesday, January 10, 2024
Wednesday, January 10, 2024, 08:30
The offshore drilling market continues to improve with utilization for jackups and high-end floaters closing in on 95% pushing leading edge dayrates steadily higher. Dayrates for high end jackups are within clutching distance of USD 170k/d, while benign high-end drillships just breached the USD 500k mark on a short-term contract.
While airpockets and macro uncertainty casts near term shadows over the market, the medium to long-term outlook remains robust helped by a constrained supply side.
In January you will hear from some of the most important listed industry participants. Our inhouse experts will in addition present our analysis of the underlying markets and key equities and credits.
Venue: The Peninsula New York, 700 5th Ave. NY 10019
Room: Gramercy
| CEST | Company | Subject | ||
|---|---|---|---|---|
| Energy & Energy Service | ||||
| 08:30 | Fearnley Securities |
Welcome Truls Olsen, Head of Research, Fearnley Securities |
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| 08:35 | Fearnley Offshore - Houston |
Market Outlook Alejandro Calderon, Rig Broker, Fearnley Offshore - Houston |
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| 09:00 | Transocean |
Company presentation Keelan Adamson – President & Chief Operations Officer |
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| 09:20 | Diamond Offshore |
Company presentation Dominic Savarino, CFO |
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| 09:40 | Noble Corporation |
Company presentation Richard Barker, CFO |
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| 10:00 | Valaris |
Company presentation Chris Weber, CFO |
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| Break | ||||
| 10:35 | Seadrill |
Company presentation Samir Ali, COO |
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| 10:55 | Northern Ocean |
Company presentation Scott McReaken, Chief Executive Officer |
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| 11:15 | Odfjell Drilling |
Company presentation Kjetil Gjersdal, CEO. |
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| 11:35 | Fearnley Securities |
Investment Perspectives Truls Olsen, Head of Research, Fearnley Securities |
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| 11:55 | Fearnley Securities |
Panel Discussion Company representatives TBA, Fearnley Securities and Fearnley Offshore |
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