Rivals see benefits from Rowan's plan to shift jackups from US Gulf

摘要

Houston-Contract driller Rowan Cos' announcement this week that it intends to move five premium Gulf of Mexico jackup rigs to Saudi Arabia in late 2005-early 2006 already has rival drillers buzzing.The potential fallout could mean higher Gulf dayrates,longer contracts and rig shortages in an area where supply has been plentiful to excessive in recent years(ON 8/3)."It is safe to assume that [Rowan's] rig moves may accelerate pricing again in the Gulf of Mexico," US Gulf driller GlobalSantaFe senior vice-president Roger Hunt said Aug 4 in an earnings conference call.