Two sister drillships being built in Hyundai’s shipyard. One drillship was already floating and about to complete equipment commissioning while the second ship was still in dry dock awaiting derrick installation. Hyundai’s mass production line was unlike anything I’ve ever seen .
@GuruFantasyWrld
Athletes cry all the time, it has absolutely nothing to do with crying especially when you are around your teammates. It was the optics that he didn’t want to be with his team and instead wanted to be held by his mother and cry in her arms.
@apyshare
@MarioNawfal
When an alarm goes off in a building there is usually mass panic these days bc ppl think it’s probably an active shooter. People panic and rush to the exits and with as many old ppl that are in Congress let’s face it, Congress is like a retirement home, someone could have been
@BitcoinMagazine
How about they ban Congress from trading stocks first and then establish term limits and THEN we can talk about bitcoin . . . Absolute crooks!
@jasrifootball
This isn’t a good look for a franchise qb . . . Crying into his mother’s arms?? How old is he?? When I was his age I was in the military worried about dying not worrying about losing a football game. This kid needs to grow up.
@jasrifootball
@AlbertBreer
Ron wasn’t even going to start Sam week 17 until Heinicke told the coaches to start Sam over him 🤦♂️. Love Ron but thank god for EB. . . He needs to be the head coach . . . Ron needs to move to the front office.
@CookedByGuWop
@BleacherReport
Almost all the US players that have played internationally have said europe is more physical. Kobe saying that should end this hate on victor.
@_MLFootball
Reid went to the Super Bowl with multiple teams, ole bill had no success in Cleveland and got blown out the one time he made the playoffs without Brady in wildcard weekend.
@MarioNawfal
My guess would be that they either lost propulsion or they lost steering. Standard protocol would be to drop their anchors! Absolutely catastrophic!
@gunsnrosesgirl3
The worst is when you are trying to sleep . . . When it’s really rough you’ll be thrown outta bed. I would have to put my life jacket under my mattress to pin myself against the wall so I wouldn’t roll outta bed!
I’ve said this multiple times regarding the Norwegian sector (North Sea has two sides, an English side and a Norwegian side). . . The Norwegian requirements are so stringent that very few jack ups / semis can meet them. We had jack ups in the North Sea (Norwegian side) making
@KobeissiLetter
I think San Francisco is an extreme outlier . . . The layoffs have something to do with it but I think it’s more due to the policies that their politicians have put into motion by allowing homeless camps to not being tough on crime . . . I’ve seen some videos of ppl keeping their
I always admit when I’m wrong and I’m 💯 wrong in regard to the escalation in the Middle East. I thought Iran would stay out of it and at worst just feed Houthis weapons but they are fully engaging now which I did not expect . . . I don’t know how one can fix this situation,
According to U.S. Officials, the Ballistic Missile Attack which Struck near the U.S. Consulate within the City of Erbil in Northern Iraq appears to have been launched Directly by the IRGC from Iranian Territory.
$BORR just smashed earnings. Over the last couple months I’ve repeatedly emphasized how bullish I was on shallow water drilling. I saw a video of a cyber truck that got stuck in a little bit of snow. He couldn’t get his Tesla out until an old pick up truck came along to help pull
@spectatorindex
My guess would be that they either lost propulsion or they lost steering. They should have dropped their anchors if that was the case. I’d imagine that this will shut the whole port of Baltimore down for now. A lot of vehicles are shipped to and from Baltimore.
@PeterSchiff
You’ll have demand destruction way before 300 dollars a barrel. Even though crude is at 95 the price of gasoline is at the same price it was back when crude oil was trading at 150 in 2008 due to lack of refining and higher taxes. Saudi nor oil companies want oil above 120 because
@JaredRyanSears
Your way of thinking is why we still only have a two party system. . . A third party candidate may not win but might actually create more momentum for change especially if it’s biden/trump again.
@DailyLoud
Man that guy is just bad news hanging out with all the wrong ppl. He’s there when Take off gets killed and now this. Dude needs to reevaluate who he’s friends with.
@Brian_O_Mars
@MeanwhileCanuck
@stclairashley
@VivekGRamaswamy
It’s because NATO kept expanding closer and closer to Russia’s boarder. Why are Latvia and Lithuania part of NATO? What do they provide for NATO other than their location next to Russia. America constantly applies pressure to its enemies. Our forward projection is suffocating.
@JPFinlayNBCS
He had a massive drop in the Philly game that we woulda won, he had the drop today, he probably had a wide open td with the drop last week. . . He is a problem
I’ve had quite a few comments @ me bc of rig’s “500k day rate” announcement coinciding with Aramco cutting four jack ups today. . . The fact that most accounts on X have retail convinced deepwater is safer than shallow water blows my mind. I couldn’t disagree more with that
Total change in market behavior. . . Just completed a contract with an oil sponsor and they offered us a new contract but my company did not like the terms of it so we will warm stack instead of continuing to work for them. During the last 7 years drilling companies would bend
@SmiesznyPajak
@TerribleMaps
It’s called a great circle, bc the earth is a sphere so the really long circular way is actually faster than what’s called the rhumb line (straight line). That straight line isn’t straight in real life it’s only straight on paper . . . This is what is really looks like! The route
@JPMIA2000
@FFAFamily
@stclairashley
@VivekGRamaswamy
Bc that kid is very ok with the continuation of both Ukrainians and Russians dying for no damn reason. Biden has given Ukraine enough weapons to repel Russia but not to win, he’s essentially funding a slaughterhouse. Either take Putin out or force them to make a peace deal. I’ve
@RealEstateMaxi
It should be a flat fee and not a percentage of the home . . . Do you work any harder listing a 5 million dollar home compared to a 10 million dollar home? It’s always been crazy to me for the same work realtors get twice the commission.
This person continuously bangs the drum for $Borr. Within my company, the jackup fleet was the sole sector that consistently turned a profit throughout the downturn while the deepwater rig I was assigned to did not make a dime for 6 straight years . . . even when we had a
The only thing more bullish than strong contracts is when you see the same client giving back a $ 120k/day contract and signing a 5x longer $ 162k/day contract for Jackups
Only happening in Jackups
$BORR has a lot of them
@Brian_Riedl
Splitting hairs . . . 2% of their GDP is their dues, it’s same damn thing and no one is abiding by that with the exception of maybe Poland and UK. All Trump did during his last administration was to discourage NATO/EU from relying on Russian gas and what did Germany do? They
@Mr_Derivatives
Analysis doesn’t matter anymore, everything changed in March when the fed put stopped the entire banking system and started unlimited liquidity again. Wilson was on his way to being correct . . .
I should have used a slightly more positive tone in my last post. I still feel ok about the deep water sector but it’s just not snapping back as fast as everyone hoped. It may take until late 2025-2026 if oil can’t consistently stay over 90. I feel great about it as an employee
$rig points out how proud they were of 2023 doesn’t exactly bode so well for 2024 🤦♂️ I can tell yall first hand we are having a hell of a time finding a respectable day rate. It’s rough out in the trenches.
Just received a call to work on a jack up that is moving to the Middle East . . . But according to Twitter there’s no more work in the Middle East 🤦♂️
@TerribleMaps
It’s called a great circle, bc the earth is a sphere so the really long circular way is actually faster than what’s called the rhumb line (straight line) on a chart/map. That straight line isn’t straight in real life it’s only straight on paper . . . This is what is really looks
@maryangelaperna
@Acyn
Yea let’s forget he repeatedly warned Europe and NATO from relying on Russia for anything throughout his term but they didn’t want to listen . . . What more do you want from the guy? He made it extremely clear to the world multiple times Russia couldn’t be trusted. Germany went
I don’t know how you get more murican than this . . . A bald eagle perched on top of our mast while “don’t tread on me” was flying loud and proud. I took this while I was in Dutch Harbor, Alaska.
@nfn80
@CorneliaLake
I worked in Hyundai shipyard during the drillship boom. The problem is they only required a quarter of the money up front so when the industry collapsed no one was taking possession of the rigs and the ship yards were stuck with them. If the company paid up front I’m sure they’d
@liz_churchill10
It definitely wasn’t an attack 🤦♂️. . . The ship lost their plant and had no propulsion. This same situation happened 6 months back further down the bay when a ship ran aground for a brief amount of time. It got no media coverage bc nothing was destroyed. It’s just very
I had a few wells that couldn’t be completed because the capabilities of my rig were maxed out (pressure was too high). There’s a lot of window dressing when it comes to specs on new rigs. 90% of the upgrades listed on new-build don’t really improve efficiency or enhance the
$BORR 820 days totaling close to 160 million . . . That’s nearly 200k a day (MOB / DEMOB included)
I said that $ADES contract was probably a one off for the various reasons I mentioned in a previous tweet.
You will not have a strong deepwater cycle without having a strong jack
I made a post a week ago (I’ll post in the comments) about how companies with jack ups have a higher margin of safety bc jack ups will most likely stay under contract even if oil is in the 50-60s unlike deep water. I highlighted that $rig doesn’t have jack ups and that did
@Bobby_1111888
Tesla, Microsoft all did the same. They both had a decade of expansion while their stock price flatlined until one day it exploded and never looked back. . . $xrp is no different!
@carterwcl
@MMAHistoryToday
Poirier got choked out by olivera and Islam made quick work of olivera. I think the only rounds Islam ever lost were to volk.
Breaking news - Just because I promote jack ups doesn’t mean I’m bearish on deepwater. I guess on X you have to pick one side to root for . . . either the shallow or deepwater side. There’s apparently no “all of the above” option where you can support both sides 🤦♂️. Very similar
@_MLFootball
You don’t get credit in my book unless you are the head coach. How many coordinators from bill belichick’s coaching tree went on to be head coach and have had any success besides vrabel????
@Rex_Finance
I follow the big money . . . Blackrock and Vanguard have huge positions in $Mara and apparently Vanguard just added again. Vanguard is usually pretty conservative as well.
Update: Vanguard Group Inc. Buys 1,000,225 Shares of Marathon Digital Holdings $mara
The firm owned 18,523,195 shares after purchasing an additional 1,000,225 shares during the period. Vanguard owned approximately 8.32% of $mara worth $157,447,000
@stud9912
@WSBChairman
@elonmusk
The stock was in the dumps until Elon announced he bought 9 percent. It’s a 20 percent mark up from today but in reality its a 40 percent mark up from where the stock would have been without his intervention. That’s a lot!
There is no larger disconnect on X than the sediment of the jack up fleet. If anything, the drilling fleets feel the exact opposite right now. We have monthly fleet updates and my company could not be happier with the direction of the jack up market while if they are slightly
$rig points out how proud they were of 2023 doesn’t exactly bode so well for 2024 🤦♂️ I can tell yall first hand we are having a hell of a time finding a respectable day rate. It’s rough out in the trenches.