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Transocean Adds $1 Billion to Backlog and Retires Debt, Lifting Shares

New multi-year deals lock in years of work to support Transocean’s debt-cutting plan.

Overview

  • Transocean, which announced the awards Thursday, secured about $1.0 billion in firm contract backlog across three offshore rigs.
  • The Transocean Barents won a 1,095-day contract with Vår Energi in Norway at $450,000 per day, set to begin by mid–Q2 2027 and add roughly $490 million.
  • In Brazil, Petrobras extended Deepwater Orion for 1,095 days and Deepwater Aquila for 365 days, adding about $580 million and keeping the rigs working through March 2030 and June 2028.
  • The company retired in full $358 million of 8.375% notes on March 20, an action expected to save about $39 million in interest and contribute to a plan to retire roughly $0.75 billion of debt in 2026.
  • Shares rose as much as 6.5% Thursday after the news, though analysts’ consensus remains Reduce with an average price target near $6.38.