据11月29日Offshore Energy报道，海上钻井承包商Northern drilling发现恶劣环境钻井平台的需求可见度有所提高，这有利于市场的持续复苏和占有率的进一步提高。

根据该钻探公司周五发布的2019年第三季度报告，将继续对市场持建设性看法，并对长期基本面持乐观态度。

该公司表示，每个季度都能看到市场的稳定在逐渐增强，行业情况在不断改善，预计这一趋势将持续下去。目前恶劣环境下的市场占有率全年保持在95%以上，而进入市场的增量供应很少，并且从合同中退出的老机组可能会被淘汰。

此外，该公司表示，随着大多数短期期权的行使以及勘探开发公司与承包商的直接谈判，需求的可见度正在提高。这支持了在恶劣环境下市场的持续复苏和占有率增长，市场继续显示出对高规格和现代钻机的强烈偏好，如West Mira 和West Bollsta。

此外，该公司表示，良性的超深水市场继续缓慢攀升，并将重新维持在相对平衡的位置。自今年夏天以来，披露的许多项目合同和协议继续推高了钻机价格，最近的几个钻机租赁价格被定在每天25万美元左右。

该公司表示，市场正在进行的积极投标也反映出钻探项目的工期有所增加，这也支持了钻机日费率的进一步提高。

邹勤 摘译自 Offshore Energy

原文如下：

Northern Drilling sees improvement in harsh environment market demand visibility

Offshore drilling contractor Northern Drilling is seeing an improvement in demand visibility for the harsh environment drilling rigs, which is supportive of continued recovery and further rate increase in the market.

According to Northern Drilling’s 3Q 2019 report on Friday, the company continues to hold a constructive view on the market and is positive on the long-term fundamentals.

Each quarter more signs of market stability and industry improvements are visible with an expectation to see this trend continue, the company said. Modern harsh environment market utilization has remained greater than 95% for the full year, while there is little incremental supply entering the market, and vintage units rolling off contract are likely scrapping candidates.

Additionally, Northern said, demand visibility is improving as the majority of near-term options are exercised combined with E&P companies entering direct negotiations with contractors. This is supportive of continued recovery and further rate increase in the harsh environment market that continues to show a strong preference for high specification and modern rigs like the West Mira and West Bollsta.

Furthermore, the company said that the benign ultra-deepwater market continues its slow climb to find a rebalanced position. Since the summer, numerous awards have been disclosed which continue to push the rates upwards, and several spot fixtures have recently been concluded at around $250,000 per day.

Active ongoing tenders in the market also reflect the increased duration of drilling programs supporting a further increase in day rates, Northern said.