Fleet transition intelligence
Contract endings, confirmed follow-ons, customer changes and regional moves from accepted assignments. Short administrative gaps, maintenance windows and unknown placeholder geographies/customers are de-emphasized.
Transition rows use the production-backed asset universe. Unknown regions and undisclosed customers are excluded from regional/customer movement counts and handled as coverage quality elsewhere.
Transition mix
Decision filters below keep production assignment rows source-backed.12 production transition results
Useful production results from current and next assignments; every row shows commercial significance and confidence.| Asset | Current customer / region | Current contract end | Next customer / region | Next start | Transition type | Gap | Commercial significance | Confidence | Last verified | Evidence |
|---|---|---|---|---|---|---|---|---|---|---|
| Deepwater Atlas Transocean | Beacon U.S. Gulf of Mexico | Sept 2026 | Beacon U.S. Gulf of Mexico | Sept 2026 | Confirmed follow-on | 0 days | coverage | verified | Jul 2026 | EvidenceSource title: May 2026 Fleet Status Report Current evidence: Deepwater Atlas 1,700 2022 USGOM Beacon Firm Apr-26 Sep-26 580,000 Next evidence: USGOM Beacon Contingent Sep-26 Nov-26 650,000 Open source |
| West Neptune Seadrill | LLOG U.S. Gulf of Mexico | Oct 2026 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: Seadrill Fleet Status Report Current evidence: West Neptune 2014 Drillship U.S. Gulf LLOG May-26 Oct-26 May-26 total contract value at signing was ~$48m for ~120-day duration Next evidence: Excerpt not available Open source |
| Noble BlackHawk Noble | Occidental U.S. Gulf of Mexico | Nov 2026 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: Noble Fleet Status Report Current evidence: Noble BlackHawk US Gulf Occidental Nov-24 Nov-26 Undisclosed Plus three one-year unpriced options. Next evidence: Excerpt not available Open source |
| VALARIS DS-18 Valaris | No current assignment identified U.S. Gulf of Mexico | Schedule not disclosed | Occidental U.S. Gulf of Mexico | Dec 2026 | Confirmed follow-on | Gap unknown | coverage | verified | Jul 2026 | EvidenceSource title: Valaris Fleet Status Report Current evidence: Excerpt not available Next evidence: VALARIS DS-18 GustoMSC P10000 2015 Occidental Gulf of America Dec 26 Jun 29 914-day contract for DS-18 and 940-day contract extension for DS-16. Combined addition to Open source |
| Noble Stanley Lafosse Noble | Murphy U.S. Gulf of Mexico | Aug 2027 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: Noble Fleet Status Report Current evidence: Noble Stanley Lafosse US Gulf Murphy Feb-25 Aug-27 Undisclosed Plus one 5-well option. Next evidence: Excerpt not available Open source |
| Deepwater Pontus Transocean | Shell U.S. Gulf of Mexico | Oct 2027 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: May 2026 Fleet Status Report Current evidence: Deepwater Pontus 1 1,400 2017 USGOM Shell Firm Oct-17 Oct-27 496,000 Next evidence: Excerpt not available Open source |
| Deepwater Poseidon Transocean | Shell U.S. Gulf of Mexico | Feb 2028 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: May 2026 Fleet Status Report Current evidence: Deepwater Poseidon 1 1,400 2018 USGOM Shell Firm Sep-18 Feb-28 499,000 Next evidence: Excerpt not available Open source |
| Deepwater Invictus Transocean | BP U.S. Gulf of Mexico | Apr 2028 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: May 2026 Fleet Status Report Current evidence: Deepwater Invictus 1,400 2014 USGOM bp Firm Apr-25 Apr-28 485,000 Next evidence: Excerpt not available Open source |
| Deepwater Titan Transocean | Chevron U.S. Gulf of Mexico | Apr 2028 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: May 2026 Fleet Status Report Current evidence: Deepwater Titan 1 1,700 2023 USGOM Chevron Firm Apr-23 Apr-28 462,000 Next evidence: Excerpt not available Open source |
| VALARIS DS-16 Valaris | Occidental U.S. Gulf of Mexico | Dec 2028 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: Valaris Fleet Status Report Current evidence: Occidental Gulf of America Jun 26 Dec 28 940-day contract extension for DS-16 and 914-day contract for DS-18. Combined addition to Next evidence: Excerpt not available Open source |
| Stena Evolution Stena Drilling | Shell Offshore Inc. U.S. Gulf of Mexico | Apr 2029 | Shell Offshore Inc. U.S. Gulf of Mexico | Apr 2029 | Confirmed follow-on | 0 days | coverage | verified | Jul 2026 | EvidenceSource title: Stena Drilling Fleet Availability and official news disclosures Current evidence: 29 May 2023 Stena Drilling release: Stena Evolution operations in the United States Gulf of Mexico due to commence in Q2 2024 for a primary term of 5 years. Next evidence: 29 May 2023 Stena Drilling release: option to extend the contract upon completion of primary term. Open source |
| Noble Voyager Noble | Shell U.S. Gulf of Mexico | Jul 2030 | Customer undisclosed Region not verified | Schedule not disclosed | Contract ending | Gap unknown | watch | schedule unclear | Jul 2026 | EvidenceSource title: Noble Fleet Status Report Current evidence: Noble Voyager US Gulf Shell Jul-26 Jul-30 Undisclosed Four-year contract plus four one-year options. Next evidence: Excerpt not available Open source |