As per link below, Ensco Fleet update for August has ENSCO 104 contracted to ENI at $230k per day (plus $16k per day for ancillaries) through to March 2014. Note, no other operator has contracted Ensco 104 'booked' come March 2014 - Heron North looking more positive every day. . Also, ENI prepared to pay $66k per day more for ENSCO 104 for 109...
Also of note for MEO's Zepplin 3D AC/P 50/51 farm out (to be released any day now...), PTTEP confirmed as having ENSCO 109 booked at $180k per day from August 2013 (i.e. now) through to November 2013. PTTEP has all the necessary approvals to drill 3 production testing wells at AC/L7, AC/L8 (i.e. Montara discovery). PTTEP has advised market that Montara oil discovery (i.e. BLACK GOLD) will commence production this month initially at 21,000 bopd before cranking up to 35,000 bopd. PTTEP estimates that Montara discovery has a life expectancy of 11 years - now that's a lot of BLACK GOLD which spiked earlier today to be over $110 per barrel. Critically Montara is just 25km from MEO's 100% Zepplin 3d. Very excited as to the size of the zepplin resources about to be announced. Note, ENSCO 109 also has no other operator booked post November 2013 so my guess is PTTEP must be looking very, very seriously at Zepplin 3D with a view to extending ENSCO 109 contract - Montara production infrastructure can be tied in very cheaply and quickly into MEO's AC/p 50 & 51.
http://www.enscoplc.com/files/Fleet%20Status/081513%20Fleet%20Status%20Report%20%28FINAL%29.pdf
Adl
Add to My Watchlist
What is My Watchlist?