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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d) of
the Securities Exchange Act of 1934

Date of report (date of earliest event reported): October 24, 2024

TRANSOCEAN LTD.

(Exact name of Registrant as specified in its charter)

Switzerland

    

001-38373

    

98-0599916

(State or other jurisdiction of

(Commission

(I.R.S. Employer

incorporation or organization)

File Number)

Identification No.)

Turmstrasse 30

   

Steinhausen, Switzerland

CH-6312

(Address of principal executive offices)

(zip code)

Registrant’s telephone number, including area code: +41 (41) 749-0500

​ ​

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act

Title of each class

Trading Symbol

Name of each exchange on which registered:

Shares, $0.10 par value

RIG

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

Item 7.01Regulation FD Disclosure.

We issue a report entitled “Transocean Fleet Status Report,” which includes drilling rig status and contract information. A report dated October 24, 2024, is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. You may subscribe to the Transocean “E-mail Alerts,” which based upon your selections will alert you to new Transocean press releases, financial and other updates. This free service will send you an automated email containing the Fleet Status Report press release and a link to our website: www.deepwater.com, where the reports are posted each quarter under “Investors/Fleet Status Report.” You may subscribe to this service in the footer of any of the website’s Investors pages by selecting “E-mail Alerts” then providing your email address. Please select the alerts to which you prefer to subscribe and click “Submit.”

Item 9.01  Financial Statements and Exhibits.

(d)  Exhibits.

Exhibit No.

Description

99.1

Fleet Status Report dated October 24, 2024

101

Interactive data files pursuant to Rule 405 of Regulation S-T formatted in Inline Extensible Business Reporting Language

104

Cover Page Interactive Data File (formatted as inline XBRL).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TRANSOCEAN LTD.

Date: October 24, 2024

By:

/s/ Daniel Ro-Trock

Daniel Ro-Trock

Authorized Person

Graphic


Graphic

Updated: October 24, 2024

Significant Updates Noted in Bold

Dayrate on

Estimated

Estimated

Current

Footnote

Start

End

Contract

Rig Type/Name

References

Location

Customer

Status

Date

Date

(Dollars)

Additional Comments

Ultra-Deepwater Floaters (26)

Drillships (25)

Deepwater Titan

1

USGOM

Chevron

Firm

Apr-23

Apr-28

455,000

Deepwater Atlas

USGOM

Beacon

Firm

Jul-24

May-25

455,000

USGOM

Beacon

Firm

May-25

Jan-26

505,000

USGOM

Beacon

Contingent

Jan-26

May-26

505,000

USGOM

Beacon

Firm

May-26

Oct-26

580,000

USGOM

Beacon

Contingent

Oct-26

Jan-27

650,000

USGOM

bp

Firm

Jun-28

May-29

635,000

USGOM

bp

Priced Option

Jun-29

May-30

635,000

Deepwater Aquila

1, 2, 3

Brazil

Petrobras

Firm

Jun-24

Jun-27

433,000

Deepwater Poseidon

1

USGOM

Shell

Firm

Sep-18

Feb-28

495,000

Deepwater Pontus

1

USGOM

Shell

Firm

Oct-17

Oct-27

493,000

Deepwater Conqueror

USGOM

Chevron

Firm

Apr-23

Apr-25

440,000

Assigned to another operator in the USGoM starting in Q1 2025

USGOM

Not Disclosed

Firm

Oct-25

Sep-26

530,000

Deepwater Proteus

1

USGOM

Shell

Firm

Aug-16

May-26

497,000

Deepwater Thalassa

1

USGOM

Shell

Firm

Jul-16

Feb-26

494,000

Mexico

Not Disclosed

Firm

Mar-26

Feb-29

480,000

On or before February 1, 2025, Transocean expects to designate one of the following rigs to this contract: Deepwater Asgard, Deepwater Proteus or Deepwater Thalassa. The commencement window is February 1, 2026 to September 1, 2026.

Deepwater Asgard

USGOM

Hess Corporation

Firm

Jun-24

Jun-25

505,000

USGOM

Hess Corporation

Firm

Jul-25

Jul-26

515,000

Deepwater Invictus

USGOM

Not Disclosed

Firm

Oct-24

Nov-24

Not Disclosed

USGOM

bp

Out of Service

Nov-24

Apr-25

-

Contract Preparation

USGOM

bp

Firm

Apr-25

Apr-28

485,000

Deepwater Skyros

3

Angola

TotalEnergies

Firm

Dec-22

Mar-25

310,000

3

Angola

TotalEnergies

Firm

Mar-25

Jan-26

400,000

Deepwater Corcovado

1, 2, 3

Brazil

Petrobras

Firm

Sep-23

Sep-27

402,000

Deepwater Mykonos

1, 2, 3

Brazil

Petrobras

Firm

Oct-23

Oct-25

362,000

Deepwater Orion

1, 2, 3

Brazil

Petrobras

Firm

Mar-24

Mar-27

416,000

Dhirubhai Deepwater KG2

1, 2, 3

Brazil

Petrobras

Firm

Jun-24

May-26

425,000

Petrobras 10000

1, 2

Brazil

Petrobras

Firm

Oct-24

Oct-25

393,000

Dayrate excludes 5% dual activity royalty; patent expires in May 2025.

1, 2

Brazil

Petrobras

Firm

Oct-25

Oct-26

405,000

1, 2

Brazil

Petrobras

Firm

Oct-26

Oct-27

417,000

1, 2

Brazil

Petrobras

Firm

Oct-27

Oct-28

430,000

1, 2

Brazil

Petrobras

Firm

Oct-28

Aug-29

443,000

Dhirubhai Deepwater KG1

India

ONGC

Firm

May-24

Feb-26

347,500

India

Reliance Industries

Firm

May-26

Mar-27

410,000

India

Reliance Industries

Priced Options

Mar-27

Apr-29

Not Disclosed

Ocean Rig Apollo

Stacked

Stacked May-16

Ocean Rig Athena

Stacked

Stacked Mar-17

Ocean Rig Mylos

Stacked

Stacked Sep-16

Discoverer India

Stacked

Stacked Jul-20

Discoverer Americas

Stacked

Stacked Apr-16

Discoverer Clear Leader

Stacked

Stacked Jun-19

Deepwater Champion

Stacked

Stacked Feb-16

Discoverer Luanda

Stacked

Stacked Feb-18

Semisubmersibles (1)

GSF Development Driller I

Stacked

Stacked Nov-20

Estimated Average Contract Dayrates4

Q4 2024

Q1 2025

Q2 2025

Q3 2025

$442,000

$434,000

$442,000

$445,000


Harsh Environment Floaters (8)

Semisubmersibles (8)

Transocean Norge

2, 3

Norway

Harbour Energy / OMV

Firm

Apr-24

Nov-24

375,000

The order of the wells is subject to change.

2, 3

Norway

Harbour Energy / OMV

Firm

Nov-24

Dec-24

425,000

The order of the wells is subject to change.

2, 3

Norway

Harbour Energy / OMV

Firm

Jan-25

Dec-25

430,000

The order of the wells is subject to change.

2, 3

Norway

Harbour Energy / OMV

Firm

Jan-26

Dec-26

435,000

The order of the wells is subject to change.

2, 3

Norway

Harbour Energy / OMV

Firm

Jan-27

Dec-27

435,000

The order of the wells is subject to change.

2, 3

Norway

Harbour Energy / OMV

Firm

Jan-28

May-28

517,000

The order of the wells is subject to change.

Transocean Spitsbergen

1, 2, 3

Norway

Equinor

Firm

Nov-23

Jan-25

341,000

Norway

Equinor

Out of Service

Jan-25

Mar-25

-

70 days

1, 2, 3

Norway

Equinor

Firm

Mar-25

Dec-25

341,000

1, 2, 3

Norway

Equinor

Priced Option

Dec-25

Jul-26

381,000

1, 2, 3

Norway

Equinor

Firm

Jul-26

Dec-26

483,000

1, 2, 3

Norway

Equinor

Firm

Dec-26

May-27

483,000

1, 2, 3

Norway

Equinor

Priced Option

May-27

Oct-27

483,000

Transocean Barents

1

Romania

OMV Petrom S.A.

Firm

Apr-25

Sep-26

465,000

1

Romania

OMV Petrom S.A.

Priced Option

Sep-26

Oct-26

480,000

1

Romania

OMV Petrom S.A.

Priced Option

Oct-26

Nov-26

480,000

Transocean Enabler

1, 2, 3

Norway

Equinor

Firm

Jul-24

Jun-26

398,000

1, 2, 3

Norway

Equinor

Priced Option

Jun-26

Jul-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Jul-26

Jul-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Aug-26

Aug-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Aug-26

Sep-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Sep-26

Oct-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Oct-26

Nov-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Nov-26

Dec-26

438,000

1, 2, 3

Norway

Equinor

Priced Option

Dec-26

Jan-27

438,000

Transocean Encourage

1, 2, 3

Norway

Equinor

Firm

Jul-24

Nov-25

371,000

1, 2, 3

Norway

Not Disclosed

Firm

Nov-25

Nov-26

473,000

Transocean Endurance

Australia

Woodside

Firm

Mar-24

Dec-25

380,000

Australia

Woodside

Firm

Dec-25

Aug-26

390,000

Australia

Woodside

Priced Option

Aug-26

Oct-26

390,000

Transocean Equinox

Australia

Not Disclosed

Firm

Apr-24

Mar-25

455,000

Australia

Not Disclosed

Mobilization

Mar-25

May-25

-

Mobilization - 42 days

Australia

Not Disclosed

Firm

May-25

May-26

485,000

Australia

Not Disclosed

Priced Option

Jun-26

Jul-26

520,000

Australia

Not Disclosed

Priced Option

Jul-26

Aug-26

520,000

Australia

Not Disclosed

Priced Option

Aug-26

Sep-26

540,000

Australia

Not Disclosed

Priced Option

Sep-26

Oct-26

540,000

Australia

Not Disclosed

Priced Option

Oct-26

Nov-26

540,000

Australia

Not Disclosed

Priced Option

Nov-26

Dec-26

540,000

Australia

Not Disclosed

Priced Option

Dec-26

Jan-27

540,000

Australia

Not Disclosed

Priced Option

Jan-27

Feb-27

540,000

Australia

Not Disclosed

Priced Option

Feb-27

Feb-27

540,000

Australia

Not Disclosed

Priced Option

Feb-27

Mar-27

540,000

Australia

Not Disclosed

Priced Option

Mar-27

Apr-27

540,000

Australia

Not Disclosed

Priced Option

Apr-27

May-27

540,000

Australia

Not Disclosed

Priced Option

May-27

Jun-27

520,000

Australia

Not Disclosed

Priced Option

Jun-27

Aug-27

520,000

Australia

Not Disclosed

Priced Option

Aug-27

Sep-27

540,000

Australia

Not Disclosed

Priced Option

Sep-27

Oct-27

540,000

Australia

Not Disclosed

Priced Option

Oct-27

Nov-27

540,000

Henry Goodrich

Stacked

Stacked Mar-20

Estimated Average Contract Dayrates4

Q3 2024

Q4 2024

Q1 2025

Q2 2025

$392,000

$403,000

$407,000

$411,000


Graphic

Revisions Noted in Bold

Footnotes

(1)

Dayrate could change in the future due to cost escalations or de-escalations.

(2)

Dayrate includes a foreign currency component.

(3)

The contract has a bonus incentive opportunity that is not reflected in the contract dayrate.

(4)

Estimated Average Contract Dayrate is defined as the average contracted full operating dayrate to be earned per revenue earning day.


Graphic

Disclaimers & Definitions

The information contained in this Fleet Status Report (the “Information”) is as of the date of the report only and is subject to change without notice to the recipient. Transocean Ltd. assumes no duty to update any portion of the Information.

DISCLAIMER. NEITHER TRANSOCEAN LTD. NOR ITS AFFILIATES MAKE ANY EXPRESS OR IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE) REGARDING THE INFORMATION CONTAINED IN THIS REPORT, WHICH INFORMATION IS PROVIDED “AS IS.” Neither Transocean Ltd. nor its affiliates will be liable to any recipient or anyone else for any inaccuracy, error or omission, regardless of cause, in the information set forth in this report or for any damages (whether direct or indirect, consequential, punitive or exemplary) resulting therefrom.

No Unauthorized Publication or Use. All information provided by Transocean in this report is given for the exclusive use of the recipient and may not be published, redistributed or retransmitted without the prior written consent of Transocean.

Customer Contract Duration, Timing and Dayrates and Risks Associated with Operations. The duration and timing (including both starting and ending dates) of the customer contracts are estimates only, and customer contracts are subject to cancellation, suspension and delays for a variety of reasons, including some beyond the control of Transocean. Also, the dayrates set forth in the report are estimates based upon the full contractual operating dayrate. However, the actual average dayrate earned over the course of any given contract will be lower and could be substantially lower. The actual average dayrate will depend upon a number of factors (rig downtime, suspension of operations, etc.) including some beyond the control of Transocean. Our customer contracts and operations are generally subject to a number of risks and uncertainties, and we urge you to review the description and explanation of such risks and uncertainties in our filings with the Securities and Exchange Commission (SEC), which are available free of charge on the SEC’s website at www.sec.gov. The dayrates do not include revenue for mobilizations, demobilizations, upgrades, shipyards or recharges.

Contract backlog.  The maximum contractual operating dayrate multiplied by the number of days remaining in the firm contract period, excluding revenues for mobilization, demobilization, contract preparation, other incentive provisions or reimbursement revenues, which are not expected to be material to our contract drilling revenues.  The contract backlog represents the maximum contract drilling revenues that can be earned considering the contractual operating dayrate in effect during the firm contract period.  

Out of Service. The time associated with committed shipyards, upgrades, surveys, repairs, regulatory inspections, contract preparation or other committed activity on the rig and is not expected to earn an operating dayrate, Contract preparation refers to periods during which the rig is undergoing modifications or upgrades as a result of contract requirements.

The references included in this Fleet Status Report may not be firm and could change significantly based on a variety of factors. Any significant changes to our estimates of out of service time will be reflected in subsequent Fleet Status Reports, as applicable.

In some instances such as certain mobilizations, upgrades and shipyards, we are paid compensation by our customers that is generally recognized over the life of the primary contract term of the drilling contract.

Forward-Looking Statements. The statements made in the Fleet Status Report that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements made in the Fleet Status Report include, but are not limited to, statements involving the estimated duration, timing and backlog of customer contracts, including well-based contracts, contract dayrate amounts, future contract commencement dates and locations and planned shipyard projects and other Out of Service time. Such statements are subject to numerous risks, uncertainties and assumptions, including but not limited to, uncertainties relating to the level of activity in offshore oil and gas exploration and development, exploration success by producers, oil and gas prices, competition and market conditions in the contract drilling industry, shipyard delays, actions and approvals of third parties, changes to customer drilling programs, possible cancellation or suspension of drilling contracts as a result of mechanical difficulties or performance, Transocean’s ability to enter into and the terms of future contracts, the availability of qualified personnel, labor relations and the outcome of negotiations with unions representing workers, operating hazards, factors affecting the duration and timing of contracts including well-in-progress provisions, the actual amount of downtime, factors resulting in reduced applicable dayrates, hurricanes and other weather conditions, terrorism, political and other uncertainties inherent in non-U.S. operations (including the risk of war, civil disturbance, seizure or damage of equipment and exchange and currency fluctuations), the impact of governmental laws and regulations, the adequacy of sources of liquidity, the effect of litigation and contingencies and other factors described above and discussed in Transocean’s most recently filed periodic reports on Form 10-K or Form 10-Q and in Transocean’s other filings with the SEC, which are available free of charge on the SEC’s website at www.sec.gov. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect or incomplete, actual results may vary materially from those indicated. You should not place undue reliance on forward-looking statements. Each forward-looking statement speaks only as of the date of the particular statement, and we expressly disclaim any obligations or undertaking to publicly update or revise any forward-looking statement, except as required by law.

Fleet Classifications. Transocean uses classifications for its drillships and semisubmersibles as follows: “Ultra-Deepwater” are the latest generation of drillships and semisubmersible rigs and are capable of drilling in water depths equal to or greater than 7,500 feet; “Harsh Environment” are premium rigs equipped for year-round operations in harsh environments.

Stacking.  An "Idle" rig is primarily between contracts, readily available for  operations, and operating costs are typically at or near normal levels. A "Stacked" rig, on the other hand, is primarily manned by a reduced crew or unmanned and typically has reduced operating costs and is (i) preparing for an extended period of inactivity, (ii) expected to continue to be inactive for an extended period, or (iii) completing a period of extended inactivity. However, stacked rigs will continue to incur operating costs at or above normal operating costs for approximately 30 days following initiation of stacking.


v3.24.3
Document and Entity Information
Oct. 24, 2024
Document and Entity Information  
Document Type 8-K
Document Period End Date Oct. 24, 2024
Entity File Number 001-38373
Entity Registrant Name TRANSOCEAN LTD
Entity Incorporation, State or Country Code V8
Entity Tax Identification Number 98-0599916
Entity Address, Address Line One Turmstrasse 30
Entity Address, City or Town Steinhausen
Entity Address, Postal Zip Code CH-6312
Entity Address, Country CH
City Area Code +41 (41)
Local Phone Number 749-0500
Written Communications false
Soliciting Material false
Pre-commencement Tender Offer false
Pre-commencement Issuer Tender Offer false
Title of 12(b) Security Shares
Trading Symbol RIG
Security Exchange Name NYSE
Entity Emerging Growth Company false
Entity Central Index Key 0001451505
Amendment Flag false

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