Valaris Market Overview and Strategic Positioning slide image

Valaris Market Overview and Strategic Positioning

Global Jackup Market Total Utilization¹ 90% 80% 70% 60% 50% 40% 2013 2014 2015 2016 2017 2018 2019 Avg Spot 136 139 96 77 61 65 Day Rates $ Thousand 400 320 240 160 80 I New Contracts² 0 2013 2014 2015 2016 Rig Years (L Axis) VALARIS 2017 H 2018 20 20 18 16 14 12 10 2019A3 Average Contract Duration (R Axis, Months) Source: IHS Markit RigPoint as of July 2019 • Utilization for the global jackup fleet has also moved higher since early 2017, as a steady increase in rig years awarded for new contracts has led to a modest improvement in average spot day rates In contrast to floaters, average contract durations for jackups have increased meaningfully in 2019, contributing to the increase in rig years awarded for new contracts • Both an increasing number of new contracts and longer average contract durations are conducive to further increases in average day rates for new jackup contracts 1Total utilization reflects rigs currently under contract and contracted for future work as a percentage of the global jackup fleet; includes benign & harsh-environment rigs 2Fixtures data includes New Mutual contracts only 3Year-to-date 2019 annualized 9
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