In today's edition, Paul and Matt discuss deepwater drillers. Thanks to the ever-growing demand for oil from developing markets and the lack of easy-to-reach oil, companies are turning more and more to unconventional sources such as deepwater, shale, and oil sands. This has led to a strong pricing environment for deepwater drillers such as Transocean and Noble, which boast several 10-year commitments on ultra-deepwater drilling rigs. Watch the video for Paul and Matt's take on these developments.

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