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Three oil and gas drillers, Transocean Ltd., Helmerich & Payne, and Patterson-UTI Energy, appear resilient despite pressure on the industry. Deepwater demand is improving, tightening supply for high-spec rigs and supporting firmer dayrates. Offshore markets show volatility, while onshore trends remain steadier but cautious. These drillers offer strength in high-spec land rigs and a balanced mix of drilling and completions capabilities.

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