Transocean is a top offshore drilling contractor, providing rigs and equipment to help its customers find and develop oil and natural gas reserves.
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The price of oil in US$ will rise as the global economy recovers and higher inflation in the US occurs due to heavy printing in Washington results in a weaker dollar. Once this is viewed as coming there will be a rush to deep water drilling in places like Brazil and Transocean should greatly benefit.
And so will PBR.