• Equinor (EQNR) booked three harsh-environment Transocean semisub rigs for Norwegian shelf work, creating $1B+ backlog across seven rig-years; base day rate ~$399,000, programs start Q2 2027–Q1 2028.
  • Equinor swaps assets with Vaar Energi: Vaar gains 32.5% of Peon gas; Equinor gets 5% of Fram plus Mulder, Grosbeak, Groenngylt. Peon tie‑back to Gjøa aims to produce from ~2030.