Energy Daily-06/05/2026

Research evidence excerpt

Energy Daily-06/05/2026

Energy Daily

5 JUN 2026

Today’s highlights: Jackups: Awards continue in SE Asia; Eni: Signs early Commodity prices Last 6 days Last price -1 day -1 week -1 month 04-May1M high 29-May1M low

exploration deal offshore Guinea-Conakry. Also covered: ODL. BrentWTI (bbl)Crude (bbl) $$ 94.892.6 -0.2-0.5 %% 4.05.9 %% -14.2-8.8 %% 114.4106.4 91.187.4

Dutch TTF Gas $/MMBtu 16.6 -0.1 % 3.8 % 0.6 % 17.6 15.0

Jackups – Awards continue in SE Asia UKHenryNatHubGasNat Gas $/MMBtu$/MMBtu15.93.2 0.00.5 %% -3.86.7 %% 20.34.8 %% 17.03.3 14.62.7

CO2 price EUR/t 77.1 -1.9 % -3.8 % 4.2 % 80.6 73.9• Velesto Naga 6 has been awarded a contract with Northern Gulf Petroleum (NGP) UK electricity (1M) £/MWh 103.2 -0.5 % 2.1 % 10.7 % 104.6 91.4 Brent and Nat. gas in USD/boe Equivalent** last 3Y CO2 price last 3Y

offshore Thailand, covering three exploration wells and four infill wells. USD/boe EUR/t

• The rig has been idle since its previous contract with Petronas Carigali in Malaysia 135120 10090

80 April 2026 105

60• Dayrate have not been disclosed, but we see rates in the USD 80-100k/day area 75 70

for SE Asia awards currently 60 5040

• The jackup market remains soft, with Middle East tenders delayed due to the 4530 3020

conflict. However, it was positive that Al-Khafji Joint Operations (KJO) recently 15 10

concluded its four jackup tender, even if rates were likely USD ~80k/day (likely to Jun-230 Jun-24 Jun-25 Jun-26 0Jun-yy Jun-yy Jun-yy Jun-yy

a local contractor). This helps remove some of the most competitive supply from Dutch TTF Brent CO2 Price

the market. E&P 6Lastdays Last price -1 day Total-1 weekreturn YTD interestShort Cons.P/ENTM