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Ep128: Global Oil Demand

The Drilldown: In-depth answers to oilfield questions

Release Date: 09/09/2019

Ep176: Going, going...... show art Ep176: Going, going......

The Drilldown: In-depth answers to oilfield questions

Schlumberger has begun to reduce its exposure to the North American oilpatch. Richard and John discuss how this process will likely result in consolidation of  important segments of the NAM market. We also chat about -- Does the possibility of a Biden administration impact the timing and/or success of this process? Will competitors or customers object to market consolidation?

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Ep175: State of the Market - Renewables show art Ep175: State of the Market - Renewables

The Drilldown: In-depth answers to oilfield questions

Major oil companies are increasing their investment in renewable resources as they transform into btu- agnostic energy suppliers. Richard and John describe the US renewables market and discuss the outlook for this sector.

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Ep174: Frac Market Outlook show art Ep174: Frac Market Outlook

The Drilldown: In-depth answers to oilfield questions

The recently-announced combination of Liberty and Schlumberger is shaking up the NAM frac market. Richard and John discuss the outlook for activity and pricing over the coming year.

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Ep173: How It’s Made – The Oilfield Market Report show art Ep173: How It’s Made – The Oilfield Market Report

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the process used to create and update the market size and share estimates found in the Oilfield Market Report.

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Ep172: What's Going On With Natural Gas? show art Ep172: What's Going On With Natural Gas?

The Drilldown: In-depth answers to oilfield questions

Natural gas demand is up, pricing recovers a bit. Is this sustainable going forward? We talk about what it looks like as the LNG market tightens up.   Produced by Charlie Spears

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Ep171: What Would Warren Buffet Do? show art Ep171: What Would Warren Buffet Do?

The Drilldown: In-depth answers to oilfield questions

Our podcast today goes out to Warren Buffet & similar investors. We see a 3-phase recovery by market sector. Where & when should investors deploy their capital?   Produced by Charlie Spears

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Ep170: The Outlook for Technology Development show art Ep170: The Outlook for Technology Development

The Drilldown: In-depth answers to oilfield questions

With reserves plentiful but facing limits on CO2 emissions, oil companies are re-focusing their R&D programs. What implications does this have for the oil service sector? Other topics discussed include:  The link between oil service revenues and R&D budgets  R&D’s “Blutarsky moment”  The optimal length of a lecture

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Ep169: What Do Q2 Results Mean for the Oilpatch? show art Ep169: What Do Q2 Results Mean for the Oilpatch?

The Drilldown: In-depth answers to oilfield questions

Looks like we were a bit too optimistic for Q2! This episode we contrast and compare the Q2 financial results of major oil service companies for clues about what is happening in NAM and International markets and the implications for technology development.   Produced by Charlie Spears

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Ep168: Is Budget Exhaustion the New Seasonality? show art Ep168: Is Budget Exhaustion the New Seasonality?

The Drilldown: In-depth answers to oilfield questions

Is Q4 the new "spring dip"? Is drilling seasonality now driven by budget exhaustion?

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Ep167: The Latest on Oilfield Service Price Discounting show art Ep167: The Latest on Oilfield Service Price Discounting

The Drilldown: In-depth answers to oilfield questions

Richard & John talk about what happens to oilfield service prices over the next few quarters.

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We discuss the outlook for global oil demand in the coming year and the sensitivity of oil traders to the US-China trade dispute.

 

Produced by Charlie Spears