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Ep132: Consolidations and Divestitures

The Drilldown: In-depth answers to oilfield questions

Release Date: 10/14/2019

Ep146: ESG Pt II show art Ep146: ESG Pt II

The Drilldown: In-depth answers to oilfield questions

In the second of a three-part series on ESG issues, Richard and John discuss social issues such as diversity, human rights and security that investors are increasingly using to evaluate operators and oilfield service firms. Other topics include: Total global value of stocks and bonds and the percent represented by sustainable investments. The absence of universally-accepted ESG standards The use and misuse of statistics

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Ep145: ESG Part 1 show art Ep145: ESG Part 1

The Drilldown: In-depth answers to oilfield questions

ESG (Environmental, Social and Governance) issues play an increasing role in investors’ financial decisions regarding operators and oil service firms, which have begun to take action in response. Richard and John discuss whether these actions are happening fast enough relative to non-industry expectations.

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Ep145: The Law of Capture show art Ep145: The Law of Capture

The Drilldown: In-depth answers to oilfield questions

How the "Law of Capture" defines how US drillers will behave in 2020.

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Ep143: Which oilfield services sectors do we see growing in 2020? show art Ep143: Which oilfield services sectors do we see growing in 2020?

The Drilldown: In-depth answers to oilfield questions

We're talking market segments this week! Which oilfield services sectors do we see growing in 2020? We go through our Oilfield Market Report and take a look at where each market segment is headed.

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Ep142: Our Predictions for 2020 show art Ep142: Our Predictions for 2020

The Drilldown: In-depth answers to oilfield questions

It's that time again, Richard & John make predictions for this coming year. Tune in in 51 weeks where we tally up who reads tea leaves better. Produced by Charlie Spears

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Ep141: We Review our Predictions for 2019 show art Ep141: We Review our Predictions for 2019

The Drilldown: In-depth answers to oilfield questions

Richard & John compare their over and under predictions for the past year -- how did they do?   Produced by Charlie Spears

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Ep140: Next Year's News show art Ep140: Next Year's News

The Drilldown: In-depth answers to oilfield questions

Richard and John list some of their “Ahead of the Bit” headlines they expect will describe the oilpatch in 2020.

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Ep139- Did the oil & gas industry turn a corner these past few weeks? show art Ep139- Did the oil & gas industry turn a corner these past few weeks?

The Drilldown: In-depth answers to oilfield questions

Aramco going public, the switch from production growth to profit growth, and companies ability to deliver on profit growth.  

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Ep138: ‘Tis the Season: The Takings (not Santa) Clause show art Ep138: ‘Tis the Season: The Takings (not Santa) Clause

The Drilldown: In-depth answers to oilfield questions

Some presidential candidates have proposed to ban fracking, if elected. Richard and John discuss how such proposals would fare considering the Fifth Amendment and the impact on state governments.

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Ep137: The Future of Oilfield R&D show art Ep137: The Future of Oilfield R&D

The Drilldown: In-depth answers to oilfield questions

Richard and John contrast and compare the structure and direction of oilfield R&D in a “peak oil demand” scenario relative to today’s industry.

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Many companies are eyeing divestiture. What factors are incentivizing this and what barriers exist?