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Ep137: The Future of Oilfield R&D

The Drilldown: In-depth answers to oilfield questions

Release Date: 11/18/2019

Ep191: Oil Company Finances show art Ep191: Oil Company Finances

The Drilldown: In-depth answers to oilfield questions

Richard and John review the financial performance and capital structure of publicly-traded oil companies accounting for one-third of the US market and discuss the potential for a sharp recovery in their capital spending in 2021.

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Ep190: Expectations vs Reality show art Ep190: Expectations vs Reality

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the lessons learned from comparing their estimates of market segment growth with Halliburton’s actual Q4 2020 financial results. This episode also features the introduction of the Puzzler Challenge!

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Ep189: 10 (More) Questions Being Asked! show art Ep189: 10 (More) Questions Being Asked!

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss 10 questions being asked by investors, operators and service firms in a joint presentation made to the Mid-Continent Section of the Society of Petroleum Engineers (SPE) on 1/12/2021. Charlie Spears

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Ep188: Expectations for 2021 show art Ep188: Expectations for 2021

The Drilldown: In-depth answers to oilfield questions

In their first podcast of the new year, Richard and John highlight some of their expectations for the US oilpatch in 2021 and raise two issues for further consideration.

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Ep187 - The Year That Was show art Ep187 - The Year That Was

The Drilldown: In-depth answers to oilfield questions

In their last podcast of the year, Richard and John step away from the oilpatch and highlight some of the more unusual events and best pivots of 2020.  

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Ep186: Happiness is Free Cash Flow show art Ep186: Happiness is Free Cash Flow

The Drilldown: In-depth answers to oilfield questions

This week we're broadcasting from our video chat with the Gulf Coast SPE luncheon. We kick off by discussing whether US operators can hold output steady, de-leverage AND grow shareholder returns at the same time. Recorded live from Richard & John's presentation to the SPE/API (Gulf Coast) luncheon on 12/8.

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Ep185 - Questions We're Being Asked show art Ep185 - Questions We're Being Asked

The Drilldown: In-depth answers to oilfield questions

Richard and John respond to a couple of questions about drilling activity in the US and the Middle East.

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Ep184: Recipe for Success show art Ep184: Recipe for Success

The Drilldown: In-depth answers to oilfield questions

Just in time for Thanksgiving, Richard and John identify where “high calorie” wells are drilled and what the outlook is for those markets.

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Ep183: Where the Oilpatch Is Headed Outside North America show art Ep183: Where the Oilpatch Is Headed Outside North America

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss what recent declines in drilling activity outside North America appear to say about NOC intentions regarding future oil production capacity.

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Ep182: US Production Outlook show art Ep182: US Production Outlook

The Drilldown: In-depth answers to oilfield questions

Richard and John present three scenarios for frac activity and US oil production for the coming year and discuss the implication for oil prices. Other topics addressed include: How a sharp DUC drawdown just delays a collapse in US oil output to 2022

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More Episodes

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.