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Ep137: The Future of Oilfield R&D

The Drilldown: In-depth answers to oilfield questions

Release Date: 11/18/2019

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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Ep166: Tragedy or Comedy - What Oil & Gas Can Learn from Broadway show art Ep166: Tragedy or Comedy - What Oil & Gas Can Learn from Broadway

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the similarities and differences between the theatre business and the oil and gas industry and the challenges each faces in recovering from the pandemic. We also discuss movies with an exclamation point in the title!

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Ep165: Damage Assessment show art Ep165: Damage Assessment

The Drilldown: In-depth answers to oilfield questions

How much oilfield product/service line revenues were impacted Q2 as operators' slashed capex and what this means for supply chain resiliency.

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Ep164: New World Order show art Ep164: New World Order

The Drilldown: In-depth answers to oilfield questions

Oil's back up, but rig count isn't. Why is that? We also discuss the changing landscape of market predicting.

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Ep163: What About DUCS? show art Ep163: What About DUCS?

The Drilldown: In-depth answers to oilfield questions

What's going to happen to all the Drilled but uncompleted wells (DUCS) out there?   Produced by Charlie Spears

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Ep162: All For Naught show art Ep162: All For Naught

The Drilldown: In-depth answers to oilfield questions

Some oil companies have recently adopted the goal of reaching “net-zero” carbon emissions by 2050. John and Richard discuss when the net-zero target might start to affect decisions as to what types of exploration opportunities to pursue given the timeline for discovery and development. Other topics include: A brief history of the concept of zero

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Ep161: Re-Discovering Exploration show art Ep161: Re-Discovering Exploration

The Drilldown: In-depth answers to oilfield questions

Exploratory activit has been hit hard by low commodity prices, but Richard & John make the case that it could stage a surprisingly strong recovery. Stranded assets vs profitable production Oil versus gas exploration R&D implications

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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.