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

The Drilldown: In-depth answers to oilfield questions

Release Date: 12/09/2019

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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Ep160: Inflection Points show art Ep160: Inflection Points

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the key dates in 2020 for decisions that will set the course for oilfield activity in the US, Canada and the Middle East in 2021.

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Ep159: Lightning Round (Redux) show art Ep159: Lightning Round (Redux)

The Drilldown: In-depth answers to oilfield questions

Rapid fire questions on EOY oil price, which oilfield service sector will recover first, and Saudi Arabia.

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Ep158: The Virtual Offshore Technology Conference show art Ep158: The Virtual Offshore Technology Conference

The Drilldown: In-depth answers to oilfield questions

In the spirit of Saturday's virtual Kentucky Derby, Richard & John call the action at the 2020 virtual Offshore Technology Conference.

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Ep157: Uncharted Waters show art Ep157: Uncharted Waters

The Drilldown: In-depth answers to oilfield questions

Richard and John look outside the oilpatch to examples of surviving unprecedented events and overcoming challenging tasks as lessons for today’s oil industry.

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Ep156: What Price Differentials Are Telling Us show art Ep156: What Price Differentials Are Telling Us

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss what the current $16 price differential between WTI and Brent is telling us about the current oil market and what the current $17 price differential between the May and July futures prices is telling us about the future oil market. Other topics addressed include: How much oil is exported on a global basis? How much US production is likely to be shut-in? What type of US production will first come back into the market? Ernest Hemingway and Charles Mackay

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