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Ep141: We Review our Predictions for 2019

The Drilldown: In-depth answers to oilfield questions

Release Date: 01/06/2020

Ep153: Does US Oilfield Spending Go to Zero? show art Ep153: Does US Oilfield Spending Go to Zero?

The Drilldown: In-depth answers to oilfield questions

No matter the price of oil, no matter the trend in drilling activity, the number is $150 frac dollars per reservoir foot drilled.  The only real switch occurred in Q1 2015 when things collapsed the first time, but $150 is our number.  It would take a change in industry behavior to take another step downward in Q2 2020…perhaps that happens, but do we predict it today?  Not really.

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152: A Unified Theory of the Oilpatch show art 152: A Unified Theory of the Oilpatch

The Drilldown: In-depth answers to oilfield questions

Global oil inventories are set to increase due to the drop in oil demand and the rise in OPEC+ output. Richard and John discuss how much inventories might rise, how long it will take before they are back to normal, and the implications for US oilfield activity, oil production and oil prices.

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Ep151: $32 oil. What now? show art Ep151: $32 oil. What now?

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the near-term impact of $32 oil on drilling and completion activity and revenues for selected market segments and oil service companies. In addition, they consider how the drop in drilling and completion will impact US oil production and what that means for the long-term outlook for oil prices.

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Ep150: An Oilfield Crime show art Ep150: An Oilfield Crime

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the “Killers of the Flower Moon”, a book (and soon to be a movie) about a 1920s conspiracy to murder Osage Indians for their oil royalties and what became one of the FBI’s first major homicide investigations.

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Ep149: Effective or Merely Efficient? show art Ep149: Effective or Merely Efficient?

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the winners and losers from the three-fold improvement in drilling and frac efficiency realized over the past couple of years.

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Ep148: A Good Combination? show art Ep148: A Good Combination?

The Drilldown: In-depth answers to oilfield questions

Halliburton + TechnipFMC --- A Good Combination? Richard & John dive into Jane Austen to analyze the merits.

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Ep147: ESG pt III show art Ep147: ESG pt III

The Drilldown: In-depth answers to oilfield questions

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

 

Produced by Charlie Spears