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Ep149: Effective or Merely Efficient?

The Drilldown: In-depth answers to oilfield questions

Release Date: 03/02/2020

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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Ep155: Shootout at the OPEC Corral show art Ep155: Shootout at the OPEC Corral

The Drilldown: In-depth answers to oilfield questions

We talk Sunday's OPEC production cut & the future of natural gas prices.

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Ep154: What We're Hearing from the Field show art Ep154: What We're Hearing from the Field

The Drilldown: In-depth answers to oilfield questions

When will rig count bottom out? How fast are well costs changing? How will personnel logistics impact drilling/frac efficiency and offshore drilling?

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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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More Episodes

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.