152: A Unified Theory of the Oilpatch
The Drilldown: In-depth answers to oilfield questions
Release Date: 03/23/2020
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!
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
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
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
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
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
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
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
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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Ep181: Migrating DUCs
The Drilldown: In-depth answers to oilfield questions
Richard and John discuss what HAL’s Q3 results mean for US frac activity. Also - What Bobcat Goldthwait, the wives of Henry VIII, and invading Russia have in common
info_outlineGlobal 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.