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Ep165: Damage Assessment

The Drilldown: In-depth answers to oilfield questions

Release Date: 06/29/2020

Ep204: Net-Zero CO2 Emissions and Wet Frac Sand: Bonus Round! show art Ep204: Net-Zero CO2 Emissions and Wet Frac Sand: Bonus Round!

The Drilldown: In-depth answers to oilfield questions

In the third of a two-part series Richard and John discuss how challenges in implementing net-zero emission (NZE) plans could revise the (bearish) long-term outlook for oil and gas demand. What are some of the key issues that could impact how quickly NZE goals will be realized?

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Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2) show art Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2)

The Drilldown: In-depth answers to oilfield questions

In the second of a two-part series Richard and John discuss how current drilling and completion operations are being impacted by long-term climate change expectations and what the implications could be for US oil and gas production.

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Ep202: What Ep202: What "net zero" and wet frac sand have in common (part 1)

The Drilldown: In-depth answers to oilfield questions

How climate change & net zero are causing wet frac sand to show up on location.

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Ep201: Costs, Capex, Elasticity and Prices show art Ep201: Costs, Capex, Elasticity and Prices

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the factors driving the Q1 increase in US drilling and completion costs, the capital spending outlook for US operators, oil demand elasticity and the outlook for oil prices.

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Ep200: Renewables, COVID, and the American oil recovery show art Ep200: Renewables, COVID, and the American oil recovery

The Drilldown: In-depth answers to oilfield questions

A big picture look at what comes next.

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 Ep199: What We Expect In Q2 2021 show art Ep199: What We Expect In Q2 2021

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss four oilpatch events/trends they expect to emerge in Q2 2021: shortages, restructuring, bifurcation, and SPACs.

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Ep198: What We’re Hearing From the Field show art Ep198: What We’re Hearing From the Field

The Drilldown: In-depth answers to oilfield questions

The ongoing recovery in US drilling activity has caused some spot shortages for materials to emerge. At the same time, the number of new job openings for oil service workers has more than doubled since Q4 of last year. Richard and John discuss what this might mean for the cost to drill and complete wells, efficiency, and where the next shortages are likely to appear.

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Ep197: An Oilpatch Vaccine? show art Ep197: An Oilpatch Vaccine?

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss whether net-zero initiatives will be sufficient to keep ESG-sensitive funds invested in oil companies. Plus a Gilbert and Sullivan reference!

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Ep196: Rules of Thumb show art Ep196: Rules of Thumb

The Drilldown: In-depth answers to oilfield questions

Richard and John review information regarding recent trends in oil service activity and pricing found in the Spears industry dataset.

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Ep195: Last Week’s Most Important Price News show art Ep195: Last Week’s Most Important Price News

The Drilldown: In-depth answers to oilfield questions

Lost in last week’s headlines about sub-zero temperatures, rolling blackouts and soaring energy costs was news about what has become the most important price for the US petroleum industry. Richard and John discuss SCC and its impact on the oil and gas sector.

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