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Ep166: Tragedy or Comedy - What Oil & Gas Can Learn from Broadway

The Drilldown: In-depth answers to oilfield questions

Release Date: 07/07/2020

Ep184: Recipe for Success show art 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 show art 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 show art 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 show art 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

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Ep180: Straws in the Wind show art Ep180: Straws in the Wind

The Drilldown: In-depth answers to oilfield questions

What recent oil company mergers say about the outlook for E&P activity, supply chain consolidation and market share growth.   Produced by Charlie Spears

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Ep179: Thinking About Free Cash Flow show art Ep179: Thinking About Free Cash Flow

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss elements impacting free cash flow for US operators and how this will determine E&P capex and rig activity going forward. Specific topics addressed include: “Haircut” given to spot oil prices when setting capex budgets Royalties, production taxes and operating costs % going for debt reduction and shareholder returns

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Ep178: What's Caught Out Attention This Week show art Ep178: What's Caught Out Attention This Week

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss topics which caught their attention this week, including: Caterpillar’s acquisition of Weir; Saudi breakeven pricing; Q3 OFS earnings expectations; and progress on nuclear fusion.

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Ep177: Has America Gone Back To Work? show art Ep177: Has America Gone Back To Work?

The Drilldown: In-depth answers to oilfield questions

Anecdotal evidence from Richard’s current road trip suggests US economic activity is largely returning to normal and explains why the EIA has revised its estimates of Q4 US oil use significantly higher in recent months. Richard and John discuss how this would impact inventory drawdowns and oil prices.

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Ep176: Going, going...... show art Ep176: Going, going......

The Drilldown: In-depth answers to oilfield questions

Schlumberger has begun to reduce its exposure to the North American oilpatch. Richard and John discuss how this process will likely result in consolidation of  important segments of the NAM market. We also chat about -- Does the possibility of a Biden administration impact the timing and/or success of this process? Will competitors or customers object to market consolidation?

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Ep175: State of the Market - Renewables show art Ep175: State of the Market - Renewables

The Drilldown: In-depth answers to oilfield questions

Major oil companies are increasing their investment in renewable resources as they transform into btu- agnostic energy suppliers. Richard and John describe the US renewables market and discuss the outlook for this sector.

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Richard and John discuss the similarities and differences between the theatre business and the oil and
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