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Ep174: Frac Market Outlook

The Drilldown: In-depth answers to oilfield questions

Release Date: 09/08/2020

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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Ep174: Frac Market Outlook show art Ep174: Frac Market Outlook

The Drilldown: In-depth answers to oilfield questions

The recently-announced combination of Liberty and Schlumberger is shaking up the NAM frac market. Richard and John discuss the outlook for activity and pricing over the coming year.

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Ep173: How It’s Made – The Oilfield Market Report show art Ep173: How It’s Made – The Oilfield Market Report

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the process used to create and update the market size and share estimates found in the Oilfield Market Report.

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Ep172: What's Going On With Natural Gas? show art Ep172: What's Going On With Natural Gas?

The Drilldown: In-depth answers to oilfield questions

Natural gas demand is up, pricing recovers a bit. Is this sustainable going forward? We talk about what it looks like as the LNG market tightens up.   Produced by Charlie Spears

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Ep171: What Would Warren Buffet Do? show art Ep171: What Would Warren Buffet Do?

The Drilldown: In-depth answers to oilfield questions

Our podcast today goes out to Warren Buffet & similar investors. We see a 3-phase recovery by market sector. Where & when should investors deploy their capital?   Produced by Charlie Spears

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The recently-announced combination of Liberty and Schlumberger is shaking up the NAM frac market.
Richard and John discuss the outlook for activity and pricing over the coming year.