Ep188: Expectations for 2021
The Drilldown: In-depth answers to oilfield questions
Release Date: 01/05/2021
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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Ep194: Oil Service Firm Finances
The Drilldown: In-depth answers to oilfield questions
Richard and John review the financial performance, capital structure and capex activity of oil service firms accounting for over half the global oilfield equipment and service market. Will their improved financial performance trigger an increase in M&A activity in 2021?
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Ep193: Is It Worthwhile to Plug Abandoned Wells?
The Drilldown: In-depth answers to oilfield questions
Are there millions of unplugged abandoned wells in the US as some have claimed and whether it would be worthwhile to plug them to cut down on GHG emissions and provide jobs. We also talk enteric fermentation, or methane emissions per cow-year.
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Ep192- Voice of the Customer: Frac Efficiency
The Drilldown: In-depth answers to oilfield questions
Richard and John use voice of the customer responses to reveal challenges in determining trends in frac efficiency. the McNamara Fallacy will prioritizing efficiency over effectiveness continue?
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Ep191: Oil Company Finances
The Drilldown: In-depth answers to oilfield questions
Richard and John review the financial performance and capital structure of publicly-traded oil companies accounting for one-third of the US market and discuss the potential for a sharp recovery in their capital spending in 2021.
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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.
info_outlineIn 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.