loader from loading.io

Ep190: Expectations vs Reality

The Drilldown: In-depth answers to oilfield questions

Release Date: 01/19/2021

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.

info_outline
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.

info_outline
Ep194: Oil Service Firm Finances show art 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?

info_outline
Ep193: Is It Worthwhile to Plug Abandoned Wells? show art 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.

info_outline
Ep192- Voice of the Customer: Frac Efficiency show art 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?

info_outline
Ep191: Oil Company Finances show art 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.

info_outline
Ep190: Expectations vs Reality show art 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!

info_outline
Ep189: 10 (More) Questions Being Asked! show art 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

info_outline
Ep188: Expectations for 2021 show art 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.

info_outline
Ep187 - The Year That Was show art 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.  

info_outline
 
More Episodes

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!