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Ep201: Costs, Capex, Elasticity and Prices

The Drilldown: In-depth answers to oilfield questions

Release Date: 04/14/2021

Ep211: Global Oilfield Spending –  Pt. 2 show art Ep211: Global Oilfield Spending – Pt. 2

The Drilldown: In-depth answers to oilfield questions

Richard and John identify next year’s market segment winners and losers and discuss the factors driving differences in the rate of revenue growth in 2022.

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Ep210: Global Oilfield Spending Pt 1 show art Ep210: Global Oilfield Spending Pt 1

The Drilldown: In-depth answers to oilfield questions

Richard and John identify 2021’s market segment winners and losers and discuss the factors driving the differences in revenue growth this year.

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Ep209: Forecasting Bias show art Ep209: Forecasting Bias

The Drilldown: In-depth answers to oilfield questions

Richard & John go over common biases when forecasting....anything.....but especially the oilpatch.

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Ep208: Frac Pricing show art Ep208: Frac Pricing

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss the 2022 outlook for US frac activity, including rig activity, DUC drawdown rate and frac pricing.

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Ep207: Decisions, Decisions show art Ep207: Decisions, Decisions

The Drilldown: In-depth answers to oilfield questions

Richard and John discuss how they expect US operators will decide to allocate next year’s free cash flow.

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Ep206: Looking forward to 2022 show art Ep206: Looking forward to 2022

The Drilldown: In-depth answers to oilfield questions

We're back after a summer hiatus. This week we recap what's gone on this summer, quarterly financials, and how operator price assumptions affect their decision making in 2022.

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Ep205: A Tale of Two Narratives show art Ep205: A Tale of Two Narratives

The Drilldown: In-depth answers to oilfield questions

Rising oil prices & less anticipated demand -- how do we interpret conflicting projections for oil demand?

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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

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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.