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Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2)

The Drilldown: In-depth answers to oilfield questions

Release Date: 04/27/2021

EP214: Point-Counterpoint: Part 2 show art EP214: Point-Counterpoint: Part 2

The Drilldown: In-depth answers to oilfield questions

Richard and John review the challenge to US oilfield service firms in accommodating a significant increase in oilco activity in 2022. Topics addressed include market segmentation by operator size, contract duration requirements, risks from new technologies, and the potential for market consolidation.

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Ep213: Point-Counterpoint, Pt 1 show art Ep213: Point-Counterpoint, Pt 1

The Drilldown: In-depth answers to oilfield questions

Richard and John preview the upcoming discussions between oil company managements planning to significantly increase capital spending in 2022 and possible pushback from investors. Topics addressed include long-term versus short-term demand expectations, “resilient” reserves and “bifurcated” investment groups.

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Ep212: The Long Run show art Ep212: The Long Run

The Drilldown: In-depth answers to oilfield questions

Richard and John review the findings the EIA’s newly-released outlook for the global energy market to 2050 and discuss its implications for the oilfield equipment and service industry.

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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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More Episodes

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.