The Drilldown: in-depth answers to oilfield questions | w/ Richard & John Spears
Business & Economics Podcasts
Richard & John Spears answer your questions & discuss the oilfield services business. The Spears brothers have a combined 75+ years as leading industry experts and are prized speakers for events all across the globe. The Drilldown will visit all topics in the oilfield services & equipment and discuss industry current events. New episode every Monday! Got a question? Send it to drilldownshow@gmail.com
Location:
United States
Description:
Richard & John Spears answer your questions & discuss the oilfield services business. The Spears brothers have a combined 75+ years as leading industry experts and are prized speakers for events all across the globe. The Drilldown will visit all topics in the oilfield services & equipment and discuss industry current events. New episode every Monday! Got a question? Send it to drilldownshow@gmail.com
Language:
English
Episodes
Ep221 - Does Idling Your Engine Save Fuel?
11/8/2022
This week we're doing an oddball episode -- does idling your engine waste fuel? Yes, we're actually gonna talk about this this week! Produced by Charlie Spears
Duration:00:12:44
Ep220: What's driving OPECs production numbers?
10/25/2022
This week we discuss how OPEC determines their production quota and how the war in Russia their decision making. Produced by Charlie Spears
Duration:00:15:41
Ep219: How do we evaluate the Oilfield Services market?
10/12/2022
This week we dive into our methodologies for tracking oilfield services domestically & internationally.
Duration:00:19:43
Ep218: Are oil companies drilling themselves out of business?
10/4/2022
Exploration has slowed, so are oil companies on a ticking clock? Produced by Charlie Spears
Duration:00:15:28
Ep217: Is M&A back in Oilfield Services?
9/19/2022
Is M&A activity back in the oilfield service sector? It looks like the industry is heating up again, we dive into what the landscape currently is and where it is going. Produced by Charlie Spears
Duration:00:15:27
Ep216: Oil prices are no longer driving activity
9/12/2022
Oil prices are no longer the primary driver of oilfield activity. Richard and John talk about the recent divergence in oilfield service profits, activity, and oil price.
Duration:00:13:49
Ep215: We're BACK (and the oilfield has changed a lot)
9/5/2022
We're back from a deep hibernation and boy have things changed! This episode we talk how to value oilfield service companies in the current market environment, how commodity pricing doesn't drive the industry as much as it used to, and how investor mindset has changed. Produced by Charlie Spears
Duration:00:19:41
EP214: Point-Counterpoint: Part 2
11/16/2021
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.
Duration:00:17:02
Ep213: Point-Counterpoint, Pt 1
10/29/2021
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 addressedinclude long-term versus short-term demand expectations, "resilient" reserves and "bifurcated"investment groups.
Duration:00:15:17
Ep212: The Long Run
10/14/2021
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.
Duration:00:14:57
Ep211: Global Oilfield Spending – Pt. 2
9/27/2021
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.
Duration:00:16:47
Ep210: Global Oilfield Spending Pt 1
9/13/2021
Richard and John identify 2021’s market segment winners and losers and discuss the factors driving the differences in revenue growth this year.
Duration:00:12:06
Ep209: Forecasting Bias
8/27/2021
Richard & John go over common biases when forecasting....anything.....but especially the oilpatch.
Duration:00:17:01
Ep208: Frac Pricing
8/22/2021
Richard and John discuss the 2022 outlook for US frac activity, including rig activity, DUC drawdown rate and frac pricing.
Duration:00:15:16
Ep207: Decisions, Decisions
8/13/2021
Richard and John discuss how they expect US operators will decide to allocate next year’s free cash flow.
Duration:00:19:15
Ep206: Looking forward to 2022
8/5/2021
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.
Duration:00:20:01
Ep205: A Tale of Two Narratives
5/21/2021
Rising oil prices & less anticipated demand -- how do we interpret conflicting projections for oil demand?
Duration:00:14:33
Ep204: Net-Zero CO2 Emissions and Wet Frac Sand: Bonus Round!
5/8/2021
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?
Duration:00:20:47
Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2)
4/27/2021
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.
Duration:00:15:58
Ep202: What "net zero" and wet frac sand have in common (part 1)
4/20/2021
How climate change & net zero are causing wet frac sand to show up on location.
Duration:00:15:58