The Drilldown: in-depth answers to oilfield questions | w/ Richard & John Spears-logo

The Drilldown: in-depth answers to oilfield questions | w/ Richard & John Spears

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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

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
More Information

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

Ep132: Consolidations and Divestitures

10/14/2019
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Many companies are eyeing divestiture. What factors are incentivizing this and what barriers exist?

Duration:00:11:20

Ep131: Resetting the Bar

10/7/2019
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Baseball, rig activity, and oil prices. Exploring the relationship between oil prices and US monthly rig activity. We dive deep into historical data, going back to 1986, to explain why US rig count has fallen this year and what we should expect going into 2020. Produced by Charlie Spears

Duration:00:09:30

Ep130: Is it the oil industries' job to replace itself?

9/30/2019
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Many activist investors are pushing the oil industry to transition or replace itself. Richard & John discuss. Produced by Charlie Spears

Duration:00:15:01

Ep129: Shake (Spears)

9/23/2019
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You might not realize that the works of The Bard have uncanny parallels to the Oil & Gas industry. This episode, Richard and John demonstrate that former field hands can be cultured too! Produced by Charlie Spears

Duration:00:06:09

Ep128: Global Oil Demand

9/9/2019
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We discuss the outlook for global oil demand in the coming year and the sensitivity of oil traders to the US-China trade dispute. Produced by Charlie Spears

Duration:00:11:26

Ep127: E-Frac Sensitivity to Natural Gas Prices

9/3/2019
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We discuss the capital & operating costs of E-Frac and estimate the price of natural gas at which E-Frac becomes uneconomic relative to conventional frac units.

Duration:00:17:39

Ep126: Hitting The Brakes

8/26/2019
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Richard & John discuss the slowdown taking place in US oil production growth and what that means for global markets.

Duration:00:11:01

Ep125: Mythical Beasts

8/12/2019
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How real is the "fracklog"? Richard and John identify the weaknesses in the EIA's method for calculating drilled-but-uncompleted wells and what that means for the US oilpatch. Produced by Charlie Spears

Duration:00:11:50

Ep124: How We Think About Inventories

8/5/2019
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Will OPEC+ be successful in its effort to reduce oil inventories in order to boost prices? Richard and John discuss whether this goal has already been met and when prices might respond. Episode produced by Charlie Spears

Duration:00:13:09

Ep123: What We're Seeing in the Field

7/30/2019
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Operators and oil service firms have been reporting their Q2 results and what they expect to happen over the near term. Richard and John discuss their key takeaways about activity and the implications across the supply chain.

Duration:00:16:08

Ep122: Where's the Exit?

7/17/2019
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Richard and John discuss the implications for the US oilfield arising from the lack of oil company M&A activity

Duration:00:11:26

Ep121: Bestsellers & Beach Reads

7/8/2019
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Richard & John crack open a book on occasion - what kind of books are we reading and what do we recommend? Produced by Charlie Spears

Duration:00:10:34

Ep120: When Does US Output Stop Growing if Oil Prices Don't Change?

7/1/2019
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We discuss the outlook for US crude production under various price/capex scenarios and speculate about the assumptions underlying the EIA forecast of US oil output.

Duration:00:11:25

Ep119: What Drove the Keane/C&J Merger?

6/24/2019
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In response to listener's questions, Richard and John discuss the factors that drove the recent merger between Keane Group and C&J Energy Services. How will this affect competition in the oilfield service industry? Produced by Charlie Spears

Duration:00:10:19

Ep119: We Review Our Predictions for 2019

6/17/2019
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Our mid-year review! Last January (Ep96) we made some predictions for 2019. How are we doing? This episode we talk crude price volatility, Weatherford, and average frac sand per well. Episode produced by Charlie Spears

Duration:00:14:30

Ep117: What's Your Breakeven Price?

6/10/2019
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While the average breakeven price is often cited for understanding which plays are most profitable, the range of breakeven prices within a play is less reported. Richard and John discuss how the range of breakeven prices from high to low is useful to understanding how much activity might rise or fall as price expectations move up or down.

Duration:00:08:23

Ep116: Production Decline - Can the US stay on the hamster wheel?

6/3/2019
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What would next month's US production look like if we stopped drilling wells today? John describes how new wells are masking steeper domestic production declines. Can the US keep up with the high demand for new wells? Produced by Charlie Spears

Duration:00:13:13

Ep115: In Flander's Field

5/27/2019
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A brief departure from our normal podcast. Today we remember those who have sacrificed for our country. "In Flanders Field" by John McCrae "In Flanders fields the poppies blow Between the crosses, row on row, That mark our place; and in the sky The larks, still bravely singing, fly Scarce heard amid the guns below. We are the Dead. Short days ago We lived, felt dawn, saw sunset glow, Loved and were loved, and now we lie, In Flanders fields. Take up our quarrel with the foe: To you from...

Duration:00:01:33

Ep114: The EU and the US Oilpatch

5/20/2019
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As a group, ROE for publicly-traded US operators rose to a five-year high in Q4 2018 as production increased and cost per barrel held steady. But the overall results were skewed by the good performance of the largest operators, as smaller firms remain under pressure to cut spending. Richard and John discuss how the financial health of US operators resembles the problems faced by the EU in stimulating its economy.

Duration:00:13:37

Ep113: Merle Haggard, Diminishing Returns, and Market Forecasting

5/13/2019
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Richard and John discuss why “leading edge” completion designs appear to be stabilizing but why proppant use per lateral foot is expected to continue rising.

Duration:00:11:32