I migliori Drilldown podcast (2023)

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

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Ep221 - Does Idling Your Engine Save Fuel? 12:46

5M ago12:46

12:46

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

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

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Ep220: What's driving OPECs production numbers? 15:41

5M ago15:41

15:41

This week we discuss how OPEC determines their production quota and how the war in Russia their decision making. Produced by Charlie Spears

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

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Ep219: How do we evaluate the Oilfield Services market? 19:43

6M ago19:43

19:43

This week we dive into our methodologies for tracking oilfield services domestically & internationally.

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

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Ep218: Are oil companies drilling themselves out of business? 15:29

6M ago15:29

15:29

Exploration has slowed, so are oil companies on a ticking clock? Produced by Charlie Spears

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

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Ep217: Is M&A back in Oilfield Services? 15:28

6M ago15:28

15:28

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

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

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Ep216: Oil prices are no longer driving activity 13:50

7M ago13:50

13:50

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.

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

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Ep215: We're BACK (and the oilfield has changed a lot) 19:43

7M ago19:43

19:43

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

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

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EP214: Point-Counterpoint: Part 2 17:03

1+ y ago17:03

17:03

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

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Ep213: Point-Counterpoint, Pt 1 15:19

1+ y ago15:19

15:19

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.…

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

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Ep212: The Long Run 14:49

1+ y ago14:49

14:49

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

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Ep211: Global Oilfield Spending – Pt. 2 12:35

1+ y ago12:35

12:35

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

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Ep210: Global Oilfield Spending Pt 1 11:00

1+ y ago11:00

11:00

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

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Ep209: Forecasting Bias 14:52

1+ y ago14:52

14:52

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

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

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Ep208: Frac Pricing 15:17

1+ y ago15:17

15:17

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

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

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Ep207: Decisions, Decisions 16:54

1+ y ago16:54

16:54

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

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

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Ep206: Looking forward to 2022 20:03

1+ y ago20:03

20:03

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

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Ep205: A Tale of Two Narratives 14:34

2y ago14:34

14:34

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

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

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Ep204: Net-Zero CO2 Emissions and Wet Frac Sand: Bonus Round! 20:48

2y ago20:48

20:48

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

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Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2) 15:59

2y ago15:59

15:59

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

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Ep202: What "net zero" and wet frac sand have in common (part 1) 15:59

2y ago15:59

15:59

How climate change & net zero are causing wet frac sand to show up on location.

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

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Ep201: Costs, Capex, Elasticity and Prices 16:54

2y ago16:54

16:54

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.

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

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Ep200: Renewables, COVID, and the American oil recovery 15:49

2y ago15:49

15:49

A big picture look at what comes next.

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

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Ep199: What We Expect In Q2 2021 13:27

2y ago13:27

13:27

Richard and John discuss four oilpatch events/trends they expect to emerge in Q2 2021: shortages, restructuring, bifurcation, and SPACs.

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

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Ep198: What We’re Hearing From the Field 18:09

2y ago18:09

18:09

The ongoing recovery in US drilling activity has caused some spot shortages for materials to emerge. At the same time, the number of new job openings for oil service workers has more than doubled since Q4 of last year. Richard and John discuss what this might mean for the cost to drill and complete wells, efficiency, and where the next shortages ar…

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

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Ep197: An Oilpatch Vaccine? 14:07

2y ago14:07

14:07

Richard and John discuss whether net-zero initiatives will be sufficient to keep ESG-sensitive funds invested in oil companies. Plus a Gilbert and Sullivan reference!

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

Spears and Associates

1
Ep221 - Does Idling Your Engine Save Fuel? 12:46

1
Ep220: What's driving OPECs production numbers? 15:41

1
Ep219: How do we evaluate the Oilfield Services market? 19:43

1
Ep218: Are oil companies drilling themselves out of business? 15:29

1
Ep217: Is M&A back in Oilfield Services? 15:28

1
Ep216: Oil prices are no longer driving activity 13:50

1
Ep215: We're BACK (and the oilfield has changed a lot) 19:43

1
EP214: Point-Counterpoint: Part 2 17:03

1
Ep213: Point-Counterpoint, Pt 1 15:19

1
Ep212: The Long Run 14:49

1
Ep211: Global Oilfield Spending – Pt. 2 12:35

1
Ep210: Global Oilfield Spending Pt 1 11:00

1
Ep209: Forecasting Bias 14:52

1
Ep208: Frac Pricing 15:17

1
Ep207: Decisions, Decisions 16:54

1
Ep206: Looking forward to 2022 20:03

1
Ep205: A Tale of Two Narratives 14:34

1
Ep204: Net-Zero CO2 Emissions and Wet Frac Sand: Bonus Round! 20:48

1
Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2) 15:59

1
Ep202: What "net zero" and wet frac sand have in common (part 1) 15:59

1
Ep201: Costs, Capex, Elasticity and Prices 16:54

1
Ep200: Renewables, COVID, and the American oil recovery 15:49

1
Ep199: What We Expect In Q2 2021 13:27

1
Ep198: What We’re Hearing From the Field 18:09

1
Ep197: An Oilpatch Vaccine? 14:07

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