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

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

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

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

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

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

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.

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

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.

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.

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.