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

Richard and John discuss the impact on oil service companies whose services are priced per day when productivity soars and whose costs are incurred per foot drilled. Can long-established pricing practices change?

Many companies are eyeing divestiture. What factors are incentivizing this and what barriers exist?

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

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

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

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

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.

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

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

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