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

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.

Richard and John identify 2021’s market segment winners and losers and discuss the factors driving the differences in revenue growth this year.

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

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

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

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.

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

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?

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.

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