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

Natural gas demand is up, pricing recovers a bit. Is this sustainable going forward? We talk about what it looks like as the LNG market tightens up.   Produced by Charlie Spears

Our podcast today goes out to Warren Buffet & similar investors. We see a 3-phase recovery by market sector. Where & when should investors deploy their capital?   Produced by Charlie Spears

Our podcast today goes out to Warren Buffet & similar investors. We see a 3-phase recovery by market sector. Where & when should investors deploy their capital?   Produced by Charlie Spears

With reserves plentiful but facing limits on CO2 emissions, oil companies are re-focusing their R&D programs. What implications does this have for the oil service sector? Other topics discussed include:  The link between oil service revenues and R&D budgets  R&D’s “Blutarsky moment”  The optimal length of a lecture

Looks like we were a bit too optimistic for Q2! This episode we contrast and compare the Q2 financial results of major oil service companies for clues about what is happening in NAM and International markets and the implications for technology development.   Produced by Charlie Spears

Is Q4 the new "spring dip"? Is drilling seasonality now driven by budget exhaustion?

Richard & John talk about what happens to oilfield service prices over the next few quarters.

Richard and John discuss the similarities and differences between the theatre business and the oil and gas industry and the challenges each faces in recovering from the pandemic. We also discuss movies with an exclamation point in the title!

How much oilfield product/service line revenues were impacted Q2 as operators' slashed capex and what this means for supply chain resiliency.

Oil's back up, but rig count isn't. Why is that? We also discuss the changing landscape of market predicting.