Richard & John Spears answer your questions & discuss the oilfield services business. The Spears brothers have a combined 75+ years as leading industry experts and are prized speakers for events all across the globe.
The Drilldown will visit all topics in the oilfield services & equipment and discuss industry current events.
New episode every Monday!
Got a question? Send it to firstname.lastname@example.org
Ep205: A Tale of Two Narratives
Rising oil prices & less anticipated demand -- how do we interpret conflicting projections for oil demand?
Ep204: Net-Zero CO2 Emissions and Wet Frac Sand: Bonus Round!
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?
Ep203: Net-Zero CO2 Emissions and Wet Frac Sand (part 2)
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.
Ep202: What "net zero" and wet frac sand have in common (part 1)
How climate change & net zero are causing wet frac sand to show up on location.
Ep201: Costs, Capex, Elasticity and Prices
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.
Ep200: Renewables, COVID, and the American oil recovery
A big picture look at what comes next.
This is perfect for people looking to learn about the industry. They use the terminology and indicators that have been so hard to find in a podcast. I’m looking to become an analyst and this helps immensely. Keep up the good work!