Ranked #1
Ep139- Did the oil & gas industry turn a corner these past few weeks?
Ep139- Did the oil & gas industry turn a corner these past few weeks?
Aramco going public, the switch from production growth to profit growth, and companies ability to deliver on profit grow... Read more
9 Dec 2019
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12mins
Ranked #2
Ep123: What We're Seeing in the Field
Ep123: What We're Seeing in the Field
Operators and oil service firms have been reporting their Q2 results and what they expect to happen over the near term. ... Read more
30 Jul 2019
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16mins
Ranked #3
Ep134:It’s All About Timing
Ep134:It’s All About Timing
Richard and John review the time lag between a change in the spot price of oil and changes in rig count and frac activit... Read more
28 Oct 2019
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8mins
Ranked #4
Ep135: What I learned this week
Ep135: What I learned this week
5 Nov 2019
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11mins
Ranked #5
Ep137: The Future of Oilfield R&D
Ep137: The Future of Oilfield R&D
Richard and John contrast and compare the structure and direction of oilfield R&D in a “peak oil demand” scenario re... Read more
18 Nov 2019
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11mins
Ranked #6
Ep140: Next Year's News
Ep140: Next Year's News
Richard and John list some of their “Ahead of the Bit” headlines they expect will describe the oilpatch in 2020.
18 Dec 2019
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13mins
Ranked #7
Ep141: We Review our Predictions for 2019
Ep141: We Review our Predictions for 2019
Richard & John compare their over and under predictions for the past year -- how did they do? Produced by Charlie ... Read more
6 Jan 2020
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21mins
Ranked #8
Ep122: Where's the Exit?
Ep122: Where's the Exit?
Richard and John discuss the implications for the US oilfield arising from the lack of oil company M&A activity
17 Jul 2019
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11mins
Ranked #9
Ep133: The Risk of Selling Days
Ep133: The Risk of Selling Days
Richard and John discuss the impact on oil service companies whose services are priced per day when productivity soars a... Read more
21 Oct 2019
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12mins
Ranked #10
Ep138: ‘Tis the Season: The Takings (not Santa) Clause
Ep138: ‘Tis the Season: The Takings (not Santa) Clause
Some presidential candidates have proposed to ban fracking, if elected. Richard and John discuss how such proposals woul... Read more
2 Dec 2019
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15mins
Ranked #11
Ep151: $32 oil. What now?
Ep151: $32 oil. What now?
Richard and John discuss the near-term impact of $32 oil on drilling and completion activity and revenues for selected m... Read more
16 Mar 2020
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20mins
Ranked #12
Ep125: Mythical Beasts
Ep125: Mythical Beasts
How real is the "fracklog"? Richard and John identify the weaknesses in the EIA's method for calculating drilled-but-unc... Read more
12 Aug 2019
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11mins