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

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

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 even... Read more

Ranked #1

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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

12mins

Ranked #2

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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

16mins

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Ranked #3

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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

8mins

Ranked #4

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Ep135: What I learned this week

Ep135: What I learned this week

5 Nov 2019

11mins

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Ranked #5

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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

11mins

Ranked #6

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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

13mins

Ranked #7

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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

21mins

Ranked #8

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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

11mins

Ranked #9

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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

12mins

Ranked #10

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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

15mins

Ranked #11

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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

20mins

Ranked #12

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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

11mins

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