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Spears & Associates

Sign In My Account
About
About Us
History of the Firm
Our Team
Market Research
Reports
Workbook
Consulting
Spears Insider
Get Our Emails
Drilldown Podcast
Events
Contact
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Claire Spears
November 18, 2021

Point-Counterpoint: Part 2

Claire Spears
November 18, 2021

Richard and John review the challenge to US oilfield service firms in accommodating a significant increase in oilco activity in 2022. Topics addressed include market segmentation by operator size, contract duration requirements, risks from new technologies, and the potential for market consolidation. 

Drilldown · EP214: Point-Counterpoint: Part 2

Claire Spears
November 2, 2021

Point-Counterpoint: Part 1

Claire Spears
November 2, 2021

Richard and John preview the upcoming discussions between oil company managements planning to significantly increase capital spending in 2022 and possible pushback from investors. Topics addressed include long-term versus short-term demand expectations, “resilient” reserves and “bifurcated” investment groups. 

Drilldown · Ep213: Point-Counterpoint, Pt 1

Claire Spears
October 14, 2021

The Long Run

Claire Spears
October 14, 2021

Richard and John review the findings the EIA’s newly-released outlook for the global energy market to 2050 and discuss its implications for the oilfield equipment and service industry.

Claire Spears
September 29, 2021

Global Oilfield Spending – Part 2

Claire Spears
September 29, 2021

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.

Claire Spears
September 14, 2021

Global Oilfield Spending – Part 1

Claire Spears
September 14, 2021

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

Claire Spears
August 27, 2021

Forecasting Bias

Claire Spears
August 27, 2021

Richard and John review Spock’s forecasting track record and some of the factors that lead to forecast errors by oilfield firms and investors.

Claire Spears
August 22, 2021

Looking Ahead: Frac Activity

Claire Spears
August 22, 2021

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

Claire Spears
August 15, 2021

Decisions, Decisions

Claire Spears
August 15, 2021

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

Claire Spears
August 6, 2021

Looking Forward to 2022

Claire Spears
August 6, 2021

Back to work – and just in time! Richard and John discuss the meaning of some of the surprising things that have happened in the oilpatch while they’ve been away from the podcast.

Claire Spears
May 23, 2021

A Tale of Two Narratives

Claire Spears
May 23, 2021

Richard and John go behind the looking glass to discuss how to reconcile rising oil prices with forecasts of sharply lower oil demand and calls to end oil exploration and new field development.    

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Spears & Associates, Inc. provides business planning, analysis, activity forecasts and market research-based consulting services to the worldwide petroleum equipment and service industry. Clients include petroleum equipment manufacturers, oilfield service firms, financial institutions, and research groups. Spears & Associates has served the oilfield since 1965. Its services are divided between off-the-shelf unique data driven  products, private and multi-client Consulting, and the Spears Insider, a subscription to weekly insight emails. The staff of Spears & Associates provides a wealth of experience in the oilfield from the service perspective and the oil company perspective.

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