“Which companies are doing the best job of transforming themselves into providers of shale-related services?” In this podcast Richard and John discuss what shale transformation looks like for an oil service firm and whether customers or investors are driving this process.
Episode 11 (Rerun): A bbl of monkeys!
This week, we're re-surfacing one of our favorite early episodes: Topics include: New vs old wells, Drilling Fluids Profitability, "Pressure Pumping" vs "Fracking", Rotary Steerable Directional Drilling, "TD", and more! Also, John gives a fascinating & unexpected answer to where the abbreviation "bbls" comes from - it's not what you'd expect!
Episode 78: Is “Fractivity” At Risk Outside the Permian?
In this podcast Richard and John discuss when other regions are likely to experience pipeline takeaway constraints similar to the one currently impacting completion activity in the Permian Basin.
Episode 77: Winners and Losers in the Frac Market
In this podcast Richard and John compare how well nine frac companies have performed in terms of market share since 2017.
Episode 76: Questions From The Field
In this podcast Richard and John respond to questions regarding expectations for drilling and completion activity, pump truck newbuilds, and frac pricing. Will other shale plays see a slowdown in activity because of problems with Permian takeaway capacity? What is “e-frac” and where will it be used?
Episode 75: Three Emerging Trends
In this podcast John and Richard discuss three changes likely to emerge as the oil service industry supply chain is re-imagined by the push to lower the cost of drilling and completing wells.
Episode 74: Judging Performance
As the US oil industry moves toward a “factory” drilling approach and looks to optimize efficiency, operators and service firms are challenged with how best to measure performance. MTBF (mean time between failure) or MTTF (mean time to failure)
Episode 73: A Day In The Life Of A Cementing Crew
In this podcast, Richard and John describe one of the most critical jobs on the wellsite -- how a crew goes about cementing an oilwell. How many people are involved? What equipment is used? And, how long the job takes?
Episode 72: Will Everything Old Be New Again?
Oilfield equipment and service markets closely associated with well maintenance (well servicing, coiled tubing services, and artificial lift) have lagged during the current upturn. In this podcast, Richard and John discuss the outlook for brownfield investment in a world with low-geological risk shale development opportunities.
Episode 71: Our Forecasts for 2018: A Mid-Year Review
In this podcast Richard and John review how well the five predictions they made back in January for 2018 (Episode #46) are holding up. Who’s in the lead for brotherly bragging rights?