Negative impacts of record-low drilling activity reverberate across the oil and gas industry
From bankruptcies and asset fire sales to job losses and record declines in crude production, drilling activity levels not seen since 1940 are affecting every corner of the oil and gas industry. In to...
9 Aug 202021min
With oil's supermajors in distress, can smaller independents step up and lead a recovery?
A disconnect between drilling activity and supermajors' earnings may reveal a shift in industry leadership, as evidence that the oil and gas industry is reaching a bottom emerges.
2 Aug 202024min
As the oil industry struggles, are national leaders waiting until it's too late to intervene?
As major service companies present their Q2 earnings results, they are offering what is perhaps the industry's leas-politically-biased assessments of future oil and gas demand - and it contradicts whe...
26 Juli 202027min
What lessons are oilfield service companies applying from downturns past to succeed today?
Using the differing fates of BJ Services and Halliburton as an example, in today's podcast Kurt and Cameron discuss how the last major downturn of the early 1990's taught service companies some harsh ...
22 Juli 202023min
Is Warren Buffett's $10B natural gas spend a bet against decarbonization?
Buffett sees a longer future for natural gas in the U.S., encouraging signs of a recovery in drilling continue to emerge, and the UK seeks to put an expiration date on internal-combustion vehicles.
19 Juli 202023min
How might Joe Biden and his new $2 trillion climate plan affect the energy industry?
A billion here, a billion there, and soon enough you're talking about real money... Kurt and Cameron explore Joe Biden's multi-trillion-dollar climate change plan, what it means for the energy industr...
15 Juli 202017min
As the U.S. drilling decline continues, Canada's offshore industry puts Ottawa on the spot
In today's episode, World Oil Editor-in-Chief Kurt Abraham and Digital Editor Cameron Wallace review new drilling rig count numbers that look like they need to get a little worse before they get bette...
12 Juli 202019min
Warren Buffet picks up the pieces as the U.S. oil industry is battered by legal, regulatory and financial challenges
World Oil Editor-in-Chief Kurt Abarham and Digital Editor Cameron Wallace discuss the near- and longer-term effects of the Dakota Access pipeline shutdown on U.S. shale, legal precedents being set and...
8 Juli 202021min
