In-Basin Observations
Daniel Energy Partners is an independent energy market intelligence firm focused on the Oil Service and Capital Equipment sectors. The foundation of our research is derived from in-basin field trips and discussions with industry executives, both public and private. Our research includes regular factory and facility tours as well as active trade show participation. We supplement our research with analysis of public company commentary such as earnings conference calls, press releases and other public disclosures. Our founder is often considered the original boots-on-the-ground oil service research analyst whose knowledge is supplemented through many years working in the U.S. oil service industry.
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Generative AI Podcast (Live from THRIVE)
03/24/2024
Generative AI Podcast (Live from THRIVE)
The DEP In Basin Observations podcast is back with a special live episode! During the THRIVE Energy conference, Leslie Beyer hosted a panel with experts Sebastian Gass (Quantum), Ben Wilson (AWS), and Colin Westmorland (Enverus) to discuss the use and impact of generative AI in the energy sector. They explored AI applications in data analysis, investment decision-making, and personal productivity, emphasizing the importance of high-quality data and workforce upskilling to leverage AI effectively. Concerns around intellectual property, cybersecurity, and potential regulation were also addressed, with an overall consensus on the transformative potential of AI in enhancing business operations and decision-making within the energy industry.
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Ranger Energy Services
01/07/2024
Ranger Energy Services
In the latest episode of the DEP In Basin Observations Podcast, Stuart Bodden, CEO of Ranger Energy Services, joins Bill and John to discuss Ranger's Q3 2023 results, the well service market, and the industry outlook for 2024. Despite industry challenges, Ranger's strategic moves over the last several years have led to improved revenue and margins. In one of our longer podcasts we explore industry consolidation trends, Ranger's M&A strategy, and challenges in the wireline business. Expectations for technological advancements and a focus on operational efficiency, emphasize Ranger's commitment to efficiency and resilience in diverse market conditions.
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Upstream Planning And Outlook Forum Recap
12/03/2023
Upstream Planning And Outlook Forum Recap
After a brief hiatus, the DEP In Basin Observations Podcast is back. Join us as we recap our fall activities and dive into the highlights of the recent DEP Upstream and Planning Outlook Forum. In this episode, the DEP team shares insights from the event's 12 panels, exploring a spectrum of industry-critical topics—from OCTG to Well Service, Produced Water to Frac Efficiencies, and Capital Equipment needs to Drilling Programs. Stay tuned for an informative discussion as we gear up for more episodes before the year concludes!
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Smart Sand
08/13/2023
Smart Sand
This week we're thrilled to have Lee Beckelman, Chief Financial Officer, and John Young, Chief Operating Officer, of Smart Sand, a frac and industrial sand supply company, join us. In this episode, we delve into a recently published white paper entitled: that presents a thought-provoking analysis of the value proposition of white sand versus in-basin sand. With a specific focus on the Permian Basin, Lee and John shed light on the potential of addressing productivity concerns by reevaluating in-basin sand usage and considering a switch back to the tried-and-true Northern White Sand. Join us as we explore the nuances of sand selection, their impact on well performance, and the economic considerations that play a pivotal role in shaping operators' decisions. Follow the link to listen. Don't forget to subscribe and share it with your network - you never know who might find it informative!
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ClearWell Dynamics
07/23/2023
ClearWell Dynamics
DEP In Basin Observations is back with an exciting road trip to San Antonio! Bill and John hit the road first to cook some BBQ for the ClearWell Dynamics team and then to run into the AC and chat with Roe Patterson. Roe shares some insights on the workover rig market pricing, providing a unique perspective on the oilfield services market for the rest of 2023. Roe also draws from his extensive experience running both private and publicly traded companies, shedding light on the key differences and challenges associated with each. Follow the link to listen to this engaging episode on DEP In Basin Observations. Don't forget to subscribe and share it with your network - you never know who might find it informative!
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Accelerated Mobile Power (AMP)
07/16/2023
Accelerated Mobile Power (AMP)
The latest episode of DEP In Basin Observations is here, and this time, Bill and John hit the road to the Woodlands. Join them in a captivating conversation with Travis Simmering and Dave Bosco from Accelerated Mobile Power (AMP). Travis and Dave share their journey starting up AMP and their mission to provide the oilfield with efficient modular mobile power solutions. AMP will serve the Oil & Gas, Utility, Data Center and Temporary Emergency Power Markets with top-notch assets and contract power services. We hope you enjoy the episode, please don't forget to subscribe and share with anyone who might be interested.
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Atlas Energy Solutions
07/09/2023
Atlas Energy Solutions
The newest episode of DEP In Basin Observations is here, and this time, we hit the road to Austin, Texas. This week Bill and Sean have a captivating conversation with Bud Brigham and John Turner from Atlas Energy Solutions. Bud and John share their experiences in bringing Atlas Energy Solutions Public and shed light on their new project, The Dune Express.
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Travis Thomas, NOV
06/25/2023
Travis Thomas, NOV
In the latest episode of the DEP In-Basin Observations Podcast we sat down in Conroe, Texas with Travis Thomas, project lead for NOV's MAX Completions software application. The CTES team started this process to build MC specifically from the viewpoint of customer needs, provide in-depth graphing tools for completion ops on a well-by-well basis, and allow for local on-site hands to post live job comments to MC for off-site engineers to monitor. We had an interesting conversation with Travis. NOV will prominently feature Max Completions at NOV’s URTeC exhibition this year in Denver (June 13-15, 2023). We hope you enjoy the episode and feel free to pass along to others.
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Billy Bailey
05/28/2023
Billy Bailey
Join us for the latest episode of DEP In Basin Observations as Bill and John hit the road to Dallas, Texas. In this episode, our guest is Billy Bailey, a seasoned expert in the energy industry from BP Capital Partners. Billy shares his start in the Energy business with Boone Pickens and provides unique insights into the energy landscape.
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GR Energy
04/30/2023
GR Energy
In our latest In-Basin Observations episode John and Bill visit GR Energy Services to speak with Wayne Richards, President and CEO. Wayne shares his insights on the current state of the oil and gas industry and the impact of technology in the Oilfield. With over 40 years of experience in the industry, his insights are invaluable and we had a great time talking to him. Check out the podcast at:
/episode/index/show/in-basin-observations/id/26698425
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Grizzly Manufacturing
04/16/2023
Grizzly Manufacturing
The latest Daniel Energy Partners In-Basin Observations podcast features a conversation with Chris Combs, recorded back in February. Chris is the President of Grizzly Manufacturing and a veteran of the oilfield services industry. Chris visited the DEP offices, where we had the 2022 World Series on display, and discussed the evolution of electric fracking. Grizzly Manufacturing showcased its EnviroFrac unit at their facility during the recent SPE Frac conference in the woodlands and at our THRIVE conference. The conversation centers around the environmental benefits of electric fracking and how the technology has advanced over the years.
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iNet
04/09/2023
iNet
This week’s podcast features an interview with Mark Slaughter, CEO of iNet. For those not familiar with iNet, the company provides wireless broadband communications using 4G LTE and 5G technology to oil and gas and companies and importantly, was our Wi-Fi sponsor at the Permian BBQ Cook-Off. The company was formed in 2011 and today enjoys network coverage of more than 130,000 square miles in the Bakken, Niobrara, Eagle Ford, Permian, Texas Panhandle, and Kern County, California. They are also now an authorized Starlink integrator.
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Blackrock at THRIVE Energy Conference
04/02/2023
Blackrock at THRIVE Energy Conference
In this episode, our hosts Sean Mitchell and Bill Herbert sat down with Rich Kushel from Blackrock at the Daniel Energy Partners THRIVE Energy Conference in Houston to discuss his views on the energy industry, BlackRock's relationship with the industry, the current investment landscape, and his experience leading BlackRock's portfolio management group.
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THRIVE Energy Conference 2023 - Recap
03/12/2023
THRIVE Energy Conference 2023 - Recap
The DEP team sits down and recaps the THRIVE Energy Conference. Thank you to all of our friends of the industry that were able to attend and support. THRIVE has been a great success since year one and we couldn't do it without your support. Thank you and enjoy this special episode.
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Infinity Water Solutions
03/12/2023
Infinity Water Solutions
In this episode of the podcast, recorded live from Minute Maid Park in Houston, Texas, Mike Dyson and Chris Caudill of Infinity Water Solutions join Bill to discuss their backgrounds and the founding of their company. They also delve into the important role that water management plays in the energy industry, and how Infinity is helping companies optimize their water usage and reduce their environmental footprint. After the podcast was recorded, Infinity Water Solutions announced a multi-year contract with XTO Energy to manage their produced water in the Delaware basin. This is a significant achievement for the company, and it demonstrates the growing demand for water management solutions in the basin. As always thanks for listening and feel free to reach out with comments or suggestions.
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EnQuest Energy Solutions with President Jamie Stewart
12/11/2022
EnQuest Energy Solutions with President Jamie Stewart
Bill & John travel to the EnQuest Energy Solutions facility to talk with the President of EnQuest, Jamie Stewart. Jamie is an oilfield veteran with expertise in manufacturing, repair and service of oilfield equipment. The guys had a wide ranging conversation with Jamie and touched on numerous topics in the OFS world from supply chain troubles to the electrification of frac. Thanks for listening, we hope you enjoy this conversation. Feel free to give us feedback on the pod and pass this along to anyone else you think would find it interesting
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ProPetro's CEO Sam Sledge
11/28/2022
ProPetro's CEO Sam Sledge
While in Midland two weeks ago, Bill and John sat down with friend of DEP ProPetro's CEO Sam Sledge. The guys talk about Frac activity, PUMP's recent 3Q earnings, the Silvertip deal, and look into operational activity for the next 3 months and 2023. Activity in the Permian remains robust, notwithstanding several isolated reports of expected Q4 seasonal/year-end effects, the more interesting picture is the strength of the market for next year (which might have the best "visibility" in a very long time). Subscribe wherever you like to listen to Podcasts and reach out if you have any feedback for us. We've got a bunch more podcasts coming your way!
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3rd Quarter Earnings Review
11/13/2022
3rd Quarter Earnings Review
On November 7th Geoff, Sean and Bill sit down to discuss the 3rd Quarter earnings results so far for E&P and OFS companies. The guys talk activity, M&A, recent E&P surveys and look a little into the remainder of this year and 2023. There is optimism regarding the duration and resilience of the current cycle. Subscribe wherever you like to listen to Podcasts and reach out if you have any feedback for the guys.
/episode/index/show/in-basin-observations/id/24994023
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ProFrac
11/01/2022
ProFrac
On the road with Matt Wilks, Executive Chairman at ProFrac Holdings. John, Sean, and Bill talk about the current frac market and what it's like being one of the largest pressure pumpers in the industry.
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Permian Basin BBQ Cook-Off 2022 recap
10/13/2022
Permian Basin BBQ Cook-Off 2022 recap
Thank you to all of our friends who made the trip for our 5th annual Permian Basin BBQ Cook-Off in Midland, TX. It was a major success thanks to all of you: all of the cooking teams, all of the sponsors, all of our judges and a big thanks to our great friends at Upright Digital. In this episode Sean, Bill, and Bob got together to reflect on the week and the impact this event has on our great industry.
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Recap from Gleneagles - 9.18.22
09/18/2022
Recap from Gleneagles - 9.18.22
Fresh off their successful event at Gleneagles in Scotland the Daniel Energy Partners team stepped into the Flecha Azul podcast studio and reviewed the week that was and their key takeaways from the event. The crew also looked forward at their events to come especially the wildly popular Permian Basin BBQ Cook-off which is only weeks away. Hit play and listen to the latest podcast of In-Basin Observations.
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On the Road at NAPE 2022
02/17/2022
On the Road at NAPE 2022
In our first podcast of 2022, John and Bill talk about the NAPE summit, review the state of the OFS market and discuss some 4Q earnings observations. The team is gearing up for more trips to the field and our THRIVE conference February 23 and 24.
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Recap from the DEP BBQ - 10.8.21
10/09/2021
Recap from the DEP BBQ - 10.8.21
In this Episode guest host Josh Lowery interviews John Daniel and Sean Mitchell from Daniel Energy Partner’s about their recent BBQ in Midland. Josh does a nice job of discovering the origins of the DEP BBQ and how these two have created an event like no other in the Permian Basin.
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Chesapeake Energy Corporation 8.24.21
08/24/2021
Chesapeake Energy Corporation 8.24.21
In this episode the DEP team sits down with Patrick Finney, VP of Completions at Chesapeake Energy, to talk about a recent trip to the Marcellus to visit Halliburton’s electric frac fleet. We discuss some of the obvious benefits of the electric fleet and Patrick shares some of the key stats from Chesapeake’s first pad in PA. Patrick also shares some interesting insights on what CHK is doing different on the completions side with wet sand completions, electric compression and CNG trucks to haul sand.
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In-Basin Observations 8.2.21
08/03/2021
In-Basin Observations 8.2.21
In this episode the DEP team talks amongst ourselves. John, Bob and Bill hit the general themes in the field (in no particular order), labor, customer demand and service cost pricing. Topical this week is the rise of COVID cases and initial signs it’s beginning to impact the field. We also have some takeaways from the second quarter calls for the big 3 in OFS.
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Recap from Telluride Part 2 - 7.15.21
07/27/2021
Recap from Telluride Part 2 - 7.15.21
DEP continues with our third episode. Sean and Bob were joined by Loren Singletary one of DEP’s Executive Advisors for part two in our recap of the Telluride Executive Series. We discuss Mark Mills' keynote speech, the various panels from the conference and the perspectives of ~70 upstream industry executives who attended.
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Mark Mills in Telluride - 6.30.21
07/13/2021
Mark Mills in Telluride - 6.30.21
DEP Has Returned from our inaugural Telluride Executive Series where Mark Mills (Montrose Lane) was our keynote speaker. We decided to release the speech where he talks about energy, forecasting and the energy transition. Mark has a new book out in October and you should check it out. Please give us feedback and subscribe to In-Basin Observations.
/episode/index/show/in-basin-observations/id/19787408
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Recap From the Permian - 6.15.21
07/06/2021
Recap From the Permian - 6.15.21
John and Bob are recently back from a trip to Midland where they visited with industry contacts and share their observations. Timely meetings with industry friends inform our views on the market.
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DEP Intro - 5.18.21
06/29/2021
DEP Intro - 5.18.21
Join the Daniel Energy Partners team on their inaugural podcast as they give their backgrounds in the oilfield and the origins of the firm. Bill Austin, John Daniel, Sean Mitchell and Bob Stanton will give their views on the state of the oilfield market and what we can expect from the In-Basin Observations Podcast.
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