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.
Episodes
In this episode of the In Basin Observations Podcast (recorded live at the Permian Basin Barbecue Cookoff) Bill sits down with Caterpillar’s Collin Clark and Chris Berry. They highlight CAT’s new gas mechanical system, which nearly doubles pumping horsepower versus legacy diesel units while lowering fuel costs and emissions and running on both CNG and field gas. The discussion also covers the growing grid “power gap” from data cent...
In this episode, Bill and Blake visit Texas Steel Conversion (TSC) to discuss the company’s long history in the tubular and drill-pipe markets. The conversation with Russell Werner and John Hubbard from TSC highlights how the company has expanded across multiple facilities in Southeast Texas, driving new efficiency gains in heat treatment, upsetting, and premium connection manufacturing. The team discusses volatility in both OCTG a...
Bill and John sit down with David Paradis, CEO of GD Energy Products, to discuss innovation in high-pressure pumping, the impact of tariffs, and the company’s strategy for growth across U.S. land and international markets.
In-Basin Observations Podcast – Episode 55: Dennis Jol, CEO of AIQ
In this episode, Bill and John sit down with Josh Lowery and Dennis Jol, CEO of AIQ, a joint venture between ADNOC / Presight a G42 company focused on applying artificial intelligence across the energy sector. Dennis shares how AIQ was founded to combine ADNOC’s domain expertise with G42’s technology capabilities, transforming operations through data-driven workf...
In the latest episode of the DEP In Basin Observations podcast, Bill and John sit down with Larry Bruno, Chairman & CEO of Core Laboratories, to discuss how the nearly 90-year-old company is positioning itself for the next phase of the energy cycle. Larry walks through Core’s expansion into unconventional reservoir analysis in the Middle East, the balance between offshore and onshore markets, and what rising international FIDs ...
In this In Basin Observations episode, Bill Austin and Sean Mitchell sit down with Mark Freeman, CEO of ProDirectional, for an in-depth discussion on the state of the directional drilling market. The conversation explores how ProDirectional is positioning itself amid shifting rig counts, what operators are asking for in today’s efficiency-driven environment, and how technology is influencing well design and execution.
This week’s episode of In Basin Observations features Dave Anderson from Barclays, who recently released a through report discussing Distributed Power. We enjoyed discussing one of the most important themes shaping the energy services landscape with Dave.
As traditional grid infrastructure struggles to keep up with demand, new opportunities are emerging for OFS companies to support operators with mobile and scalable power solution...
In our latest In Basin Observations podcast, DEP hosts Bill Austin and Geoff Jay sit down with John Freeman, Managing Director and Head of Energy Research at Raymond James, to discuss the firm's comprehensive Midland and Delaware Basin deep dive reports. John provides critical insights into inventory life, operator strategy, valuation trends, and evolving productivity across core acreage in the Permian. This episode offers a gr...
This week on In Basin Observations, Bill sits down with Vulcan Industrial President Simon Lawrie from their Houston headquarters to talk manufacturing in a market shaped by volatility and opportunity. In 2025 Vulcan is leaning into high-performance machining and customer-driven innovation. Simon shares how the company was founded, navigating tariffs, and innovation in the oilfield.SS
In this week’s episode of The DEP In-Basin Observations podcast, Bill Austin and Geoff Jay sit down with industry veteran Doug Terreson to unpack his new book, Can’t Deny It, a blend of memoir and market dissection shaped by a decades-long career in energy equity research. The conversation explores how capital discipline displaced growth-at-any-cost thinking, with Doug offering candid reflections on super mergers, the shale revolut...
Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive.
Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive
Sharing Atlas’ expansion into distributed power with their acquisition of Moser Energy Systems, and how autonomous trucking is set to change the logistics of sand delivery.
Unveiling Caterpillar’s new Gas Mechanical System, an innovative solution for burning 100% natural gas in frac operations, improving efficiency and power density.
Breaking down the importance of financial discipline, low debt, and steady free cash flow in an era of capital efficiency.
Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
In the latest In-Basin Observations Podcast, John and Bill sit down with Josh Lowrey, Founder of Upright Digital, to discuss industry trends, life’s challenges, and the grit it takes to succeed.
In the latest In-Basin Observations Podcast, John and Bill sit down with Marshall Dodson, CEO of Key Energy Services, to explore the trends shaping the oil and gas sector. Some key topics include: The 2025 outlook for the industry, with a focus on market stability and efficiency; workover rig activity and how market consolidation is creating opportunities; and operational advancements, from equipment maintenance to electrification.
...Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!