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.
Latest episodes
Jun 22, 2025 • 32min
Episode 50: Simon Lawrie (Vulcan)
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
Jun 8, 2025 • 41min
Episode 49: Doug Terreson.
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 revolution, and the investment paradigm shift that followed.
Apr 13, 2025 • 29min
Episode 48 : Ryan Ezell (flotek)
Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
Apr 5, 2025 • 29min
Episode 47 :Clay Holland (Axis)
Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive.
Apr 5, 2025 • 32min
Episode 46: Jon Faber (Pason)
Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive
Mar 29, 2025 • 28min
Episode 45: Chris Stavros (Magnolia)
Breaking down the importance of financial discipline, low debt, and steady free cash flow in an era of capital efficiency.
Mar 29, 2025 • 24min
Episode 43: Blake McCarthy (Atlas)
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.
Mar 29, 2025 • 19min
Episode 44: John Shanahan, Jason Keiser & Derek Kamp (Caterpillar)
Unveiling Caterpillar’s new Gas Mechanical System, an innovative solution for burning 100% natural gas in frac operations, improving efficiency and power density.
Mar 23, 2025 • 31min
Episode 42 : Smart Sand (Lee Beckelman)
Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
Mar 23, 2025 • 27min
Episode 41 : Flowco ( Joe Bob Edwards )
Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
