In-Basin Observations
Upright Digital
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.
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
Mentioned books
Aug 10, 2025 • 44min
Episode 53: Mark Freeman (ProDirectional)
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.
Aug 3, 2025 • 42min
Episode 52: Dave Anderson (Barclays)
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 solutions.We hit on what’s driving the shift, which players are leading the way, and why capital is starting to move in this direction. It’s a timely conversation that ties directly into what we’ve been hearing for quite some time now.
Jul 27, 2025 • 37min
Episode 51: John Freeman (Raymond James)
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 grounded, data-rich discussion on how capital discipline and resource scarcity are reshaping the competitive landscape in U.S. shale.
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.
