

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

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

Mar 2, 2025 • 1h 7min
EP40 Josh Lowrey
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.

Jan 12, 2025 • 39min
EP39 Key Energy Services
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.

Dec 22, 2024 • 49min
EP38 2025 and Beyond Outlook: Waiting for a Slow Pitch
Join the DEP team (Bill Austin, Sean Mitchell and Blake McLean) as they sit down with Bill Herbert, author of the Daniel Energy Partners' latest report, "2025 and Beyond Outlook: Waiting for a Slow Pitch". The conversation dives into the complexities of the energy sector as we head into 2025, covering market dynamics, geopolitical uncertainties, the rise of deepwater production, and the evolving role of natural gas and power generation. The conversation was a great way to end 2024 and look into 2025.


