In-Basin Observations

Welcome to the latest (much belated) episode of the in Basin Observations podcast. This week, we're joined by our guests Jackson Wheat and Jake Foster from Kerr Pumps. This episode was recorded on the road, in Telluride, Colorado, during our Telluride Executive Series. The discussion includes the origins and evolution of Kerr Pumps, the advent of the new "Vortex" fluid end product, and the company's focus on innovation and employee wellbeing. Jackson and Jake highlight the company’s growth, product differentiation, and plans to address market challenges while maintaining a strong internal focus on manufacturing excellence and employee satisfaction. Despite market consolidation and overall headwinds in the industry, Kerr Pumps has grown significantly since 2018, but was actually founded in 1946 and acquired by its current owner in 1996.  Their latest product, Vortex, promises significant enhancements over the F1-X, including double the valve and seat life, reduced maintenance time, and safer operation. It has been tested for four years and is expected to eventually replace the F1-X.   We apologize for any background noise, as this interview was recorded outside. But we hope you enjoy it. If you're interested in joining us later this year please let us know as we're always looking for new guests.

Panel of AI experts from Quantum, AWS, and Enverus discuss generative AI applications in energy sector at THRIVE conference. Topics include AI in data analysis, investment decision-making, workforce upskilling, concerns around cybersecurity and regulation, and transformative potential of AI in enhancing business operations within the industry.

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.

DEP team recaps Upstream Planning And Outlook Forum discussing industry-critical topics like OCTG, Well Service, Produced Water, Frac Efficiencies, and Capital Equipment needs. Highlights include Sand Market Dynamics, Capital Disciplines, Water Management in West Texas, Rig Counts, and Natural Gas Market Expectations.

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: Hydraulic Fracturing in the Permian Basin and the Case for Northern White Sand 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!

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!

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.

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.

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.

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.