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In-Basin Observations

Latest episodes

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Apr 16, 2023 • 41min

EP19 Grizzly Manufacturing

The latest Daniel Energy Partners In-Basin Observations podcast features a conversation with Chris Combs, recorded back in February. Chris is the President of Grizzly Manufacturing and a veteran of the oilfield services industry. Chris visited the DEP offices, where we had the 2022 World Series on display, and discussed the evolution of electric fracking.   Grizzly Manufacturing showcased its EnviroFrac unit at their facility during the recent SPE Frac conference in the woodlands and at our THRIVE conference. The conversation centers around the environmental benefits of electric fracking and how the technology has advanced over the years.
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Apr 9, 2023 • 47min

EP18 iNet

This week’s podcast features an interview with Mark Slaughter, CEO of iNet.  For those not familiar with iNet, the company provides wireless broadband communications using 4G LTE and 5G technology to oil and gas and companies and importantly, was our Wi-Fi sponsor at the Permian BBQ Cook-Off.  The company was formed in 2011 and today enjoys network coverage of more than 130,000 square miles in the Bakken, Niobrara, Eagle Ford, Permian, Texas Panhandle, and Kern County, California. They are also now an authorized Starlink integrator.
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Apr 2, 2023 • 29min

EP17 Blackrock at THRIVE Energy Conference

In this episode, our hosts Sean Mitchell and Bill Herbert sat down with Rich Kushel from Blackrock at the Daniel Energy Partners THRIVE Energy Conference in Houston to discuss his views on the energy industry, BlackRock's relationship with the industry, the current investment landscape, and his experience leading BlackRock's portfolio management group.
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Mar 12, 2023 • 34min

EP16 THRIVE Energy Conference 2023 - Recap

The DEP team sits down and recaps the THRIVE Energy Conference. Thank you to all of our friends of the industry that were able to attend and support. THRIVE has been a great success since year one and we couldn't do it without your support. Thank you and enjoy this special episode. 
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Mar 12, 2023 • 32min

EP15 Infinity Water Solutions

In this episode of the podcast, recorded live from Minute Maid Park in Houston, Texas, Mike Dyson and Chris Caudill of Infinity Water Solutions join Bill to discuss their backgrounds and the founding of their company. They also delve into the important role that water management plays in the energy industry, and how Infinity is helping companies optimize their water usage and reduce their environmental footprint.   After the podcast was recorded, Infinity Water Solutions announced a multi-year contract with XTO Energy to manage their produced water in the Delaware basin. This is a significant achievement for the company, and it demonstrates the growing demand for water management solutions in the basin.   As always thanks for listening and feel free to reach out with comments or suggestions.
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Dec 11, 2022 • 36min

EP14 EnQuest Energy Solutions with President Jamie Stewart

Bill & John travel to the EnQuest Energy Solutions facility to talk with the President of EnQuest, Jamie Stewart. Jamie is an oilfield veteran with expertise in manufacturing, repair and service of oilfield equipment. The guys had a wide ranging conversation with Jamie and touched on numerous topics in the OFS world from supply chain troubles to the electrification of frac.   Thanks for listening, we hope you enjoy this conversation. Feel free to give us feedback on the pod and pass this along to anyone else you think would find it interesting
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Nov 28, 2022 • 37min

EP13 ProPetro's CEO Sam Sledge

While in Midland two weeks ago, Bill and John sat down with friend of DEP ProPetro's CEO Sam Sledge. The guys talk about Frac activity, PUMP's recent 3Q earnings, the Silvertip deal, and look into operational activity for the next 3 months and 2023. Activity in the Permian remains robust, notwithstanding several isolated reports of expected Q4 seasonal/year-end effects, the more interesting picture is the strength of the market for next year (which might have the best "visibility" in a very long time).   https://linktr.ee/inbasinobservations Subscribe wherever you like to listen to Podcasts and reach out if you have any feedback for us. We've got a bunch more podcasts coming your way!
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Nov 13, 2022 • 24min

EP12 3rd Quarter Earnings Review

On November 7th Geoff, Sean and Bill sit down to discuss the 3rd Quarter earnings results so far for E&P and OFS companies. The guys talk activity, M&A, recent E&P surveys and look a little into the remainder of this year and 2023. There is optimism regarding the duration and resilience of the current cycle.   Subscribe wherever you like to listen to Podcasts and reach out if you have any feedback for the guys.
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Nov 1, 2022 • 34min

EP11 ProFrac

On the road with Matt Wilks, Executive Chairman at ProFrac Holdings. John, Sean, and Bill talk about the current frac market and what it's like being one of the largest pressure pumpers in the industry. 
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Oct 13, 2022 • 35min

EP10 Permian Basin BBQ Cook-Off 2022 recap

Thank you to all of our friends who made the trip for our 5th annual Permian Basin BBQ Cook-Off in Midland, TX. It was a major success thanks to all of you: all of the cooking teams, all of the sponsors, all of our judges and a big thanks to our great friends at Upright Digital. In this episode Sean, Bill, and Bob got together to reflect on the week and the impact this event has on our great industry.

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