

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

Jul 9, 2023 • 28min
EP23 Atlas Energy Solutions
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.

Jun 25, 2023 • 32min
EP22 Travis Thomas, NOV
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.

May 28, 2023 • 44min
EP21 Billy Bailey
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.

Apr 30, 2023 • 36min
EP20 GR Energy
In our latest In-Basin Observations episode John and Bill visit GR Energy Services to speak with Wayne Richards, President and CEO. Wayne shares his insights on the current state of the oil and gas industry and the impact of technology in the Oilfield. With over 40 years of experience in the industry, his insights are invaluable and we had a great time talking to him. Check out the podcast at: https://linktr.ee/inbasinobservations

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.

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.

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.

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.

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.

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