In-Basin Observations

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.

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. 

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.

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

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!

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.

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. 

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.

Fresh off their successful event at Gleneagles in Scotland the Daniel Energy Partners team stepped into the Flecha Azul podcast studio and reviewed the week that was and their key takeaways from the event. The crew also looked forward at their events to come especially the wildly popular Permian Basin BBQ Cook-off which is only weeks away. Hit play and listen to the latest podcast of In-Basin Observations.

In our first podcast of 2022, John and Bill talk about the NAPE summit, review the state of the OFS market and discuss some 4Q earnings observations. The team is gearing up for more trips to the field and our THRIVE conference February 23 and 24.