In-Basin Observations

Episodes

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).  

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ProPetro's CEO Sam Sledge

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.

 

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3rd Quarter Earnings Review

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. 

ProFrac

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.

Permian Basin BBQ Cook-Off 2022 recap

Recap from Gleneagles - 9.18.22

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.

Recap from Gleneagles - 9.18.22

On the Road at NAPE 2022

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.

On the Road at NAPE 2022

Recap from the DEP BBQ - 10.8.21

In this episode, guest host Josh Lowery interviews John Daniel and Sean Mitchell about their recent BBQ in Midland.  Josh does a nice job of discovering the origins of the DEP BBQ and how these two have created an event like no other in the Permian Basin.

Recap from the DEP BBQ - 10.8.21

Chesapeake Energy Corporation 8.24.21

In this episode the DEP team sits down with Patrick Finney, VP of Completions at Chesapeake Energy, to talk about a recent trip to the Marcellus to visit Halliburton’s electric frac fleet.   We discuss some of the obvious benefits of the electric fleet and Patrick shares some of the key stats from Chesapeake’s first pad in PA.  In addition to the Zeus Electric pump that deliver 5,000HP at over 22 bbls/minute, we discuss the other electric components on location as well as the power supply that can be used with this all-electric solution.   Patrick also shares some interesting insights on what  CHK is doing different on the completions side with wet sand completions, electric compression and CNG trucks to haul sand.

Chesapeake Energy Corporation 8.24.21

In-Basin Observations 8.2.21

In this episode the DEP team talks amongst ourselves. John, Bob and Bill hit the general themes in the field (in no particular order), labor, customer demand and service cost pricing. Topical this week is the rise of COVID cases and initial signs it’s beginning to impact the field. We also have some takeaways from the second quarter calls for the big 3 in OFS.

In-Basin Observations 8.2.21

Recap from Telluride Part 2 - 7.15.21

The DEP team continues on with our third podcast episode. Sean and Bob were joined by Loren Singletary one of DEP’s Executive Advisors for part two in our recap of the Telluride Executive Series. We discuss Mark Mills' keynote speech, the various panels from the conference and the perspectives of ~70 upstream industry executives who attended. Access to capital for the industry, M&A, ESG, new technology in the oilfield and rig/frac count predictions were covered in depth.

We hope you’re enjoying our conversations so far, we do like to talk but we need to learn when we're droning on. Please have a listen and while you’re at it give us some constructive feedback.

Recap from Telluride Part 2 - 7.15.21

Mark Mills in Telluride - 6.30.21

DEP Has Returned from our inaugural Telluride Executive Series where Mark Mills (Montrose Lane) was our keynote speaker. We decided to release the speech where he talks about energy, forecasting and the energy transition. Mark has a new book out in October and you should check it out. Please give us feedback and subscribe to In-Basin Observations.

Mark Mills in Telluride - 6.30.21

Recap From the Permian - 6.15.21

John and Bob are recently back from a trip to Midland where they visited with industry contacts and share their observations. Timely meetings with industry friends inform our views on the market.

Recap From the Permian - 6.15.21

DEP Intro - 5.18.21

Join the Daniel Energy Partners team on their inaugural podcast as they give their backgrounds in the oilfield and the origins of the firm. Bill Austin, John Daniel, Sean Mitchell and Bob Stanton will give their views on the state of the oilfield market and what we can expect from the In-Basin Observations Podcast.

DEP Intro - 5.18.21