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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.